| Advisor Group Holdings, Inc. | 22,897 | $6.87 萬 | 0.00% | +2,593+12.8% | 加碼 |
| Voya Investment Management LLC | 22,678 | $6.80 萬 | 0.00% | −631−2.7% | 減碼 |
| Mercer Global Advisors Inc | 22,482 | $6.74 萬 | 0.00% | +22,482 | 新進 |
| Lynx1 Capital Management LP | 21,245 | $6.37 萬 | 0.01% | +21,245 | 新進 |
| Prudential Financial Inc | 20,865 | $6.26 萬 | 0.00% | +20,865 | 新進 |
| Commonwealth Equity Services, LLC | 20,702 | $6.21 萬 | 0.00% | +6,423+45.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 20,300 | $6.09 萬 | 0.00% | 00.0% | 不變 |
| DKM Wealth Management, Inc. | 20,000 | $6.00 萬 | 0.04% | 00.0% | 不變 |
| Cherry Creek Investment Advisors, Inc. | 18,625 | $5.59 萬 | 0.02% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 19,359 | $5.38 萬 | 0.00% | +4,403+29.4% | 加碼 |
| SG Americas Securities, LLC | 17,116 | $5.10 萬 | 0.00% | −23,812−58.2% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 16,084 | $4.76 萬 | 0.01% | +3,847+31.4% | 加碼 |
| Cresset Asset Management, LLC | 14,500 | $4.35 萬 | 0.00% | 00.0% | 不變 |
| Merit Financial Group, LLC | 13,453 | $4.04 萬 | 0.00% | +13,453 | 新進 |
| HB Wealth Management, LLC | 12,942 | $3.88 萬 | 0.00% | +2,862+28.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,838 | $3.85 萬 | 0.00% | +7,565+143.5% | 加碼 |
| JustInvest LLC | 12,252 | $3.68 萬 | 0.00% | +12,252 | 新進 |
| Xponance, Inc. | 12,160 | $3.65 萬 | 0.00% | +1,635+15.5% | 加碼 |
| Legal & General Group Plc | 11,741 | $3.52 萬 | 0.00% | −1,753−13.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 11,142 | $3.34 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 11,021 | $3.31 萬 | 0.00% | −457−4.0% | 減碼 |
| Brinker Capital Investments, LLC | 10,488 | $3.15 萬 | 0.00% | +410+4.1% | 加碼 |
| Principal Financial Group Inc | 10,296 | $3.09 萬 | 0.00% | +10,296 | 新進 |
| Colony Group, LLC | 10,271 | $3.08 萬 | 0.00% | +10,271 | 新進 |
| Truist Financial Corp | 10,000 | $3.00 萬 | 0.00% | +10,000 | 新進 |
| Archetype Wealth Partners | 10,000 | $3.00 萬 | 0.00% | +10,000 | 新進 |
| Essential Partners LLC | 9,116 | $2.73 萬 | 0.01% | +9,108+113,850.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 7,843 | $2.35 萬 | 0.00% | +536+7.3% | 加碼 |
| California State Teachers Retirement System | 7,381 | $2.21 萬 | 0.00% | −1,016−12.1% | 減碼 |
| Close Asset Management Ltd | 7,310 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 6,100 | $1.83 萬 | 0.00% | +1,850+43.5% | 加碼 |
| Rialto Wealth Management, LLC | 3,600 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 3,362 | $1.01 萬 | 0.00% | +407+13.8% | 加碼 |
| US Bancorp | 3,274 | $9,822 | 0.00% | +112+3.5% | 加碼 |
| Rockefeller Capital Management L.P. | 2,162 | $6,486 | 0.00% | +2,162 | 新進 |
| TD Waterhouse Canada Inc. | 1,700 | $5,354 | 0.00% | +1,300+325.0% | 加碼 |
| Sterling Capital Management LLC | 1,642 | $4,926 | 0.00% | −971−37.2% | 減碼 |
| Allworth Financial LP | 1,564 | $4,692 | 0.00% | +1,392+809.3% | 加碼 |
| GAMMA Investing LLC | 1,547 | $4,641 | 0.00% | +1,066+221.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,449 | $4,347 | 0.00% | +1,245+610.3% | 加碼 |
| Hurley Capital, LLC | 1,305 | $3,915 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,297 | $3,891 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 1,000 | $3,000 | 0.00% | +71+7.6% | 加碼 |
| Signaturefd, LLC | 1,000 | $3,000 | 0.00% | +1,000 | 新進 |
| Farther Finance Advisors, LLC | 913 | $2,876 | 0.00% | −550−37.6% | 減碼 |
| Central Trust Co | 800 | $2,400 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 653 | $1,959 | 0.00% | +315+93.2% | 加碼 |
| Caitong International Asset Management Co., Ltd | 620 | $1,860 | 0.00% | −2,513−80.2% | 減碼 |
| 1620 Investment Advisors, Inc. | 600 | $1,800 | 0.00% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 500 | $1,500 | 0.00% | +500 | 新進 |
| The PNC Financial Services Group, Inc. | 492 | $1,476 | 0.00% | −53−9.7% | 減碼 |
| Rothschild Investment LLC | 492 | $1,476 | 0.00% | +387+368.6% | 加碼 |
| Optiver Holding B.V. | 450 | $1,350 | 0.00% | −279−38.3% | 減碼 |
| CoreCap Advisors, LLC | 353 | $1,059 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 273 | $942 | 0.00% | +273 | 新進 |
| Wealth Preservation Advisors, LLC | 232 | $696 | 0.00% | +232 | 新進 |
| Parkside Financial Bank & Trust | 205 | $615 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 173 | $519 | 0.00% | +173 | 新進 |
| True Wealth Design, LLC | 133 | $399 | 0.00% | +133 | 新進 |
| Ronald Blue Trust, Inc. | 100 | $300 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 79 | $237 | 0.00% | −151−65.7% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 69 | $207 | 0.00% | +69 | 新進 |
| Sunbelt Securities, Inc. | 64 | $192 | 0.00% | +64 | 新進 |
| IFP Advisors, Inc | 63 | $189 | 0.00% | +63 | 新進 |
| SJS Investment Consulting Inc. | 41 | $123 | 0.00% | +41 | 新進 |
| Clearstead Advisors, LLC | 40 | $120 | 0.00% | +40 | 新進 |
| Heights Capital Management, Inc | 0 | $0 | 0.00% | −1,065,640−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −314,300−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −18,878−100.0% | 清倉 |
| Abel Hall, LLC | 0 | $0 | 0.00% | −15,422−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,875−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,922−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,217−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −6,230−100.0% | 清倉 |
| Amalgamated Bank | 0 | $0 | 0.00% | −4,285−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,250−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −208−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Clarius Group, LLC | – | – | – | – | 本季未申報 |
| Alpha Cubed Investments, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
