| Moody Aldrich Partners LLC | 2,258 | $25.1 萬 | 0.05% | −821−26.7% | 減碼 |
| Sanctuary Advisors, LLC | 2,247 | $25.0 萬 | 0.00% | +36+1.6% | 加碼 |
| Merit Financial Group, LLC | 2,237 | $24.9 萬 | 0.00% | +181+8.8% | 加碼 |
| Farallon Capital Management, L.L.C. | 2,000 | $22.3 萬 | 0.00% | −385,000−99.5% | 減碼 |
| Pinnacle Associates Ltd | 1,864 | $20.8 萬 | 0.00% | +1,864 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,864 | $20.8 萬 | 0.01% | +1,864 | 新進 |
| Gsa Capital Partners LLP | 1,857 | $20.7 萬 | 0.01% | +1,857 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 1,854 | $20.6 萬 | 0.00% | −360−16.3% | 減碼 |
| Citigroup Inc | 1,729 | $19.3 萬 | 0.00% | +55+3.3% | 加碼 |
| Rhumbline Advisers | 1,441 | $16.0 萬 | 0.00% | −277−16.1% | 減碼 |
| GF Fund Management Co. Ltd. | 1,326 | $14.8 萬 | 0.00% | +167+14.4% | 加碼 |
| Bellevue Group AG | 1,048 | $11.7 萬 | 0.00% | +1,048 | 新進 |
| Gordian Capital Singapore Pte Ltd | 1,000 | $11.1 萬 | 0.19% | +1,000 | 新進 |
| Covestor Ltd | 891 | $9.90 萬 | 0.07% | −83−8.5% | 減碼 |
| Assetmark, Inc | 886 | $9.87 萬 | 0.00% | +260+41.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 670 | $7.46 萬 | 0.00% | +560+509.1% | 加碼 |
| GAMMA Investing LLC | 548 | $6.10 萬 | 0.00% | −8−1.4% | 減碼 |
| LRI Investments, LLC | 545 | $6.07 萬 | 0.01% | +453+492.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 481 | $5.36 萬 | 0.00% | +375+353.8% | 加碼 |
| WPG Advisers, LLC | 472 | $5.26 萬 | 0.04% | +18+4.0% | 加碼 |
| Advisory Services Network, LLC | 442 | $4.92 萬 | 0.00% | +442 | 新進 |
| First Horizon Corp | 441 | $4.91 萬 | 0.00% | +13+3.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 400 | $4.45 萬 | 0.00% | +25+6.7% | 加碼 |
| Union Bancaire Privee, UBP SA | 500 | $4.06 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 332 | $3.70 萬 | 0.00% | −143−30.1% | 減碼 |
| GHP Investment Advisors, Inc. | 230 | $2.56 萬 | 0.00% | +140+155.6% | 加碼 |
| ORG Wealth Partners, LLC | 203 | $2.26 萬 | 0.00% | +150+283.0% | 加碼 |
| Manchester Capital Management LLC | 200 | $2.23 萬 | 0.00% | +200 | 新進 |
| CoreCap Advisors, LLC | 191 | $2.13 萬 | 0.00% | +191 | 新進 |
| Farther Finance Advisors, LLC | 161 | $1.85 萬 | 0.00% | +133+475.0% | 加碼 |
| GWM Advisors LLC | 154 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 150 | $1.67 萬 | 0.01% | −80−34.8% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 132 | $1.47 萬 | 0.01% | +132 | 新進 |
| Rossby Financial, LCC | 120 | $1.38 萬 | 0.00% | +120 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105 | $1.17 萬 | 0.00% | +105 | 新進 |
| Financial Management Professionals, Inc. | 100 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 100 | $1.11 萬 | 0.00% | +100 | 新進 |
| Private Trust Co NA | 87 | $9,687 | 0.00% | +60+222.2% | 加碼 |
| Advisor Group Holdings, Inc. | 85 | $9,463 | 0.00% | −20−19.0% | 減碼 |
| Grove Bank & Trust | 76 | $8,463 | 0.00% | +6+8.6% | 加碼 |
| Parallel Advisors, LLC | 69 | $7,683 | 0.00% | +69 | 新進 |
| Whipplewood Advisors, LLC | 62 | $6,904 | 0.00% | +62 | 新進 |
| US Bancorp | 51 | $5,678 | 0.00% | −40−44.0% | 減碼 |
| Rockefeller Capital Management L.P. | 50 | $5,568 | 0.00% | −1−2.0% | 減碼 |
| MAI Capital Management | 25 | $2,784 | 0.00% | −1−3.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 15 | $1,670 | 0.00% | −3−16.7% | 減碼 |
| Allworth Financial LP | 11 | $1,225 | 0.00% | −5−31.3% | 減碼 |
| Toth Financial Advisory Corp | 11 | $1,225 | 0.00% | +11 | 新進 |
| Atlantic Union Bankshares Corp | 10 | $1,114 | 0.00% | −15−60.0% | 減碼 |
| Bell Investment Advisors, Inc | 9 | $1,003 | 0.00% | +5+125.0% | 加碼 |
| Fifth Third Bancorp | 7 | $779 | 0.00% | +7 | 新進 |
| Northwestern Mutual Wealth Management Co | 6 | $668 | 0.00% | +3+100.0% | 加碼 |
| Sunrise Financial Services, LLC | 4 | $445 | 0.00% | +4 | 新進 |
| Basecamp Wealth Advisors LLC | 4 | $445 | 0.00% | +4 | 新進 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −764,899−100.0% | 清倉 |
| BVF Inc | 0 | $0 | 0.00% | −508,031−100.0% | 清倉 |
| Frazier Life Sciences Management, L.P. | 0 | $0 | 0.00% | −378,300−100.0% | 清倉 |
| First Light Asset Management, LLC | 0 | $0 | 0.00% | −88,674−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −84,286−100.0% | 清倉 |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −65,000−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −59,758−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −56,174−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −54,993−100.0% | 清倉 |
| Spruce Street Capital LP | 0 | $0 | 0.00% | −49,119−100.0% | 清倉 |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −32,991−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −26,608−100.0% | 清倉 |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −16,953−100.0% | 清倉 |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −11,030−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −9,200−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −8,849−100.0% | 清倉 |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Sabby Management, LLC | 0 | $0 | 0.00% | −7,026−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,463−100.0% | 清倉 |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −5,528−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −4,951−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,393−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,174−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,805−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −2,869−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,513−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −2,243−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,037−100.0% | 清倉 |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −1,743−100.0% | 清倉 |
| Corps Capital Advisors, LLC | 0 | $0 | 0.00% | −1,638−100.0% | 清倉 |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −1,625−100.0% | 清倉 |
| Harvest Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,485−100.0% | 清倉 |
| Avanza Fonder AB | 0 | $0 | 0.00% | −1,249−100.0% | 清倉 |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,026−100.0% | 清倉 |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −452−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −170−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −165−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |