| WealthCollab, LLC | 285 | $1.29 萬 | 0.01% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 230 | $1.04 萬 | 0.00% | +109+90.1% | 加碼 |
| Geneos Wealth Management Inc. | 227 | $1.03 萬 | 0.00% | +227 | 新進 |
| Manchester Capital Management LLC | 226 | $1.02 萬 | 0.00% | +23+11.3% | 加碼 |
| Cedar Wealth Management, LLC | 225 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 203 | $9,194 | 0.00% | −14−6.5% | 減碼 |
| Jones Financial Companies LLLP | 192 | $8,792 | 0.00% | +192 | 新進 |
| Cornerstone Planning Group LLC | 193 | $8,644 | 0.00% | −66−25.5% | 減碼 |
| Nemes Rush Group LLC | 149 | $7,665 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 165 | $7,555 | 0.00% | −3,148−95.0% | 減碼 |
| Capital Performance Advisors LLP | 165 | $7,473 | 0.00% | +165 | 新進 |
| Headlands Technologies LLC | 163 | $7,382 | 0.00% | +163 | 新進 |
| Whittier Trust Co | 153 | $6,929 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 148 | $6,681 | 0.00% | −91−38.1% | 減碼 |
| First Financial Corp | 146 | $6,612 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 125 | $5,661 | 0.00% | −113−47.5% | 減碼 |
| Harbour Investments, Inc. | 113 | $5,118 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 106 | $4,801 | 0.00% | −210−66.5% | 減碼 |
| Nisa Investment Advisors, LLC | 105 | $4,778 | 0.00% | −246−70.1% | 減碼 |
| Tortoise Investment Management, LLC | 105 | $4,738 | 0.00% | +1+1.0% | 加碼 |
| Skopos Labs, Inc. | 102 | $4,620 | 0.00% | +102 | 新進 |
| Whittier Trust Co of Nevada Inc | 99 | $4,482 | 0.00% | +26+35.6% | 加碼 |
| LGT Financial Advisors LLC | 90 | $4,076 | 0.01% | +90 | 新進 |
| JFS Wealth Advisors, LLC | 88 | $3,986 | 0.00% | +3+3.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 74 | $3,351 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 73 | $3,306 | 0.00% | 00.0% | 不變 |
| Ruedi Wealth Management, Inc. | 72 | $3,261 | 0.00% | −71−49.7% | 減碼 |
| Farmers & Merchants Investments Inc | 65 | $2,944 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 60 | $2,717 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 59 | $2,673 | 0.00% | −6−9.2% | 減碼 |
| Parkside Financial Bank & Trust | 58 | $2,627 | 0.00% | 00.0% | 不變 |
| Naples Money Management LLC | 52 | $2,355 | 0.00% | +6+13.0% | 加碼 |
| HM Payson & Co | 51 | $2,310 | 0.00% | +51 | 新進 |
| Beacon Capital Management, LLC | 50 | $2,265 | 0.00% | +50 | 新進 |
| Financial Gravity Companies, Inc. | 49 | $2,219 | 0.00% | +49 | 新進 |
| Continuum Advisory, LLC | 45 | $2,205 | 0.00% | +45 | 新進 |
| TD Private Client Wealth LLC | 45 | $2,038 | 0.00% | +45 | 新進 |
| Massmutual Trust Co FSB | 31 | $1,404 | 0.00% | +31 | 新進 |
| SJS Investment Consulting Inc. | 30 | $1,359 | 0.00% | +3+11.1% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 24 | $1,087 | 0.00% | −1−4.0% | 減碼 |
| Lindbrook Capital, LLC | 20 | $906 | 0.00% | −33−62.3% | 減碼 |
| Brown Brothers Harriman & Co | 20 | $906 | 0.00% | +20 | 新進 |
| Montag A & Associates Inc | 18 | $819 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 15 | $680 | 0.00% | −24−61.5% | 減碼 |
| Mendota Financial Group, LLC | 10 | $453 | 0.00% | +10 | 新進 |
| Central Trust Co | 9 | $408 | 0.00% | 00.0% | 不變 |
| Claris Advisors, LLC | 9 | $408 | 0.00% | +9 | 新進 |
| Abound Wealth Management | 7 | $318 | 0.00% | −2−22.2% | 減碼 |
| Larson Financial Group LLC | 6 | $272 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 4 | $181 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1 | $46 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Colony Group, LLC | 987,678 | – | – | +987,678 | 新進 |
| Provident Investment Management, Inc. | 0 | $0 | 0.00% | −1,044,355−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −470,008−100.0% | 清倉 |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −88,531−100.0% | 清倉 |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −57,522−100.0% | 清倉 |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −25,714−100.0% | 清倉 |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −16,644−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −12,214−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −10,653−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −8,435−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,450−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,363−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,154−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,521−100.0% | 清倉 |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −5,400−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,300−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,712−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,646−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,434−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −4,308−100.0% | 清倉 |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −453−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |
| JJJ Advisors Inc. | – | – | – | – | 本季未申報 |