| Macquarie Group Ltd | 870 | $1.54 萬 | 0.00% | +870 | 新進 |
| Estabrook Capital Management | 807 | $1.45 萬 | 0.00% | +11+1.4% | 加碼 |
| Private Wealth Management Group, LLC | 778 | $1.40 萬 | 0.01% | −51−6.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 766 | $1.38 萬 | 0.00% | +766 | 新進 |
| Smartleaf Asset Management LLC | 722 | $1.30 萬 | 0.00% | −548−43.1% | 減碼 |
| Huntington National Bank | 698 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 611 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 590 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 570 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 596 | $1.00 萬 | 0.00% | +233+64.2% | 加碼 |
| Geneos Wealth Management Inc. | 554 | $9,972 | 0.00% | +401+262.1% | 加碼 |
| FSA Wealth Management LLC | 240 | $9,706 | 0.00% | −900−78.9% | 減碼 |
| Rise Advisors, LLC | 538 | $9,690 | 0.00% | −739−57.9% | 減碼 |
| CGC Financial Services, LLC | 500 | $9,000 | 0.00% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 500 | $9,000 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 500 | $9,000 | 0.00% | +500 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 498 | $8,964 | 0.00% | +498 | 新進 |
| JFS Wealth Advisors, LLC | 444 | $7,992 | 0.00% | +5+1.1% | 加碼 |
| Valley National Advisers Inc | 400 | $7,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 351 | $6,000 | 0.00% | 00.0% | 不變 |
| Bank & Trust Co | 300 | $5,400 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 259 | $4,662 | 0.00% | +118+83.7% | 加碼 |
| Vision Financial Markets LLC | 203 | $3,650 | 0.00% | +203 | 新進 |
| Central Trust Co | 202 | $3,636 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 202 | $3,636 | 0.00% | +15+8.0% | 加碼 |
| Versant Capital Management, Inc | 185 | $3,330 | 0.00% | +160+640.0% | 加碼 |
| Prestige Wealth Management Group LLC | 168 | $3,024 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 114 | $2,057 | 0.00% | +1+0.9% | 加碼 |
| SJS Investment Consulting Inc. | 109 | $1,962 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 109 | $1,962 | 0.00% | +79+263.3% | 加碼 |
| True Wealth Design, LLC | 85 | $1,530 | 0.00% | +85 | 新進 |
| Cornerstone Planning Group LLC | 81 | $1,350 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 117 | $1,350 | 0.00% | +42+56.0% | 加碼 |
| Horizon Investments, LLC | 69 | $1,225 | 0.00% | +69 | 新進 |
| N.E.W. Advisory Services LLC | 66 | $1,188 | 0.00% | +66 | 新進 |
| Avion Wealth | 85 | $1,000 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 51 | $1,000 | 0.00% | +51 | 新進 |
| Sachetta, LLC | 43 | $774 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 48 | $725 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 32 | $576 | 0.00% | +32 | 新進 |
| NewSquare Capital LLC | 31 | $558 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 31 | $558 | 0.00% | +31 | 新進 |
| Semmax Financial Advisors Inc. | 21 | $387 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 20 | $360 | 0.00% | +20 | 新進 |
| Parkworth Wealth Management, Inc. | 18 | $324 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 12 | $216 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 12 | $216 | 0.00% | +12 | 新進 |
| Greenline Partners, LLC | 11 | $198 | 0.00% | +11 | 新進 |
| Bay Harbor Wealth Management, LLC | 10 | $180 | 0.00% | +10 | 新進 |
| Blume Capital Management, Inc. | 8 | $144 | 0.00% | +8 | 新進 |
| Larson Financial Group LLC | 6 | $108 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 2 | $36 | 0.00% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 1 | $18 | 0.00% | 00.0% | 不變 |
| Liberty Mutual Group Asset Management Inc. | 32,312 | $0 | 0.00% | 00.0% | 不變 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −2,488,840−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −152,100−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −117,647−100.0% | 清倉 |
| Senvest Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −56,954−100.0% | 清倉 |
| Invst, LLC | 0 | $0 | 0.00% | −56,082−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −50,073−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −44,706−100.0% | 清倉 |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −37,830−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −34,775−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −33,916−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −31,554−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −30,646−100.0% | 清倉 |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −24,894−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −21,755−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,009−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −20,319−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −18,201−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −18,156−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −17,017−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −14,561−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −13,964−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −13,607−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −13,519−100.0% | 清倉 |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −10,098−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −10,920−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,554−100.0% | 清倉 |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −10,180−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −5,742−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −1,811−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,518−100.0% | 清倉 |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Financial Avengers, Inc. | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −845−100.0% | 清倉 |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| Maia Wealth LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Edge Capital Group, LLC | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
| AlphaMark Advisors, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Hilltop National Bank | – | – | – | – | 本季未申報 |
