| Bokf, NA | 770 | $1.61 萬 | 0.00% | +770 | 新進 |
| NBC Securities, Inc. | 728 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 706 | $1.48 萬 | 0.01% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 700 | $1.47 萬 | 0.01% | +55+8.5% | 加碼 |
| Perkins Coie Trust Co | 676 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| DT Investment Partners, LLC | 646 | $1.35 萬 | 0.00% | −202−23.8% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 630 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 599 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Koesten, Hirschmann & Crabtree, INC. | 576 | $1.21 萬 | 0.01% | +38+7.1% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 573 | $1.20 萬 | 0.00% | +12+2.1% | 加碼 |
| WR Wealth Planners, LLC | 500 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 485 | $1.00 萬 | 0.00% | +485 | 新進 |
| LRI Investments, LLC | 458 | $9,889 | 0.00% | +431+1,596.3% | 加碼 |
| JNBA Financial Advisors | 440 | $9,214 | 0.00% | +282+178.5% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 429 | $8,984 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 415 | $8,690 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 395 | $8,524 | 0.00% | −297−42.9% | 減碼 |
| Accordant Advisory Group Inc | 400 | $8,376 | 0.01% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 308 | $6,458 | 0.00% | +1+0.3% | 加碼 |
| Lowe Wealth Advisors, LLC | 300 | $6,282 | 0.00% | +100+50.0% | 加碼 |
| Evolution Advisers, Inc. | 304 | $6,000 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 274 | $5,738 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 268 | $5,612 | 0.00% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 249 | $5,000 | 0.00% | −249,815−99.9% | 減碼 |
| Pin Oak Investment Advisors Inc | 270 | $5,000 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 230 | $4,817 | 0.00% | 00.0% | 不變 |
| City Holding Co | 225 | $4,708 | 0.00% | +50+28.6% | 加碼 |
| Hilltop National Bank | 200 | $4,188 | 0.00% | −10−4.8% | 減碼 |
| Fortis Group Advisors, LLC | 192 | $4,020 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 200 | $4,000 | 0.00% | +200 | 新進 |
| Darwin Advisors, LLC | 188 | $3,937 | 0.00% | +188 | 新進 |
| Boyd Watterson Asset Management LLC | 170 | $3,560 | 0.00% | 00.0% | 不變 |
| WFA of San Diego, LLC | 150 | $3,141 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 126 | $3,000 | 0.00% | −9−6.7% | 減碼 |
| CBIZ Investment Advisory Services, LLC | 139 | $2,915 | 0.00% | +3+2.2% | 加碼 |
| Toth Financial Advisory Corp | 125 | $2,618 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 119 | $2,492 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 117 | $2,446 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 105 | $2,199 | 0.00% | −12−10.3% | 減碼 |
| Painted Porch Advisors LLC | 100 | $2,094 | 0.00% | 00.0% | 不變 |
| Legacy Investment Solutions, LLC | 91 | $1,961 | 0.00% | +91 | 新進 |
| Legacy Wealth Managment, LLC | 91 | $1,961 | 0.00% | +91 | 新進 |
| First Command Advisory Services, Inc. | 70 | $1,466 | 0.00% | 00.0% | 不變 |
| Morton Brown Family Wealth, LLC | 60 | $1,256 | 0.00% | +60 | 新進 |
| Evermay Wealth Management LLC | 48 | $1,006 | 0.00% | 00.0% | 不變 |
| REAP Financial Group, LLC | 39 | $817 | 0.00% | 00.0% | 不變 |
| Insight Financial Services | 30 | $628 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 23 | $482 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 10 | $220 | 0.00% | −6,898−99.9% | 減碼 |
| Robinswood Financial LLC | 10 | $219 | 0.00% | 00.0% | 不變 |
| Danske Bank A/S | 1 | $21 | 0.00% | +1 | 新進 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −536,208−100.0% | 清倉 |
| Cliffwater LLC | 0 | $0 | 0.00% | −470,794−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −124,853−100.0% | 清倉 |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −101,708−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −99,958−100.0% | 清倉 |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −75,874−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −66,218−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −57,317−100.0% | 清倉 |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −47,499−100.0% | 清倉 |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Colony Group, LLC | 0 | $0 | 0.00% | −37,779−100.0% | 清倉 |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −24,826−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,427−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,868−100.0% | 清倉 |
| Aire Advisors, LLC | 0 | $0 | 0.00% | −14,857−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −12,189−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −12,043−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,288−100.0% | 清倉 |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −11,168−100.0% | 清倉 |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −11,099−100.0% | 清倉 |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −10,885−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Sterling Investment Counsel, LLC | 0 | $0 | 0.00% | −9,978−100.0% | 清倉 |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −9,820−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −9,816−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −7,789−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −6,750−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −6,410−100.0% | 清倉 |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −14,386−100.0% | 清倉 |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −4,555−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,695−100.0% | 清倉 |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −1,334−100.0% | 清倉 |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −1,138−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −491−100.0% | 清倉 |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Bell & Brown Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,726−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −90,976−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| McKinley Capital Management LLC /Delaware | – | – | – | – | 本季未申報 |
