| Russell Investments Group, Ltd. | 11,680 | $11.0 萬 | 0.00% | +5,272+82.3% | 加碼 |
| M&T Bank Corp | 11,663 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 11,583 | $10.9 萬 | 0.01% | +3,103+36.6% | 加碼 |
| TD Asset Management Inc | 11,558 | $10.9 萬 | 0.00% | −3,607−23.8% | 減碼 |
| United Capital Financial Advisers, LLC | 11,515 | $10.8 萬 | 0.00% | +11,515 | 新進 |
| Coldstream Capital Management Inc | 11,451 | $10.8 萬 | 0.00% | +984+9.4% | 加碼 |
| Fox Run Management, L.L.C. | 11,108 | $10.5 萬 | 0.03% | +11,108 | 新進 |
| Greenleaf Trust | 10,671 | $10.0 萬 | 0.00% | −607−5.4% | 減碼 |
| Summit Global Investments | 10,307 | $9.70 萬 | 0.01% | +10,307 | 新進 |
| BetterWealth, LLC | 10,000 | $9.41 萬 | 0.03% | +10,000 | 新進 |
| Capital Management Associates, Inc | 10,000 | $9.41 萬 | 0.09% | +10,000 | 新進 |
| SYSTM Wealth Solutions LLC | 8,854 | $8.33 萬 | 0.01% | +8,854 | 新進 |
| Smartleaf Asset Management LLC | 8,816 | $8.33 萬 | 0.02% | +8,816 | 新進 |
| Employees Retirement System of Texas | 8,506 | $8.00 萬 | 0.00% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 6,780 | $6.38 萬 | 0.06% | +6,780 | 新進 |
| Proequities, Inc. | 5,971 | $5.62 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 6,033 | $5.26 萬 | 0.00% | −570−8.6% | 減碼 |
| GAMMA Investing LLC | 5,645 | $5.24 萬 | 0.01% | +5,645 | 新進 |
| Glassman Wealth Services | 4,375 | $4.12 萬 | 0.01% | −299−6.4% | 減碼 |
| Legal & General Group Plc | 4,323 | $4.07 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 4,319 | $4.06 萬 | 0.00% | +4,319 | 新進 |
| National Bank of Canada | 4,218 | $3.83 萬 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 2,877 | $2.71 萬 | 0.02% | +2,877 | 新進 |
| Parallel Advisors, LLC | 2,503 | $2.36 萬 | 0.00% | +27+1.1% | 加碼 |
| Private Trust Co NA | 2,377 | $2.24 萬 | 0.00% | −42−1.7% | 減碼 |
| IFP Advisors, Inc | 2,229 | $2.10 萬 | 0.00% | −249−10.0% | 減碼 |
| Advisory Services Network, LLC | 2,222 | $2.09 萬 | 0.00% | +2,222 | 新進 |
| McIlrath & Eck, LLC | 2,212 | $2.08 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,079 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,945 | $1.83 萬 | 0.00% | +1,795+1,196.7% | 加碼 |
| Eagle Bay Advisors LLC | 1,908 | $1.80 萬 | 0.01% | −215−10.1% | 減碼 |
| Clearstead Advisors, LLC | 1,786 | $1.68 萬 | 0.00% | +715+66.8% | 加碼 |
| Key Financial Inc | 1,386 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,255 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,248 | $1.17 萬 | 0.00% | −119−8.7% | 減碼 |
| Pinnacle Bancorp, Inc. | 1,191 | $1.12 萬 | 0.00% | +1,191 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,188 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,182 | $1.11 萬 | 0.00% | +161+15.8% | 加碼 |
| Group One Trading, L.P. | 1,157 | $1.09 萬 | 0.00% | +1,157 | 新進 |
| GPS Wealth Strategies Group, LLC | 1,125 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 906 | $8,524 | 0.00% | −344−27.5% | 減碼 |
| Tidemark, LLC | 713 | $6,709 | 0.00% | +713 | 新進 |
| Caldwell Sutter Capital, Inc. | 666 | $6,267 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 624 | $5,872 | 0.00% | −77−11.0% | 減碼 |
| Valued Wealth Advisors LLC | 676 | $5,084 | 0.00% | +676 | 新進 |
| Bessemer Group Inc | 500 | $5,000 | 0.00% | +500 | 新進 |
| Farther Finance Advisors, LLC | 519 | $4,884 | 0.00% | −43−7.7% | 減碼 |
| Bell Investment Advisors, Inc | 500 | $4,705 | 0.00% | −262−34.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 381 | $3,585 | 0.00% | +381 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 370 | $3,482 | 0.00% | +370 | 新進 |
| Jones Financial Companies LLLP | 331 | $3,115 | 0.00% | +331 | 新進 |
| Operose Advisors LLC | 253 | $2,381 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 237 | $2,231 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 232 | $2,183 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 194 | $1,826 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 174 | $1,637 | 0.00% | +174 | 新進 |
| Umb Bank N A | 172 | $1,619 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 170 | $1,600 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 164 | $1,544 | 0.00% | −38−18.8% | 減碼 |
| Bogart Wealth, LLC | 139 | $1,308 | 0.00% | 00.0% | 不變 |
| McClarren Financial Advisors, Inc. | 59 | $1,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 101 | $950 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 96 | $904 | 0.00% | −105,117−99.9% | 減碼 |
| Sofos Investments, Inc. | 40 | $385 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 14 | $132 | 0.00% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −845,479−100.0% | 清倉 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −283,895−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −222,981−100.0% | 清倉 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −103,887−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −93,176−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −46,328−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,751−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,071−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −16,686−100.0% | 清倉 |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −16,035−100.0% | 清倉 |
| Avenue 1 Advisors, LLC | 0 | $0 | 0.00% | −14,887−100.0% | 清倉 |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −14,607−100.0% | 清倉 |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −14,202−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −13,915−100.0% | 清倉 |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −12,411−100.0% | 清倉 |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −10,985−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,573−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,193−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,005−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,184−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,728−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −963−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −581−100.0% | 清倉 |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −356−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −170−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| Quantamental Technologies LLC | – | – | – | – | 本季未申報 |
| Mark Stevens | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |