| Optas, LLC | 10,527 | $6.33 萬 | 0.03% | +10,527 | 新進 |
| Umb Bank N A | 10,477 | $6.30 萬 | 0.00% | −14,362−57.8% | 減碼 |
| Ingalls & Snyder LLC | 10,474 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 10,349 | $6.22 萬 | 0.02% | 00.0% | 不變 |
| Commerce Bank | 10,209 | $6.14 萬 | 0.00% | +125+1.2% | 加碼 |
| Valeo Financial Advisors, LLC | 10,182 | $6.12 萬 | 0.00% | +10,182 | 新進 |
| Moneta Group Investment Advisors LLC | 8,523 | $6.02 萬 | 0.00% | +8,523 | 新進 |
| Wolf Group Capital Advisors | 10,000 | $6.01 萬 | 0.03% | +10,000 | 新進 |
| First Horizon Advisors, Inc. | 9,612 | $5.78 萬 | 0.00% | +1,180+14.0% | 加碼 |
| Savant Capital, LLC | 10,462 | $5.76 萬 | 0.00% | +10,462 | 新進 |
| Lindbrook Capital, LLC | 8,036 | $4.83 萬 | 0.01% | +2,799+53.4% | 加碼 |
| Hexagon Capital Partners LLC | 7,535 | $4.53 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 7,495 | $4.50 萬 | 0.00% | −6,813−47.6% | 減碼 |
| CWM, LLC | 7,036 | $4.20 萬 | 0.00% | +1,608+29.6% | 加碼 |
| Zions Bancorporation, N.A. | 4,584 | $2.75 萬 | 0.00% | +1,904+71.0% | 加碼 |
| Ronald Blue Trust, Inc. | 5,681 | $2.60 萬 | 0.00% | +3,890+217.2% | 加碼 |
| Glassman Wealth Services | 4,283 | $2.57 萬 | 0.00% | +869+25.5% | 加碼 |
| Paradigm Asset Management Co LLC | 4,200 | $2.52 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 4,182 | $2.50 萬 | 0.00% | −5,576−57.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 3,965 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,716 | $2.23 萬 | 0.00% | +3,716 | 新進 |
| Proequities, Inc. | 3,379 | $2.03 萬 | 0.00% | −1,157−25.5% | 減碼 |
| Storebrand Asset Management AS | 3,017 | $1.81 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,854 | $1.72 萬 | 0.00% | +522+22.4% | 加碼 |
| Arlington Partners LLC | 2,609 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,565 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 2,347 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 2,339 | $1.40 萬 | 0.02% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 2,317 | $1.30 萬 | 0.00% | −763−24.8% | 減碼 |
| Global Retirement Partners, LLC | 2,096 | $1.26 萬 | 0.00% | −455−17.8% | 減碼 |
| Macquarie Group Ltd | 2,037 | $1.20 萬 | 0.00% | +98+5.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 1,720 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,205 | $7,242 | 0.00% | +1,205 | 新進 |
| BNP Paribas Arbitrage, SA | 1,155 | $6,942 | 0.00% | −15,503−93.1% | 減碼 |
| HHM Wealth Advisors, LLC | 1,112 | $6,683 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 1,095 | $6,581 | 0.01% | +27+2.5% | 加碼 |
| Washington Trust Advisors, Inc. | 1,079 | $6,485 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 976 | $5,866 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 841 | $5,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 796 | $4,785 | 0.00% | −427−34.9% | 減碼 |
| Farther Finance Advisors, LLC | 769 | $4,622 | 0.00% | +769 | 新進 |
| CVA Family Office, LLC | 740 | $4,447 | 0.00% | +740 | 新進 |
| Beacon Capital Management, LLC | 600 | $3,606 | 0.00% | −1,258−67.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 549 | $3,299 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 542 | $3,257 | 0.00% | +542 | 新進 |
| TCTC Holdings, LLC | 477 | $2,867 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 477 | $2,867 | 0.00% | +477 | 新進 |
| Spire Wealth Management | 300 | $2,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 290 | $1,743 | 0.00% | +164+130.2% | 加碼 |
| Investors Research Corp | 249 | $1,496 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 229 | $1,377 | 0.00% | +229 | 新進 |
| Anchor Investment Management, LLC | 211 | $1,268 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 208 | $1,250 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 203 | $1,220 | 0.00% | +203 | 新進 |
| Rosenberg Matthew Hamilton | 193 | $1,160 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 281 | $1,000 | 0.00% | +281 | 新進 |
| Money Concepts Capital Corp | 159 | $956 | 0.00% | +159 | 新進 |
| Raffa Wealth Management, LLC | 149 | $895 | 0.00% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 105 | $631 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 92 | $553 | 0.00% | −200−68.5% | 減碼 |
| BDO Wealth Advisors, LLC | 87 | $523 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 84 | $505 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 6 | $20 | 0.00% | +6 | 新進 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −63,068−100.0% | 清倉 |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −58,130−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −33,073−100.0% | 清倉 |
| Ascension Capital Advisors, Inc. | 0 | $0 | 0.00% | −21,678−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,385−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,291−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −19,300−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −17,862−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −12,631−100.0% | 清倉 |
| BigSur Wealth Management LLC | 0 | $0 | 0.00% | −12,313−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −11,330−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −10,646−100.0% | 清倉 |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,127−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −2,486−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −2,552−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −1,534−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,269−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,315−100.0% | 清倉 |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Cowa, LLC | 0 | $0 | 0.00% | −1,040−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −889−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −597−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −511−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −498−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| Corient Capital Partners, LLC | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| United Maritime Capital LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |