| Westfuller Advisors, LLC | 4,717 | $3.97 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,500 | $3.79 萬 | 0.00% | −7,000−60.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,960 | $3.33 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 3,755 | $3.16 萬 | 0.00% | −2,897−43.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,815 | $2.37 萬 | 0.00% | −884−23.9% | 減碼 |
| Nisa Investment Advisors, LLC | 2,711 | $2.28 萬 | 0.00% | +84+3.2% | 加碼 |
| Symmetry Investments LP | 2,400 | $2.02 萬 | 0.00% | +2,400 | 新進 |
| HighMark Wealth Management LLC | 2,390 | $2.01 萬 | 0.01% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 2,335 | $1.97 萬 | 0.00% | −14,465−86.1% | 減碼 |
| Essential Investment Partners LLC | 2,250 | $1.89 萬 | 0.02% | 00.0% | 不變 |
| Federated Hermes, Inc. | 2,088 | $1.76 萬 | 0.00% | +2,088 | 新進 |
| Rockefeller Capital Management L.P. | 2,075 | $1.75 萬 | 0.00% | −1,199−36.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,051 | $1.73 萬 | 0.00% | +5+0.2% | 加碼 |
| Roble, Belko & Company, Inc | 2,000 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 2,000 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 1,851 | $1.56 萬 | 0.00% | +1,713+1,241.3% | 加碼 |
| MCF Advisors LLC | 1,800 | $1.52 萬 | 0.00% | +1,800 | 新進 |
| Clearstead Advisors, LLC | 1,766 | $1.49 萬 | 0.00% | +16+0.9% | 加碼 |
| Allworth Financial LP | 1,513 | $1.27 萬 | 0.00% | +50+3.4% | 加碼 |
| Financial Consulate, Inc | 1,434 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| Strive Financial Group ,LLC | 1,325 | $1.12 萬 | 0.00% | +1,325 | 新進 |
| Anchor Investment Management, LLC | 1,200 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 1,000 | $8,420 | 0.00% | −5,000−83.3% | 減碼 |
| Trust Co of Toledo NA | 1,000 | $8,420 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 1,000 | $8,420 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,000 | $7,580 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 739 | $6,222 | 0.00% | −533−41.9% | 減碼 |
| Owl Creek Wealth Partners LLC | 656 | $5,524 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 500 | $4,210 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 470 | $3,957 | 0.00% | +470 | 新進 |
| GAMMA Investing LLC | 432 | $3,637 | 0.00% | −128−22.9% | 減碼 |
| Center for Financial Planning, Inc. | 344 | $2,897 | 0.00% | +344 | 新進 |
| Fortitude Family Office, LLC | 296 | $2,492 | 0.00% | +164+124.2% | 加碼 |
| SJS Investment Consulting Inc. | 285 | $2,400 | 0.00% | +285 | 新進 |
| EverSource Wealth Advisors, LLC | 257 | $2,164 | 0.00% | +64+33.2% | 加碼 |
| Essential Partners LLC | 172 | $1,448 | 0.00% | −477−73.5% | 減碼 |
| Rothschild Investment LLC | 157 | $1,322 | 0.00% | +3+1.9% | 加碼 |
| Covestor Ltd | 106 | $1,000 | 0.00% | +106 | 新進 |
| UMA Financial Services, Inc. | 114 | $960 | 0.00% | +114 | 新進 |
| StrongBox Wealth, LLC | 100 | $842 | 0.00% | +100 | 新進 |
| US Bancorp | 97 | $817 | 0.00% | +18+22.8% | 加碼 |
| National Bank of Canada | 89 | $748 | 0.00% | +89 | 新進 |
| Quarry LP | 42 | $354 | 0.00% | +42 | 新進 |
| Smartleaf Asset Management LLC | 35 | $312 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1 | $4 | 0.00% | +1 | 新進 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,936,318−100.0% | 清倉 |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −544,477−100.0% | 清倉 |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −226,243−100.0% | 清倉 |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −218,000−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −140,801−100.0% | 清倉 |
| Keenan, LLC | 0 | $0 | 0.00% | −89,175−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −77,533−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −77,278−100.0% | 清倉 |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −48,000−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −42,308−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −28,938−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,874−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −15,904−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −12,202−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −12,011−100.0% | 清倉 |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −11,433−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −11,200−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −3,634−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,674−100.0% | 清倉 |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −2,750−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,539−100.0% | 清倉 |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −2,525−100.0% | 清倉 |
| ADG Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,372−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −919−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| YANKCOM Partnership | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| SWAN Capital LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Kilter Group LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Sunbelt Securities, Inc. | – | – | – | – | 本季未申報 |
