| Sageworth Trust Co | 109 | $6,274 | 0.00% | +109 | 新進 |
| Whittier Trust Co of Nevada Inc | 108 | $6,214 | 0.00% | +108 | 新進 |
| Hazlett, Burt & Watson, Inc. | 103 | $6,000 | 0.00% | +103 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $5,756 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 100 | $5,000 | 0.00% | −970−90.7% | 減碼 |
| Ulland Investment Advisors, LLC | 95 | $5,000 | 0.01% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 80 | $4,605 | 0.00% | +80 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 72 | $4,144 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 70 | $4,034 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 61 | $4,000 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 67 | $3,857 | 0.00% | −90−57.3% | 減碼 |
| Massmutual Trust Co FSB | 66 | $3,799 | 0.00% | +40+153.8% | 加碼 |
| Belpointe Asset Management LLC | 57 | $3,281 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 54 | $3,108 | 0.00% | +54 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 57 | $3,000 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 36 | $2,789 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 48 | $2,563 | 0.00% | −23−32.4% | 減碼 |
| First Horizon Advisors, Inc. | 42 | $2,417 | 0.00% | −10−19.2% | 減碼 |
| Hexagon Capital Partners LLC | 30 | $1,727 | 0.00% | −70−70.0% | 減碼 |
| Bellevue Asset Management, LLC | 28 | $1,611 | 0.00% | 00.0% | 不變 |
| Nalls Sherbakoff Group, LLC | 28 | $1,583 | 0.00% | +28 | 新進 |
| St. Johns Investment Management Company, LLC | 27 | $1,554 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 27 | $1,554 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 22 | $1,267 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 21 | $1,209 | 0.00% | 00.0% | 不變 |
| Morton Brown Family Wealth, LLC | 21 | $1,209 | 0.00% | +21 | 新進 |
| Ci Investments Inc. | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 16 | $921 | 0.00% | −1−5.9% | 減碼 |
| Accel Wealth Management | 13 | $748 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 13 | $748 | 0.00% | +13 | 新進 |
| SJS Investment Consulting Inc. | 11 | $634 | 0.00% | +8+266.7% | 加碼 |
| Spire Wealth Management | 10 | $576 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 9 | $518 | 0.00% | 00.0% | 不變 |
| Athos Capital Ltd | 5,000 | $288 | 0.22% | −95,000−95.0% | 減碼 |
| Ellevest, Inc. | 5 | $288 | 0.00% | −11−68.8% | 減碼 |
| TCI Wealth Advisors, Inc. | 5 | $288 | 0.00% | +5 | 新進 |
| Glen Eagle Advisors, LLC | 4 | $230 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 3 | $173 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 3 | $173 | 0.00% | +3 | 新進 |
| Summit Wealth Group, LLC | 16,232 | $0 | 0.00% | +16,232 | 新進 |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −1,071,593−100.0% | 清倉 |
| Timucuan Asset Management Inc | 0 | $0 | 0.00% | −564,412−100.0% | 清倉 |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −465,894−100.0% | 清倉 |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −293,297−100.0% | 清倉 |
| Lionstone Capital Management LLC | 0 | $0 | 0.00% | −280,300−100.0% | 清倉 |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −164,060−100.0% | 清倉 |
| Snowhook Capital Management LP | 0 | $0 | 0.00% | −161,325−100.0% | 清倉 |
| Scion Asset Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −148,590−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −121,859−100.0% | 清倉 |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −92,443−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −89,324−100.0% | 清倉 |
| Kim, LLC | 0 | $0 | 0.00% | −72,000−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −43,356−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −30,994−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −30,553−100.0% | 清倉 |
| Crabel Capital Management, LLC | 0 | $0 | 0.00% | −25,819−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −21,850−100.0% | 清倉 |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −18,400−100.0% | 清倉 |
| BCK Capital Management LP | 0 | $0 | 0.00% | −18,049−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −15,207−100.0% | 清倉 |
| Salvus Wealth Management, LLC | 0 | $0 | 0.00% | −14,664−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −13,086−100.0% | 清倉 |
| Paradigm Capital Management Inc | 0 | $0 | 0.00% | −10,515−100.0% | 清倉 |
| Kellner Capital, LLC | 0 | $0 | 0.00% | −8,700−100.0% | 清倉 |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −8,290−100.0% | 清倉 |
| Fiera Capital Corp | 0 | $0 | 0.00% | −8,200−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,513−100.0% | 清倉 |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −2,883−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,330−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,192−100.0% | 清倉 |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,530−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −3,478−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −3,250−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,344−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,334−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −499−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −478−100.0% | 清倉 |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −354−100.0% | 清倉 |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −174−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −141−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| National Pension Service | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −1,186−100.0% | 清倉 |
| Kepos Capital LP | – | – | – | – | 本季未申報 |
| Seeyond | – | – | – | – | 本季未申報 |
| Pendal Group Limited | – | – | – | – | 本季未申報 |
