| Independent Wealth Network Inc. | 23,181 | $17.5 萬 | 0.13% | +246+1.1% | 加碼 |
| Royal Bank of Canada | 23,165 | $17.4 萬 | 0.00% | −4,036−14.8% | 減碼 |
| STRS Ohio | 22,200 | $16.7 萬 | 0.00% | +1,800+8.8% | 加碼 |
| PEAK6 Investments LLC | 22,794 | $16.3 萬 | 0.00% | +22,794 | 新進 |
| Algert Global LLC | 21,185 | $16.0 萬 | 0.01% | −50,530−70.5% | 減碼 |
| CWM, LLC | 19,631 | $14.8 萬 | 0.00% | +19,631 | 新進 |
| Institute for Wealth Management, LLC. | 18,400 | $13.9 萬 | 0.03% | +6,000+48.4% | 加碼 |
| Foresight Wealth Management, LLC | 18,016 | $13.6 萬 | 0.05% | −1,563−8.0% | 減碼 |
| State of Wyoming | 17,581 | $13.3 萬 | 0.08% | +12,231+228.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 17,540 | $13.2 萬 | 0.03% | 00.0% | 不變 |
| Janus Henderson Group PLC | 17,394 | $13.1 萬 | 0.00% | +182+1.1% | 加碼 |
| Tompkins Financial Corp | 15,800 | $11.9 萬 | 0.02% | 00.0% | 不變 |
| Visionary Wealth Advisors | 15,193 | $11.5 萬 | 0.01% | +2,825+22.8% | 加碼 |
| Verus Capital Partners, LLC | 11,129 | $11.3 萬 | 0.02% | −3,661−24.8% | 減碼 |
| Harbour Investments, Inc. | 14,193 | $10.7 萬 | 0.01% | +14,193 | 新進 |
| NJ State Employees Deferred Compensation Plan | 14,000 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 13,893 | $10.5 萬 | 0.01% | +13,893 | 新進 |
| Kalos Management, Inc. | 12,307 | $10.4 萬 | 0.14% | −129,657−91.3% | 減碼 |
| CoreCap Advisors, LLC | 13,240 | $10.0 萬 | 0.01% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 13,024 | $9.80 萬 | 0.00% | −4,428−25.4% | 減碼 |
| Amalgamated Bank | 12,104 | $9.10 萬 | 0.00% | +1,938+19.1% | 加碼 |
| Gsa Capital Partners LLP | 11,998 | $9.10 萬 | 0.01% | +11,998 | 新進 |
| Wells Fargo & Company | 11,903 | $8.90 萬 | 0.00% | −17,362−59.3% | 減碼 |
| Citigroup Inc | 11,352 | $8.60 萬 | 0.00% | −124,632−91.7% | 減碼 |
| Keebeck Alpha, LP | 11,202 | $8.50 萬 | 0.04% | +493+4.6% | 加碼 |
| ProShare Advisors LLC | 10,701 | $8.10 萬 | 0.00% | −5,130−32.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,704 | $8.10 萬 | 0.00% | +10,704 | 新進 |
| B. Riley Wealth Management, Inc. | 10,679 | $8.10 萬 | 0.01% | +10,679 | 新進 |
| Advisory Services Network, LLC | 10,537 | $8.00 萬 | 0.00% | +434+4.3% | 加碼 |
| Prelude Capital Management, LLC | 10,648 | $8.00 萬 | 0.00% | +10,648 | 新進 |
| Rockefeller Capital Management L.P. | 8,869 | $6.60 萬 | 0.00% | +3,120+54.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 7,612 | $5.70 萬 | 0.01% | +7,612 | 新進 |
| Quantbot Technologies LP | 7,490 | $5.60 萬 | 0.01% | +7,490 | 新進 |
| Ameritas Investment Partners, Inc. | 6,877 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 6,320 | $4.80 萬 | 0.00% | −1,120−15.1% | 減碼 |
| Private Trust Co NA | 6,357 | $4.80 萬 | 0.01% | +6,357 | 新進 |
| Metropolitan Life Insurance Co | 5,323 | $4.02 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 5,261 | $4.00 萬 | 0.00% | −1,774−25.2% | 減碼 |
| BerganKDV Wealth Management, LLC | 5,094 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 4,700 | $3.50 萬 | 0.00% | −202−4.1% | 減碼 |
| Beacon Capital Management, LLC | 3,400 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 3,747 | $2.80 萬 | 0.00% | +2,618+231.9% | 加碼 |
| Spire Wealth Management | 3,649 | $2.80 萬 | 0.00% | +3,649 | 新進 |
| Lake Point Wealth Management | 3,039 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 2,326 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,938 | $1.50 萬 | 0.00% | −2,417−55.5% | 減碼 |
| Total Clarity Wealth Management, Inc. | 1,905 | $1.40 萬 | 0.01% | +1,905 | 新進 |
| FMR LLC | 1,549 | $1.20 萬 | 0.00% | −278,115−99.4% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 1,503 | $1.10 萬 | 0.00% | +1,503 | 新進 |
| US Bancorp | 1,281 | $1.00 萬 | 0.00% | −221−14.7% | 減碼 |
| Credit Agricole S A | 1,000 | $8,000 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 1,000 | $8,000 | 0.01% | +1,000 | 新進 |
| Concord Wealth Partners | 1,023 | $8,000 | 0.00% | +1,023 | 新進 |
| Clear Perspectives Financial Planning, LLC | 969 | $7,000 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 877 | $7,000 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 833 | $6,000 | 0.01% | +833 | 新進 |
| Curi Capital | 647 | $5,000 | 0.00% | 00.0% | 不變 |
| Spectrum Management Group, LLC | 580 | $4,000 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 284 | $2,000 | 0.00% | −824−74.4% | 減碼 |
| North Star Investment Management Corp. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 257 | $2,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 173 | $1,306 | 0.00% | −27−13.5% | 減碼 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 43 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 28 | $0 | 0.00% | −8−22.2% | 減碼 |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −1,378,561−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −351,978−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −232,275−100.0% | 清倉 |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −39,581−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −25,907−100.0% | 清倉 |
| Plotkin Financial Advisors, LLC | 0 | $0 | 0.00% | −16,837−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −14,367−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −13,947−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −14,200−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −11,430−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,244−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,552−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,926−100.0% | 清倉 |
| Cambridge Trust Co | 0 | $0 | 0.00% | −3,660−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,766−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,284−100.0% | 清倉 |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,227−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −789−100.0% | 清倉 |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −592−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −292−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| WealthPLAN Partners, LLC | – | – | – | – | 本季未申報 |
| WealthPlan Investment Management, LLC | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
