| SFMG, LLC | 21,621 | $36.5 萬 | 0.04% | 00.0% | 不變 |
| Clear Street Markets LLC | 21,119 | $35.6 萬 | 0.07% | −1,481−6.6% | 減碼 |
| Cetera Advisor Networks LLC | 20,439 | $34.5 萬 | 0.00% | +2,272+12.5% | 加碼 |
| IHT Wealth Management, LLC | 20,223 | $34.1 萬 | 0.02% | +20,223 | 新進 |
| Bokf, NA | 20,000 | $33.7 萬 | 0.01% | +20,000 | 新進 |
| Franklin Street Advisors Inc | 20,000 | $33.7 萬 | 0.03% | −1,000−4.8% | 減碼 |
| Alps Advisors Inc | 19,572 | $33.0 萬 | 0.00% | −100−0.5% | 減碼 |
| Pekin Hardy Strauss, Inc. | 19,500 | $32.9 萬 | 0.05% | −2,200−10.1% | 減碼 |
| Victory Capital Management Inc | 19,250 | $32.5 萬 | 0.00% | −10−0.1% | 減碼 |
| Acadian Asset Management LLC | 19,267 | $32.4 萬 | 0.00% | −4,109−17.6% | 減碼 |
| Baker Ellis Asset Management LLC | 18,000 | $30.4 萬 | 0.06% | 00.0% | 不變 |
| SEI Investments Co | 17,603 | $29.7 萬 | 0.00% | +17,603 | 新進 |
| Tower Research Capital LLC (TRC) | 16,895 | $28.5 萬 | 0.01% | +10,376+159.2% | 加碼 |
| Icon Wealth Advisors, LLC | 16,867 | $28.5 萬 | 0.03% | 00.0% | 不變 |
| Diversified Trust Co | 16,787 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 16,450 | $27.8 萬 | 0.00% | +3,500+27.0% | 加碼 |
| Eagle Harbor Asset Management Inc | 16,303 | $27.5 萬 | 0.40% | −7,520−31.6% | 減碼 |
| Apollon Wealth Management, LLC | 16,103 | $27.2 萬 | 0.02% | −2,222−12.1% | 減碼 |
| Truist Financial Corp | 15,748 | $26.6 萬 | 0.00% | −1,935−10.9% | 減碼 |
| Creative Planning | 15,470 | $26.1 萬 | 0.00% | +3,420+28.4% | 加碼 |
| Mariner, LLC | 15,198 | $25.6 萬 | 0.00% | −93−0.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| F&V Capital Management, LLC | 15,000 | $25.3 萬 | 0.08% | +3,800+33.9% | 加碼 |
| HAP Trading, LLC | 14,364 | $24.2 萬 | 0.04% | −18,435−56.2% | 減碼 |
| Linscomb & Williams, Inc. | 14,010 | $23.6 萬 | 0.01% | +3,010+27.4% | 加碼 |
| Boston Private Wealth LLC | 13,217 | $22.3 萬 | 0.00% | +13,217 | 新進 |
| Virtu Financial LLC | 12,893 | $21.7 萬 | 0.03% | +1,693+15.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 12,831 | $21.6 萬 | 0.01% | +151+1.2% | 加碼 |
| Annandale Capital, LLC | 12,624 | $21.3 萬 | 0.07% | −100−0.8% | 減碼 |
| Ascension Capital Advisors, Inc. | 12,186 | $20.6 萬 | 0.20% | 00.0% | 不變 |
| Saxon Interests, Inc. | 12,212 | $19.7 萬 | 0.11% | +12,212 | 新進 |
| Arrow Investment Advisors, LLC | 11,636 | $19.6 萬 | 0.14% | −3,484−23.0% | 減碼 |
| Halpern Financial, Inc. | 11,500 | $19.4 萬 | 0.07% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 11,432 | $19.3 萬 | 0.19% | +1,028+9.9% | 加碼 |
| Franklin Resources Inc | 11,419 | $19.3 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 11,365 | $19.2 萬 | 0.06% | −4,435−28.1% | 減碼 |
| Hilltop Holdings Inc. | 10,900 | $18.4 萬 | 0.02% | +10,900 | 新進 |
| CoreCap Advisors, LLC | 9,144 | $15.4 萬 | 0.01% | +9,144 | 新進 |
| Capital Directions Investment Advisors, LLC | 5,984 | $10.1 萬 | 0.04% | +5,984 | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $9.40 萬 | 0.00% | +5,600 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 4,841 | $8.17 萬 | 0.00% | +4,841 | 新進 |
| Geneos Wealth Management Inc. | 4,400 | $7.42 萬 | 0.00% | +2,300+109.5% | 加碼 |
| Steward Financial Group LLC | 3,482 | $5.80 萬 | 0.03% | +3,482 | 新進 |
| Clearstead Advisors, LLC | 3,247 | $5.48 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 3,000 | $5.06 萬 | 0.03% | +3,000 | 新進 |
| Barclays PLC | 2,033 | $3.43 萬 | 0.00% | −44,455−95.6% | 減碼 |
| TD Waterhouse Canada Inc. | 1,531 | $3.29 萬 | 0.00% | −14,843−90.6% | 減碼 |
| Money Concepts Capital Corp | 1,790 | $3.02 萬 | 0.00% | +1,790 | 新進 |
| Activest Wealth Management | 1,350 | $2.28 萬 | 0.01% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 1,066 | $1.80 萬 | 0.01% | +1,066 | 新進 |
| Grove Bank & Trust | 1,000 | $1.70 萬 | 0.00% | +1,000 | 新進 |
| Newbridge Financial Services Group, Inc. | 800 | $1.35 萬 | 0.01% | +800 | 新進 |
| IFP Advisors, Inc | 700 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 700 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| WJ Interests, LLC | 510 | $8,604 | 0.01% | +510 | 新進 |
| Trustcore Financial Services, LLC | 500 | $8,435 | 0.00% | +400+400.0% | 加碼 |
| Romano Brothers and Company | 500 | $8,435 | 0.00% | +500 | 新進 |
| Align Wealth Management, LLC | 500 | $7,825 | 0.01% | +500 | 新進 |
| Pathway Financial Advisers, LLC | 435 | $7,338 | 0.00% | +435 | 新進 |
| Covestor Ltd | 440 | $7,000 | 0.01% | −10,461−96.0% | 減碼 |
| Pin Oak Investment Advisors Inc | 400 | $7,000 | 0.01% | +400 | 新進 |
| Advisory Services Network, LLC | 400 | $6,748 | 0.00% | +400 | 新進 |
| Parallel Advisors, LLC | 291 | $4,921 | 0.00% | +6+2.1% | 加碼 |
| Coppell Advisory Solutions LLC | 250 | $4,218 | 0.00% | +250 | 新進 |
| Coppell Advisory Solutions Corp. | 250 | $4,218 | 0.00% | +250 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 200 | $3,374 | 0.00% | +200 | 新進 |
| Belpointe Asset Management LLC | 163 | $2,751 | 0.00% | +163 | 新進 |
| Farther Finance Advisors, LLC | 125 | $2,109 | 0.00% | +125 | 新進 |
| Cresset Asset Management, LLC | 79,114 | $1,238 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 35 | $590 | 0.00% | 00.0% | 不變 |
| Perella Weinberg Partners Capital Management LP | 206 | – | – | −230−52.8% | 減碼 |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −3,618,261−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −77,300−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | – | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −15,260−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −15,155−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −14,164−100.0% | 清倉 |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,784−100.0% | 清倉 |
| Credit Suisse AG | 0 | $0 | 0.00% | −5,937−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −5,808−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −4,091−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −694−100.0% | 清倉 |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Cadence Bank NA | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
