| Prospera Financial Services Inc | 11,550 | $3.29 萬 | 0.00% | +11,550 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,400 | $3.25 萬 | 0.00% | −1,600−12.3% | 減碼 |
| Walker Asset Management, LLC | 11,200 | $3.19 萬 | 0.02% | +11,200 | 新進 |
| Jones Financial Companies LLLP | 10,884 | $3.13 萬 | 0.00% | +10,383+2,072.5% | 加碼 |
| Kercheville Advisors, LLC | 11,000 | $3.13 萬 | 0.01% | +11,000 | 新進 |
| Lavaca Capital LLC | 10,700 | $3.05 萬 | 0.01% | 00.0% | 不變 |
| Grayhawk Investment Strategies Inc. | 10,680 | $3.04 萬 | 0.07% | 00.0% | 不變 |
| Castle Wealth Management LLC | 10,617 | $3.03 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 10,590 | $3.02 萬 | 0.00% | −9,752−47.9% | 減碼 |
| Baird Financial Group, Inc. | 10,500 | $2.99 萬 | 0.00% | 00.0% | 不變 |
| Wesbanco Bank Inc | 10,400 | $2.96 萬 | 0.00% | 00.0% | 不變 |
| E&G Advisors, LP | 10,000 | $2.85 萬 | 0.01% | 00.0% | 不變 |
| Adamsbrown Wealth Consultants LLC | 10,000 | $2.85 萬 | 0.01% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 10,000 | $2.85 萬 | 0.01% | +10,000 | 新進 |
| Pacifica Partners Inc. | 7,906 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 7,584 | $2.16 萬 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 7,515 | $2.14 萬 | 0.00% | +48+0.6% | 加碼 |
| Asset Dedication, LLC | 7,100 | $2.02 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 7,023 | $2.00 萬 | 0.01% | +7,023 | 新進 |
| Hillsdale Investment Management Inc. | 6,500 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 6,147 | $1.75 萬 | 0.00% | +1,550+33.7% | 加碼 |
| Webster Bank, N. A. | 5,880 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 5,315 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 5,159 | $1.50 萬 | 0.00% | +5,159 | 新進 |
| CIBC Private Wealth Group, LLC | 5,000 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,760 | $1.07 萬 | 0.00% | +2,500+198.4% | 加碼 |
| Natixis | 3,163 | $9,078 | 0.00% | +410+14.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,407 | $6,860 | 0.00% | −157−6.1% | 減碼 |
| Abound Wealth Management | 2,267 | $6,461 | 0.00% | +15+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,050 | $5,843 | 0.00% | +2,050 | 新進 |
| Peoples Bank | 2,000 | $5,680 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 1,812 | $5,255 | 0.00% | 00.0% | 不變 |
| Garde Capital, Inc. | 1,700 | $4,845 | 0.00% | +1,700 | 新進 |
| West Branch Capital LLC | 1,661 | $4,734 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,464 | $4,172 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 1,395 | $3,976 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,000 | $2,850 | 0.00% | 00.0% | 不變 |
| Kiker Wealth Management, LLC | 1,000 | $2,850 | 0.00% | +1,000 | 新進 |
| Glass Jacobson Investment Advisors llc | 1,000 | $2,440 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 816 | $2,326 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 550 | $1,568 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 500 | $1,425 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 476 | $1,357 | 0.00% | −50−9.5% | 減碼 |
| CVA Family Office, LLC | 417 | $1,188 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 350 | $998 | 0.00% | 00.0% | 不變 |
| Aviso Financial Inc. | 245 | $696 | 0.00% | +245 | 新進 |
| Cullen/Frost Bankers, Inc. | 234 | $667 | 0.00% | +234 | 新進 |
| SRS Capital Advisors, Inc. | 230 | $656 | 0.00% | +230 | 新進 |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $570 | 0.00% | 00.0% | 不變 |
| Boston Private Wealth LLC | 111 | $316 | 0.00% | +111 | 新進 |
| Rhumbline Advisers | 105 | $299 | 0.00% | 00.0% | 不變 |
| Hager Investment Management Services, LLC | 50 | $143 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 33 | $95 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 17 | $54 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 1 | $3 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 211 | $0 | 0.00% | +211 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −275,937−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −203,500−100.0% | 清倉 |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −157,905−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −85,146−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −75,047−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −52,324−100.0% | 清倉 |
| VGI Partners Ltd | 0 | $0 | 0.00% | −48,818−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −18,378−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | −11,701−100.0% | 清倉 |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −16,158−100.0% | 清倉 |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −12,272−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,100−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −11,552−100.0% | 清倉 |
| Qtron Investments LLC | 0 | $0 | 0.00% | −10,543−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −10,240−100.0% | 清倉 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,136−100.0% | 清倉 |
| WealthCollab, LLC | 0 | $0 | 0.00% | −3,238−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,633−100.0% | 清倉 |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,552−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −853−100.0% | 清倉 |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| SWAN Capital LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −375−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −193−100.0% | 清倉 |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Dorchester Wealth Management Co | – | – | – | – | 本季未申報 |
| AlphaMark Advisors, LLC | – | – | – | – | 本季未申報 |
| WR Wealth Planners, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
