| Tower Research Capital LLC (TRC) | 2,822 | $8.58 萬 | 0.00% | −13,811−83.0% | 減碼 |
| Natixis | 2,576 | $7.84 萬 | 0.00% | −26−1.0% | 減碼 |
| Purpose Unlimited Inc. | 2,433 | $7.40 萬 | 0.00% | +2,433 | 新進 |
| Versant Capital Management, Inc | 2,278 | $6.93 萬 | 0.01% | +123+5.7% | 加碼 |
| Cromwell Holdings LLC | 2,120 | $6.45 萬 | 0.04% | 00.0% | 不變 |
| CWM, LLC | 1,926 | $5.90 萬 | 0.00% | +35+1.9% | 加碼 |
| Spire Wealth Management | 1,862 | $5.66 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,712 | $5.21 萬 | 0.00% | +45+2.7% | 加碼 |
| Brown Brothers Harriman & Co | 1,554 | $4.73 萬 | 0.00% | +1,554 | 新進 |
| Stephenson National Bank & Trust | 1,511 | $4.60 萬 | 0.01% | −3,844−71.8% | 減碼 |
| Tacita Capital Inc | 1,500 | $4.56 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 1,357 | $4.13 萬 | 0.00% | +1,357 | 新進 |
| Transamerica Financial Advisors, Inc. | 1,267 | $3.85 萬 | 0.00% | +799+170.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,211 | $3.68 萬 | 0.00% | −646−34.8% | 減碼 |
| SRS Capital Advisors, Inc. | 1,102 | $3.35 萬 | 0.00% | +81+7.9% | 加碼 |
| Bessemer Group Inc | 1,031 | $3.20 萬 | 0.00% | −4,516−81.4% | 減碼 |
| Advisor Group Holdings, Inc. | 1,043 | $3.17 萬 | 0.00% | −151−12.6% | 減碼 |
| Westerkirk Capital Inc. | 900 | $2.74 萬 | 0.00% | −12,500−93.3% | 減碼 |
| UBS Asset Management Americas Inc | 803 | $2.44 萬 | 0.00% | +803 | 新進 |
| GWM Advisors LLC | 795 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 692 | $2.11 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 685 | $2.08 萬 | 0.00% | −115−14.4% | 減碼 |
| Simplex Trading, LLC | 642 | $1.95 萬 | 0.00% | −11,340−94.6% | 減碼 |
| Capital Advisors, Ltd. LLC | 625 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 608 | $1.85 萬 | 0.00% | +13+2.2% | 加碼 |
| Sittner & Nelson, LLC | 500 | $1.56 萬 | 0.01% | +500 | 新進 |
| Group One Trading, L.P. | 500 | $1.52 萬 | 0.00% | −1,200−70.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 456 | $1.39 萬 | 0.00% | +90+24.6% | 加碼 |
| Pacifica Partners Inc. | 439 | $1.34 萬 | 0.01% | +439 | 新進 |
| Pinnacle Bancorp, Inc. | 438 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 434 | $1.32 萬 | 0.00% | −55−11.2% | 減碼 |
| Montag A & Associates Inc | 408 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 310 | $9,430 | 0.00% | +285+1,140.0% | 加碼 |
| Rothschild Investment LLC | 260 | $7,909 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 229 | $6,967 | 0.00% | −109−32.2% | 減碼 |
| Washington Trust Advisors, Inc. | 229 | $6,966 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 180 | $5,476 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 155 | $4,715 | 0.00% | −238−60.6% | 減碼 |
| Smartleaf Asset Management LLC | 150 | $4,606 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 116 | $3,529 | 0.00% | −21−15.3% | 減碼 |
| Larson Financial Group LLC | 116 | $3,529 | 0.00% | +116 | 新進 |
| Ramirez Asset Management, Inc. | 96 | $2,920 | 0.00% | +96 | 新進 |
| IFP Advisors, Inc | 87 | $2,647 | 0.00% | −31−26.3% | 減碼 |
| Zions Bancorporation, National Association | 82 | $2,494 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 76 | $2,312 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 70 | $2,129 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 70 | $2,128 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 66 | $2,008 | 0.00% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 64 | $1,947 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 48 | $1,634 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 49 | $1,491 | 0.00% | +49 | 新進 |
| MAI Capital Management | 48 | $1,461 | 0.00% | +48 | 新進 |
| Cornerstone Planning Group LLC | 41 | $1,371 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 42 | $1,278 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 35 | $1,065 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 29 | $882 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 24 | $731 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 24 | $730 | 0.00% | +24 | 新進 |
| Godfrey Financial Associates, Inc. | 19 | $578 | 0.00% | +19 | 新進 |
| Triumph Capital Management | 15 | $456 | 0.00% | +15 | 新進 |
| Financial Consulate, Inc | 10 | $305 | 0.00% | +10 | 新進 |
| Kilter Group LLC | 8 | $244 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 8 | $243 | 0.00% | +8 | 新進 |
| MV Capital Management, Inc. | 2 | $61 | 0.00% | +2 | 新進 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −410,931−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −409,700−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −263,259−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −261,968−100.0% | 清倉 |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −198,077−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −73,670−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −65,000−100.0% | 清倉 |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −33,690−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −45,115−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −39,185−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −25,076−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −25,031−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −24,400−100.0% | 清倉 |
| Intrust Bank NA | 0 | $0 | 0.00% | −21,023−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,361−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,163−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,314−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −9,821−100.0% | 清倉 |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −9,700−100.0% | 清倉 |
| Capital World Investors | 0 | $0 | 0.00% | −8,486−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,428−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −7,827−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −7,640−100.0% | 清倉 |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −6,799−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,413−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −584−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −283−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Jarislowsky, Fraser Ltd | – | – | – | – | 本季未申報 |
| Forge First Asset Management Inc. | – | – | – | – | 本季未申報 |
| Shell Asset Management Co | – | – | – | – | 本季未申報 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
