| HSBC Holdings PLC | 6,238 | $29.1 萬 | 0.00% | +6,238 | 新進 |
| Principal Street Partners, LLC | 6,174 | $28.8 萬 | 0.03% | +6,174 | 新進 |
| Modern Wealth Management, LLC | 6,009 | $28.0 萬 | 0.01% | −538−8.2% | 減碼 |
| Xponance, Inc. | 5,899 | $27.5 萬 | 0.00% | +686+13.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,883 | $27.4 萬 | 0.01% | −1,300−18.1% | 減碼 |
| Aaron Wealth Advisors | 5,564 | $25.9 萬 | 0.03% | +5,564 | 新進 |
| Vise Technologies, Inc. | 5,500 | $25.6 萬 | 0.01% | +5,500 | 新進 |
| Fulcrum Equity Management | 5,374 | $25.0 萬 | 0.26% | +5,374 | 新進 |
| Venturi Wealth Management, LLC | 5,201 | $24.2 萬 | 0.01% | +5,201 | 新進 |
| Wealthstream Advisors, Inc. | 5,073 | $23.6 萬 | 0.04% | +5,073 | 新進 |
| Syon Capital LLC | 4,906 | $22.9 萬 | 0.02% | +4,906 | 新進 |
| BSW Wealth Partners | 4,777 | $22.3 萬 | 0.03% | −397−7.7% | 減碼 |
| Skopos Labs, Inc. | 4,591 | $21.4 萬 | 0.03% | +4,176+1,006.3% | 加碼 |
| Glenmede Investment Management, LP | 4,516 | $21.0 萬 | 0.00% | +4,516 | 新進 |
| HighTower Advisors, LLC | 4,425 | $20.6 萬 | 0.00% | +4,425 | 新進 |
| Advisor Group Holdings, Inc. | 4,195 | $19.5 萬 | 0.00% | +3,646+664.1% | 加碼 |
| V-Square Quantitative Management LLC | 4,065 | $18.9 萬 | 0.03% | 00.0% | 不變 |
| MAI Capital Management | 3,899 | $18.2 萬 | 0.00% | +3,875+16,145.8% | 加碼 |
| Advisors Asset Management, Inc. | 3,711 | $17.3 萬 | 0.00% | +1,358+57.7% | 加碼 |
| Wells Fargo & Company | 2,924 | $13.6 萬 | 0.00% | −931−24.2% | 減碼 |
| CWM, LLC | 2,910 | $13.6 萬 | 0.00% | −88−2.9% | 減碼 |
| Allworth Financial LP | 2,370 | $11.0 萬 | 0.00% | +1,321+125.9% | 加碼 |
| Larson Financial Group LLC | 2,040 | $9.51 萬 | 0.00% | +1,536+304.8% | 加碼 |
| GeoWealth Management, LLC | 1,925 | $8.97 萬 | 0.00% | −2−0.1% | 減碼 |
| Royal Bank of Canada | 1,308 | $6.10 萬 | 0.00% | −800−38.0% | 減碼 |
| Legal & General Group Plc | 1,240 | $5.78 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,133 | $5.31 萬 | 0.00% | +1,133 | 新進 |
| Sierra Ocean, LLC | 1,132 | $5.28 萬 | 0.04% | +50+4.6% | 加碼 |
| Hantz Financial Services, Inc. | 840 | $3.90 萬 | 0.00% | +769+1,083.1% | 加碼 |
| NewSquare Capital LLC | 829 | $3.86 萬 | 0.00% | +122+17.3% | 加碼 |
| Barclays PLC | 818 | $3.81 萬 | 0.00% | +818 | 新進 |
| SRS Capital Advisors, Inc. | 729 | $3.40 萬 | 0.00% | +729 | 新進 |
| Westside Investment Management, Inc. | 719 | $3.35 萬 | 0.01% | +719 | 新進 |
| UMA Financial Services, Inc. | 568 | $2.65 萬 | 0.00% | +59+11.6% | 加碼 |
| JPMorgan Chase & Co | 540 | $2.52 萬 | 0.00% | −65,677−99.2% | 減碼 |
| Ameritas Advisory Services, LLC | 531 | $2.48 萬 | 0.00% | +531 | 新進 |
| Farther Finance Advisors, LLC | 522 | $2.43 萬 | 0.00% | −71−12.0% | 減碼 |
| Bell Investment Advisors, Inc | 455 | $2.12 萬 | 0.00% | −120−20.9% | 減碼 |
| Jones Financial Companies LLLP | 431 | $2.02 萬 | 0.00% | +331+331.0% | 加碼 |
| Rosenberg Matthew Hamilton | 397 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 352 | $1.64 萬 | 0.00% | +18+5.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 347 | $1.62 萬 | 0.00% | +347 | 新進 |
| Whittier Trust Co | 334 | $1.56 萬 | 0.00% | +138+70.4% | 加碼 |
| SBI Securities Co., Ltd. | 312 | $1.45 萬 | 0.00% | −1−0.3% | 減碼 |
| Brown Brothers Harriman & Co | 306 | $1.43 萬 | 0.00% | +306 | 新進 |
| Binnacle Investments Inc | 302 | $1.41 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 296 | $1.38 萬 | 0.00% | +268+957.1% | 加碼 |
| WealthCollab, LLC | 291 | $1.36 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 267 | $1.24 萬 | 0.00% | −118−30.6% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 269 | $1.22 萬 | 0.00% | +269 | 新進 |
| Hazlett, Burt & Watson, Inc. | 250 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Hoese & Co LLP | 250 | $1.17 萬 | 0.01% | +250 | 新進 |
| Global Retirement Partners, LLC | 246 | $1.15 萬 | 0.00% | +246 | 新進 |
| Key Financial Inc | 227 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 215 | $1.00 萬 | 0.00% | +215 | 新進 |
| National Bank of Canada | 210 | $9,780 | 0.00% | +167+388.4% | 加碼 |
| Atlas Capital Advisors LLC | 199 | $9,275 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 172 | $8,017 | 0.00% | +172 | 新進 |
| Harbor Asset Planning, Inc. | 167 | $7,784 | 0.01% | +167 | 新進 |
| GWM Advisors LLC | 163 | $7,584 | 0.00% | −6−3.6% | 減碼 |
| Highline Wealth Partners LLC | 158 | $7,364 | 0.00% | +27+20.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 144 | $6,712 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 144 | $6,712 | 0.00% | +33+29.7% | 加碼 |
| AdvisorNet Financial, Inc | 142 | $6,619 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 98 | $5,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 103 | $4,801 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 93 | $4,335 | 0.00% | +93 | 新進 |
| Bryn Mawr Trust Co | 78 | $3,636 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 66 | $3,076 | 0.00% | −24−26.7% | 減碼 |
| Assetmark, Inc | 63 | $2,936 | 0.00% | +63 | 新進 |
| True Wealth Design, LLC | 49 | $2,284 | 0.00% | −35−41.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 48 | $2,237 | 0.00% | −52−52.0% | 減碼 |
| Simplex Trading, LLC | 56 | $2,000 | 0.00% | +56 | 新進 |
| Abound Wealth Management | 32 | $1,492 | 0.00% | −5−13.5% | 減碼 |
| Russell Investments Group, Ltd. | 32 | $1,492 | 0.00% | +32 | 新進 |
| Private Trust Co NA | 25 | $1,165 | 0.00% | −54−68.4% | 減碼 |
| High Note Wealth, LLC | 5 | $233 | 0.00% | 00.0% | 不變 |
| GoalVest Advisory LLC | 4 | $186 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −28,102−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −18,902−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −12,044−100.0% | 清倉 |
| Morling Financial Advisors, LLC | 0 | $0 | 0.00% | −9,474−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,116−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,285−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −7,070−100.0% | 清倉 |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −6,669−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,894−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,060−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,122−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,048−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −255−100.0% | 清倉 |
| Mondrian Investment Partners LTD | – | – | – | – | 本季未申報 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| CAPROCK Group, Inc. | – | – | – | – | 本季未申報 |
| Schechter Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
