| Legacy Advisors, LLC | 20,258 | $7.50 萬 | 0.03% | 00.0% | 不變 |
| Pictet Asset Management SA | 18,750 | $7.00 萬 | 0.00% | +8,065+75.5% | 加碼 |
| Quantbot Technologies LP | 17,600 | $6.50 萬 | 0.01% | −35,318−66.7% | 減碼 |
| American Portfolios Advisors | 16,980 | $6.32 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 14,522 | $5.40 萬 | 0.00% | −19,928−57.8% | 減碼 |
| AE Wealth Management LLC | 14,548 | $5.40 萬 | 0.00% | +14,548 | 新進 |
| Abacus Planning Group, Inc. | 14,181 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 14,388 | $5.30 萬 | 0.00% | +302+2.1% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 12,263 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| Raymond James & Associates | 11,928 | $4.40 萬 | 0.00% | +11,928 | 新進 |
| Sigma Planning Corp | 11,950 | $4.40 萬 | 0.00% | +11,950 | 新進 |
| Parametrica Management Ltd | 11,477 | $4.30 萬 | 0.04% | +11,477 | 新進 |
| HighTower Advisors, LLC | 11,070 | $4.10 萬 | 0.00% | +139+1.3% | 加碼 |
| Teamwork Financial Advisors, LLC | 10,242 | $3.80 萬 | 0.01% | +10,242 | 新進 |
| NEXT Financial Group, Inc | 10,000 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Wealth Alliance | 10,000 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Performa Ltd (US), LLC | 10,000 | $3.70 萬 | 0.02% | +8,800+733.3% | 加碼 |
| US Bancorp | 9,121 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 7,200 | $2.60 萬 | 0.01% | +7,000+3,500.0% | 加碼 |
| Edge Wealth Management LLC | 5,000 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 4,053 | $1.50 萬 | 0.00% | −4,510−52.7% | 減碼 |
| Macquarie Group Ltd | 3,728 | $1.40 萬 | 0.00% | +3,728 | 新進 |
| Koshinski Asset Management, Inc. | 3,310 | $1.23 萬 | 0.00% | +2,640+394.0% | 加碼 |
| Wagner Wealth Management, LLC | 3,000 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Kings Point Capital Management | 3,000 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,800 | $1.04 萬 | 0.00% | +650+30.2% | 加碼 |
| Cordasco Financial Network | 1,500 | $6,000 | 0.00% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 1,710 | $6,000 | 0.01% | +1,710 | 新進 |
| Carroll Financial Associates, Inc. | 1,396 | $5,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,000 | $4,000 | 0.00% | −2,350−70.1% | 減碼 |
| Geneos Wealth Management Inc. | 1,258 | $4,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,000 | $4,000 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 1,000 | $4,000 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 1,088 | $4,000 | 0.00% | +1,088 | 新進 |
| FMR LLC | 770 | $3,000 | 0.00% | −811−51.3% | 減碼 |
| Spire Wealth Management | 710 | $3,000 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 772 | $3,000 | 0.00% | +170+28.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 420 | $2,000 | 0.00% | −2,889−87.3% | 減碼 |
| Massmutual Trust Co FSB | 410 | $2,000 | 0.00% | 00.0% | 不變 |
| Core Wealth Advisors, Inc. | 500 | $2,000 | 0.00% | +200+66.7% | 加碼 |
| Wolff Wiese Magana LLC | 450 | $2,000 | 0.00% | +150+50.0% | 加碼 |
| CoreCap Advisors, LLC | 600 | $2,000 | 0.00% | +600 | 新進 |
| UBS Group AG | 300 | $1,000 | 0.00% | −8,321−96.5% | 減碼 |
| PSI Advisors, LLC | 400 | $1,000 | 0.00% | −1,000−71.4% | 減碼 |
| Harbour Investments, Inc. | 175 | $1,000 | 0.00% | −780−81.7% | 減碼 |
| IFP Advisors, Inc | 100 | $1,000 | 0.00% | −10−9.1% | 減碼 |
| Trustcore Financial Services, LLC | 320 | $1,000 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 165 | $1,000 | 0.00% | +155+1,550.0% | 加碼 |
| CVA Family Office, LLC | 300 | $1,000 | 0.00% | +300 | 新進 |
| Archer Investment Corp | 100 | $372 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 75 | $0 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 107 | $0 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 125 | $0 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 97 | $0 | 0.00% | 00.0% | 不變 |
| Savior LLC | 100 | $0 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 50 | $0 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 50 | $0 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 9 | $0 | 0.00% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 20 | $0 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 88 | $0 | 0.00% | +88 | 新進 |
| Rinkey Investments | 15 | $0 | 0.00% | +15 | 新進 |
| Sculptor Capital LP | 0 | $0 | 0.00% | −192,800−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −152,548−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −109,880−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −95,878−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −76,615−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −63,310−100.0% | 清倉 |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −27,500−100.0% | 清倉 |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −24,580−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −19,550−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −19,437−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −15,400−100.0% | 清倉 |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −13,205−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −12,307−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −11,564−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,693−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −10,478−100.0% | 清倉 |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,268−100.0% | 清倉 |
| Context Capital Management, LLC | 0 | $0 | 0.00% | −6,484−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Siguler Guff Advisers, LLC | 0 | $0 | 0.00% | −3,552−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2,719−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −209−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Security National Trust Co | – | – | – | – | 本季未申報 |
