| CWM, LLC | 6,050 | $1.53 萬 | 0.00% | +2,951+95.2% | 加碼 |
| MetLife Investment Management | 6,018 | $1.52 萬 | 0.00% | +9+0.1% | 加碼 |
| MAI Capital Management | 5,143 | $1.30 萬 | 0.00% | +5,143 | 新進 |
| Jones Financial Companies LLLP | 5,419 | $1.28 萬 | 0.00% | +5,239+2,910.6% | 加碼 |
| Performa Ltd (US), LLC | 4,200 | $1.06 萬 | 0.00% | +3,102+282.5% | 加碼 |
| SBI Securities Co., Ltd. | 3,549 | $8,979 | 0.00% | +10+0.3% | 加碼 |
| ZRC Wealth Management, LLC | 3,421 | $8,656 | 0.00% | +3,421 | 新進 |
| LRI Investments, LLC | 2,970 | $7,514 | 0.00% | +554+22.9% | 加碼 |
| Rockefeller Capital Management L.P. | 2,694 | $6,815 | 0.00% | +2,033+307.6% | 加碼 |
| Bare Financial Services, Inc | 2,423 | $6,130 | 0.00% | +2,423 | 新進 |
| Quadrant Capital Group LLC | 2,263 | $5,726 | 0.00% | +924+69.0% | 加碼 |
| Covestor Ltd | 2,155 | $5,000 | 0.00% | +328+18.0% | 加碼 |
| Group One Trading, L.P. | 1,951 | $4,936 | 0.00% | −1,000−33.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,639 | $4,147 | 0.00% | +1,184+260.2% | 加碼 |
| Farther Finance Advisors, LLC | 1,541 | $3,837 | 0.00% | +1,333+640.9% | 加碼 |
| Parkside Financial Bank & Trust | 1,484 | $3,755 | 0.00% | +1,293+677.0% | 加碼 |
| Advisor Group Holdings, Inc. | 1,459 | $3,691 | 0.00% | +998+216.5% | 加碼 |
| Quarry LP | 1,378 | $3,486 | 0.00% | +1,378 | 新進 |
| Massmutual Trust Co FSB | 1,357 | $3,433 | 0.00% | +1,110+449.4% | 加碼 |
| Highline Wealth Partners LLC | 913 | $2,310 | 0.00% | +913 | 新進 |
| Pinnacle Bancorp, Inc. | 854 | $2,161 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 826 | $2,089 | 0.00% | −45,160−98.2% | 減碼 |
| Versant Capital Management, Inc | 774 | $1,958 | 0.00% | +584+307.4% | 加碼 |
| Strengthening Families & Communities, LLC | 686 | $1,736 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 672 | $1,701 | 0.00% | +622+1,244.0% | 加碼 |
| Quent Capital, LLC | 656 | $1,660 | 0.00% | +656 | 新進 |
| Smartleaf Asset Management LLC | 435 | $1,053 | 0.00% | −1,126−72.1% | 減碼 |
| Transamerica Financial Advisors, Inc. | 415 | $1,049 | 0.00% | +415 | 新進 |
| First Horizon Corp | 345 | $873 | 0.00% | +345 | 新進 |
| UMA Financial Services, Inc. | 343 | $868 | 0.00% | +343 | 新進 |
| Bruce G. Allen Investments, LLC | 338 | $855 | 0.00% | +147+77.0% | 加碼 |
| Lloyd Advisory Services, LLC. | 320 | $810 | 0.00% | +320 | 新進 |
| Kingdom Financial Group LLC. | 320 | $810 | 0.00% | +320 | 新進 |
| Huntington National Bank | 290 | $734 | 0.00% | +290 | 新進 |
| Private Wealth Management Group, LLC | 288 | $729 | 0.00% | +288 | 新進 |
| CoreCap Advisors, LLC | 257 | $650 | 0.00% | 00.0% | 不變 |
| SHP Wealth Management | 253 | $640 | 0.00% | +61+31.8% | 加碼 |
| Essential Partners LLC | 213 | $539 | 0.00% | +213 | 新進 |
| Nisa Investment Advisors, LLC | 210 | $531 | 0.00% | +210 | 新進 |
| Root Financial Partners, LLC | 148 | $374 | 0.00% | −974−86.8% | 減碼 |
| JFS Wealth Advisors, LLC | 117 | $297 | 0.00% | +1+0.9% | 加碼 |
| CVA Family Office, LLC | 109 | $276 | 0.00% | +109 | 新進 |
| Vision Financial Markets LLC | 100 | $253 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 100 | $253 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 89 | $225 | 0.00% | +89 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 70 | $177 | 0.00% | +15+27.3% | 加碼 |
| Fifth Third Bancorp | 57 | $144 | 0.00% | +57 | 新進 |
| Rothschild Investment LLC | 38 | $96 | 0.00% | −24−38.7% | 減碼 |
| Godfrey Financial Associates, Inc. | 11 | $28 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 10 | $25 | 0.00% | −5−33.3% | 減碼 |
| Curio Wealth, LLC | 8 | $20 | 0.00% | +8 | 新進 |
| Hughes Financial Services, LLC | 7 | $18 | 0.00% | +7 | 新進 |
| HFM Investment Advisors, LLC | 6 | $15 | 0.00% | −11−64.7% | 減碼 |
| Raffa Wealth Management, LLC | 5 | $13 | 0.00% | +5 | 新進 |
| Keating Financial Advisory Services, Inc. | 3 | $8 | 0.00% | −248−98.8% | 減碼 |
| Vermillion Wealth Management, Inc. | 3 | $8 | 0.00% | +3 | 新進 |
| Freestone Grove Partners LP | 1 | $3 | 0.00% | +1 | 新進 |
| Impactive Capital LP | 0 | $0 | 0.00% | −36,413,920−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −446,147−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −365,331−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −304,589−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −284,978−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −182,955−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −99,799−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −63,012−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −51,428−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −49,960−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −49,200−100.0% | 清倉 |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −39,200−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −29,155−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −25,494−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −22,531−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Rpo LLC | 0 | $0 | 0.00% | −19,104−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −18,259−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −17,807−100.0% | 清倉 |
| Wedmont Private Capital | 0 | $0 | 0.00% | −16,978−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,267−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,006−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,200−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −14,081−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −13,070−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,219−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,372−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −4,866−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,920−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −396−100.0% | 清倉 |
| Sachetta, LLC | 0 | $0 | 0.00% | −366−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −288−100.0% | 清倉 |
| Torren Management, LLC | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |