| US Bancorp | 508 | $2.51 萬 | 0.00% | −411−44.7% | 減碼 |
| HM Payson & Co | 500 | $2.47 萬 | 0.00% | +500 | 新進 |
| Key Financial Inc | 484 | $2.39 萬 | 0.01% | 00.0% | 不變 |
| Millburn Ridgefield Corp | 473 | $2.34 萬 | 0.00% | +473 | 新進 |
| Catalyst Capital Advisors LLC | 473 | $2.34 萬 | 0.00% | +473 | 新進 |
| VisionPoint Advisory Group, LLC | 441 | $2.18 萬 | 0.01% | −155−26.0% | 減碼 |
| Northwest Investment Counselors, LLC | 401 | $1.98 萬 | 0.01% | 00.0% | 不變 |
| ORG Partners LLC | 400 | $1.98 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 366 | $1.81 萬 | 0.00% | +154+72.6% | 加碼 |
| Beaird Harris Wealth Management, LLC | 325 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 308 | $1.52 萬 | 0.00% | +50+19.4% | 加碼 |
| Global Retirement Partners, LLC | 309 | $1.48 萬 | 0.00% | +8+2.7% | 加碼 |
| DB Wealth Management Group, LLC | 294 | $1.45 萬 | 0.01% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 231 | $1.10 萬 | 0.00% | −1,302−84.9% | 減碼 |
| Arcadia Investment Management Corp | 200 | $9,882 | 0.00% | +200 | 新進 |
| JJJ Advisors Inc. | 190 | $9,388 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 175 | $8,647 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 170 | $8,400 | 0.00% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 168 | $8,301 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 163 | $8,054 | 0.00% | +12+7.9% | 加碼 |
| Farther Finance Advisors, LLC | 161 | $7,955 | 0.00% | +10+6.6% | 加碼 |
| Bell Investment Advisors, Inc | 152 | $7,511 | 0.00% | +39+34.5% | 加碼 |
| Smithfield Trust Co | 135 | $7,000 | 0.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 138 | $6,818 | 0.00% | +138 | 新進 |
| Private Trust Co NA | 137 | $6,769 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 134 | $6,621 | 0.00% | +134 | 新進 |
| GWM Advisors LLC | 130 | $6,424 | 0.00% | −25−16.1% | 減碼 |
| JFS Wealth Advisors, LLC | 124 | $6,127 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 120 | $6,000 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 129 | $6,000 | 0.00% | +129 | 新進 |
| Raleigh Capital Management Inc. | 111 | $5,468 | 0.00% | +24+27.6% | 加碼 |
| Davidson Capital Management Inc. | 102 | $5,040 | 0.00% | +102 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 100 | $5,000 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 100 | $4,941 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 72 | $4,000 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 80 | $3,864 | 0.00% | +38+90.5% | 加碼 |
| Allworth Financial LP | 64 | $3,163 | 0.00% | +57+814.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58 | $2,866 | 0.00% | +58 | 新進 |
| Quarry LP | 55 | $2,718 | 0.00% | −467−89.5% | 減碼 |
| WR Wealth Planners, LLC | 51 | $2,520 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 48 | $2,372 | 0.00% | −7−12.7% | 減碼 |
| SJS Investment Consulting Inc. | 44 | $2,175 | 0.00% | +9+25.7% | 加碼 |
| Brown Brothers Harriman & Co | 43 | $2,125 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 40 | $1,976 | 0.00% | +6+17.6% | 加碼 |
| RFP Financial Group LLC | 35 | $1,729 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 29 | $1,433 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 17 | $840 | 0.00% | −1−5.6% | 減碼 |
| Tfo-TDC, LLC | 14 | $737 | 0.00% | +7+100.0% | 加碼 |
| Hexagon Capital Partners LLC | 10 | $494 | 0.00% | −13−56.5% | 減碼 |
| Prestige Wealth Management Group LLC | 8 | $396 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 7 | $346 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 7 | $346 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 7 | $344 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 20 | $0 | 0.00% | +20 | 新進 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −433,347−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −181,491−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −131,761−100.0% | 清倉 |
| Fairholme Capital Management LLC | 0 | $0 | 0.00% | −128,800−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −128,312−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −126,705−100.0% | 清倉 |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −62,388−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −60,914−100.0% | 清倉 |
| Key Square Capital Management LLC | 0 | $0 | 0.00% | −54,300−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −31,551−100.0% | 清倉 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −21,592−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −19,789−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,561−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −11,241−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,741−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −9,215−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −7,975−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,756−100.0% | 清倉 |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −5,407−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,532−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,427−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,965−100.0% | 清倉 |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −3,961−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,802−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,077−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −1,843−100.0% | 清倉 |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −322−100.0% | 清倉 |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| West Tower Group, LLC | 0 | $0 | 0.00% | −233−100.0% | 清倉 |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Denali Advisors LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Heron Financial Group, LLC | – | – | – | – | 本季未申報 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| First Capital Advisors Group, LLC. | – | – | – | – | 本季未申報 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
