| Perkins Coie Trust Co | 3,756 | $10.0 萬 | 0.03% | 00.0% | 不變 |
| State of Wyoming | 3,430 | $9.15 萬 | 0.02% | +3,430 | 新進 |
| Ci Investments Inc. | 3,294 | $8.80 萬 | 0.00% | +3,294 | 新進 |
| Bellevue Asset Management, LLC | 3,087 | $8.24 萬 | 0.07% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2,803 | $7.48 萬 | 0.00% | −5,089−64.5% | 減碼 |
| Lazard Asset Management LLC | 2,731 | $7.20 萬 | 0.00% | −93−3.3% | 減碼 |
| Cerity Partners LLC | 232,139 | $5.90 萬 | 0.00% | +232,139 | 新進 |
| SYSTM Wealth Solutions LLC | 2,145 | $5.72 萬 | 0.01% | +2,145 | 新進 |
| Parallel Advisors, LLC | 2,077 | $5.54 萬 | 0.00% | +23+1.1% | 加碼 |
| Nomura Asset Management Co Ltd | 2,070 | $5.52 萬 | 0.00% | +481+30.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,947 | $5.19 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,081 | $5.11 萬 | 0.00% | −408−16.4% | 減碼 |
| Headlands Technologies LLC | 1,580 | $4.22 萬 | 0.01% | +1,580 | 新進 |
| TD Waterhouse Canada Inc. | 1,556 | $4.02 萬 | 0.00% | +187+13.7% | 加碼 |
| First Pacific Financial | 1,504 | $4.01 萬 | 0.01% | +1,504 | 新進 |
| GAMMA Investing LLC | 1,790 | $3.61 萬 | 0.01% | +1,790 | 新進 |
| Abich Financial Wealth Management LLC | 1,199 | $3.20 萬 | 0.03% | +1,199 | 新進 |
| Quarry LP | 1,105 | $2.95 萬 | 0.01% | +1,105 | 新進 |
| Allworth Financial LP | 996 | $2.66 萬 | 0.00% | +85+9.3% | 加碼 |
| Capital Analysts, LLC | 951 | $2.50 萬 | 0.00% | +14+1.5% | 加碼 |
| Fifth Third Bancorp | 923 | $2.46 萬 | 0.00% | −220−19.2% | 減碼 |
| Elequin Capital LP | 833 | $2.22 萬 | 0.01% | −676−44.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 735 | $1.96 萬 | 0.00% | −56−7.1% | 減碼 |
| Versant Capital Management, Inc | 684 | $1.82 萬 | 0.01% | −262−27.7% | 減碼 |
| Pinnacle Holdings, LLC | 592 | $1.58 萬 | 0.01% | +592 | 新進 |
| Brown, Lisle/Cummings, Inc. | 507 | $1.35 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 485 | $1.29 萬 | 0.00% | +485 | 新進 |
| National Bank of Canada | 450 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 437 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 408 | $1.09 萬 | 0.00% | +408 | 新進 |
| First Horizon Advisors, Inc. | 379 | $1.01 萬 | 0.00% | −38−9.1% | 減碼 |
| Quent Capital, LLC | 363 | $9,686 | 0.00% | +1+0.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 357 | $9,533 | 0.00% | −222−38.3% | 減碼 |
| Baystate Wealth Management LLC | 339 | $9,055 | 0.00% | +5+1.5% | 加碼 |
| Group One Trading, L.P. | 338 | $9,018 | 0.00% | +338 | 新進 |
| Ronald Blue Trust, Inc. | 408 | $8,000 | 0.00% | +317+348.4% | 加碼 |
| Glassman Wealth Services | 295 | $7,871 | 0.00% | −84−22.2% | 減碼 |
| Principal Securities, Inc. | 291 | $7,764 | 0.00% | +291 | 新進 |
| Nemes Rush Group LLC | 274 | $7,311 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 253 | $6,751 | 0.01% | +253 | 新進 |
| Farther Finance Advisors, LLC | 233 | $6,216 | 0.00% | +29+14.2% | 加碼 |
| Parkside Financial Bank & Trust | 210 | $5,604 | 0.00% | +106+101.9% | 加碼 |
| Oakworth Capital, Inc. | 201 | $5,363 | 0.00% | +201 | 新進 |
| Cornerstone Planning Group LLC | 185 | $4,931 | 0.00% | +3+1.6% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 180 | $4,811 | 0.00% | +180 | 新進 |
| SRS Capital Advisors, Inc. | 162 | $4,332 | 0.00% | +162 | 新進 |
| Whittier Trust Co | 159 | $4,242 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 156 | $4,162 | 0.00% | −224−58.9% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 154 | $4,116 | 0.00% | +154 | 新進 |
| Cedar Mountain Advisors, LLC | 153 | $4,082 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 139 | $4,000 | 0.00% | +139 | 新進 |
| EverSource Wealth Advisors, LLC | 127 | $3,389 | 0.00% | −1,287−91.0% | 減碼 |
| DecisionPoint Financial, LLC | 126 | $3,362 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 105 | $2,802 | 0.00% | −1−0.9% | 減碼 |
| Massmutual Trust Co FSB | 98 | $2,615 | 0.00% | −198−66.9% | 減碼 |
| Prestige Wealth Management Group LLC | 98 | $2,615 | 0.00% | +27+38.0% | 加碼 |
| Farmers & Merchants Investments Inc | 90 | $2,401 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 80 | $2,000 | 0.00% | +80 | 新進 |
| Northwest Capital Management Inc | 59 | $1,574 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 52 | $1,387 | 0.00% | +52 | 新進 |
| Creative Financial Designs Inc | 51 | $1,361 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 47 | $1,169 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 39 | $1,041 | 0.00% | −78−66.7% | 減碼 |
| Gradient Investments LLC | 38 | $1,014 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 24 | $1,000 | 0.00% | +24 | 新進 |
| JJJ Advisors Inc. | 36 | $961 | 0.00% | +36 | 新進 |
| Advisory Services Network, LLC | 35 | $934 | 0.00% | +35 | 新進 |
| Hexagon Capital Partners LLC | 27 | $721 | 0.00% | −4−12.9% | 減碼 |
| Raffa Wealth Management, LLC | 27 | $720 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 20 | $534 | 0.00% | +20 | 新進 |
| Tfo-TDC, LLC | 8 | $213 | 0.00% | −9−52.9% | 減碼 |
| Pacific Center for Financial Services | 6 | $161 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 4 | $107 | 0.00% | 00.0% | 不變 |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −1,321,223−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −284,559−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −118,311−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −108,282−100.0% | 清倉 |
| RE Advisers Corp | 0 | $0 | 0.00% | −87,115−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −47,797−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,206−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −41,997−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −34,791−100.0% | 清倉 |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −21,755−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −20,520−100.0% | 清倉 |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −13,494−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Wulff, Hansen & Co. | 0 | $0 | 0.00% | −11,649−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −10,366−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −840−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −384−100.0% | 清倉 |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −238−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −187−100.0% | 清倉 |
| Mechanics Financial Corp | 0 | $0 | 0.00% | −178−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| River Oaks Capital LLC | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Tiedemann Advisors, LLC | – | – | – | – | 本季未申報 |
