| Salomon & Ludwin, LLC | 1,050 | $2.04 萬 | 0.00% | +901+604.7% | 加碼 |
| Nomura Asset Management Co Ltd | 1,000 | $1.97 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 826 | $1.63 萬 | 0.00% | +252+43.9% | 加碼 |
| Rockefeller Capital Management L.P. | 806 | $1.59 萬 | 0.00% | +320+65.8% | 加碼 |
| Fifth Third Bancorp | 734 | $1.44 萬 | 0.00% | +73+11.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 702 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 659 | $1.30 萬 | 0.00% | −531−44.6% | 減碼 |
| Los Angeles Capital Management LLC | 633 | $1.27 萬 | 0.00% | +633 | 新進 |
| Global Retirement Partners, LLC | 646 | $1.27 萬 | 0.00% | +16+2.5% | 加碼 |
| Parkside Financial Bank & Trust | 628 | $1.24 萬 | 0.00% | −64−9.2% | 減碼 |
| Private Trust Co NA | 594 | $1.17 萬 | 0.00% | +321+117.6% | 加碼 |
| Capital Advisors, Ltd. LLC | 486 | $1.00 萬 | 0.00% | +374+333.9% | 加碼 |
| UMA Financial Services, Inc. | 448 | $8,817 | 0.00% | −47−9.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 419 | $8,133 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 403 | $7,931 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 399 | $7,852 | 0.00% | −671−62.7% | 減碼 |
| Allworth Financial LP | 379 | $7,459 | 0.00% | +52+15.9% | 加碼 |
| Quarry LP | 327 | $6,435 | 0.00% | −280−46.1% | 減碼 |
| Sound Income Strategies, LLC | 277 | $5,967 | 0.00% | +277 | 新進 |
| Group One Trading, L.P. | 300 | $5,904 | 0.00% | +300 | 新進 |
| Keating Financial Advisory Services, Inc. | 239 | $4,704 | 0.00% | +239 | 新進 |
| Jones Financial Companies LLLP | 204 | $4,015 | 0.00% | +191+1,469.2% | 加碼 |
| Acumen Wealth Advisors, LLC | 183 | $3,602 | 0.00% | +183 | 新進 |
| Aster Capital Management (DIFC) Ltd | 181 | $3,562 | 0.00% | +181 | 新進 |
| Highline Wealth Partners LLC | 168 | $3,306 | 0.00% | 00.0% | 不變 |
| CBIZ Investment Advisory Services, LLC | 138 | $2,716 | 0.00% | +138 | 新進 |
| Massmutual Trust Co FSB | 136 | $2,676 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 117 | $2,303 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 94 | $2,000 | 0.00% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 86 | $1,695 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 86 | $1,692 | 0.00% | +80+1,333.3% | 加碼 |
| Webster Bank, N. A. | 75 | $1,476 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 70 | $1,378 | 0.00% | −103−59.5% | 減碼 |
| IFP Advisors, Inc | 67 | $1,319 | 0.00% | −28−29.5% | 減碼 |
| Sunrise Financial Services, LLC | 67 | $1,319 | 0.00% | +67 | 新進 |
| Signaturefd, LLC | 63 | $1,240 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 58 | $1,235 | 0.00% | +1+1.8% | 加碼 |
| Essential Partners LLC | 60 | $1,181 | 0.00% | −122−67.0% | 減碼 |
| Farmers & Merchants Investments Inc | 56 | $1,102 | 0.00% | 00.0% | 不變 |
| Godfrey Financial Associates, Inc. | 56 | $1,102 | 0.00% | +56 | 新進 |
| Northwestern Mutual Wealth Management Co | 51 | $1,004 | 0.00% | −42−45.2% | 減碼 |
| Ares Financial Consulting, LLC | 49 | $964 | 0.00% | +49 | 新進 |
| Harbour Investments, Inc. | 40 | $787 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 37 | $729 | 0.00% | +37 | 新進 |
| Elyxium Wealth, LLC | 36 | $708 | 0.00% | +36 | 新進 |
| Bare Financial Services, Inc | 35 | $689 | 0.00% | +10+40.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 31 | $610 | 0.00% | +31 | 新進 |
| Flagship Harbor Advisors, LLC | 28 | $551 | 0.00% | +28 | 新進 |
| Rialto Wealth Management, LLC | 26 | $512 | 0.00% | +26 | 新進 |
| Bell Investment Advisors, Inc | 24 | $473 | 0.00% | +24 | 新進 |
| Assetmark, Inc | 19 | $374 | 0.00% | +16+533.3% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 17 | $335 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 12 | $237 | 0.00% | 00.0% | 不變 |
| Ankerstar Wealth, LLC | 12 | $236 | 0.00% | +12 | 新進 |
| Gilpin Wealth Management, LLC | 10 | $197 | 0.00% | +10 | 新進 |
| Steward Partners Investment Advisory, LLC | 9 | $177 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 7 | $138 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 4 | $79 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 3 | $59 | 0.00% | +3 | 新進 |
| Hughes Financial Services, LLC | 3 | $59 | 0.00% | +3 | 新進 |
| Dunhill Financial, LLC | 3 | $54 | 0.00% | +3 | 新進 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −218,394−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −194,036−100.0% | 清倉 |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −129,087−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −93,354−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −60,251−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −31,387−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −17,620−100.0% | 清倉 |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −17,868−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −16,700−100.0% | 清倉 |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −15,468−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −15,211−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −14,569−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −14,440−100.0% | 清倉 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −11,308−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −10,269−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −9,706−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,442−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −433−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −263−100.0% | 清倉 |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −176−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Colony Group, LLC | 0 | $0 | 0.00% | −6,768−100.0% | 清倉 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |
| Shell Asset Management Co | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |
