| Bell Investment Advisors, Inc | 21 | $1,886 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 21 | $1,885 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 20 | $1,803 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 20 | $1,796 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 20 | $1,795 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 20 | $1,795 | 0.00% | +2+11.1% | 加碼 |
| Bogart Wealth, LLC | 19 | $1,706 | 0.00% | −6−24.0% | 減碼 |
| Marquette Asset Management, LLC | 18 | $1,616 | 0.00% | −6−25.0% | 減碼 |
| Rossby Financial, LCC | 17 | $1,526 | 0.00% | +4+30.8% | 加碼 |
| Cornerstone Planning Group LLC | 16 | $1,474 | 0.00% | −1−5.9% | 減碼 |
| South State Corp. | 16 | $1,437 | 0.00% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 16 | $1,436 | 0.00% | −1−5.9% | 減碼 |
| Kilter Group LLC | 15 | $1,347 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 15 | $1,347 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 13 | $1,168 | 0.00% | +6+85.7% | 加碼 |
| Cedar Mountain Advisors, LLC | 13 | $1,167 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 13 | $1,167 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 13 | $1,167 | 0.00% | +6+85.7% | 加碼 |
| Quaker Wealth Management, LLC | 10 | $898 | 0.00% | −1−9.1% | 減碼 |
| American Capital Advisory, LLC | 7 | $629 | 0.00% | −2−22.2% | 減碼 |
| Planning Strategies Inc. | 7 | $628 | 0.00% | +7 | 新進 |
| Sunrise Financial Services, LLC | 6 | $539 | 0.00% | 00.0% | 不變 |
| SHP Wealth Management | 6 | $499 | 0.00% | +1+20.0% | 加碼 |
| Caitong International Asset Management Co., Ltd | 4 | $359 | 0.00% | −1−20.0% | 減碼 |
| Plante Moran Financial Advisors, LLC | 3 | $269 | 0.00% | +3 | 新進 |
| DecisionPoint Financial, LLC | 3 | $266 | 0.00% | +3 | 新進 |
| Financial Management Professionals, Inc. | 2 | $180 | 0.00% | −3−60.0% | 減碼 |
| Maryland Capital Advisors Inc. | 1 | $90 | 0.00% | +1 | 新進 |
| Tounjian Advisory Partners, LLC | 1 | $63 | 0.00% | +1 | 新進 |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | 新進 |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 24,231 | – | – | +15,600+180.7% | 加碼 |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| SG Capital Management LLC | 0 | $0 | 0.00% | −292,111−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −102,857−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −78,124−100.0% | 清倉 |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −43,251−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −36,754−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −36,613−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,742−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −22,210−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −19,800−100.0% | 清倉 |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −15,840−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −13,780−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −13,680−100.0% | 清倉 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −12,120−100.0% | 清倉 |
| Renaissance Group LLC | 0 | $0 | 0.00% | −9,688−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,263−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,500−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −5,635−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −5,026−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,024−100.0% | 清倉 |
| Optas, LLC | 0 | $0 | 0.00% | −3,714−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −3,259−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,048−100.0% | 清倉 |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −2,786−100.0% | 清倉 |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,705−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −2,632−100.0% | 清倉 |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,572−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,566−100.0% | 清倉 |
| Stirlingshire Investments, Inc. | 0 | $0 | 0.00% | −2,522−100.0% | 清倉 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −2,491−100.0% | 清倉 |
| Valtinson Bruner Financial Planning LLC | 0 | $0 | 0.00% | −2,427−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,893−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,516−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −679−100.0% | 清倉 |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −501−100.0% | 清倉 |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −426−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −404−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −283−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −203−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −161−100.0% | 清倉 |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Estabrook Capital Management | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Cornerstone Financial Management LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| Sunbelt Securities, Inc. | – | – | – | – | 本季未申報 |
| USA Financial Portformulas Corp | – | – | – | – | 本季未申報 |
