| JCIC Asset Management Inc. | 5,315 | $21.9 萬 | 0.10% | +155+3.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 5,228 | $21.5 萬 | 0.00% | +449+9.4% | 加碼 |
| Virtus ETF Advisers LLC | 5,035 | $20.7 萬 | 0.13% | +375+8.0% | 加碼 |
| Pacer Advisors, Inc. | 4,590 | $18.9 萬 | 0.00% | +150+3.4% | 加碼 |
| Quadrant Capital Group LLC | 4,586 | $18.9 萬 | 0.02% | +786+20.7% | 加碼 |
| Advisor Group Holdings, Inc. | 4,545 | $18.7 萬 | 0.00% | −1,896−29.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,527 | $18.6 萬 | 0.00% | +1,023+29.2% | 加碼 |
| UniSuper Management Pty Ltd | 3,400 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 4,281 | $17.6 萬 | 0.00% | −4,460−51.0% | 減碼 |
| Icon Wealth Advisors, LLC | 3,309 | $13.6 萬 | 0.01% | +3,309 | 新進 |
| Gulf International Bank (UK) Ltd | 3,064 | $12.6 萬 | 0.00% | −550−15.2% | 減碼 |
| Advisory Services Network, LLC | 2,901 | $11.9 萬 | 0.00% | +2,901 | 新進 |
| NBC Securities, Inc. | 2,779 | $11.4 萬 | 0.01% | +239+9.4% | 加碼 |
| Lindbrook Capital, LLC | 2,598 | $10.7 萬 | 0.01% | +1,368+111.2% | 加碼 |
| Parallel Advisors, LLC | 1,978 | $8.14 萬 | 0.00% | −548−21.7% | 減碼 |
| Tradition Wealth Management, LLC | 1,936 | $8.00 萬 | 0.01% | −18−0.9% | 減碼 |
| Macquarie Group Ltd | 1,518 | $6.27 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,494 | $6.14 萬 | 0.00% | −157,403−99.1% | 減碼 |
| Credit Agricole S A | 1,442 | $5.93 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,354 | $5.57 萬 | 0.00% | +1+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,320 | $5.43 萬 | 0.00% | −1,732−56.7% | 減碼 |
| Laurel Wealth Advisors LLC | 1,169 | $4.81 萬 | 0.01% | 00.0% | 不變 |
| Rational Advisors LLC | 1,075 | $4.42 萬 | 0.00% | 00.0% | 不變 |
| Intact Investment Management Inc. | 1,000 | $4.11 萬 | 0.00% | −86,000−98.9% | 減碼 |
| Clarity Asset Management, Inc. | 959 | $3.94 萬 | 0.03% | +959 | 新進 |
| Carmichael Hill & Associates, Inc. | 779 | $3.20 萬 | 0.01% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 769 | $3.16 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 750 | $3.08 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 741 | $3.05 萬 | 0.00% | −170−18.7% | 減碼 |
| Bessemer Group Inc | 646 | $2.60 萬 | 0.00% | +325+101.2% | 加碼 |
| Hexagon Capital Partners LLC | 452 | $1.86 萬 | 0.00% | +293+184.3% | 加碼 |
| Grayhawk Investment Strategies Inc. | 332 | $1.81 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 399 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 368 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 339 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 333 | $1.36 萬 | 0.00% | +4+1.2% | 加碼 |
| Concord Wealth Partners | 300 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 300 | $1.23 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 298 | $1.23 萬 | 0.00% | +126+73.3% | 加碼 |
| Allworth Financial LP | 292 | $1.20 萬 | 0.00% | +25+9.4% | 加碼 |
| Pathway Financial Advisers, LLC | 291 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $1.12 萬 | 0.01% | +272 | 新進 |
| First Horizon Advisors, Inc. | 188 | $7,732 | 0.00% | +92+95.8% | 加碼 |
| Tennessee Valley Asset Management Partners | 169 | $6,950 | 0.00% | +169 | 新進 |
| Farther Finance Advisors, LLC | 163 | $6,704 | 0.00% | +163 | 新進 |
| CWM, LLC | 151 | $6,000 | 0.00% | +51+51.0% | 加碼 |
| WealthCollab, LLC | 138 | $5,676 | 0.00% | +138 | 新進 |
| Brown Brothers Harriman & Co | 133 | $5,470 | 0.00% | 00.0% | 不變 |
| Transcendent Capital Group LLC | 124 | $5,100 | 0.00% | +124 | 新進 |
| Proequities, Inc. | 112 | $4,606 | 0.00% | 00.0% | 不變 |
| Norwood Financial Corp | 112 | $4,606 | 0.01% | 00.0% | 不變 |
| Addison Advisors LLC | 110 | $4,525 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 100 | $4,113 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 94 | $4,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 96 | $4,000 | 0.00% | +11+12.9% | 加碼 |
| Nemes Rush Group LLC | 97 | $3,990 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 94 | $3,856 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 91 | $3,743 | 0.00% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 77 | $3,167 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 82 | $3,115 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 75 | $3,085 | 0.00% | 00.0% | 不變 |
| Copeland Capital Management, LLC | 57 | $2,344 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 53 | $2,180 | 0.00% | +53 | 新進 |
| Principal Securities, Inc. | 47 | $1,933 | 0.00% | +47 | 新進 |
| Salomon & Ludwin, LLC | 42 | $1,596 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 39 | $1,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 23 | $1,000 | 0.00% | +23 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $658 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 10 | $412 | 0.00% | +2+25.0% | 加碼 |
| Huntington National Bank | 1 | $41 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1 | $41 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 1 | $28 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 0 | $18 | 0.00% | 0 | 不變 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −447,427−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −249,850−100.0% | 清倉 |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −156,374−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −92,816−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −87,156−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −42,926−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,454−100.0% | 清倉 |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −13,187−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −13,132−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −9,605−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,650−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −3,403−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −756−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −108−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −74−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Quilter Plc | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Community Financial Services Group, LLC | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| Icon Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| Column Capital Advisors, LLC | – | – | – | – | 本季未申報 |