| Wambolt & Associates, LLC | 12,458 | $18.8 萬 | 0.06% | −1,936−13.5% | 減碼 |
| NBT Bank N A | 12,300 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| Cipher Capital LP | 11,879 | $17.9 萬 | 0.06% | +11,879 | 新進 |
| Grimes & Company, Inc. | 11,421 | $17.2 萬 | 0.01% | +325+2.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 11,386 | $17.2 萬 | 0.00% | −1,302−10.3% | 減碼 |
| Evanson Asset Management, LLC | 11,363 | $17.2 萬 | 0.01% | +283+2.6% | 加碼 |
| Mandatum Life Insurance Co Ltd | 11,276 | $17.0 萬 | 0.06% | +11,276 | 新進 |
| CFO4Life Group, LLC | 10,741 | $16.2 萬 | 0.03% | −2,388−18.2% | 減碼 |
| Cherrydale Wealth Management, LLC | 10,425 | $15.7 萬 | 0.08% | +303+3.0% | 加碼 |
| Mercer Global Advisors Inc | 10,397 | $15.7 萬 | 0.00% | −179−1.7% | 減碼 |
| Perigon Wealth Management, LLC | 10,307 | $15.6 萬 | 0.01% | +10,307 | 新進 |
| Latitude Advisors, LLC | 10,056 | $15.2 萬 | 0.11% | +10,056 | 新進 |
| Axxcess Wealth Management, LLC | 10,000 | $15.1 萬 | 0.00% | −5,816−36.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 10,000 | $15.1 萬 | 0.01% | +10,000 | 新進 |
| Mattern Wealth Management LLC | 10,000 | $15.1 萬 | 0.04% | +10,000 | 新進 |
| Larson Financial Group LLC | 9,634 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 9,406 | $14.2 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | 8,199 | $12.3 萬 | 0.00% | +8,199 | 新進 |
| EntryPoint Capital, LLC | 5,589 | $8.44 萬 | 0.08% | +5,589 | 新進 |
| BNP Paribas Arbitrage, SA | 4,958 | $7.49 萬 | 0.00% | −25,600−83.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 4,030 | $6.09 萬 | 0.00% | +4,030 | 新進 |
| Creative Financial Designs Inc | 3,760 | $5.68 萬 | 0.01% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 3,520 | $5.32 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 3,463 | $5.23 萬 | 0.00% | +1,508+77.1% | 加碼 |
| Basso Capital Management, L.P. | 3,300 | $4.98 萬 | 0.05% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,070 | $4.64 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,296 | $3.47 萬 | 0.00% | +713+45.0% | 加碼 |
| Private Trust Co NA | 2,199 | $3.32 萬 | 0.00% | +2,000+1,005.0% | 加碼 |
| Ancora Advisors, LLC | 2,125 | $3.21 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,000 | $3.02 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 1,906 | $2.88 萬 | 0.00% | +1,906 | 新進 |
| Armstrong Advisory Group, Inc | 1,882 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,796 | $2.77 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,696 | $2.56 萬 | 0.00% | −1,043−38.1% | 減碼 |
| Quadrant Capital Group LLC | 1,329 | $2.01 萬 | 0.00% | −144−9.8% | 減碼 |
| Quarry LP | 1,174 | $1.77 萬 | 0.01% | +694+144.6% | 加碼 |
| Beacon Capital Management, LLC | 1,199 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,097 | $1.66 萬 | 0.00% | +14+1.3% | 加碼 |
| IFP Advisors, Inc | 1,087 | $1.64 萬 | 0.00% | −67−5.8% | 減碼 |
| AdvisorNet Financial, Inc | 1,000 | $1.51 萬 | 0.00% | +500+100.0% | 加碼 |
| Valley National Advisers Inc | 1,000 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 885 | $1.34 萬 | 0.01% | +85+10.6% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 800 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 740 | $1.12 萬 | 0.01% | +740 | 新進 |
| Steward Partners Investment Advisory, LLC | 700 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 602 | $9,102 | 0.00% | +602 | 新進 |
| Rothschild Investment LLC | 500 | $7,550 | 0.00% | +500 | 新進 |
| Pin Oak Investment Advisors Inc | 460 | $7,000 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 377 | $5,693 | 0.00% | +22+6.2% | 加碼 |
| Neo Ivy Capital Management | 337 | $5,000 | 0.01% | +337 | 新進 |
| BKM Wealth Management, LLC | 323 | $4,877 | 0.00% | +323 | 新進 |
| Delta Asset Management LLC | 310 | $4,681 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 225 | $3,398 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 208 | $3,136 | 0.00% | −77−27.0% | 減碼 |
| Glen Eagle Advisors, LLC | 163 | $2,454 | 0.00% | +5+3.2% | 加碼 |
| Ronald Blue Trust, Inc. | 145 | $2,000 | 0.00% | +145 | 新進 |
| Tucker Asset Management LLC | 78 | $1,178 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 49 | $748 | 0.00% | +49 | 新進 |
| Sofos Investments, Inc. | 3 | $37 | 0.00% | +3 | 新進 |
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 0 | $0 | 0.00% | −331,177−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −295,706−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −100,141−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −87,053−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −81,853−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −62,072−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −42,171−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −38,545−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −23,843−100.0% | 清倉 |
| Overbrook Management Corp | 0 | $0 | 0.00% | −21,223−100.0% | 清倉 |
| Novare Capital Management LLC | 0 | $0 | 0.00% | −16,675−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,504−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −15,381−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,909−100.0% | 清倉 |
| Ayrshire Capital Management LLC | 0 | $0 | 0.00% | −14,634−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,893−100.0% | 清倉 |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −11,786−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,459−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,191−100.0% | 清倉 |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −10,717−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −789−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −363−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Tiedemann Advisors, LLC | – | – | – | – | 本季未申報 |
| Claybrook Capital, LLC | – | – | – | – | 本季未申報 |
