| Bessemer Group Inc | 4,943 | $9.70 萬 | 0.00% | +4,943 | 新進 |
| Toronto Dominion Bank | 4,580 | $9.00 萬 | 0.00% | −201,450−97.8% | 減碼 |
| Global Retirement Partners, LLC | 3,855 | $8.90 萬 | 0.01% | +58+1.5% | 加碼 |
| American International Group, Inc. | 4,429 | $8.70 萬 | 0.00% | +15+0.3% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 4,171 | $8.20 萬 | 0.00% | +4,171 | 新進 |
| National Bank of Canada | 3,650 | $7.30 萬 | 0.00% | −1,200−24.7% | 減碼 |
| Meeder Asset Management Inc | 3,429 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,259 | $6.50 萬 | 0.00% | +606+22.8% | 加碼 |
| IFP Advisors, Inc | 2,668 | $5.40 萬 | 0.00% | +2,474+1,275.3% | 加碼 |
| Nomura Asset Management Co Ltd | 2,550 | $5.03 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,358 | $4.70 萬 | 0.00% | −1,059−31.0% | 減碼 |
| Assetmark, Inc | 2,297 | $4.50 萬 | 0.00% | +656+40.0% | 加碼 |
| TD Private Client Wealth LLC | 1,873 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 1,812 | $3.50 萬 | 0.00% | −2,773−60.5% | 減碼 |
| CVA Family Office, LLC | 1,611 | $3.20 萬 | 0.01% | +6+0.4% | 加碼 |
| Penserra Capital Management LLC | 1,476 | $2.90 萬 | 0.00% | +38+2.6% | 加碼 |
| First Horizon Advisors, Inc. | 1,482 | $2.90 萬 | 0.00% | +169+12.9% | 加碼 |
| Wipfli Financial Advisors LLC, | 1,457 | $2.90 萬 | 0.00% | +1,457 | 新進 |
| Quent Capital, LLC | 1,236 | $2.40 萬 | 0.00% | +138+12.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,096 | $2.20 萬 | 0.01% | +1,096 | 新進 |
| Lindbrook Capital, LLC | 906 | $1.80 萬 | 0.00% | +183+25.3% | 加碼 |
| Covestor Ltd | 879 | $1.70 萬 | 0.02% | −1,378−61.1% | 減碼 |
| Tyler-Stone Wealth Management | 750 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 704 | $1.40 萬 | 0.00% | +76+12.1% | 加碼 |
| Leonteq Securities AG | 693 | $1.37 萬 | 0.00% | −130−15.8% | 減碼 |
| HHM Wealth Advisors, LLC | 620 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 624 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 552 | $1.10 萬 | 0.00% | −5,104−90.2% | 減碼 |
| Manchester Capital Management LLC | 400 | $8,000 | 0.00% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 403 | $8,000 | 0.00% | +403 | 新進 |
| Money Concepts Capital Corp | 330 | $7,000 | 0.00% | +1+0.3% | 加碼 |
| Harbour Investments, Inc. | 361 | $7,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 336 | $7,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 373 | $7,000 | 0.00% | +373 | 新進 |
| Anchor Investment Management, LLC | 350 | $6,909 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 309 | $6,000 | 0.00% | −43−12.2% | 減碼 |
| Heritage Wealth Management, LLC | 300 | $6,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 294 | $6,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 297 | $6,000 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 218 | $4,000 | 0.00% | +70+47.3% | 加碼 |
| American Portfolios Advisors | 189 | $3,731 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 133 | $3,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 144 | $3,000 | 0.00% | +1+0.7% | 加碼 |
| Schubert & Co | 131 | $3,000 | 0.00% | −10−7.1% | 減碼 |
| Global Financial Private Client, LLC | 148 | $2,967 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 77 | $2,000 | 0.00% | −593−88.5% | 減碼 |
| Private Trust Co NA | 103 | $2,000 | 0.00% | 00.0% | 不變 |
| Aua Capital Management, LLC | 105 | $2,000 | 0.00% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 125 | $2,000 | 0.00% | +125 | 新進 |
| AdvisorNet Financial, Inc | 50 | $1,000 | 0.00% | +20+66.7% | 加碼 |
| Tradewinds Capital Management, LLC | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 68 | $1,000 | 0.00% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 83 | $1,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 41 | $1,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 53 | $1,000 | 0.00% | +53 | 新進 |
| SJS Investment Consulting Inc. | 44 | $1,000 | 0.00% | +44 | 新進 |
| Lee Financial Co | 10 | $0 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 9 | $0 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 20 | $0 | 0.00% | +20 | 新進 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −560,271−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −492,000−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −378,500−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −292,936−100.0% | 清倉 |
| Key Group Holdings (Cayman), Ltd. | 0 | $0 | 0.00% | −195,539−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −178,103−100.0% | 清倉 |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −146,989−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −138,000−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −118,872−100.0% | 清倉 |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −74,395−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −44,695−100.0% | 清倉 |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −32,457−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −23,496−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −21,574−100.0% | 清倉 |
| Benin Management CORP | 0 | $0 | 0.00% | −18,600−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,517−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −13,486−100.0% | 清倉 |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −13,294−100.0% | 清倉 |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −12,760−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −11,379−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,815−100.0% | 清倉 |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −10,429−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,113−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −7,074−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −3,218−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,910−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −999−100.0% | 清倉 |
| Covington Capital Management | 0 | $0 | 0.00% | −637−100.0% | 清倉 |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −470−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −445−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −378−100.0% | 清倉 |
| Tevis Investment Management | 0 | $0 | 0.00% | −332−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −238−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −152−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Beacon Harbor Wealth Advisors, Inc. | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
