| Caitong International Asset Management Co., Ltd | 828 | $2.34 萬 | 0.02% | +828 | 新進 |
| Centerpoint Advisors, LLC | 748 | $2.10 萬 | 0.01% | −11−1.4% | 減碼 |
| Cornerstone Planning Group LLC | 774 | $2.07 萬 | 0.00% | +774 | 新進 |
| Rise Advisors, LLC | 726 | $2.05 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 699 | $1.98 萬 | 0.00% | +131+23.1% | 加碼 |
| WPG Advisers, LLC | 685 | $1.94 萬 | 0.02% | 00.0% | 不變 |
| Covestor Ltd | 630 | $1.80 萬 | 0.01% | +278+79.0% | 加碼 |
| Versant Capital Management, Inc | 593 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 589 | $1.67 萬 | 0.00% | +589 | 新進 |
| Quarry LP | 548 | $1.55 萬 | 0.00% | −1,685−75.5% | 減碼 |
| Advisory Services Network, LLC | 506 | $1.43 萬 | 0.00% | +506 | 新進 |
| Retirement Wealth Solutions LLC | 490 | $1.39 萬 | 0.01% | −163−25.0% | 減碼 |
| Ronald Blue Trust, Inc. | 488 | $1.38 萬 | 0.00% | +86+21.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 461 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 413 | $1.17 萬 | 0.00% | +230+125.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 409 | $1.16 萬 | 0.00% | −78−16.0% | 減碼 |
| Brown Brothers Harriman & Co | 377 | $1.07 萬 | 0.00% | +225+148.0% | 加碼 |
| Hemington Wealth Management | 387 | $1.00 萬 | 0.00% | +9+2.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 351 | $9,933 | 0.00% | −73−17.2% | 減碼 |
| Key Financial Inc | 342 | $9,634 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 309 | $8,745 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 303 | $8,576 | 0.00% | +303 | 新進 |
| IFP Advisors, Inc | 216 | $6,113 | 0.00% | +216 | 加碼 |
| Farmers & Merchants Investments Inc | 160 | $4,528 | 0.00% | +9+6.0% | 加碼 |
| TD Private Client Wealth LLC | 138 | $3,905 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 115 | $3,255 | 0.00% | +48+71.6% | 加碼 |
| Global Retirement Partners, LLC | 81 | $2,292 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 76 | $2,151 | 0.00% | +50+192.3% | 加碼 |
| S&T Bank | 73 | $2,066 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 63 | $1,783 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 58 | $1,641 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 57 | $1,613 | 0.00% | +12+26.7% | 加碼 |
| True Wealth Design, LLC | 54 | $1,529 | 0.00% | −22−28.9% | 減碼 |
| JFS Wealth Advisors, LLC | 53 | $1,500 | 0.00% | 00.0% | 不變 |
| Quest 10 Wealth Builders, Inc. | 51 | $1,443 | 0.00% | +51 | 新進 |
| Bare Financial Services, Inc | 46 | $1,302 | 0.00% | +46 | 新進 |
| Harbour Investments, Inc. | 45 | $1,274 | 0.00% | +21+87.5% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 37 | $1,102 | 0.00% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| Cloud Capital Management, LLC | 37 | $1,000 | 0.00% | +37 | 新進 |
| UMA Financial Services, Inc. | 32 | $906 | 0.00% | +32 | 新進 |
| Sachetta, LLC | 31 | $878 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 26 | $736 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 20 | $551 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 19 | $538 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 18 | $510 | 0.00% | +4+28.6% | 加碼 |
| Bruce G. Allen Investments, LLC | 17 | $481 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 16 | $453 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 14 | $396 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 10 | $283 | 0.00% | −1−9.1% | 減碼 |
| Turning Point Benefit Group, Inc. | 10 | $281 | 0.00% | +10 | 新進 |
| SBI Securities Co., Ltd. | 4 | $113 | 0.00% | +4 | 新進 |
| Larson Financial Group LLC | 3 | $94 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 1 | $29 | 0.00% | −4−80.0% | 減碼 |
| Ranger Investment Management, L.P. | 0 | $0 | 0.00% | −848,050−100.0% | 清倉 |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −195,800−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −82,452−100.0% | 清倉 |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −80,240−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −79,371−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −70,454−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −35,656−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −33,169−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −29,739−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −27,322−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −27,216−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −16,631−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −10,060−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −9,763−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −9,610−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,322−100.0% | 清倉 |
| Ballast, Inc. | 0 | $0 | 0.00% | −9,083−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,967−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,091−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,052−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −7,974−100.0% | 清倉 |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −7,036−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −3,384−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2,977−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,265−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −484−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −172−100.0% | 清倉 |
| Evergreen Private Wealth LLC | 0 | $0 | 0.00% | −124−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −72−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
| Parkworth Wealth Management, Inc. | – | – | – | – | 本季未申報 |
