| American International Group, Inc. | 10,451 | $10.2 萬 | 0.00% | −403−3.7% | 減碼 |
| Ronald Blue Trust, Inc. | 9,026 | $9.90 萬 | 0.00% | +4,465+97.9% | 加碼 |
| Ethic Inc. | 10,086 | $9.81 萬 | 0.01% | +10,086 | 新進 |
| Pathstone Family Office, LLC | 10,919 | $9.57 萬 | 0.00% | −57,402−84.0% | 減碼 |
| Rockefeller Capital Management L.P. | 8,602 | $8.30 萬 | 0.00% | −11,433−57.1% | 減碼 |
| Quent Capital, LLC | 8,412 | $8.18 萬 | 0.01% | +8,356+14,921.4% | 加碼 |
| KBC Group NV | 7,999 | $7.80 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,057 | $7.80 萬 | 0.00% | +3,606+81.0% | 加碼 |
| Proequities, Inc. | 5,532 | $5.38 萬 | 0.00% | +172+3.2% | 加碼 |
| Point72 Middle East FZE | 4,912 | $4.78 萬 | 0.00% | +4,912 | 新進 |
| Parallel Advisors, LLC | 4,742 | $4.61 萬 | 0.00% | +1,926+68.4% | 加碼 |
| Spirit of America Management Corp | 4,250 | $4.14 萬 | 0.01% | −27,000−86.4% | 減碼 |
| Metropolitan Life Insurance Co | 3,970 | $3.86 萬 | 0.00% | −39−1.0% | 減碼 |
| Ellevest, Inc. | 3,955 | $3.85 萬 | 0.00% | +2,885+269.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,424 | $3.33 萬 | 0.01% | +1,864+119.5% | 加碼 |
| MetLife Investment Management | 2,843 | $2.77 萬 | 0.00% | +14+0.5% | 加碼 |
| CWM, LLC | 2,583 | $2.50 萬 | 0.00% | −937−26.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,528 | $2.46 萬 | 0.00% | −61−2.4% | 減碼 |
| Sutton Wealth Advisors Inc. | 2,305 | $2.24 萬 | 0.01% | −2,459−51.6% | 減碼 |
| Versant Capital Management, Inc | 2,158 | $2.10 萬 | 0.01% | −74−3.3% | 減碼 |
| Belpointe Asset Management LLC | 1,940 | $1.89 萬 | 0.00% | +1,940 | 新進 |
| Lindbrook Capital, LLC | 1,510 | $1.47 萬 | 0.00% | +564+59.6% | 加碼 |
| Park Place Capital Corp | 1,325 | $1.30 萬 | 0.00% | +1,325 | 新進 |
| Riverview Trust Co | 1,204 | $1.20 萬 | 0.01% | +1,204 | 新進 |
| Allworth Financial LP | 1,165 | $1.13 萬 | 0.00% | +1,121+2,547.7% | 加碼 |
| Montag A & Associates Inc | 1,000 | $9,730 | 0.00% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 948 | $9,224 | 0.00% | +948 | 新進 |
| Parkside Financial Bank & Trust | 801 | $7,794 | 0.00% | +596+290.7% | 加碼 |
| Bell Investment Advisors, Inc | 636 | $6,188 | 0.00% | +502+374.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 600 | $5,838 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 521 | $5,069 | 0.00% | +521 | 新進 |
| Private Trust Co NA | 558 | $5,000 | 0.00% | +208+59.4% | 加碼 |
| Trust Co of Vermont | 384 | $3,736 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 286 | $3,000 | 0.00% | +54+23.3% | 加碼 |
| CVA Family Office, LLC | 285 | $2,773 | 0.00% | +285 | 新進 |
| Heritage Wealth Management, LLC | 260 | $2,530 | 0.00% | +130+100.0% | 加碼 |
| GW&K Investment Management, LLC | 184 | $2,000 | 0.00% | −999,994−100.0% | 減碼 |
| Massmutual Trust Co FSB | 247 | $2,000 | 0.00% | +152+160.0% | 加碼 |
| Baker Avenue Asset Management, LP | 192 | $1,868 | 0.00% | +192 | 新進 |
| JJJ Advisors Inc. | 158 | $1,670 | 0.00% | +158 | 新進 |
| Manchester Capital Management LLC | 152 | $1,479 | 0.00% | −57−27.3% | 減碼 |
| GWM Advisors LLC | 152 | $1,479 | 0.00% | +152 | 新進 |
| Concord Wealth Partners | 151 | $1,469 | 0.00% | +151 | 新進 |
| Farmers & Merchants Investments Inc | 90 | $876 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 74 | $720 | 0.00% | +74 | 新進 |
| Northwestern Mutual Wealth Management Co | 72 | $701 | 0.00% | +72 | 新進 |
| Accurate Wealth Management, LLC | 65 | $627 | 0.00% | +65 | 新進 |
| Meeder Asset Management Inc | 63 | $613 | 0.00% | −2,216−97.2% | 減碼 |
| TD Private Client Wealth LLC | 39 | $379 | 0.00% | +39 | 新進 |
| Accel Wealth Management | 35 | $340 | 0.00% | +1+2.9% | 加碼 |
| Advisory Services Network, LLC | 27 | $263 | 0.00% | +27 | 新進 |
| AdvisorNet Financial, Inc | 25 | $243 | 0.00% | −466−94.9% | 減碼 |
| Global Retirement Partners, LLC | 3 | $32 | 0.00% | −135−97.8% | 減碼 |
| Capital Advisors, Ltd. LLC | 502 | $0 | 0.00% | +502 | 新進 |
| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | +7 | 新進 |
| IFP Advisors, Inc | 1,277 | – | – | +633+98.3% | 加碼 |
| Sofos Investments, Inc. | 10 | – | – | +10 | 新進 |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −501,480−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −434,265−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −317,900−100.0% | 清倉 |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −312,709−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −261,827−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −233,299−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −214,868−100.0% | 清倉 |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −210,200−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −176,300−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −134,400−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −64,717−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −47,800−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −42,637−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −40,370−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,288−100.0% | 清倉 |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −30,004−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −29,951−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −29,442−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Anson Funds Management LP | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −14,186−100.0% | 清倉 |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −13,382−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,089−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −12,562−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,124−100.0% | 清倉 |
| Regions Financial Corp | 0 | $0 | 0.00% | −11,441−100.0% | 清倉 |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −10,256−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| EJF Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,635−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −775−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −382−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −251−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Jefferies Group LLC | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
