| CX Institutional | 21 | $2,000 | 0.00% | +21 | 新進 |
| Private Wealth Management Group, LLC | 26 | $1,922 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 26 | $1,921 | 0.00% | +4+18.2% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 25 | $1,848 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 24 | $1,774 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 24 | $1,774 | 0.00% | +24 | 新進 |
| Banque Transatlantique SA | 21 | $1,552 | 0.00% | 00.0% | 不變 |
| Miller Global Investments, LLC | 20 | $1,478 | 0.00% | +20 | 新進 |
| Prestige Wealth Management Group LLC | 19 | $1,405 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 17 | $1,256 | 0.00% | −8−32.0% | 減碼 |
| Bell Investment Advisors, Inc | 16 | $1,183 | 0.00% | −21−56.8% | 減碼 |
| SHP Wealth Management | 15 | $1,108 | 0.00% | +15 | 新進 |
| Capital Advisors, Ltd. LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 12 | $887 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 11 | $813 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 11 | $813 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Trust Services, Inc. | 11 | $813 | 0.00% | +11 | 新進 |
| Wall Street Access Asset Management, LLC | 9 | $665 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 8 | $599 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 8 | $592 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 8 | $591 | 0.00% | +4+100.0% | 加碼 |
| CVA Family Office, LLC | 7 | $517 | 0.00% | +7 | 新進 |
| Concord Wealth Partners | 7 | $517 | 0.00% | +7 | 新進 |
| SJS Investment Consulting Inc. | 6 | $444 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 6 | $444 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 5 | $370 | 0.00% | −2−28.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $370 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 5 | $370 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4 | $296 | 0.00% | −72−94.7% | 減碼 |
| Financial Management Professionals, Inc. | 4 | $296 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 4 | $296 | 0.00% | +4 | 新進 |
| Quaker Wealth Management, LLC | 3 | $222 | 0.00% | +3 | 新進 |
| Dunhill Financial, LLC | 1 | $110 | 0.00% | +1 | 新進 |
| Principia Wealth Advisory, LLC | 1 | $74 | 0.00% | +1 | 新進 |
| Jain Global LLC | 0 | $0 | 0.00% | −961,667−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −220,635−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −112,812−100.0% | 清倉 |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −58,566−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −51,848−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −23,744−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −17,699−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −16,018−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −13,800−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,543−100.0% | 清倉 |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −9,521−100.0% | 清倉 |
| Tredje AP-fonden | 0 | $0 | 0.00% | −7,636−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −7,637−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,100−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −5,595−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,557−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,225−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,081−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −4,460−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −3,852−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,490−100.0% | 清倉 |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −3,438−100.0% | 清倉 |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −3,286−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −3,005−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,218−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,092−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −802−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −575−100.0% | 清倉 |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −555−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −505−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −472−100.0% | 清倉 |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −369−100.0% | 清倉 |
| Rexford Capital Inc | 0 | $0 | 0.00% | −333−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −227−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −193−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −183−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −151−100.0% | 清倉 |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Ball & Co Wealth Management Inc. | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | 本季未申報 |
| Abich Financial Wealth Management LLC | – | – | – | – | 本季未申報 |
| Point72 Europe (London) LLP | – | – | – | – | 本季未申報 |
| Binnacle Investments Inc | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |
