| Mercer Global Advisors Inc | 6,458 | $31.8 萬 | 0.00% | +744+13.0% | 加碼 |
| Fulton Bank, N.A. | 6,300 | $31.1 萬 | 0.01% | +6,300 | 新進 |
| Fifth Third Bancorp | 6,173 | $30.4 萬 | 0.00% | +2,771+81.5% | 加碼 |
| Corient Capital Partners, LLC | 5,955 | $29.4 萬 | 0.02% | +1,481+33.1% | 加碼 |
| Old Mission Capital LLC | 5,862 | $28.9 萬 | 0.01% | +5,862 | 新進 |
| Eagle Asset Management Inc | 5,690 | $28.0 萬 | 0.00% | +340+6.4% | 加碼 |
| Atlas Capital Advisors LLC | 5,631 | $27.8 萬 | 0.05% | +176+3.2% | 加碼 |
| Parallel Advisors, LLC | 5,618 | $27.7 萬 | 0.01% | +781+16.1% | 加碼 |
| BSW Wealth Partners | 5,450 | $26.9 萬 | 0.07% | +338+6.6% | 加碼 |
| PDS Planning, Inc | 5,288 | $26.1 萬 | 0.06% | +1,092+26.0% | 加碼 |
| FDx Advisors, Inc. | 4,984 | $24.6 萬 | 0.01% | +538+12.1% | 加碼 |
| Park Avenue Securities LLC | 4,934 | $24.3 萬 | 0.01% | +4,934 | 新進 |
| Csenge Advisory Group | 4,933 | $24.1 萬 | 0.02% | +584+13.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 4,700 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 4,534 | $22.4 萬 | 0.03% | +4,534 | 新進 |
| Balentine LLC | 4,523 | $22.3 萬 | 0.01% | +4,523 | 新進 |
| Intersect Capital LLC | 4,519 | $22.3 萬 | 0.04% | +4,519 | 新進 |
| LPL Financial LLC | 4,309 | $21.2 萬 | 0.00% | −33−0.8% | 減碼 |
| Nomura Holdings Inc | 4,226 | $21.0 萬 | 0.00% | −67,038−94.1% | 減碼 |
| Cabot Wealth Management Inc | 4,195 | $20.7 萬 | 0.03% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 4,094 | $20.2 萬 | 0.05% | +13+0.3% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 3,745 | $18.5 萬 | 0.02% | +3,745 | 新進 |
| Advisors Asset Management, Inc. | 3,555 | $17.5 萬 | 0.00% | +545+18.1% | 加碼 |
| JBF Capital, Inc. | 3,500 | $17.3 萬 | 0.04% | −500−12.5% | 減碼 |
| Pacer Advisors, Inc. | 3,076 | $15.2 萬 | 0.00% | +3,076 | 新進 |
| Bessemer Group Inc | 2,656 | $13.1 萬 | 0.00% | +2,656 | 新進 |
| Eaton Vance Management | 2,494 | $12.3 萬 | 0.00% | +2,393+2,369.3% | 加碼 |
| FORA Capital, LLC | 2,452 | $12.1 萬 | 0.02% | +2,452 | 新進 |
| Captrust Financial Advisors | 1,752 | $8.60 萬 | 0.00% | +1,116+175.5% | 加碼 |
| Barclays PLC | 1,329 | $6.60 萬 | 0.00% | +1,329 | 新進 |
| FourThought Financial, LLC | 1,262 | $6.20 萬 | 0.01% | −448−26.2% | 減碼 |
| Credential Qtrade Securities Inc. | 1,109 | $5.47 萬 | 0.00% | +1,109 | 新進 |
| Fieldpoint Private Securities, LLC | 1,100 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 837 | $4.10 萬 | 0.01% | 00.0% | 不變 |
| James Investment Research Inc | 762 | $3.70 萬 | 0.00% | +762 | 新進 |
| Harbour Investments, Inc. | 732 | $3.60 萬 | 0.00% | +100+15.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 665 | $3.28 萬 | 0.00% | −583−46.7% | 減碼 |
| Huntington National Bank | 526 | $2.60 萬 | 0.00% | +231+78.3% | 加碼 |
| Arkadios Wealth Advisors | 514 | $2.50 萬 | 0.00% | −52−9.2% | 減碼 |
| Smithfield Trust Co | 456 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 454 | $2.20 萬 | 0.00% | +16+3.7% | 加碼 |
| Glassman Wealth Services | 362 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 314 | $1.60 萬 | 0.00% | −401−56.1% | 減碼 |
| JJJ Advisors Inc. | 325 | $1.60 萬 | 0.01% | −7−2.1% | 減碼 |
| Bedel Financial Consulting, Inc. | 300 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 279 | $1.50 萬 | 0.01% | +279 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 288 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 241 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 211 | $1.00 萬 | 0.00% | +111+111.0% | 加碼 |
| Oaktree Fund Advisors, LLC | 200 | $1.00 萬 | 0.95% | +200 | 新進 |
| Daiwa Securities Group Inc. | 150 | $7,000 | 0.00% | −20−11.8% | 減碼 |
| Gemmer Asset Management LLC | 149 | $7,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 137 | $7,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 147 | $7,000 | 0.00% | +55+59.8% | 加碼 |
| Meeder Asset Management Inc | 134 | $7,000 | 0.00% | +134 | 新進 |
| TD Private Client Wealth LLC | 133 | $6,557 | 0.00% | +133 | 新進 |
| Front Row Advisors LLC | 147 | $6,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 93 | $5,000 | 0.00% | +93 | 新進 |
| Global Retirement Partners, LLC | 105 | $5,000 | 0.00% | +105 | 新進 |
| Raffa Wealth Management, LLC | 48 | $2,366 | 0.00% | −16−25.0% | 減碼 |
| Hexagon Capital Partners LLC | 45 | $2,000 | 0.00% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 47 | $2,000 | 0.00% | +47 | 新進 |
| Northwestern Mutual Wealth Management Co | 30 | $1,000 | 0.00% | −345−92.0% | 減碼 |
| Deutsche Bank AG | 12 | $1,000 | 0.00% | −26−68.4% | 減碼 |
| FMR LLC | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 17 | $1,000 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 18 | $1,000 | 0.00% | +18 | 新進 |
| First Horizon Advisors, Inc. | 30 | $1,000 | 0.00% | +30 | 新進 |
| Sofos Investments, Inc. | 190 | – | – | −11−5.5% | 減碼 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −158,000−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −52,942−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −52,041−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −44,100−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −23,113−100.0% | 清倉 |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −16,457−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −6,941−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −5,849−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −6,776−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,329−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,066−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −2,475−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −2,475−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −469−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −308−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −170−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| WealthStone, Inc. | – | – | – | – | 本季未申報 |
| OneAscent Wealth Management LLC | – | – | – | – | 本季未申報 |
