| Spire Wealth Management | 1,035 | $2.31 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 1,022 | $2.28 萬 | 0.02% | +1,022 | 新進 |
| Global Retirement Partners, LLC | 910 | $2.03 萬 | 0.00% | +25+2.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 901 | $2.01 萬 | 0.00% | +11+1.2% | 加碼 |
| Central Trust Co | 875 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 833 | $1.86 萬 | 0.00% | +833 | 新進 |
| Rise Advisors, LLC | 819 | $1.83 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 765 | $1.71 萬 | 0.00% | +9+1.2% | 加碼 |
| Harbour Investments, Inc. | 722 | $1.61 萬 | 0.00% | −548−43.1% | 減碼 |
| CX Institutional | 723 | $1.60 萬 | 0.00% | −377−34.3% | 減碼 |
| Principal Securities, Inc. | 679 | $1.51 萬 | 0.00% | +80+13.4% | 加碼 |
| Ci Investments Inc. | 686 | $1.50 萬 | 0.00% | +151+28.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 638 | $1.42 萬 | 0.00% | −727−53.3% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 602 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 575 | $1.28 萬 | 0.00% | +38+7.1% | 加碼 |
| Covestor Ltd | 517 | $1.20 萬 | 0.01% | −1−0.2% | 減碼 |
| Wealthspire Advisors, LLC | 525 | $1.17 萬 | 0.00% | +525 | 新進 |
| IFP Advisors, Inc | 518 | $1.16 萬 | 0.00% | −92−15.1% | 減碼 |
| Parkside Financial Bank & Trust | 517 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 474 | $1.06 萬 | 0.00% | +46+10.7% | 加碼 |
| UBS Asset Management Americas Inc | 412 | $9,188 | 0.00% | −236,979−99.8% | 減碼 |
| SRS Capital Advisors, Inc. | 399 | $8,897 | 0.00% | +32+8.7% | 加碼 |
| Sound Income Strategies, LLC | 377 | $8,286 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 347 | $7,738 | 0.00% | −53−13.3% | 減碼 |
| Whittier Trust Co | 338 | $7,500 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 336 | $7,493 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 324 | $7,226 | 0.00% | +126+63.6% | 加碼 |
| McIlrath & Eck, LLC | 324 | $7,225 | 0.00% | 00.0% | 不變 |
| Marshall & Sterling Wealth Advisors Inc. | 304 | $6,779 | 0.00% | +304 | 新進 |
| Smithfield Trust Co | 249 | $6,000 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 266 | $5,932 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 254 | $5,664 | 0.00% | −61−19.4% | 減碼 |
| Quent Capital, LLC | 253 | $5,642 | 0.00% | +253 | 新進 |
| Cornerstone Planning Group LLC | 218 | $4,774 | 0.00% | +218 | 新進 |
| Brown Brothers Harriman & Co | 210 | $4,683 | 0.00% | +54+34.6% | 加碼 |
| High Note Wealth, LLC | 209 | $4,661 | 0.00% | +33+18.8% | 加碼 |
| Assetmark, Inc | 207 | $4,616 | 0.00% | +76+58.0% | 加碼 |
| Smartleaf Asset Management LLC | 208 | $4,582 | 0.00% | +81+63.8% | 加碼 |
| Key Financial Inc | 202 | $4,480 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 181 | $4,037 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 180 | $4,014 | 0.00% | +5+2.9% | 加碼 |
| WPG Advisers, LLC | 156 | $3,479 | 0.00% | −96−38.1% | 減碼 |
| Atlantic Trust, LLC | 145 | $3,234 | 0.00% | +64+79.0% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 127 | $2,833 | 0.00% | +127 | 新進 |
| TD Private Client Wealth LLC | 123 | $2,743 | 0.00% | 00.0% | 不變 |
| Quarry LP | 119 | $2,654 | 0.00% | −41−25.6% | 減碼 |
| Concord Wealth Partners | 114 | $2,542 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 95 | $2,119 | 0.00% | 00.0% | 不變 |
| Westfuller Advisors, LLC | 73 | $1,636 | 0.00% | +73 | 新進 |
| Advisory Services Network, LLC | 71 | $1,583 | 0.00% | +71 | 新進 |
| UMA Financial Services, Inc. | 65 | $1,450 | 0.00% | +65 | 新進 |
| Alerus Financial NA | 62 | $1,383 | 0.00% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 48 | $1,070 | 0.00% | −174−78.4% | 減碼 |
| Hemington Wealth Management | 63 | $1,000 | 0.00% | −1−1.6% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $714 | 0.00% | −86−72.9% | 減碼 |
| Tortoise Investment Management, LLC | 13 | $290 | 0.00% | +13 | 新進 |
| Essential Partners LLC | 12 | $268 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 9 | $201 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 4 | $90 | 0.00% | +4 | 新進 |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 23 | $0 | 0.00% | +23 | 新進 |
| Land & Buildings Investment Management, LLC | 0 | $0 | 0.00% | −806,852−100.0% | 清倉 |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −634,744−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −367,203−100.0% | 清倉 |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −313,640−100.0% | 清倉 |
| Vision Capital Corp | 0 | $0 | 0.00% | −293,822−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −244,100−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −150,618−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −137,392−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −131,287−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −114,681−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −83,073−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −57,610−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −42,451−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −34,802−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −29,223−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −28,274−100.0% | 清倉 |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −20,094−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,900−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,870−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,643−100.0% | 清倉 |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −2,663−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,997−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,318−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,222−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −848−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Sachetta, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
