| Spire Wealth Management | 1,035 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 1,127 | $2.47 萬 | 0.00% | +1,127 | 新進 |
| Clearstead Advisors, LLC | 1,015 | $2.43 萬 | 0.00% | +691+213.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 912 | $2.19 萬 | 0.00% | +11+1.2% | 加碼 |
| Central Trust Co | 875 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 820 | $1.96 萬 | 0.00% | +245+42.6% | 加碼 |
| Strategic Wealth Partners, Ltd. | 781 | $1.87 萬 | 0.00% | +781 | 新進 |
| AdvisorNet Financial, Inc | 765 | $1.83 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 732 | $1.80 萬 | 0.00% | +9+1.2% | 加碼 |
| Harbour Investments, Inc. | 722 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 715 | $1.71 萬 | 0.00% | +715 | 新進 |
| EverSource Wealth Advisors, LLC | 667 | $1.60 萬 | 0.00% | +29+4.5% | 加碼 |
| Stephens Consulting, LLC | 644 | $1.54 萬 | 0.00% | +644 | 新進 |
| Optiver Holding B.V. | 632 | $1.51 萬 | 0.00% | −962−60.4% | 減碼 |
| Kemnay Advisory Services Inc. | 621 | $1.49 萬 | 0.00% | +621 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 602 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 583 | $1.40 萬 | 0.00% | +65+12.5% | 加碼 |
| Parkside Financial Bank & Trust | 522 | $1.25 萬 | 0.00% | +5+1.0% | 加碼 |
| Sachetta, LLC | 498 | $1.19 萬 | 0.01% | +498 | 新進 |
| Rossby Financial, LCC | 476 | $1.14 萬 | 0.00% | +476 | 新進 |
| Private Trust Co NA | 474 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 463 | $1.11 萬 | 0.00% | +463 | 新進 |
| Rothschild Investment LLC | 422 | $1.01 萬 | 0.00% | +75+21.6% | 加碼 |
| Brown Brothers Harriman & Co | 422 | $1.01 萬 | 0.00% | +212+101.0% | 加碼 |
| Smartleaf Asset Management LLC | 389 | $9,363 | 0.00% | +181+87.0% | 加碼 |
| Ancora Advisors, LLC | 336 | $8,054 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 324 | $7,766 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 326 | $7,703 | 0.00% | −51−13.5% | 減碼 |
| Quent Capital, LLC | 308 | $7,383 | 0.00% | +55+21.7% | 加碼 |
| Trust Co of Vermont | 266 | $6,376 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 254 | $6,088 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 249 | $6,000 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 223 | $5,345 | 0.00% | +14+6.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 216 | $5,178 | 0.00% | +216 | 新進 |
| Bell Investment Advisors, Inc | 214 | $5,130 | 0.00% | −1,104−83.8% | 減碼 |
| Key Financial Inc | 202 | $4,842 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 209 | $4,740 | 0.00% | −9−4.1% | 減碼 |
| Farmers & Merchants Investments Inc | 190 | $4,554 | 0.00% | +10+5.6% | 加碼 |
| GHP Investment Advisors, Inc. | 181 | $4,339 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 165 | $3,955 | 0.00% | −42−20.3% | 減碼 |
| WPG Advisers, LLC | 156 | $3,739 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 134 | $3,212 | 0.00% | +11+8.9% | 加碼 |
| Ares Financial Consulting, LLC | 122 | $2,924 | 0.00% | +122 | 新進 |
| Concord Wealth Partners | 114 | $2,733 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 102 | $2,445 | 0.00% | +102 | 新進 |
| HM Payson & Co | 95 | $2,278 | 0.00% | 00.0% | 不變 |
| Westfuller Advisors, LLC | 74 | $1,779 | 0.00% | +1+1.4% | 加碼 |
| Quarry LP | 69 | $1,654 | 0.00% | −50−42.0% | 減碼 |
| UMA Financial Services, Inc. | 65 | $1,559 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 63 | $1,510 | 0.00% | +63 | 新進 |
| Alerus Financial NA | 62 | $1,486 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 60 | $1,438 | 0.00% | +60 | 新進 |
| Strengthening Families & Communities, LLC | 48 | $1,151 | 0.00% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 48 | $1,151 | 0.00% | +48 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $768 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 22 | $527 | 0.00% | +22 | 新進 |
| Essential Partners LLC | 19 | $455 | 0.00% | +7+58.3% | 加碼 |
| Dunhill Financial, LLC | 12 | $282 | 0.00% | +12 | 新進 |
| Godfrey Financial Associates, Inc. | 5 | $120 | 0.00% | +5 | 新進 |
| MV Capital Management, Inc. | 1 | $24 | 0.00% | +1 | 新進 |
| Keating Financial Advisory Services, Inc. | 1 | $24 | 0.00% | +1 | 新進 |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 22 | $0 | 0.00% | −1−4.3% | 減碼 |
| Heitman Real Estate Securities LLC | 0 | $0 | 0.00% | −1,412,826−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −953,901−100.0% | 清倉 |
| Aew Capital Management L P | 0 | $0 | 0.00% | −407,520−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −294,871−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −44,153−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −33,414−100.0% | 清倉 |
| Perpetual Ltd | 0 | $0 | 0.00% | −29,710−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −28,323−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −25,250−100.0% | 清倉 |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −24,558−100.0% | 清倉 |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −23,047−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −19,862−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −17,223−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,636−100.0% | 清倉 |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −12,614−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −10,693−100.0% | 清倉 |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −9,600−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −9,308−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,160−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,223−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,022−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −819−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −679−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −686−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −525−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −338−100.0% | 清倉 |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −304−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −127−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |
| Shell Asset Management Co | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |