| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 300 | $6,288 | 0.00% | +300 | 新進 |
| Highlander Capital Management, LLC | 300 | $6,000 | 0.00% | +300 | 新進 |
| Spire Wealth Management | 283 | $5,940 | 0.00% | +2+0.7% | 加碼 |
| Beaird Harris Wealth Management, LLC | 282 | $5,904 | 0.00% | +7+2.5% | 加碼 |
| Farther Finance Advisors, LLC | 273 | $5,722 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 250 | $5,000 | 0.00% | +40+19.0% | 加碼 |
| South State Corp. | 225 | $4,716 | 0.00% | +225 | 新進 |
| Bokf, NA | 200 | $4,510 | 0.00% | −1,128−84.9% | 減碼 |
| Field & Main Bank | 200 | $4,190 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 190 | $3,982 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 205 | $3,646 | 0.00% | +3+1.5% | 加碼 |
| West Branch Capital LLC | 169 | $3,543 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 140 | $2,934 | 0.00% | 00.0% | 不變 |
| WFA Asset Management Corp | 137 | $2,874 | 0.00% | +3+2.2% | 加碼 |
| Gradient Investments LLC | 126 | $2,645 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 120 | $2,515 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 117 | $2,462 | 0.00% | +2+1.7% | 加碼 |
| Allworth Financial LP | 111 | $2,333 | 0.00% | −17−13.3% | 減碼 |
| CNB Bank | 100 | $2,096 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 100 | $2,095 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 111 | $2,000 | 0.00% | +111 | 新進 |
| Parkside Financial Bank & Trust | 94 | $1,972 | 0.00% | −11−10.5% | 減碼 |
| First Horizon Advisors, Inc. | 89 | $1,865 | 0.00% | −9−9.2% | 減碼 |
| Earnest Partners LLC | 86 | $1,803 | 0.00% | 00.0% | 不變 |
| Hibernia Wealth Partners, LLC | 84 | $1,760 | 0.00% | +84 | 新進 |
| Sound Income Strategies, LLC | 79 | $1,656 | 0.00% | +79 | 新進 |
| Impact Partnership Wealth, LLC | 75 | $1,572 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 62 | $1,298 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 60 | $1,258 | 0.00% | +60 | 新進 |
| Stonebridge Capital Advisors LLC | 50 | $1,048 | 0.00% | −250−83.3% | 減碼 |
| Bell Investment Advisors, Inc | 50 | $1,048 | 0.00% | −22−30.6% | 減碼 |
| Farmers & Merchants Investments Inc | 50 | $1,048 | 0.00% | −5−9.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 48 | $1,006 | 0.00% | −80−62.5% | 減碼 |
| Capital Advisors, Ltd. LLC | 34 | $1,000 | 0.00% | −191−84.9% | 減碼 |
| Valley National Advisers Inc | 25 | $1,000 | 0.00% | +25 | 新進 |
| Flaharty Asset Management, LLC | 45 | $943 | 0.00% | +45 | 新進 |
| SJS Investment Consulting Inc. | 36 | $755 | 0.00% | −2−5.3% | 減碼 |
| Authentikos Wealth Advisory, LLC | 33 | $692 | 0.00% | +33 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 30 | $629 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 18 | $455 | 0.00% | −150−89.3% | 減碼 |
| Tucker Asset Management LLC | 20 | $419 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 18 | $377 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 12 | $252 | 0.00% | −75−86.2% | 減碼 |
| Global Retirement Partners, LLC | 12 | $243 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 8 | $168 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 8 | $168 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 7 | $147 | 0.00% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 5 | $105 | 0.00% | +5 | 新進 |
| Tfo-TDC, LLC | 4 | $92 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 3 | $63 | 0.00% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 0 | $6 | 0.00% | 0 | 不變 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −413,700−100.0% | 清倉 |
| Clear Street LLC | 0 | $0 | 0.00% | −342,600−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −267,930−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −104,500−100.0% | 清倉 |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −61,546−100.0% | 清倉 |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −59,300−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −52,400−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −44,087−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −39,268−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −26,690−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −26,328−100.0% | 清倉 |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −25,703−100.0% | 清倉 |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −22,170−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −21,512−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −21,066−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −113,625−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −13,312−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −11,769−100.0% | 清倉 |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −10,740−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,683−100.0% | 清倉 |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −9,500−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −9,049−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −9,039−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −8,957−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −8,703−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −8,694−100.0% | 清倉 |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −4,151−100.0% | 清倉 |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,540−100.0% | 清倉 |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −950−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| First Capital Advisors Group, LLC. | – | – | – | – | 本季未申報 |
| Lumature Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
