| Provenance Wealth Advisors, LLC | 9 | $2,049 | 0.00% | +9 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 8 | $1,842 | 0.00% | −14−63.6% | 減碼 |
| Versant Capital Management, Inc | 8 | $1,821 | 0.00% | −17−68.0% | 減碼 |
| Sunbelt Securities, Inc. | 8 | $1,821 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 7 | $1,594 | 0.00% | +7 | 新進 |
| Sound Income Strategies, LLC | 7 | $1,593 | 0.00% | −10−58.8% | 減碼 |
| Institutional & Family Asset Management, LLC | 6 | $1,366 | 0.00% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 5 | $1,139 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 5 | $1,138 | 0.00% | −43−89.6% | 減碼 |
| Raffa Wealth Management, LLC | 5 | $1,138 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 5 | $1,138 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 4 | $915 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 3 | $910 | 0.00% | +3 | 新進 |
| Cornerstone Planning Group LLC | 4 | $910 | 0.00% | +4 | 新進 |
| Sachetta, LLC | 3 | $683 | 0.00% | +3 | 新進 |
| Larson Financial Group LLC | 1 | $230 | 0.00% | 00.0% | 不變 |
| Motco | 1 | $228 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1 | $228 | 0.00% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | 新進 |
| Avion Wealth | 2 | $0 | 0.00% | +2 | 新進 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −436,086−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −156,127−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −134,495−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −112,055−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −43,435−100.0% | 清倉 |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −37,142−100.0% | 清倉 |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −36,661−100.0% | 清倉 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −35,553−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −22,589−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −18,435−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −16,273−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,984−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,625−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −13,567−100.0% | 清倉 |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −12,048−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,523−100.0% | 清倉 |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −8,375−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −7,322−100.0% | 清倉 |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −6,039−100.0% | 清倉 |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −5,441−100.0% | 清倉 |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −5,310−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,588−100.0% | 清倉 |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −4,370−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −4,227−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,166−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −3,459−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,426−100.0% | 清倉 |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −3,337−100.0% | 清倉 |
| ACT Advisors, LLC. | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,719−100.0% | 清倉 |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,351−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,156−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,016−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,716−100.0% | 清倉 |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −1,366−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,355−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,310−100.0% | 清倉 |
| Foster & Motley Inc | 0 | $0 | 0.00% | −1,229−100.0% | 清倉 |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,206−100.0% | 清倉 |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,090−100.0% | 清倉 |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −1,074−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −981−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −937−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −925−100.0% | 清倉 |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −913−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −909−100.0% | 清倉 |
| Cigna Investments Inc | 0 | $0 | 0.00% | −868−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −864−100.0% | 清倉 |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −848−100.0% | 清倉 |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −847−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −455−100.0% | 清倉 |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −282−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −272−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −263−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −261−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Cambridge Trust Co | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| KB Financial Partners, LLC | – | – | – | – | 本季未申報 |
| Colony Group LLC | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |
