| Creative Planning | 14,842 | $7.23 萬 | 0.00% | +963+6.9% | 加碼 |
| Cetera Investment Advisers | 14,686 | $7.15 萬 | 0.00% | +203+1.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 14,400 | $7.01 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 14,375 | $7.00 萬 | 0.01% | −58,262−80.2% | 減碼 |
| Nisa Investment Advisors, LLC | 14,278 | $6.95 萬 | 0.00% | +148+1.0% | 加碼 |
| Endowment Wealth Management, Inc. | 13,521 | $6.58 萬 | 0.06% | 00.0% | 不變 |
| Brighton Jones LLC | 12,965 | $6.31 萬 | 0.00% | −37,706−74.4% | 減碼 |
| 360 Financial, Inc. | 12,300 | $5.99 萬 | 0.03% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 12,084 | $5.88 萬 | 0.01% | 00.0% | 不變 |
| CIBC Asset Management Inc | 11,837 | $5.76 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 11,515 | $5.67 萬 | 0.00% | −18,498−61.6% | 減碼 |
| Verition Fund Management LLC | 11,600 | $5.65 萬 | 0.00% | +11,600 | 新進 |
| CWM, LLC | 11,013 | $5.40 萬 | 0.00% | +329+3.1% | 加碼 |
| Delphia (USA) Inc. | 10,707 | $5.21 萬 | 0.08% | −746−6.5% | 減碼 |
| Prospera Financial Services Inc | 10,657 | $5.19 萬 | 0.00% | +10,657 | 新進 |
| Advisor Partners II, LLC | 10,571 | $5.15 萬 | 0.00% | +10,571 | 新進 |
| LPL Financial LLC | 10,524 | $5.13 萬 | 0.00% | −3,768−26.4% | 減碼 |
| Gsa Capital Partners LLP | 10,009 | $4.90 萬 | 0.00% | +10,009 | 新進 |
| Forum Financial Management, LP | 10,022 | $4.88 萬 | 0.00% | −500−4.8% | 減碼 |
| Wolverine Trading, LLC | 10,250 | $4.88 萬 | 0.00% | −18,440−64.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,540 | $4.65 萬 | 0.00% | −400−4.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,576 | $4.18 萬 | 0.00% | −34,191−79.9% | 減碼 |
| Advisors Asset Management, Inc. | 8,061 | $3.93 萬 | 0.00% | +682+9.2% | 加碼 |
| Y.D. More Investments Ltd | 7,221 | $3.52 萬 | 0.01% | −747−9.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,935 | $2.89 萬 | 0.01% | 00.0% | 不變 |
| TFC Financial Management | 5,250 | $2.56 萬 | 0.01% | 00.0% | 不變 |
| Federated Hermes, Inc. | 4,063 | $1.98 萬 | 0.00% | +3,989+5,390.5% | 加碼 |
| Allworth Financial LP | 3,272 | $1.59 萬 | 0.00% | +272+9.1% | 加碼 |
| Signaturefd, LLC | 2,663 | $1.30 萬 | 0.00% | +2,089+363.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,491 | $1.21 萬 | 0.00% | −1,961−44.0% | 減碼 |
| Quadrant Capital Group LLC | 1,864 | $9,078 | 0.00% | +1,754+1,594.5% | 加碼 |
| Your Advocates Ltd., LLP | 1,500 | $7,305 | 0.00% | 00.0% | 不變 |
| Operose Advisors LLC | 1,060 | $5,162 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 1,122 | $5,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 951 | $4,632 | 0.00% | +854+880.4% | 加碼 |
| National Bank of Canada | 825 | $4,006 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 800 | $3,896 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 600 | $2,922 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 469 | $2,284 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 250 | $1,218 | 0.00% | 00.0% | 不變 |
| Worth Asset Management, LLC | 250 | $1,218 | 0.00% | +150+150.0% | 加碼 |
| Gradient Investments LLC | 244 | $1,188 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 180 | $877 | 0.00% | −165−47.8% | 減碼 |
| Versant Capital Management, Inc | 165 | $804 | 0.00% | +123+292.9% | 加碼 |
| Focused Wealth Management, Inc | 150 | $731 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 145 | $707 | 0.00% | −92−38.8% | 減碼 |
| Massmutual Trust Co FSB | 120 | $584 | 0.00% | +120 | 新進 |
| Glassman Wealth Services | 100 | $487 | 0.00% | −4−3.8% | 減碼 |
| Optimum Investment Advisors | 100 | $487 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 85 | $414 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 77 | $375 | 0.00% | +58+305.3% | 加碼 |
| Baystate Wealth Management LLC | 50 | $244 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 7 | $35 | 0.00% | +6+600.0% | 加碼 |
| SJS Investment Consulting Inc. | 4 | $20 | 0.00% | +1+33.3% | 加碼 |
| Disciplined Investments, LLC | 3 | $15 | 0.00% | +2+200.0% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 1 | $5 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 31 | $0 | 0.00% | −1−3.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,344,410−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −908,384−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −479,387−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −436,380−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −170,000−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −156,282−100.0% | 清倉 |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −113,457−100.0% | 清倉 |
| Liberty Street Advisors, Inc. | 0 | $0 | 0.00% | −104,514−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −75,842−100.0% | 清倉 |
| Delphi Financial Group, Inc. | 0 | $0 | 0.00% | −62,298−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −56,683−100.0% | 清倉 |
| NinePointTwo Capital | 0 | $0 | 0.00% | −50,937−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −45,935−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −28,989−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −28,665−100.0% | 清倉 |
| Quattro Financial Advisors LLC | 0 | $0 | 0.00% | −19,182−100.0% | 清倉 |
| PFS Investments Inc. | 0 | $0 | 0.00% | −16,558−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −15,300−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,126−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,892−100.0% | 清倉 |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,202−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,059−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −615−100.0% | 清倉 |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −406−100.0% | 清倉 |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −345−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −285−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −121−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| ETF Managers Group, LLC | – | – | – | – | 本季未申報 |
| Ahrens Investment Partners LLC | – | – | – | – | 本季未申報 |
