| Allworth Financial LP | 1,964 | $1.46 萬 | 0.00% | +663+51.0% | 加碼 |
| First Horizon Corp | 1,948 | $1.45 萬 | 0.00% | −561−22.4% | 減碼 |
| Versant Capital Management, Inc | 1,708 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 1,529 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 1,469 | $1.09 萬 | 0.00% | +1,469 | 新進 |
| Smartleaf Asset Management LLC | 1,507 | $1.09 萬 | 0.00% | −1,959−56.5% | 減碼 |
| SBI Securities Co., Ltd. | 1,425 | $1.06 萬 | 0.00% | +41+3.0% | 加碼 |
| Quadrant Capital Group LLC | 1,423 | $1.06 萬 | 0.00% | −69−4.6% | 減碼 |
| Advisory Services Network, LLC | 1,333 | $9,891 | 0.00% | +1,333 | 新進 |
| National Bank of Canada | 1,246 | $9,244 | 0.00% | +771+162.3% | 加碼 |
| Hantz Financial Services, Inc. | 1,106 | $8,000 | 0.00% | −117−9.6% | 減碼 |
| Wall Street Access Asset Management, LLC | 1,000 | $7,420 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 912 | $6,767 | 0.00% | −301−24.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 700 | $5,194 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 690 | $5,120 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 797 | $5,000 | 0.00% | +797 | 新進 |
| EverSource Wealth Advisors, LLC | 592 | $4,392 | 0.00% | +266+81.6% | 加碼 |
| Bessemer Group Inc | 486 | $4,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 520 | $3,858 | 0.00% | −145−21.8% | 減碼 |
| Quarry LP | 517 | $3,836 | 0.00% | +143+38.2% | 加碼 |
| Owl Creek Wealth Partners LLC | 500 | $3,710 | 0.00% | +500 | 新進 |
| Miller Global Investments, LLC | 457 | $3,391 | 0.00% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 345 | $2,560 | 0.00% | +345 | 新進 |
| Essential Partners LLC | 339 | $2,515 | 0.00% | +317+1,440.9% | 加碼 |
| Massmutual Trust Co FSB | 338 | $2,508 | 0.00% | +22+7.0% | 加碼 |
| Private Wealth Management Group, LLC | 329 | $2,442 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 272 | $2,018 | 0.00% | −33−10.8% | 減碼 |
| Farther Finance Advisors, LLC | 253 | $1,961 | 0.00% | −206−44.9% | 減碼 |
| Legacy Wealth Managment, LLC | 250 | $1,855 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 200 | $1,550 | 0.00% | 00.0% | 不變 |
| US Bancorp | 204 | $1,514 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 190 | $1,410 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 167 | $1,240 | 0.00% | −15−8.2% | 減碼 |
| Natixis | 150 | $1,113 | 0.00% | +150 | 新進 |
| Sunbelt Securities, Inc. | 128 | $950 | 0.00% | −14−9.9% | 減碼 |
| UMA Financial Services, Inc. | 112 | $832 | 0.00% | +112 | 新進 |
| Arlington Trust Co LLC | 108 | $801 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 102 | $757 | 0.00% | +68+200.0% | 加碼 |
| Farmers & Merchants Investments Inc | 95 | $705 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 80 | $594 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 51 | $378 | 0.00% | +13+34.2% | 加碼 |
| Bell Investment Advisors, Inc | 43 | $320 | 0.00% | 00.0% | 不變 |
| Ankerstar Wealth, LLC | 36 | $267 | 0.00% | +18+100.0% | 加碼 |
| Rogco, LP | 30 | $223 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 25 | $186 | 0.00% | −338−93.1% | 減碼 |
| Cedar Mountain Advisors, LLC | 23 | $171 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 15 | $112 | 0.00% | +7+87.5% | 加碼 |
| Abound Wealth Management | 9 | $67 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 7 | $52 | 0.00% | +7 | 新進 |
| Sofos Investments, Inc. | 4 | $30 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 1 | $13 | 0.00% | −1−50.0% | 減碼 |
| Beutel, Goodman & Co Ltd. | 50 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | 不變 |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −2,218,727−100.0% | 清倉 |
| Bellevue Group AG | 0 | $0 | 0.00% | −278,286−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −213,356−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −170,900−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −114,016−100.0% | 清倉 |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −83,600−100.0% | 清倉 |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −55,869−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −30,894−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −28,816−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −23,037−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −17,557−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,718−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −15,716−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −13,293−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,668−100.0% | 清倉 |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −12,425−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,910−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,522−100.0% | 清倉 |
| Naples Global Advisors, LLC | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,300−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −10,005−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,847−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,311−100.0% | 清倉 |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −998−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −944−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −720−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −696−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −405−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −308−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| SHP Wealth Management | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| FineMark National Bank & Trust | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |