| Vontobel Holding Ltd. | 40,000 | $37.1 萬 | 0.00% | +20,000+100.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 38,568 | $35.8 萬 | 0.02% | −541−1.4% | 減碼 |
| First Trust Advisors LP | 36,470 | $33.8 萬 | 0.00% | +113+0.3% | 加碼 |
| Old West Investment Management, LLC | 35,600 | $33.0 萬 | 0.18% | +35,600 | 新進 |
| Old National Bancorp | 33,666 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 32,730 | $30.4 萬 | 0.00% | +4,600+16.4% | 加碼 |
| Mercer Global Advisors Inc | 26,838 | $24.9 萬 | 0.00% | +11,663+76.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 25,100 | $23.3 萬 | 0.00% | +12,700+102.4% | 加碼 |
| SkyView Investment Advisors, LLC | 25,000 | $23.2 萬 | 0.05% | +25,000 | 新進 |
| CI Private Wealth, LLC | 23,970 | $22.2 萬 | 0.00% | +23,970 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 23,007 | $21.4 萬 | 0.00% | +23,007 | 新進 |
| Sigma Planning Corp | 21,883 | $20.3 萬 | 0.01% | +21,883 | 新進 |
| Deltec Asset Management LLC | 21,750 | $20.2 萬 | 0.05% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 21,642 | $20.1 萬 | 0.03% | −6,729−23.7% | 減碼 |
| Bank of Montreal | 20,720 | $19.7 萬 | 0.00% | +5,636+37.4% | 加碼 |
| Corsair Capital Management, L.P. | 19,986 | $18.5 萬 | 0.07% | +19,986 | 新進 |
| Advisor Partners II, LLC | 18,255 | $16.9 萬 | 0.01% | +665+3.8% | 加碼 |
| Panagora Asset Management Inc | 17,551 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 17,511 | $16.2 萬 | 0.00% | −5,653−24.4% | 減碼 |
| Capital CS Group, LLC | 16,974 | $15.8 萬 | 0.15% | +859+5.3% | 加碼 |
| Contrarian Capital Management, L.L.C. | 16,695 | $15.5 萬 | 0.04% | −32,403−66.0% | 減碼 |
| Bessemer Group Inc | 16,320 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 15,472 | $14.4 萬 | 0.00% | −2,172−12.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 15,472 | $14.4 萬 | 0.00% | +15,472 | 新進 |
| Old Mission Capital LLC | 14,768 | $13.7 萬 | 0.00% | +14,768 | 新進 |
| SFG Wealth Management, LLC. | 14,327 | $13.3 萬 | 0.15% | +14,327 | 新進 |
| Sowell Financial Services LLC | 12,518 | $11.6 萬 | 0.01% | +12,518 | 新進 |
| Metis Global Partners, LLC | 12,283 | $11.4 萬 | 0.01% | −308−2.4% | 減碼 |
| Change Path, LLC | 11,651 | $10.8 萬 | 0.01% | +11,651 | 新進 |
| Advisor Group Holdings, Inc. | 11,502 | $10.7 萬 | 0.00% | −2,233−16.3% | 減碼 |
| ExodusPoint Capital Management, LP | 10,972 | $10.2 萬 | 0.00% | +10,972 | 新進 |
| Augustine Asset Management Inc | 10,478 | $9.72 萬 | 0.05% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 10,000 | $9.28 萬 | 0.00% | −600−5.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 6,900 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 6,748 | $6.26 萬 | 0.00% | +215+3.3% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 6,352 | $5.89 萬 | 0.00% | −9,395−59.7% | 減碼 |
| US Bancorp | 6,272 | $5.82 萬 | 0.00% | +2,596+70.6% | 加碼 |
| Sunbelt Securities, Inc. | 6,025 | $5.68 萬 | 0.01% | +6,025 | 新進 |
| Ronald Blue Trust, Inc. | 6,031 | $5.60 萬 | 0.00% | +780+14.9% | 加碼 |
| Credit Agricole S A | 4,300 | $3.99 萬 | 0.00% | +4,300 | 新進 |
| Tower Research Capital LLC (TRC) | 3,880 | $3.60 萬 | 0.00% | −21,565−84.8% | 減碼 |
| Pinebridge Investments, L.P. | 3,486 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,000 | $2.78 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 2,825 | $2.62 萬 | 0.00% | +796+39.2% | 加碼 |
| Signaturefd, LLC | 2,008 | $1.86 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 1,674 | $1.55 萬 | 0.00% | −191−10.2% | 減碼 |
| Quadrant Capital Group LLC | 1,206 | $1.12 萬 | 0.00% | +17+1.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,061 | $9,846 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 879 | $8,157 | 0.00% | +879 | 新進 |
| Pinnacle Bancorp, Inc. | 820 | $7,610 | 0.00% | +274+50.2% | 加碼 |
| Montag A & Associates Inc | 764 | $7,090 | 0.00% | +149+24.2% | 加碼 |
| AllSquare Wealth Management LLC | 698 | $6,477 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 667 | $6,190 | 0.00% | +667 | 新進 |
| Spire Wealth Management | 578 | $5,364 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 553 | $5,132 | 0.00% | +553 | 新進 |
| CWM, LLC | 381 | $4,000 | 0.00% | +167+78.0% | 加碼 |
| Baldwin Brothers Inc | 425 | $3,944 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 392 | $3,640 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 375 | $3,480 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 300 | $2,784 | 0.00% | −3,561−92.2% | 減碼 |
| ClariVest Asset Management LLC | 203 | $2,000 | 0.00% | −10,797−98.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 190 | $1,763 | 0.00% | +24+14.5% | 加碼 |
| FNY Investment Advisers, LLC | 170 | $1,000 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 99 | $919 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 72 | $668 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 56 | $508 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 37 | $343 | 0.00% | +37 | 新進 |
| Schubert & Co | 26 | $242 | 0.00% | −451−94.5% | 減碼 |
| Princeton Global Asset Management LLC | 10 | $93 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 1 | $10 | 0.00% | 00.0% | 不變 |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −3,963,694−100.0% | 清倉 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,081,075−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,024,086−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −562,287−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −548,147−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −467,453−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −318,873−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −164,849−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −115,684−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −91,125−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −70,695−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −55,628−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −51,177−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,123−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Veriti Management LLC | 0 | $0 | 0.00% | −15,316−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −13,135−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −544−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −375−100.0% | 清倉 |
| Jenkins Wealth | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
