| EverSource Wealth Advisors, LLC | 339 | $4.47 萬 | 0.00% | +45+15.3% | 加碼 |
| SageView Advisory Group, LLC | 338 | $4.47 萬 | 0.00% | +338 | 新進 |
| Nomura Asset Management Co Ltd | 320 | $4.22 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 288 | $3.80 萬 | 0.00% | +142+97.3% | 加碼 |
| Signaturefd, LLC | 266 | $3.51 萬 | 0.00% | +5+1.9% | 加碼 |
| Smartleaf Asset Management LLC | 247 | $3.29 萬 | 0.00% | +68+38.0% | 加碼 |
| Versant Capital Management, Inc | 246 | $3.24 萬 | 0.00% | +226+1,130.0% | 加碼 |
| Los Angeles Capital Management LLC | 250 | $3.13 萬 | 0.00% | +250 | 新進 |
| Caitong International Asset Management Co., Ltd | 231 | $3.05 萬 | 0.01% | +228+7,600.0% | 加碼 |
| Root Financial Partners, LLC | 229 | $3.02 萬 | 0.00% | +35+18.0% | 加碼 |
| Comerica Bank | 225 | $2.97 萬 | 0.00% | −7−3.0% | 減碼 |
| Nisa Investment Advisors, LLC | 225 | $2.97 萬 | 0.00% | 00.0% | 不變 |
| Bayforest Capital Ltd | 185 | $2.44 萬 | 0.02% | +185 | 新進 |
| Rockefeller Capital Management L.P. | 184 | $2.43 萬 | 0.00% | +184 | 新進 |
| Torren Management, LLC | 174 | $2.29 萬 | 0.01% | +174 | 新進 |
| Parallel Advisors, LLC | 161 | $2.13 萬 | 0.00% | +38+30.9% | 加碼 |
| Private Wealth Asset Management, LLC | 140 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 115 | $1.52 萬 | 0.00% | −58−33.5% | 減碼 |
| Allworth Financial LP | 115 | $1.52 萬 | 0.00% | +3+2.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 105 | $1.38 萬 | 0.00% | +105 | 新進 |
| Danske Bank A/S | 100 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 95 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 90 | $1.19 萬 | 0.00% | +90 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 80 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 63 | $8,306 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 53 | $6,988 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 49 | $6,461 | 0.00% | +14+40.0% | 加碼 |
| Rothschild Investment LLC | 44 | $5,801 | 0.00% | +9+25.7% | 加碼 |
| MAI Capital Management | 44 | $5,801 | 0.00% | +44 | 新進 |
| Kilter Group LLC | 40 | $5,274 | 0.00% | +31+344.4% | 加碼 |
| Ronald Blue Trust, Inc. | 31 | $4,087 | 0.00% | +4+14.8% | 加碼 |
| Keating Financial Advisory Services, Inc. | 30 | $3,955 | 0.00% | +30 | 新進 |
| Farther Finance Advisors, LLC | 29 | $3,823 | 0.00% | +6+26.1% | 加碼 |
| Bell Investment Advisors, Inc | 28 | $3,692 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 27 | $3,560 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 20 | $2,637 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 17 | $2,242 | 0.00% | +7+70.0% | 加碼 |
| Fortitude Family Office, LLC | 15 | $1,978 | 0.00% | +1+7.1% | 加碼 |
| Bare Financial Services, Inc | 15 | $1,978 | 0.00% | +5+50.0% | 加碼 |
| SRS Capital Advisors, Inc. | 14 | $1,847 | 0.00% | −42−75.0% | 減碼 |
| IMA Wealth, Inc. | 14 | $1,845 | 0.00% | +14 | 新進 |
| DiNuzzo Private Wealth, Inc. | 13 | $1,714 | 0.00% | +1+8.3% | 加碼 |
| Rialto Wealth Management, LLC | 12 | $1,583 | 0.00% | +1+9.1% | 加碼 |
| IFP Advisors, Inc | 12 | $1,582 | 0.00% | −12−50.0% | 減碼 |
| True Wealth Design, LLC | 12 | $1,521 | 0.00% | −1−7.7% | 減碼 |
| Massmutual Trust Co FSB | 11 | $1,450 | 0.00% | +11 | 新進 |
| Hughes Financial Services, LLC | 10 | $1,318 | 0.00% | 00.0% | 不變 |
| Godfrey Financial Associates, Inc. | 10 | $1,318 | 0.00% | +10 | 新進 |
| Retirement Wealth Solutions LLC | 9 | $1,187 | 0.00% | +2+28.6% | 加碼 |
| Bruce G. Allen Investments, LLC | 8 | $1,055 | 0.00% | −2−20.0% | 減碼 |
| Jones Financial Companies LLLP | 8 | $1,055 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 8 | $1,055 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 8 | $1,055 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 8 | $1,055 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 7 | $1,029 | 0.00% | −185−96.4% | 減碼 |
| SJS Investment Consulting Inc. | 7 | $923 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 7 | $923 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 7 | $922 | 0.00% | +2+40.0% | 加碼 |
| HFM Investment Advisors, LLC | 5 | $660 | 0.00% | −1−16.7% | 減碼 |
| Optima Capital LLC | 5 | $659 | 0.00% | +5 | 新進 |
| Essential Partners LLC | 3 | $396 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $132 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 1 | $132 | 0.00% | +1 | 新進 |
| Dunhill Financial, LLC | 1 | $76 | 0.00% | +1 | 新進 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −108,431−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −51,821−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −44,501−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −28,872−100.0% | 清倉 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −28,360−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −9,028−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −8,362−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −3,987−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,230−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,212−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,780−100.0% | 清倉 |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,719−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −379−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Wolverine Trading, LLC | – | – | – | – | 本季未申報 |
| Bryce Point Capital, LLC | – | – | – | – | 本季未申報 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |
