| GF Fund Management Co. Ltd. | 3,346 | $3.71 萬 | 0.00% | −215−6.0% | 減碼 |
| Clearstead Advisors, LLC | 3,198 | $3.54 萬 | 0.00% | +2,448+326.4% | 加碼 |
| Advisory Services Network, LLC | 3,068 | $3.40 萬 | 0.00% | +3,068 | 新進 |
| Umb Bank N A | 2,928 | $3.24 萬 | 0.00% | +137+4.9% | 加碼 |
| Quarry LP | 2,673 | $2.96 萬 | 0.01% | −310−10.4% | 減碼 |
| Danske Bank A/S | 2,300 | $2.55 萬 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 2,300 | $2.55 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 2,075 | $2.30 萬 | 0.00% | +2,075 | 新進 |
| American National Bank | 1,897 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,710 | $1.89 萬 | 0.00% | +55+3.3% | 加碼 |
| Assetmark, Inc | 1,573 | $1.74 萬 | 0.00% | −132−7.7% | 減碼 |
| Sound Income Strategies, LLC | 1,543 | $1.66 萬 | 0.00% | −3,424−68.9% | 減碼 |
| Fifth Third Bancorp | 1,396 | $1.55 萬 | 0.00% | −519−27.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 1,318 | $1.50 萬 | 0.00% | +1+0.1% | 加碼 |
| Wealthspire Advisors, LLC | 1,215 | $1.35 萬 | 0.00% | +1,215 | 新進 |
| Lynch Asset Management, Inc. | 1,200 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,132 | $1.30 萬 | 0.00% | −1,950−63.3% | 減碼 |
| Parvin Asset Management, LLC | 1,100 | $1.22 萬 | 0.01% | −1,400−56.0% | 減碼 |
| Clear Street Markets LLC | 1,100 | $1.22 萬 | 0.00% | +1,100 | 新進 |
| Farther Finance Advisors, LLC | 1,049 | $1.16 萬 | 0.00% | +457+77.2% | 加碼 |
| Rothschild Investment LLC | 970 | $1.07 萬 | 0.00% | +970 | 新進 |
| Insight Financial Services | 893 | $9,894 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 780 | $8,642 | 0.00% | +17+2.2% | 加碼 |
| Geneos Wealth Management Inc. | 747 | $8,279 | 0.00% | −652−46.6% | 減碼 |
| Massmutual Trust Co FSB | 709 | $7,856 | 0.00% | +35+5.2% | 加碼 |
| MAI Capital Management | 703 | $7,790 | 0.00% | −411−36.9% | 減碼 |
| Huntington National Bank | 570 | $6,316 | 0.00% | +16+2.9% | 加碼 |
| Atlantic Trust, LLC | 565 | $6,261 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 425 | $4,709 | 0.00% | +425 | 新進 |
| MV Capital Management, Inc. | 309 | $3,424 | 0.00% | +19+6.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 300 | $3,324 | 0.00% | +160+114.3% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 292 | $3,236 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 278 | $3,080 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 265 | $2,936 | 0.00% | +265 | 新進 |
| Whittier Trust Co | 261 | $2,894 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 261 | $2,892 | 0.00% | −125−32.4% | 減碼 |
| LRI Investments, LLC | 234 | $2,593 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 215 | $2,476 | 0.00% | −34−13.7% | 減碼 |
| WPG Advisers, LLC | 198 | $2,194 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 195 | $2,161 | 0.00% | +9+4.8% | 加碼 |
| Prestige Wealth Management Group LLC | 183 | $2,028 | 0.00% | +68+59.1% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 149 | $1,651 | 0.00% | +149 | 新進 |
| Larson Financial Group LLC | 144 | $1,596 | 0.00% | +62+75.6% | 加碼 |
| Sunbelt Securities, Inc. | 138 | $1,529 | 0.00% | +138 | 新進 |
| Retirement Wealth Solutions LLC | 100 | $1,108 | 0.00% | +100 | 新進 |
| Capital Advisors, Ltd. LLC | 70 | $1,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 70 | $776 | 0.00% | −730−91.3% | 減碼 |
| Bruce G. Allen Investments, LLC | 58 | $643 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 55 | $609 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 50 | $553 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 48 | $532 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 47 | $521 | 0.00% | +47 | 新進 |
| Financial Consulate, Inc | 41 | $455 | 0.00% | +41 | 新進 |
| Red Tortoise LLC | 33 | $361 | 0.00% | +1+3.1% | 加碼 |
| Financial Management Professionals, Inc. | 31 | $351 | 0.00% | 00.0% | 不變 |
| Turning Point Benefit Group, Inc. | 28 | $308 | 0.00% | +28 | 新進 |
| VSM Wealth Advisory, LLC | 21 | $233 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 20 | $221 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 16 | $182 | 0.00% | +16 | 新進 |
| Harbour Investments, Inc. | 12 | $133 | 0.00% | +12 | 新進 |
| Transamerica Financial Advisors, Inc. | 5 | $57 | 0.00% | +5 | 新進 |
| Hemington Wealth Management | 1 | $0 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 175 | – | – | +92+110.8% | 加碼 |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −1,834,810−100.0% | 清倉 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 0 | $0 | 0.00% | −1,337,878−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −648,798−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −497,802−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −374,196−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −291,686−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −217,658−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −194,311−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −118,476−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −82,969−100.0% | 清倉 |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −71,512−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −54,275−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −33,863−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −32,792−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −32,155−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −29,126−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −26,685−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,906−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,583−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −19,152−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −17,955−100.0% | 清倉 |
| Vanderbilt University | 0 | $0 | 0.00% | −13,494−100.0% | 清倉 |
| Optimize Financial Inc | 0 | $0 | 0.00% | −12,296−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −10,288−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,229−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Congress Wealth Management LLC | – | – | – | – | 本季未申報 |
| Atria Wealth Solutions, Inc. | – | – | – | – | 本季未申報 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
