| Western Pacific Wealth Management, LP | 200 | $2.60 萬 | 0.02% | +200 | 新進 |
| FinTrust Capital Advisors, LLC | 178 | $2.40 萬 | 0.01% | +62+53.4% | 加碼 |
| CWM, LLC | 181 | $2.40 萬 | 0.00% | +181 | 新進 |
| Steward Partners Investment Advisory, LLC | 145 | $2.00 萬 | 0.00% | −1,855−92.8% | 減碼 |
| Parkside Financial Bank & Trust | 144 | $1.90 萬 | 0.00% | +104+260.0% | 加碼 |
| Salem Investment Counselors Inc | 125 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Baillie Gifford & Co | 128 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 128 | $1.70 萬 | 0.01% | +63+96.9% | 加碼 |
| Rockefeller Capital Management L.P. | 125 | $1.60 萬 | 0.00% | −154−55.2% | 減碼 |
| Allworth Financial LP | 108 | $1.50 萬 | 0.00% | +108 | 新進 |
| IAG Wealth Partners, LLC | 100 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 100 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 100 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 100 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 95 | $1.30 萬 | 0.00% | +40+72.7% | 加碼 |
| Fifth Third Bancorp | 97 | $1.30 萬 | 0.00% | +51+110.9% | 加碼 |
| Bedel Financial Consulting, Inc. | 95 | $1.30 萬 | 0.00% | +83+691.7% | 加碼 |
| City State Bank | 100 | $1.30 萬 | 0.01% | +100 | 新進 |
| Spire Wealth Management | 80 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 80 | $1.10 萬 | 0.00% | +50+166.7% | 加碼 |
| Central Trust Co | 85 | $1.10 萬 | 0.00% | +85 | 新進 |
| Stonebridge Financial Planning Group, LLC | 100 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Lake Point Wealth Management | 64 | $9,000 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 70 | $9,000 | 0.00% | +65+1,300.0% | 加碼 |
| NEXT Financial Group, Inc | 60 | $8,000 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 57 | $8,000 | 0.00% | +34+147.8% | 加碼 |
| TCI Wealth Advisors, Inc. | 60 | $8,000 | 0.00% | +38+172.7% | 加碼 |
| Quadrant Capital Group LLC | 54 | $7,000 | 0.00% | −38−41.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $7,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 50 | $7,000 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 39 | $5,000 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 36 | $5,000 | 0.00% | +36 | 新進 |
| Quent Capital, LLC | 39 | $5,000 | 0.00% | +39 | 新進 |
| Gemmer Asset Management LLC | 33 | $4,000 | 0.00% | −11−25.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 33 | $4,000 | 0.00% | +14+73.7% | 加碼 |
| Lindbrook Capital, LLC | 19 | $3,000 | 0.00% | +17+850.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 20 | $3,000 | 0.00% | +20 | 新進 |
| Private Capital Group, LLC | 18 | $2,000 | 0.00% | −27−60.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 16 | $2,000 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 13 | $2,000 | 0.00% | −3−18.8% | 減碼 |
| Bell Investment Advisors, Inc | 14 | $2,000 | 0.00% | +3+27.3% | 加碼 |
| Motley Fool Asset Management LLC | 18 | $2,000 | 0.00% | +18 | 新進 |
| First Horizon Advisors, Inc. | 4 | $1,000 | 0.00% | −107−96.4% | 減碼 |
| North Star Investment Management Corp. | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 8 | $1,000 | 0.00% | +4+100.0% | 加碼 |
| Bogart Wealth, LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 11 | $1,000 | 0.00% | +11 | 新進 |
| Harvest Group Wealth Management, LLC | 8 | $1,000 | 0.00% | +8 | 新進 |
| TAP Consulting, LLC | 5 | $1,000 | 0.00% | +5 | 新進 |
| CVA Family Office, LLC | 5 | $1,000 | 0.00% | +5 | 新進 |
| Dark Forest Capital Management LP | 7 | $1,000 | 0.00% | +7 | 新進 |
| Schubert & Co | 9 | $1,000 | 0.00% | +9 | 新進 |
| Steward Financial Group LLC | 12 | $1,000 | 0.00% | +12 | 新進 |
| Exane Derivatives | 6 | $810 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 6 | $810 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 4 | $540 | 0.00% | +4 | 新進 |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1 | $0 | 0.00% | +1 | 新進 |
| IFP Advisors, Inc | 1 | – | – | +1 | 新進 |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −361,098−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −146,500−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −140,705−100.0% | 清倉 |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −69,189−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −45,025−100.0% | 清倉 |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −32,139−100.0% | 清倉 |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −15,135−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,255−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,350−100.0% | 清倉 |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −8,260−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −7,300−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −7,144−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −6,718−100.0% | 清倉 |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −5,349−100.0% | 清倉 |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −4,977−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,446−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −3,310−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,153−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −1,791−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,448−100.0% | 清倉 |
| ACT Capital Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −926−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −756−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −581−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −375−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −174−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
