| Atria Wealth Solutions, Inc. | 2,801 | $26.0 萬 | 0.00% | +2,801 | 新進 |
| Schnieders Capital Management LLC | 2,790 | $25.9 萬 | 0.06% | 00.0% | 不變 |
| Welch Group, LLC | 2,750 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 2,672 | $24.8 萬 | 0.00% | +4+0.1% | 加碼 |
| Hodges Capital Management Inc. | 2,653 | $24.6 萬 | 0.02% | −1,120−29.7% | 減碼 |
| Trustcore Financial Services, LLC | 2,590 | $24.0 萬 | 0.02% | +103+4.1% | 加碼 |
| Xponance, Inc. | 2,557 | $23.7 萬 | 0.00% | +24+0.9% | 加碼 |
| CWM Advisors, LLC | 2,517 | $23.4 萬 | 0.03% | −181−6.7% | 減碼 |
| Creative Planning | 2,520 | $23.4 萬 | 0.00% | −80−3.1% | 減碼 |
| Cim Investment Mangement Inc | 2,440 | $22.6 萬 | 0.08% | −283−10.4% | 減碼 |
| InterOcean Capital Group, LLC | 2,415 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,379 | $22.1 萬 | 0.00% | −570−19.3% | 減碼 |
| Commonwealth Equity Services, LLC | 2,367 | $21.9 萬 | 0.00% | −749−24.0% | 減碼 |
| NewEdge Wealth, LLC | 2,288 | $21.2 萬 | 0.01% | −930−28.9% | 減碼 |
| Silverleafe Capital Partners, LLC | 2,250 | $20.9 萬 | 0.09% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 2,206 | $20.5 萬 | 0.04% | +2,206 | 新進 |
| CAPROCK Group, Inc. | 2,200 | $20.4 萬 | 0.02% | +2,200 | 新進 |
| Cetera Advisor Networks LLC | 2,171 | $20.1 萬 | 0.00% | +2,171 | 新進 |
| Pinnacle Financial Partners Inc | 1,662 | $15.4 萬 | 0.00% | +1,000+151.1% | 加碼 |
| US Bancorp | 1,378 | $12.8 萬 | 0.00% | −51−3.6% | 減碼 |
| Beacon Capital Management, LLC | 1,373 | $12.8 萬 | 0.03% | +1,373 | 新進 |
| State of Wyoming | 1,238 | $11.5 萬 | 0.06% | −2−0.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,131 | $10.5 萬 | 0.00% | −31−2.7% | 減碼 |
| Sargent Bickham Lagudis LLC | 1,131 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Prospera Financial Services Inc | 895 | $8.30 萬 | 0.00% | +895 | 新進 |
| Covestor Ltd | 851 | $7.90 萬 | 0.05% | +764+878.2% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 678 | $6.40 萬 | 0.00% | +244+56.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 577 | $5.40 萬 | 0.00% | −61,247−99.1% | 減碼 |
| Rockefeller Capital Management L.P. | 536 | $4.90 萬 | 0.00% | +488+1,016.7% | 加碼 |
| Assetmark, Inc | 512 | $4.70 萬 | 0.00% | +15+3.0% | 加碼 |
| RWM Asset Management, LLC | 500 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| Disciplined Investments, LLC | 450 | $4.20 萬 | 0.02% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 376 | $3.50 萬 | 0.07% | −65−14.7% | 減碼 |
| Lazard Asset Management LLC | 330 | $3.00 萬 | 0.00% | +287+667.4% | 加碼 |
| Huntington National Bank | 309 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 300 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 290 | $2.70 萬 | 0.00% | +290 | 新進 |
| First Horizon Advisors, Inc. | 266 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 272 | $2.50 萬 | 0.01% | +272 | 新進 |
| Ahrens Investment Partners LLC | 250 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 256 | $2.30 萬 | 0.01% | +66+34.7% | 加碼 |
| Valeo Financial Advisors, LLC | 22,044 | $2.20 萬 | 0.00% | +22,044 | 新進 |
| TD Private Client Wealth LLC | 230 | $2.13 萬 | 0.00% | −221−49.0% | 減碼 |
| Column Capital Advisors, LLC | 200 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 203 | $1.90 萬 | 0.00% | +113+125.6% | 加碼 |
| American Portfolios Advisors | 196 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 227 | $1.80 萬 | 0.00% | +198+682.8% | 加碼 |
| Cohen & Steers, Inc. | 175 | $1.60 萬 | 0.00% | −1,946,124−100.0% | 減碼 |
| Focused Wealth Management, Inc | 175 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 134 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 131 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 130 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 116 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 100 | $9,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 87 | $8,000 | 0.00% | +65+295.5% | 加碼 |
| Clearstead Advisors, LLC | 75 | $7,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 57 | $5,000 | 0.00% | +5+9.6% | 加碼 |
| Spire Wealth Management | 56 | $5,000 | 0.00% | +2+3.7% | 加碼 |
| Lindbrook Capital, LLC | 50 | $5,000 | 0.00% | +11+28.2% | 加碼 |
| Quadrant Capital Group LLC | 57 | $5,000 | 0.00% | +25+78.1% | 加碼 |
| Citizens National Bank Trust Department | 44 | $4,000 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 30 | $3,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 28 | $3,000 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 20 | $2,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 15 | $1,000 | 0.00% | +3+25.0% | 加碼 |
| Exane Derivatives | 2 | $186 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3 | $0 | 0.00% | +1+50.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 5 | $0 | 0.00% | +5 | 新進 |
| Advisor Group Holdings, Inc. | 4,451 | – | – | −593−11.8% | 減碼 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −149,152−100.0% | 清倉 |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −28,388−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −25,154−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,546−100.0% | 清倉 |
| Howard Capital Management Group, LLC | 0 | $0 | 0.00% | −8,969−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −7,726−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,383−100.0% | 清倉 |
| Redpoint Investment Management Pty Ltd | 0 | $0 | 0.00% | −3,875−100.0% | 清倉 |
| KBC Group NV | 0 | $0 | 0.00% | −3,439−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −3,421−100.0% | 清倉 |
| Fca Corp | 0 | $0 | 0.00% | −3,024−100.0% | 清倉 |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −2,570−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,196−100.0% | 清倉 |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −1,806−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −565−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −155−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Real Estate Management Services LLC | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
