| SMART Wealth LLC | 2,946 | $24.1 萬 | 0.18% | +2,946 | 新進 |
| CWM Advisors, LLC | 2,890 | $23.6 萬 | 0.03% | +56+2.0% | 加碼 |
| Creative Planning | 2,856 | $23.4 萬 | 0.00% | +2,856 | 新進 |
| XTX Topco Ltd | 2,847 | $23.3 萬 | 0.05% | +2,847 | 新進 |
| Renaissance Technologies LLC | 2,800 | $22.9 萬 | 0.00% | +2,800 | 新進 |
| Welch Group, LLC | 2,750 | $22.5 萬 | 0.01% | +2,750 | 新進 |
| GWM Advisors LLC | 2,790 | $22.3 萬 | 0.01% | +2,790 | 新進 |
| Acadian Asset Management LLC | 2,722 | $22.0 萬 | 0.00% | −4,734−63.5% | 減碼 |
| Jane Street Group, LLC | 2,622 | $21.4 萬 | 0.00% | −7,122−73.1% | 減碼 |
| IFP Advisors, Inc | 2,354 | $21.2 萬 | 0.01% | +53+2.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,494 | $20.4 萬 | 0.00% | +115+4.8% | 加碼 |
| Virtu Financial LLC | 2,469 | $20.2 萬 | 0.03% | +2,469 | 新進 |
| Trustcore Financial Services, LLC | 1,985 | $16.2 萬 | 0.01% | −605−23.4% | 減碼 |
| State of Wyoming | 1,774 | $14.5 萬 | 0.05% | +1,301+275.1% | 加碼 |
| Point72 Middle East FZE | 1,774 | $14.5 萬 | 0.01% | +1,774 | 新進 |
| Sargent Bickham Lagudis LLC | 1,000 | $8.18 萬 | 0.01% | 00.0% | 不變 |
| Virtus Fund Advisers, LLC | 748 | $6.12 萬 | 0.44% | +748 | 新進 |
| Advisory Services Network, LLC | 694 | $5.67 萬 | 0.00% | +694 | 新進 |
| Pinnacle Financial Partners Inc | 662 | $5.41 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 657 | $5.37 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 557 | $4.56 萬 | 0.02% | −816−59.4% | 減碼 |
| Ellevest, Inc. | 542 | $4.43 萬 | 0.00% | +247+83.7% | 加碼 |
| Rockefeller Capital Management L.P. | 517 | $4.20 萬 | 0.00% | +280+118.1% | 加碼 |
| Huntington National Bank | 503 | $4.11 萬 | 0.00% | −1−0.2% | 減碼 |
| RWM Asset Management, LLC | 500 | $4.09 萬 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 463 | $3.79 萬 | 0.00% | +463 | 新進 |
| Disciplined Investments, LLC | 450 | $3.68 萬 | 0.02% | 00.0% | 不變 |
| Trust Co of Vermont | 400 | $3.27 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 342 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 333 | $2.70 萬 | 0.00% | −4−1.2% | 減碼 |
| James Investment Research Inc | 334 | $2.70 萬 | 0.00% | +334 | 新進 |
| Lazard Asset Management LLC | 330 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 272 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 263 | $2.10 萬 | 0.00% | −1,737−86.9% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 220 | $1.80 萬 | 0.00% | −41−15.7% | 減碼 |
| CWM, LLC | 219 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 207 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 204 | $1.67 萬 | 0.02% | +204 | 新進 |
| Column Capital Advisors, LLC | 200 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 175 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 150 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 134 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 131 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 130 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 125 | $1.00 萬 | 0.00% | −150−54.5% | 減碼 |
| Sageworth Trust Co of South Dakota | 114 | $9,000 | 0.02% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 101 | $8,260 | 0.00% | +27+36.5% | 加碼 |
| Sugarloaf Wealth Management, LLC | 100 | $8,178 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 102 | $8,000 | 0.01% | −39−27.7% | 減碼 |
| Private Trust Co NA | 70 | $6,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 65 | $5,316 | 0.00% | +15+30.0% | 加碼 |
| Park Place Capital Corp | 63 | $5,000 | 0.00% | +63 | 新進 |
| Sofos Investments, Inc. | 82 | $4,973 | 0.05% | +82 | 新進 |
| Lindbrook Capital, LLC | 54 | $4,416 | 0.00% | +7+14.9% | 加碼 |
| Balyasny Asset Management LLC | 46 | $3,762 | 0.00% | +46 | 新進 |
| Signaturefd, LLC | 44 | $3,598 | 0.00% | −3−6.4% | 減碼 |
| Quadrant Capital Group LLC | 32 | $2,617 | 0.00% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 20 | $2,000 | 0.00% | −10−33.3% | 減碼 |
| Ronald Blue Trust, Inc. | 21 | $2,000 | 0.00% | +4+23.5% | 加碼 |
| FinTrust Capital Advisors, LLC | 20 | $1,636 | 0.00% | −50−71.4% | 減碼 |
| Comerica Securities,inc. | 15 | $1,230 | 0.00% | +15 | 新進 |
| SRS Capital Advisors, Inc. | 15 | $1,227 | 0.00% | −12−44.4% | 減碼 |
| Smithfield Trust Co | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 12 | $984 | 0.00% | +3+33.3% | 加碼 |
| New England Capital Financial Advisors LLC | 10 | $873 | 0.00% | +10 | 新進 |
| Manchester Capital Management LLC | 10 | $818 | 0.00% | +2+25.0% | 加碼 |
| Parallel Advisors, LLC | 7 | $573 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 6 | $491 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 5 | $409 | 0.00% | +5 | 新進 |
| Glassman Wealth Services | 1 | $82 | 0.00% | 00.0% | 不變 |
| American National Bank | 3 | – | – | +3 | 新進 |
| GEM Realty Capital | 0 | $0 | 0.00% | −95,288−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −78,370−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −40,240−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −21,699−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −16,139−100.0% | 清倉 |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −14,536−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −11,105−100.0% | 清倉 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −10,243−100.0% | 清倉 |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −8,864−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,460−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,262−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −6,397−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,696−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,650−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −4,154−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,790−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,562−100.0% | 清倉 |
| Brandywine Oak Private Wealth LLC | 0 | $0 | 0.00% | −3,200−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −3,186−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,097−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −10,070−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Capital Growth Management LP | – | – | – | – | 本季未申報 |
| Agf Investments Inc. | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Redpoint Investment Management Pty Ltd | – | – | – | – | 本季未申報 |
