| Whittier Trust Co | 524 | $5,843 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 500 | $5,695 | 0.00% | −2,300−82.1% | 減碼 |
| Atlantic Edge Private Wealth Management, LLC | 500 | $5,695 | 0.00% | −200−28.6% | 減碼 |
| Golden State Wealth Management, LLC | 500 | $5,695 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 500 | $5,695 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 500 | $5,525 | 0.00% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 450 | $5,126 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 409 | $4,659 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 390 | $4,443 | 0.00% | 00.0% | 不變 |
| Curio Wealth, LLC | 388 | $4,419 | 0.00% | +388 | 新進 |
| Hantz Financial Services, Inc. | 333 | $4,000 | 0.00% | +280+528.3% | 加碼 |
| Fortitude Family Office, LLC | 335 | $3,816 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 323 | $3,679 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 325 | $3,504 | 0.00% | +325 | 新進 |
| Quest 10 Wealth Builders, Inc. | 229 | $2,606 | 0.00% | −1−0.4% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 224 | $2,552 | 0.00% | +224 | 新進 |
| Newbridge Financial Services Group, Inc. | 215 | $2,449 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 213 | $2,426 | 0.00% | +113+113.0% | 加碼 |
| Cornerstone Planning Group LLC | 186 | $2,416 | 0.00% | +162+675.0% | 加碼 |
| Ronald Blue Trust, Inc. | 210 | $2,392 | 0.00% | +210 | 新進 |
| Transamerica Financial Advisors, Inc. | 210 | $2,381 | 0.00% | +210 | 新進 |
| S&T Bank | 185 | $2,107 | 0.00% | +185 | 新進 |
| Salomon & Ludwin, LLC | 182 | $2,029 | 0.00% | +182 | 新進 |
| Capital Advisors, Ltd. LLC | 136 | $2,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 204 | $2,000 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 142 | $1,618 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 139 | $1,583 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 133 | $1,515 | 0.00% | +133 | 新進 |
| N.E.W. Advisory Services LLC | 129 | $1,469 | 0.00% | +3+2.4% | 加碼 |
| ORG Partners LLC | 105 | $1,195 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 102 | $1,162 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 88 | $1,003 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 102 | $1,000 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 85 | $968 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 78 | $889 | 0.00% | +78 | 新進 |
| IMG Wealth Management, Inc. | 68 | $775 | 0.00% | +68 | 新進 |
| First Horizon Corp | 67 | $763 | 0.00% | +67 | 新進 |
| American Capital Advisory, LLC | 23 | $262 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 7 | $80 | 0.00% | +7 | 新進 |
| Principia Wealth Advisory, LLC | 5 | $57 | 0.00% | −1−16.7% | 減碼 |
| Hemington Wealth Management | 27 | $0 | 0.00% | 00.0% | 不變 |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −1,050,000−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −397,000−100.0% | 清倉 |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −326,992−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −246,278−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −194,926−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −164,943−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −132,183−100.0% | 清倉 |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −118,508−100.0% | 清倉 |
| Cura Wealth Advisors, LLC | 0 | $0 | 0.00% | −110,619−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −72,650−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −62,178−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −61,685−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −58,703−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −50,009−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −44,733−100.0% | 清倉 |
| Park Circle Co | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −28,800−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −25,712−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −23,543−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,390−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −19,063−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −18,051−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −17,363−100.0% | 清倉 |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −16,431−100.0% | 清倉 |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −16,249−100.0% | 清倉 |
| Sonora Investment Management Group, LLC | 0 | $0 | 0.00% | −15,722−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,095−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −12,920−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −10,524−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −4,484−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −3,119−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,661−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −2,161−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −1,090−100.0% | 清倉 |
| United Community Bank | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −440−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −311−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| Atria Wealth Solutions, Inc. | – | – | – | – | 本季未申報 |
| Horan Securities, Inc. | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Financial Gravity Companies, Inc. | – | – | – | – | 本季未申報 |
| Atlas Capital Advisors LLC | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
| Parkworth Wealth Management, Inc. | – | – | – | – | 本季未申報 |
