| Colonial River Wealth Management, LLC | 14,365 | $7.86 萬 | 0.03% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 14,365 | $7.86 萬 | 0.00% | 00.0% | 不變 |
| Savant Capital, LLC | 14,270 | $7.81 萬 | 0.00% | +14,270 | 新進 |
| Sivia Capital Partners, LLC | 14,219 | $7.78 萬 | 0.02% | +654+4.8% | 加碼 |
| CWM Advisors, LLC | 13,230 | $7.24 萬 | 0.01% | +1,906+16.8% | 加碼 |
| Basecamp Wealth Advisors LLC | 13,209 | $7.23 萬 | 0.02% | +13,209 | 新進 |
| Acadian Asset Management LLC | 13,251 | $7.20 萬 | 0.00% | −63,510−82.7% | 減碼 |
| Argos Wealth Advisors, LLC | 13,011 | $7.12 萬 | 0.02% | +13,011 | 新進 |
| HB Wealth Management, LLC | 12,773 | $6.99 萬 | 0.00% | +1,831+16.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,515 | $6.85 萬 | 0.01% | +160+1.3% | 加碼 |
| Glenmede Trust Co NA | 12,097 | $6.62 萬 | 0.00% | +12,097 | 新進 |
| CWM, LLC | 11,994 | $6.60 萬 | 0.00% | −1,156−8.8% | 減碼 |
| HighTower Advisors, LLC | 11,895 | $6.51 萬 | 0.00% | +11,895 | 新進 |
| SEI Investments Co | 11,740 | $6.42 萬 | 0.00% | +11,740 | 新進 |
| Squarepoint Ops LLC | 11,601 | $6.35 萬 | 0.00% | +11,601 | 新進 |
| Greenspring Advisors, LLC | 11,537 | $6.31 萬 | 0.00% | +11,537 | 新進 |
| Verdence Capital Advisors LLC | 11,413 | $6.24 萬 | 0.00% | +362+3.3% | 加碼 |
| Cetera Investment Advisers | 11,367 | $6.22 萬 | 0.00% | +17+0.1% | 加碼 |
| Mercer Global Advisors Inc | 11,007 | $6.02 萬 | 0.00% | −3,223−22.6% | 減碼 |
| Royal Bank of Canada | 10,834 | $6.00 萬 | 0.00% | +3,512+48.0% | 加碼 |
| D'Orazio & Associates, Inc. | 10,887 | $5.96 萬 | 0.01% | +128+1.2% | 加碼 |
| Legal & General Group Plc | 10,317 | $5.64 萬 | 0.00% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,239 | $5.60 萬 | 0.00% | +10,239 | 新進 |
| Farther Finance Advisors, LLC | 8,603 | $4.71 萬 | 0.00% | +5,714+197.8% | 加碼 |
| Erste Asset Management GmbH | 8,000 | $4.38 萬 | 0.00% | +8,000 | 新進 |
| CIBC Private Wealth Group, LLC | 7,850 | $4.29 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 7,493 | $4.10 萬 | 0.00% | +5,936+381.2% | 加碼 |
| WealthCollab, LLC | 6,002 | $3.28 萬 | 0.01% | +2,244+59.7% | 加碼 |
| SBI Securities Co., Ltd. | 5,097 | $2.79 萬 | 0.00% | +1,698+50.0% | 加碼 |
| TD Waterhouse Canada Inc. | 4,000 | $2.18 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 2,746 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,369 | $1.30 萬 | 0.00% | −71−2.9% | 減碼 |
| MAI Capital Management | 1,977 | $1.08 萬 | 0.00% | +892+82.2% | 加碼 |
| UBS Asset Management Americas Inc | 1,952 | $1.07 萬 | 0.00% | +1,952 | 新進 |
| Group One Trading, L.P. | 1,406 | $7,691 | 0.00% | +1,107+370.2% | 加碼 |
| Global Retirement Partners, LLC | 1,345 | $7,357 | 0.00% | +926+221.0% | 加碼 |
| Westside Investment Management, Inc. | 1,214 | $6,786 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 925 | $5,060 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 717 | $3,922 | 0.00% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 689 | $3,842 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 586 | $3,205 | 0.00% | +250+74.4% | 加碼 |
| Advisor Group Holdings, Inc. | 511 | $2,797 | 0.00% | −653−56.1% | 減碼 |
| Raffa Wealth Management, LLC | 453 | $2,478 | 0.00% | +193+74.2% | 加碼 |
| UMA Financial Services, Inc. | 408 | $2,232 | 0.00% | −253−38.3% | 減碼 |
| Parkside Financial Bank & Trust | 398 | $2,178 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 282 | $1,543 | 0.00% | +195+224.1% | 加碼 |
| Maseco LLP | 276 | $1,507 | 0.00% | +276 | 新進 |
| Wells Fargo & Company | 275 | $1,502 | 0.00% | −50−15.4% | 減碼 |
| Harbour Investments, Inc. | 234 | $1,280 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 227 | $1,242 | 0.00% | +227 | 新進 |
| True Wealth Design, LLC | 218 | $1,193 | 0.00% | +93+74.4% | 加碼 |
| Nisa Investment Advisors, LLC | 204 | $1,143 | 0.00% | +204 | 新進 |
| Assetmark, Inc | 174 | $952 | 0.00% | −16−8.4% | 減碼 |
| SageView Advisory Group, LLC | 172 | $941 | 0.00% | +172 | 新進 |
| Larson Financial Group LLC | 161 | $881 | 0.00% | +161 | 新進 |
| IFP Advisors, Inc | 120 | $656 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 100 | $547 | 0.00% | +100 | 新進 |
| Financial Consulate, Inc | 90 | $493 | 0.00% | +90 | 新進 |
| Abound Wealth Management | 78 | $427 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 52 | $284 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 47 | $259 | 0.00% | −1,147−96.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 40 | $219 | 0.00% | +40 | 新進 |
| IMA Wealth, Inc. | 15 | $83 | 0.00% | +15 | 新進 |
| Navigoe, LLC | 156 | $0 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −4,646,329−100.0% | 清倉 |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −1,123,037−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −40,975−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −31,103−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −26,582−100.0% | 清倉 |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −24,916−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −18,841−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −14,282−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −11,146−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,387−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,176−100.0% | 清倉 |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,447−100.0% | 清倉 |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −221−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | – | – | – | – | 本季未申報 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| Wealthstream Advisors, Inc. | – | – | – | – | 本季未申報 |
