| JPMorgan Chase & Co | 3,062 | $5.04 萬 | 0.00% | −1,268−29.3% | 減碼 |
| Acadian Asset Management LLC | 3,039 | $4.90 萬 | 0.00% | +3,039 | 新進 |
| Mondrian Investment Partners LTD | 2,813 | $4.51 萬 | 0.00% | +137+5.1% | 加碼 |
| Aquatic Capital Management LLC | 2,678 | $4.41 萬 | 0.00% | −22−0.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,992 | $3.28 萬 | 0.00% | +662+49.8% | 加碼 |
| First Horizon Advisors, Inc. | 1,623 | $2.67 萬 | 0.00% | +94+6.1% | 加碼 |
| Advisor Group Holdings, Inc. | 1,536 | $2.53 萬 | 0.00% | +326+26.9% | 加碼 |
| Legal & General Group Plc | 1,520 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,506 | $2.48 萬 | 0.00% | +643+74.5% | 加碼 |
| Umb Bank N A | 1,116 | $1.84 萬 | 0.00% | −99−8.1% | 減碼 |
| Lindbrook Capital, LLC | 1,116 | $1.84 萬 | 0.00% | +186+20.0% | 加碼 |
| Pittenger & Anderson Inc | 1,080 | $1.78 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,064 | $1.75 萬 | 0.00% | −3,141−74.7% | 減碼 |
| Public Employees Retirement System of Ohio | 831 | $1.37 萬 | 0.00% | −9,426−91.9% | 減碼 |
| Pinnacle Bancorp, Inc. | 775 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 747 | $1.23 萬 | 0.01% | −730−49.4% | 減碼 |
| Whittier Trust Co | 730 | $1.20 萬 | 0.00% | +730 | 新進 |
| Pin Oak Investment Advisors Inc | 622 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 545 | $8,966 | 0.00% | −329−37.6% | 減碼 |
| Farther Finance Advisors, LLC | 491 | $8,077 | 0.00% | +257+109.8% | 加碼 |
| Proequities, Inc. | 416 | $7,067 | 0.00% | −60−12.6% | 減碼 |
| MAI Capital Management | 382 | $6,283 | 0.00% | +382 | 新進 |
| CIBC Private Wealth Group, LLC | 347 | $5,656 | 0.00% | −104−23.1% | 減碼 |
| Skopos Labs, Inc. | 335 | $5,511 | 0.00% | +335 | 新進 |
| Jones Financial Companies LLLP | 292 | $4,803 | 0.00% | −110−27.4% | 減碼 |
| LRI Investments, LLC | 291 | $4,787 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 274 | $4,507 | 0.00% | −734−72.8% | 減碼 |
| IFP Advisors, Inc | 268 | $4,408 | 0.00% | +52+24.1% | 加碼 |
| Assetmark, Inc | 252 | $4,145 | 0.00% | +31+14.0% | 加碼 |
| Main Street Group, LTD | 250 | $4,113 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 247 | $4,064 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 233 | $3,833 | 0.00% | +233 | 新進 |
| UMA Financial Services, Inc. | 228 | $3,751 | 0.00% | +228 | 新進 |
| Medallion Wealth Advisors, LLC | 197 | $3,241 | 0.00% | +197 | 新進 |
| Eagle Bay Advisors LLC | 194 | $3,191 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 159 | $2,616 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 144 | $2,369 | 0.00% | −364−71.7% | 減碼 |
| Principal Securities, Inc. | 121 | $1,990 | 0.00% | −5−4.0% | 減碼 |
| Allworth Financial LP | 104 | $1,767 | 0.00% | −419−80.1% | 減碼 |
| Synergy Financial Management, LLC | 83 | $1,642 | 0.00% | +83 | 新進 |
| Sterling Capital Management LLC | 93 | $1,530 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 79 | $1,300 | 0.00% | −89−53.0% | 減碼 |
| Fortitude Family Office, LLC | 73 | $1,201 | 0.00% | +73 | 新進 |
| Raffa Wealth Management, LLC | 69 | $1,135 | 0.00% | 00.0% | 不變 |
| Sierra Ocean, LLC | 64 | $1,053 | 0.00% | +64 | 新進 |
| Tower Research Capital LLC (TRC) | 62 | $1,020 | 0.00% | −7,358−99.2% | 減碼 |
| TD Waterhouse Canada Inc. | 46 | $757 | 0.00% | −96−67.6% | 減碼 |
| GWM Advisors LLC | 44 | $727 | 0.00% | −50−53.2% | 減碼 |
| Global Retirement Partners, LLC | 40 | $658 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 18 | $296 | 0.00% | +18 | 新進 |
| Washington Trust Advisors, Inc. | 16 | $263 | 0.00% | −63−79.7% | 減碼 |
| Transce3nd, LLC | 13 | $214 | 0.00% | +13 | 新進 |
| True Wealth Design, LLC | 11 | $181 | 0.00% | −202−94.8% | 減碼 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −77,121−100.0% | 清倉 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −66,135−100.0% | 清倉 |
| Augustine Asset Management Inc | 0 | $0 | 0.00% | −60,042−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −28,517−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −26,785−100.0% | 清倉 |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −21,886−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −21,612−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,572−100.0% | 清倉 |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −15,423−100.0% | 清倉 |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −15,177−100.0% | 清倉 |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −13,833−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −13,035−100.0% | 清倉 |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −12,798−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −12,660−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −12,660−100.0% | 清倉 |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −12,273−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −11,976−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −11,857−100.0% | 清倉 |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −10,975−100.0% | 清倉 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −10,667−100.0% | 清倉 |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −10,577−100.0% | 清倉 |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −5,229−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −2,805−100.0% | 清倉 |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Operose Advisors LLC | 0 | $0 | 0.00% | −492−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −269−100.0% | 清倉 |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −136−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Alpine Bank Wealth Management | – | – | – | – | 本季未申報 |
| Banque Cantonale Vaudoise | – | – | – | – | 本季未申報 |
| Northwest Investment Counselors, LLC | – | – | – | – | 本季未申報 |
| FinTrust Capital Advisors, LLC | – | – | – | – | 本季未申報 |
