| Creative Financial Designs Inc | 450 | $1.66 萬 | 0.00% | −150−25.0% | 減碼 |
| TD Ameritrade Investment Management, LLC | 419 | $1.50 萬 | 0.00% | −174−29.3% | 減碼 |
| Savior LLC | 360 | $1.33 萬 | 0.01% | 00.0% | 不變 |
| Front Row Advisors LLC | 354 | $1.30 萬 | 0.01% | +37+11.7% | 加碼 |
| First Horizon Advisors, Inc. | 350 | $1.29 萬 | 0.00% | +39+12.5% | 加碼 |
| Ahrens Investment Partners LLC | 339 | $1.25 萬 | 0.01% | +339 | 新進 |
| Armstrong Advisory Group, Inc | 250 | $9,235 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 233 | $8,725 | 0.00% | +233 | 新進 |
| Pinnacle Bancorp, Inc. | 218 | $8,053 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 201 | $7,425 | 0.00% | +16+8.6% | 加碼 |
| AdvisorNet Financial, Inc | 198 | $7,314 | 0.00% | +5+2.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 151 | $6,000 | 0.00% | −13−7.9% | 減碼 |
| Schubert & Co | 154 | $5,689 | 0.01% | +24+18.5% | 加碼 |
| ICA Group Wealth Management, LLC | 139 | $5,135 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 112 | $4,137 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 115 | $4,000 | 0.00% | −36−23.8% | 減碼 |
| Bartlett & Co. LLC | 97 | $4,000 | 0.00% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 100 | $3,694 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 97 | $3,583 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 95 | $3,510 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 91 | $3,362 | 0.00% | +67+279.2% | 加碼 |
| Lindbrook Capital, LLC | 89 | $3,288 | 0.00% | +7+8.5% | 加碼 |
| Bogart Wealth, LLC | 86 | $3,177 | 0.00% | +86 | 新進 |
| Farmers & Merchants Investments Inc | 80 | $2,955 | 0.00% | +80 | 新進 |
| Grove Bank & Trust | 78 | $2,881 | 0.00% | +78 | 新進 |
| Sound Income Strategies, LLC | 65 | $2,401 | 0.00% | +65 | 新進 |
| SJS Investment Consulting Inc. | 64 | $2,365 | 0.00% | +6+10.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 63 | $2,327 | 0.00% | +33+110.0% | 加碼 |
| Hexagon Capital Partners LLC | 58 | $2,143 | 0.00% | 00.0% | 不變 |
| Amundi | 59 | $2,142 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 60 | $2,000 | 0.00% | +48+400.0% | 加碼 |
| Disciplined Investments, LLC | 54 | $1,995 | 0.00% | +4+8.0% | 加碼 |
| Huntington National Bank | 53 | $1,958 | 0.00% | +39+278.6% | 加碼 |
| Harbour Investments, Inc. | 50 | $1,847 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 50 | $1,847 | 0.00% | +36+257.1% | 加碼 |
| Baker Avenue Asset Management, LP | 49 | $1,810 | 0.00% | +34+226.7% | 加碼 |
| Bell Investment Advisors, Inc | 48 | $1,774 | 0.00% | −16−25.0% | 減碼 |
| Nalls Sherbakoff Group, LLC | 40 | $1,460 | 0.00% | +40 | 新進 |
| Versant Capital Management, Inc | 39 | $1,441 | 0.00% | +24+160.0% | 加碼 |
| Raffa Wealth Management, LLC | 37 | $1,367 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 36 | $1,330 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 35 | $1,293 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 35 | $1,293 | 0.00% | +29+483.3% | 加碼 |
| Parkside Financial Bank & Trust | 33 | $1,220 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 31 | $1,146 | 0.00% | +31 | 新進 |
| Umb Bank N A | 30 | $1,108 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 24 | $1,000 | 0.00% | +24 | 新進 |
| Ronald Blue Trust, Inc. | 17 | $1,000 | 0.00% | +17 | 新進 |
| 25 LLC | 14 | $539 | 0.00% | +14 | 新進 |
| TD Waterhouse Canada Inc. | 14 | $533 | 0.00% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 13 | $481 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 10 | $370 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 10 | $370 | 0.00% | +10 | 新進 |
| Glassman Wealth Services | 6 | $222 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $148 | 0.00% | +4 | 新進 |
| True Wealth Design, LLC | 1 | $37 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 473,711 | – | – | +6,368+1.4% | 加碼 |
| Leonard Green & Partners, L.P. | 0 | $0 | 0.00% | −3,600,000−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,139,400−100.0% | 清倉 |
| Solus Alternative Asset Management LP | 0 | $0 | 0.00% | −1,114,761−100.0% | 清倉 |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −163,700−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −158,200−100.0% | 清倉 |
| Blue Zone Wealth Advisors, LLC | 0 | $0 | 0.00% | −104,890−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −82,229−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −79,314−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −66,767−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −43,995−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,330−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24,726−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,852−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,899−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −19,759−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,200−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −17,979−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −15,388−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −14,974−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,207−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,932−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −8,278−100.0% | 清倉 |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −7,346−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −7,275−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −6,539−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,921−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −2,191−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,370−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,340−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −167−100.0% | 清倉 |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −167−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −155−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Graticule Asia Macro Advisors LLC | – | – | – | – | 本季未申報 |
