| Parkside Financial Bank & Trust | 427 | $2.30 萬 | 0.00% | +50+13.3% | 加碼 |
| Rothschild Investment LLC | 417 | $2.24 萬 | 0.00% | −207−33.2% | 減碼 |
| Atlantic Union Bankshares Corp | 390 | $2.10 萬 | 0.00% | +390 | 新進 |
| Albion Financial Group | 365 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| Westfuller Advisors, LLC | 365 | $1.96 萬 | 0.01% | +1+0.3% | 加碼 |
| Truvestments Capital LLC | 313 | $1.68 萬 | 0.00% | +313 | 新進 |
| USA Financial Formulas | 303 | $1.63 萬 | 0.00% | +303 | 新進 |
| Global Retirement Partners, LLC | 274 | $1.47 萬 | 0.00% | +274 | 新進 |
| CVA Family Office, LLC | 261 | $1.40 萬 | 0.00% | +38+17.0% | 加碼 |
| Atlantic Trust, LLC | 243 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 216 | $1.16 萬 | 0.00% | +146+208.6% | 加碼 |
| Assetmark, Inc | 206 | $1.11 萬 | 0.00% | −42−16.9% | 減碼 |
| Private Trust Co NA | 200 | $1.08 萬 | 0.00% | +200 | 新進 |
| Rialto Wealth Management, LLC | 190 | $1.02 萬 | 0.00% | +129+211.5% | 加碼 |
| Fortitude Family Office, LLC | 148 | $7,959 | 0.00% | +7+5.0% | 加碼 |
| Keating Financial Advisory Services, Inc. | 147 | $7,906 | 0.00% | +35+31.3% | 加碼 |
| Valued Wealth Advisors LLC | 146 | $7,852 | 0.00% | +146 | 新進 |
| Private Wealth Management Group, LLC | 136 | $7,315 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 127 | $6,831 | 0.00% | +20+18.7% | 加碼 |
| Blair William & Co | 124 | $6,669 | 0.00% | +48+63.2% | 加碼 |
| Ares Systematic Credit Ltd | 124 | $6,669 | 0.00% | +124 | 新進 |
| True Wealth Design, LLC | 109 | $5,863 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 105 | $5,647 | 0.00% | 00.0% | 不變 |
| Buck Wealth Strategies, LLC | 100 | $5,378 | 0.00% | +100 | 新進 |
| Mascoma Wealth Management LLC | 96 | $5,163 | 0.00% | +96 | 新進 |
| Godfrey Financial Associates, Inc. | 91 | $4,894 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 89 | $4,786 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 82 | $4,410 | 0.00% | 00.0% | 不變 |
| Torren Management, LLC | 82 | $4,410 | 0.00% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 85 | $4,410 | 0.00% | +85 | 新進 |
| Silver Grove Financial Group, Inc. | 62 | $3,334 | 0.00% | +62 | 新進 |
| Raffa Wealth Management, LLC | 61 | $3,281 | 0.00% | +28+84.8% | 加碼 |
| Toronto Dominion Bank | 59 | $3,173 | 0.00% | +59 | 新進 |
| SJS Investment Consulting Inc. | 58 | $3,120 | 0.00% | +24+70.6% | 加碼 |
| Creative Capital Management Investments LLC | 58 | $3,119 | 0.00% | +58 | 新進 |
| UMA Financial Services, Inc. | 57 | $3,066 | 0.00% | +18+46.2% | 加碼 |
| Kilter Group LLC | 57 | $3,066 | 0.00% | +40+235.3% | 加碼 |
| Farmers & Merchants Investments Inc | 54 | $2,904 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 47 | $2,529 | 0.00% | +47 | 新進 |
| Bell Investment Advisors, Inc | 45 | $2,421 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 42 | $2,259 | 0.00% | 00.0% | 不變 |
| Marshall & Sterling Wealth Advisors Inc. | 40 | $2,155 | 0.00% | +40 | 新進 |
| Ankerstar Wealth, LLC | 33 | $1,775 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 31 | $1,667 | 0.00% | +4+14.8% | 加碼 |
| Financial Consulate, Inc | 30 | $1,614 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 28 | $1,506 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 27 | $1,453 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 25 | $1,345 | 0.00% | −138−84.7% | 減碼 |
| Prestige Wealth Management Group LLC | 25 | $1,345 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 23 | $1,237 | 0.00% | +12+109.1% | 加碼 |
| Plante Moran Financial Advisors, LLC | 23 | $1,237 | 0.00% | +23 | 新進 |
| Strategic Wealth Partners, Ltd. | 17 | $914 | 0.00% | +17 | 新進 |
| IFP Advisors, Inc | 14 | $753 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 13 | $699 | 0.00% | +13 | 新進 |
| Zions Bancorporation, National Association | 12 | $645 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 11 | $592 | 0.00% | +11 | 新進 |
| Abound Wealth Management | 10 | $538 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 10 | $538 | 0.00% | +10 | 新進 |
| Essential Partners LLC | 8 | $430 | 0.00% | 00.0% | 不變 |
| Darwin Advisors, LLC | 7 | $376 | 0.00% | 00.0% | 不變 |
| Davis Capital Management | 7 | $376 | 0.00% | +7 | 新進 |
| DecisionPoint Financial, LLC | 6 | $308 | 0.00% | +6 | 新進 |
| DHJJ Financial Advisors, Ltd. | 4 | $216 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 3 | $154 | 0.00% | +3 | 新進 |
| Dunhill Financial, LLC | 2 | $138 | 0.00% | 00.0% | 不變 |
| Maryland Capital Advisors Inc. | 2 | $108 | 0.00% | +2 | 新進 |
| Rossby Financial, LCC | 2 | $108 | 0.00% | +2 | 新進 |
| Evolution Advisers, Inc. | 18 | $0 | 0.00% | +18 | 新進 |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | 新進 |
| Woodline Partners LP | 0 | $0 | 0.00% | −4,952,395−100.0% | 清倉 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −963,167−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −391,533−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −323,090−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −284,900−100.0% | 清倉 |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −47,000−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −28,153−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −40,228−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −38,557−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −31,892−100.0% | 清倉 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −30,539−100.0% | 清倉 |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −25,563−100.0% | 清倉 |
| Intrepid Family Office LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −14,728−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −11,283−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −2,070−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,662−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,145−100.0% | 清倉 |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −841−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −623−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −616−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −353−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |