| Continuum Advisory, LLC | 21,000 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 205 | $2.00 萬 | 0.00% | +20+10.8% | 加碼 |
| Strategic Asset Management, LLC | 200 | $1.90 萬 | 0.03% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 153 | $1.50 萬 | 0.00% | −173−53.1% | 減碼 |
| American Portfolios Advisors | 140 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 140 | $1.30 萬 | 0.00% | +10+7.7% | 加碼 |
| Fifth Third Bancorp | 131 | $1.30 萬 | 0.00% | +69+111.3% | 加碼 |
| Nomura Asset Management Co Ltd | 110 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 109 | $1.05 萬 | 0.00% | +109 | 新進 |
| Toth Financial Advisory Corp | 100 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Ulland Investment Advisors, LLC | 100 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 89 | $9,000 | 0.01% | +1+1.1% | 加碼 |
| Dark Forest Capital Management LP | 94 | $9,000 | 0.00% | +94 | 新進 |
| Quadrant Capital Group LLC | 72 | $7,000 | 0.00% | −125−63.5% | 減碼 |
| GHP Investment Advisors, Inc. | 75 | $7,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 49 | $5,000 | 0.01% | −62−55.9% | 減碼 |
| CWM, LLC | 55 | $5,000 | 0.00% | +5+10.0% | 加碼 |
| Parallel Advisors, LLC | 37 | $4,000 | 0.00% | +18+94.7% | 加碼 |
| Glen Eagle Advisors, LLC | 33 | $3,212 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 26 | $3,000 | 0.00% | −21−44.7% | 減碼 |
| Sageworth Trust Co | 34 | $3,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 26 | $3,000 | 0.00% | +2+8.3% | 加碼 |
| Manchester Capital Management LLC | 20 | $2,000 | 0.00% | −16−44.4% | 減碼 |
| National Bank of Canada | 25 | $2,000 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 18 | $2,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 18 | $2,000 | 0.00% | +2+12.5% | 加碼 |
| Schubert & Co | 16 | $2,000 | 0.00% | +7+77.8% | 加碼 |
| Clearstead Advisors, LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 9 | $1,000 | 0.00% | +9 | 新進 |
| Steward Financial Group LLC | 18 | $1,000 | 0.00% | +18 | 新進 |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | −7−77.8% | 減碼 |
| Bell Investment Advisors, Inc | 5 | $0 | 0.00% | +5 | 新進 |
| GEM Realty Capital | 0 | $0 | 0.00% | −114,536−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −71,404−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −56,234−100.0% | 清倉 |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −25,154−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −23,620−100.0% | 清倉 |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −15,697−100.0% | 清倉 |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −14,562−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,597−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −10,963−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,350−100.0% | 清倉 |
| First Foundation Advisors | 0 | $0 | 0.00% | −6,604−100.0% | 清倉 |
| Western Financial Corporation | 0 | $0 | 0.00% | −6,412−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,583−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −4,421−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,250−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,119−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −3,922−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −2,630−100.0% | 清倉 |
| Raymond James & Associates | 0 | $0 | 0.00% | −2,553−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,549−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,424−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Regions Financial Corp | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,187−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,185−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −2,159−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,025−100.0% | 清倉 |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −1,984−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,897−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −1,860−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,741−100.0% | 清倉 |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −1,713−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,698−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,659−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −1,645−100.0% | 清倉 |
| Seven Post Investment Office LP | 0 | $0 | 0.00% | −1,550−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −683−100.0% | 清倉 |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −533−100.0% | 清倉 |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −285−100.0% | 清倉 |
| James Investment Research Inc | 0 | $0 | 0.00% | −265−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −105−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −74−100.0% | 清倉 |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | 本季未申報 |
| Lyon Street Capital, LLC | – | – | – | – | 本季未申報 |
| Meristem Family Wealth, LLC | – | – | – | – | 本季未申報 |
| SJS Investment Consulting Inc. | – | – | – | – | 本季未申報 |
