| Provenance Wealth Advisors, LLC | 500 | $2.24 萬 | 0.00% | +500 | 新進 |
| Geneos Wealth Management Inc. | 480 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 466 | $2.09 萬 | 0.00% | −27−5.5% | 減碼 |
| Pacer Advisors, Inc. | 441 | $1.98 萬 | 0.00% | −22−4.8% | 減碼 |
| Allworth Financial LP | 437 | $1.96 萬 | 0.00% | +5+1.2% | 加碼 |
| Riverview Trust Co | 419 | $1.88 萬 | 0.02% | 00.0% | 不變 |
| Manchester Capital Management LLC | 393 | $1.76 萬 | 0.00% | +215+120.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 358 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 348 | $1.56 萬 | 0.00% | −47−11.9% | 減碼 |
| Deutsche Bank AG | 334 | $1.50 萬 | 0.00% | −3,532−91.4% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 300 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 282 | $1.26 萬 | 0.00% | +9+3.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 277 | $1.24 萬 | 0.00% | −175−38.7% | 減碼 |
| Concord Wealth Partners | 268 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 260 | $1.16 萬 | 0.00% | +260 | 新進 |
| TD Capital Management LLC | 247 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 221 | $9,899 | 0.00% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 217 | $9,719 | 0.01% | −44−16.9% | 減碼 |
| Raleigh Capital Management Inc. | 209 | $9,361 | 0.00% | +209 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 200 | $8,958 | 0.01% | 00.0% | 不變 |
| Founders Capital Management | 191 | $8,555 | 0.01% | 00.0% | 不變 |
| National Bank of Canada | 189 | $8,386 | 0.00% | −17−8.3% | 減碼 |
| FNY Investment Advisers, LLC | 200 | $8,000 | 0.00% | +30+17.6% | 加碼 |
| Perkins Coie Trust Co | 175 | $7,838 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 150 | $6,719 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 130 | $5,823 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 125 | $5,599 | 0.00% | +118+1,685.7% | 加碼 |
| Proequities, Inc. | 124 | $5,553 | 0.00% | +124 | 新進 |
| Private Trust Co NA | 120 | $5,375 | 0.00% | +120 | 新進 |
| Spire Wealth Management | 100 | $4,479 | 0.00% | −4−3.8% | 減碼 |
| HBC Financial Services, PLLC | 100 | $4,000 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 85 | $4,000 | 0.00% | +6+7.6% | 加碼 |
| Fifth Third Bancorp | 88 | $3,942 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 64 | $2,867 | 0.00% | −17−21.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 60 | $2,687 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 55 | $2,464 | 0.00% | +1+1.9% | 加碼 |
| Farther Finance Advisors, LLC | 51 | $2,284 | 0.00% | +41+410.0% | 加碼 |
| Stonebridge Capital Advisors LLC | 45 | $2,016 | 0.00% | +45 | 新進 |
| Fortis Group Advisors, LLC | 41 | $1,836 | 0.00% | +41 | 新進 |
| Bourgeon Capital Management LLC | 32 | $1,434 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 29 | $1,298 | 0.00% | +29 | 新進 |
| Glassman Wealth Services | 26 | $1,165 | 0.00% | 00.0% | 不變 |
| Authentikos Wealth Advisory, LLC | 26 | $1,165 | 0.00% | +26 | 新進 |
| PayPay Securities Corp | 15 | $1,059 | 0.05% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 23 | $979 | 0.00% | +3+15.0% | 加碼 |
| Parkside Financial Bank & Trust | 21 | $941 | 0.00% | −251−92.3% | 減碼 |
| JFS Wealth Advisors, LLC | 19 | $852 | 0.00% | +1+5.6% | 加碼 |
| Earnest Partners LLC | 18 | $806 | 0.00% | 00.0% | 不變 |
| Berkshire Capital Holdings Inc | 10 | $462 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $447 | 0.00% | +10 | 新進 |
| St. Johns Investment Management Company, LLC | 8 | $358 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 6 | $269 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 6 | $269 | 0.00% | +1+20.0% | 加碼 |
| Rise Advisors, LLC | 5 | $224 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 1 | $45 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 1 | $45 | 0.00% | 00.0% | 不變 |
| DB Wealth Management Group, LLC | 1 | $45 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1 | $45 | 0.00% | +1 | 新進 |
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | 減碼 |
| Steward Financial Group LLC | 19 | $0 | 0.00% | +19 | 新進 |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −375,261−100.0% | 清倉 |
| Force Hill Capital Management LP | 0 | $0 | 0.00% | −255,400−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −181,517−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −160,680−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −138,869−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −92,000−100.0% | 清倉 |
| Archon Partners LLC | 0 | $0 | 0.00% | −82,100−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −71,865−100.0% | 清倉 |
| TKG Advisors, LLC | 0 | $0 | 0.00% | −71,435−100.0% | 清倉 |
| G&S Capital LLC | 0 | $0 | 0.00% | −46,103−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −40,138−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,356−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,470−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,280−100.0% | 清倉 |
| Clarius Group, LLC | 0 | $0 | 0.00% | −6,990−100.0% | 清倉 |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −6,582−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −5,600−100.0% | 清倉 |
| LPL Financial LLC | 0 | $0 | 0.00% | −5,397−100.0% | 清倉 |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −4,373−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,322−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,280−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −4,112−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −3,206−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,076−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,455−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,911−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,424−100.0% | 清倉 |
| Brown Shipley& Co Ltd | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| 25 LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| Efg Capital International Corp. | – | – | – | – | 本季未申報 |
| First Capital Advisors Group, LLC. | – | – | – | – | 本季未申報 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |