| Confluence Investment Management LLC | 12,540 | $31.6 萬 | 0.00% | +390+3.2% | 加碼 |
| Jain Global LLC | 12,336 | $31.0 萬 | 0.00% | +12,336 | 新進 |
| Brinker Capital Investments, LLC | 12,132 | $30.5 萬 | 0.00% | +2,357+24.1% | 加碼 |
| Lester Murray Antman dba SimplyRich | 11,140 | $28.0 萬 | 0.07% | +11,140 | 新進 |
| Systematic Alpha Investments, LLC | 10,700 | $26.9 萬 | 0.01% | +10,700 | 新進 |
| Panagora Asset Management Inc | 10,645 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 10,595 | $26.7 萬 | 0.06% | +10,595 | 新進 |
| MML Investors Services, LLC | 10,530 | $26.5 萬 | 0.00% | +10,530 | 新進 |
| SmartHarvest Portfolios, LLC | 10,399 | $26.2 萬 | 0.11% | +10,399 | 新進 |
| Ieq Capital, LLC | 10,168 | $25.6 萬 | 0.00% | +467+4.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 9,989 | $25.5 萬 | 0.01% | −617−5.8% | 減碼 |
| Yousif Capital Management, LLC | 9,504 | $23.9 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 9,188 | $23.1 萬 | 0.00% | +9,188 | 新進 |
| Syon Capital LLC | 8,945 | $22.5 萬 | 0.01% | +8,945 | 新進 |
| FMR LLC | 8,916 | $22.4 萬 | 0.00% | +1,246+16.2% | 加碼 |
| Merit Financial Group, LLC | 8,821 | $22.2 萬 | 0.00% | +8,821 | 新進 |
| EverSource Wealth Advisors, LLC | 8,729 | $22.0 萬 | 0.01% | +3,045+53.6% | 加碼 |
| PDS Planning, Inc | 8,566 | $21.6 萬 | 0.01% | +8,566 | 新進 |
| Cetera Investment Advisers | 8,419 | $21.2 萬 | 0.00% | +8,419 | 新進 |
| TD Private Client Wealth LLC | 7,643 | $19.2 萬 | 0.00% | +6,922+960.1% | 加碼 |
| Simplex Trading, LLC | 6,754 | $17.0 萬 | 0.01% | +6,190+1,097.5% | 加碼 |
| Quantbot Technologies LP | 5,587 | $14.1 萬 | 0.01% | +4,312+338.2% | 加碼 |
| Parallel Advisors, LLC | 5,276 | $13.3 萬 | 0.00% | +1,946+58.4% | 加碼 |
| Wells Fargo & Company | 3,916 | $9.86 萬 | 0.00% | +1,965+100.7% | 加碼 |
| Signaturefd, LLC | 3,491 | $8.79 萬 | 0.00% | +798+29.6% | 加碼 |
| Larson Financial Group LLC | 2,699 | $6.79 萬 | 0.00% | +1,386+105.6% | 加碼 |
| CWM, LLC | 2,598 | $6.54 萬 | 0.00% | +180+7.4% | 加碼 |
| Eurizon Capital SGR S.p.A. | 2,587 | $6.51 萬 | 0.00% | +2,587 | 新進 |
| Huntington National Bank | 2,551 | $6.42 萬 | 0.00% | −379−12.9% | 減碼 |
| Allworth Financial LP | 2,469 | $6.21 萬 | 0.00% | +1,109+81.5% | 加碼 |
| JPMorgan Chase & Co | 2,263 | $5.50 萬 | 0.00% | −515,221−99.6% | 減碼 |
| Smartleaf Asset Management LLC | 2,246 | $5.46 萬 | 0.00% | +31+1.4% | 加碼 |
| Rockefeller Capital Management L.P. | 2,160 | $5.44 萬 | 0.00% | +2,150+21,500.0% | 加碼 |
| Advisor Group Holdings, Inc. | 2,120 | $5.34 萬 | 0.00% | +317+17.6% | 加碼 |
| First Command Advisory Services, Inc. | 1,895 | $4.77 萬 | 0.00% | +1,895 | 新進 |
| Atlas Capital Advisors LLC | 1,675 | $4.22 萬 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 1,584 | $3.99 萬 | 0.01% | +22+1.4% | 加碼 |
| Farther Finance Advisors, LLC | 1,225 | $3.04 萬 | 0.00% | +148+13.7% | 加碼 |
| Rhumbline Advisers | 849 | $2.14 萬 | 0.00% | −406−32.4% | 減碼 |
| Optiver Holding B.V. | 635 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 512 | $1.29 萬 | 0.00% | +382+293.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 507 | $1.28 萬 | 0.00% | −1−0.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 398 | $1.00 萬 | 0.00% | +398 | 新進 |
| UBS Asset Management Americas Inc | 394 | $9,917 | 0.00% | +281+248.7% | 加碼 |
| Financial Consulate, Inc | 394 | $9,917 | 0.00% | +394 | 新進 |
| First Horizon Corp | 388 | $9,766 | 0.00% | −236−37.8% | 減碼 |
| Spire Wealth Management | 350 | $8,810 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 258 | $6,494 | 0.00% | +103+66.5% | 加碼 |
| Ronald Blue Trust, Inc. | 196 | $4,934 | 0.00% | +20+11.4% | 加碼 |
| Transamerica Financial Advisors, Inc. | 196 | $4,933 | 0.00% | +188+2,350.0% | 加碼 |
| JFS Wealth Advisors, LLC | 187 | $4,707 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 157 | $3,952 | 0.00% | +30+23.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 155 | $3,902 | 0.00% | −52−25.1% | 減碼 |
| Crewe Advisors LLC | 149 | $3,751 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 118 | $2,970 | 0.00% | +33+38.8% | 加碼 |
| Bell Investment Advisors, Inc | 116 | $2,920 | 0.00% | +37+46.8% | 加碼 |
| Stone House Investment Management, LLC | 113 | $2,844 | 0.00% | +83+276.7% | 加碼 |
| MidFirst Bank | 111 | $2,794 | 0.00% | −391−77.9% | 減碼 |
| UMA Financial Services, Inc. | 103 | $2,593 | 0.00% | −37−26.4% | 減碼 |
| WealthCollab, LLC | 99 | $2,492 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 87 | $2,190 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 83 | $2,090 | 0.00% | +21+33.9% | 加碼 |
| Versant Capital Management, Inc | 81 | $2,039 | 0.00% | +81 | 新進 |
| Leonteq Securities AG | 71 | $1,787 | 0.00% | −1,367−95.1% | 減碼 |
| IMA Wealth, Inc. | 71 | $1,787 | 0.00% | +71 | 新進 |
| SHP Wealth Management | 68 | $1,711 | 0.00% | +68 | 新進 |
| Horizon Investments, LLC | 68 | $1,684 | 0.00% | +68 | 新進 |
| TD Waterhouse Canada Inc. | 61 | $1,511 | 0.00% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 59 | $1,486 | 0.00% | +59 | 新進 |
| Advisory Services Network, LLC | 59 | $1,485 | 0.00% | +59 | 新進 |
| Rossby Financial, LCC | 43 | $1,066 | 0.00% | +41+2,050.0% | 加碼 |
| NBC Securities, Inc. | 31 | $780 | 0.00% | −16−34.0% | 減碼 |
| Jones Financial Companies LLLP | 32 | $770 | 0.00% | +32 | 新進 |
| Root Financial Partners, LLC | 23 | $579 | 0.00% | +23 | 新進 |
| Ares Financial Consulting, LLC | 23 | $570 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 18 | $453 | 0.00% | 00.0% | 不變 |
| Himension Fund | 16 | $403 | 0.00% | +16 | 新進 |
| Abound Wealth Management | 7 | $177 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 14 | $0 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −332,373−100.0% | 清倉 |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −191,700−100.0% | 清倉 |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −136,924−100.0% | 清倉 |
| Matthews International Capital Management LLC | 0 | $0 | 0.00% | −70,800−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −34,468−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −33,153−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −28,704−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −24,400−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,840−100.0% | 清倉 |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −13,670−100.0% | 清倉 |
| Oakmont Investment Advisors, Inc. | 0 | $0 | 0.00% | −11,253−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,632−100.0% | 清倉 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −10,572−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −10,441−100.0% | 清倉 |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −10,397−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −3,480−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,544−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2,020−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |