| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $1,000 | 0.00% | +1+2.0% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 30 | $1,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 35 | $1,000 | 0.00% | +9+34.6% | 加碼 |
| Focused Wealth Management, Inc | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Financial Avengers, Inc. | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 17 | $1,000 | 0.00% | +14+466.7% | 加碼 |
| HM Payson & Co | 19 | $1,000 | 0.00% | +19 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 30 | $1,000 | 0.00% | +30 | 新進 |
| Disciplined Investments, LLC | 30 | $1,000 | 0.00% | +30 | 新進 |
| Red Tortoise LLC | 115 | $1,000 | 0.00% | +115 | 新進 |
| Sugarloaf Wealth Management, LLC | 12 | $0 | 0.00% | −100−89.3% | 減碼 |
| Asset Dedication, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 10 | $0 | 0.00% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 4 | $0 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| RVW Wealth, LLC | 5,832 | $0 | 0.00% | +1,055+22.1% | 加碼 |
| Carolina Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Firestone Capital Management | 5 | $0 | 0.00% | 00.0% | 不變 |
| Resources Management Corp | 2 | $0 | 0.00% | +2 | 新進 |
| Eaton Vance Management | 1,016 | $0 | 0.00% | +1,016 | 新進 |
| Vectors Research Management, LLC | 6 | $0 | 0.00% | +6 | 新進 |
| Kowal Investment Group, LLC | 6 | $0 | 0.00% | +6 | 新進 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −250,050−100.0% | 清倉 |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −220,000−100.0% | 清倉 |
| Altai Capital Management, L.P. | 0 | $0 | 0.00% | −62,512−100.0% | 清倉 |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −83,933−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −81,083−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −35,609−100.0% | 清倉 |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −19,200−100.0% | 清倉 |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −16,800−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,731−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −16,275−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −8,431−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −7,547−100.0% | 清倉 |
| Comerica Bank | 0 | $0 | 0.00% | −12,473−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −7,392−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −7,205−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −7,130−100.0% | 清倉 |
| Benedetti & Gucer, Inc. | 0 | $0 | 0.00% | −6,405−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −6,200−100.0% | 清倉 |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −5,406−100.0% | 清倉 |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −5,229−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −5,150−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −4,990−100.0% | 清倉 |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −4,722−100.0% | 清倉 |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,605−100.0% | 清倉 |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −4,963−100.0% | 清倉 |
| Sepio Capital, LP | 0 | $0 | 0.00% | −4,432−100.0% | 清倉 |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −4,442−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −4,317−100.0% | 清倉 |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −4,180−100.0% | 清倉 |
| Golden Green, Inc. | 0 | $0 | 0.00% | −3,870−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,550−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −3,526−100.0% | 清倉 |
| CRA Financial Services, LLC | 0 | $0 | 0.00% | −3,534−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −2,420−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −51,106−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,283−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,051−100.0% | 清倉 |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1,025−100.0% | 清倉 |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −843−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −661−100.0% | 清倉 |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −401−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −303−100.0% | 清倉 |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Albion Financial Group | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −512−100.0% | 清倉 |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Coe Capital Management, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
