| Savvy Advisors, Inc. | 15,000 | $1.34 萬 | 0.01% | +15,000 | 新進 |
| HRT Financial LP | 15,257 | $1.30 萬 | 0.00% | +15,257 | 新進 |
| Bank of Montreal | 12,142 | $1.29 萬 | 0.00% | −806,128−98.5% | 減碼 |
| US Bancorp | 14,054 | $1.25 萬 | 0.00% | −500−3.4% | 減碼 |
| Gibraltar Capital Management, Inc. | 14,000 | $1.25 萬 | 0.01% | +1,500+12.0% | 加碼 |
| Briaud Financial Planning, Inc | 12,612 | $1.20 萬 | 0.01% | +12,612 | 新進 |
| DCF Advisers, LLC | 13,290 | $1.18 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 13,255 | $1.18 萬 | 0.00% | −400−2.9% | 減碼 |
| Western Wealth Management, LLC | 13,100 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| SkyOak Wealth, LLC | 13,000 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| Sage Capital Management, LLC | 13,000 | $1.16 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 12,409 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 12,148 | $1.08 萬 | 0.00% | +12,148 | 新進 |
| Tower Research Capital LLC (TRC) | 11,797 | $1.05 萬 | 0.00% | −503−4.1% | 減碼 |
| Second Line Capital, LLC | 11,748 | $1.05 萬 | 0.00% | −900−7.1% | 減碼 |
| Larson Financial Group LLC | 11,445 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Rathbone Brothers plc | 11,400 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Credit Suisse AG | 11,367 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 11,318 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 10,300 | $9,175 | 0.00% | −826−7.4% | 減碼 |
| Winthrop Advisory Group LLC | 10,255 | $9,135 | 0.00% | 00.0% | 不變 |
| Archetype Wealth Partners | 10,000 | $9,000 | 0.00% | 00.0% | 不變 |
| Executive Wealth Management, LLC | 10,150 | $8,952 | 0.00% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 10,000 | $8,908 | 0.00% | 00.0% | 不變 |
| Masso Torrence Wealth Management Inc. | 10,000 | $8,908 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 9,978 | $8,880 | 0.00% | −32,997−76.8% | 減碼 |
| Barclays PLC | 9,500 | $8,463 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 8,000 | $7,126 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 7,914 | $7,047 | 0.00% | +3,776+91.3% | 加碼 |
| Sunbelt Securities, Inc. | 7,780 | $6,930 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 7,165 | $6,384 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,290 | $4,712 | 0.00% | +290+5.8% | 加碼 |
| HighMark Wealth Management LLC | 5,000 | $4,454 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 5,000 | $4,454 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 3,590 | $3,000 | 0.00% | −438−10.9% | 減碼 |
| Global Retirement Partners, LLC | 3,313 | $2,951 | 0.00% | +300+10.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,695 | $2,377 | 0.00% | +2,695 | 新進 |
| Spire Wealth Management | 2,502 | $2,227 | 0.00% | +2+0.1% | 加碼 |
| GWM Advisors LLC | 2,300 | $2,049 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,425 | $2,000 | 0.00% | −4,200−63.4% | 減碼 |
| Ogorek Anthony Joseph | 2,750 | $2,000 | 0.00% | +2,750 | 新進 |
| Ameliora Wealth Management Ltd. | 2,000 | $1,782 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,965 | $1,750 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,650 | $1,470 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,592 | $1,418 | 0.00% | 00.0% | 不變 |
| Halpern Financial, Inc. | 1,292 | $1,370 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1,429 | $1,273 | 0.00% | −5,552−79.5% | 減碼 |
| Qube Research & Technologies Ltd | 1,257 | $1,120 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 1,225 | $1,091 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 1,200 | $1,023 | 0.00% | −2,000−62.5% | 減碼 |
| Resources Management Corp | 1,200 | $1,000 | 0.00% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 1,336 | $1,000 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,000 | $891 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 990 | $882 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 729 | $649 | 0.00% | +183+33.5% | 加碼 |
| CoreCap Advisors, LLC | 700 | $624 | 0.00% | +700 | 新進 |
| Cassady Schiller Wealth Management, LLC | 490 | $436 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 410 | $365 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 404 | $356 | 0.00% | +404 | 新進 |
| Parallel Advisors, LLC | 200 | $178 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 200 | $178 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 188 | $167 | 0.00% | +188 | 新進 |
| Creative Capital Management Investments LLC | 185 | $165 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 161 | $143 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 150 | $134 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 144 | $128 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 100 | $90 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 83 | $74 | 0.00% | +83 | 新進 |
| Rise Advisors, LLC | 50 | $45 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $44 | 0.00% | 00.0% | 不變 |
| Caitlin John, LLC | 45 | $40 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 1 | $1 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 580 | $0 | 0.00% | −27,133−97.9% | 減碼 |
| Centerpoint Advisors, LLC | 100 | $0 | 0.00% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −985,783−100.0% | 清倉 |
| Anson Funds Management LP | 0 | $0 | 0.00% | −865,912−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −675,203−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −230,053−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −153,804−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −133,984−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −57,702−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −56,302−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −40,012−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −34,000−100.0% | 清倉 |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Providence Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −23,000−100.0% | 清倉 |
| Trellis Wealth Advisors LLC | 0 | $0 | 0.00% | −22,336−100.0% | 清倉 |
| Invst, LLC | 0 | $0 | 0.00% | −11,500−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,335−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,312−100.0% | 清倉 |
| Court Place Advisors, LLC | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,050−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −10,925−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,855−100.0% | 清倉 |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,740−100.0% | 清倉 |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −212−100.0% | 清倉 |
| Sawtooth Solutions, LLC | – | – | – | – | 本季未申報 |
| Baystate Wealth Management LLC | – | – | – | – | 本季未申報 |
