| Steward Partners Investment Advisory, LLC | 4,519 | $6.89 萬 | 0.00% | +1,995+79.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,178 | $6.40 萬 | 0.00% | −17,358−80.6% | 減碼 |
| Money Concepts Capital Corp | 4,025 | $6.13 萬 | 0.00% | +345+9.4% | 加碼 |
| Liberty One Investment Management, LLC | 3,890 | $5.93 萬 | 0.01% | +274+7.6% | 加碼 |
| Quadrant Capital Group LLC | 3,806 | $5.80 萬 | 0.01% | +2,941+340.0% | 加碼 |
| Fiduciary Alliance LLC | 2,500 | $3.81 萬 | 0.01% | +2,500 | 新進 |
| Sutton Wealth Advisors Inc. | 2,239 | $3.41 萬 | 0.01% | +2,202+5,951.4% | 加碼 |
| Lazard Asset Management LLC | 2,072 | $3.10 萬 | 0.00% | +2,072 | 新進 |
| Signaturefd, LLC | 1,960 | $2.99 萬 | 0.00% | +80+4.3% | 加碼 |
| CWM, LLC | 1,788 | $2.70 萬 | 0.00% | +97+5.7% | 加碼 |
| Anchor Investment Management, LLC | 1,750 | $2.67 萬 | 0.00% | 00.0% | 不變 |
| Guinness Atkinson Asset Management Inc | 1,593 | $2.43 萬 | 0.02% | −177−10.0% | 減碼 |
| National Bank of Canada | 1,400 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 1,273 | $1.94 萬 | 0.00% | −50−3.8% | 減碼 |
| Parkside Financial Bank & Trust | 1,092 | $1.66 萬 | 0.00% | −645−37.1% | 減碼 |
| Colonial Trust Co | 1,000 | $1.52 萬 | 0.00% | +1,000 | 新進 |
| FNY Investment Advisers, LLC | 1,000 | $1.50 萬 | 0.02% | −1,000−50.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 946 | $1.40 萬 | 0.00% | −1,397−59.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 885 | $1.35 萬 | 0.00% | +885 | 新進 |
| IFP Advisors, Inc | 4,895 | $1.10 萬 | 0.00% | −1,992−28.9% | 減碼 |
| Fifth Third Bancorp | 645 | $9,830 | 0.00% | −279−30.2% | 減碼 |
| McIlrath & Eck, LLC | 510 | $7,772 | 0.00% | −470−48.0% | 減碼 |
| Cypress Capital Management LLC (WY) | 495 | $7,544 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 437 | $6,660 | 0.00% | +51+13.2% | 加碼 |
| TD Waterhouse Canada Inc. | 415 | $6,233 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 397 | $6,050 | 0.00% | +266+203.1% | 加碼 |
| Banque Cantonale Vaudoise | 419 | $6,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 310 | $4,724 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 307 | $4,679 | 0.00% | +237+338.6% | 加碼 |
| TCI Wealth Advisors, Inc. | 304 | $4,633 | 0.00% | −29−8.7% | 減碼 |
| Accurate Wealth Management, LLC | 270 | $4,447 | 0.00% | +270 | 新進 |
| McElhenny Sheffield Capital Management, LLC | 270 | $4,115 | 0.00% | +270 | 新進 |
| Hollencrest Capital Management | 210 | $3,200 | 0.00% | +210 | 新進 |
| Optimum Investment Advisors | 200 | $3,048 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 200 | $3,048 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 154 | $2,347 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 137 | $2,088 | 0.00% | −217−61.3% | 減碼 |
| Tyler-Stone Wealth Management | 130 | $2,000 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 157 | $2,000 | 0.00% | +113+256.8% | 加碼 |
| Federated Hermes, Inc. | 122 | $1,859 | 0.00% | −124,541−99.9% | 減碼 |
| Worth Asset Management, LLC | 100 | $1,524 | 0.00% | −360−78.3% | 減碼 |
| Proequities, Inc. | 100 | $1,524 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 89 | $1,356 | 0.00% | +71+394.4% | 加碼 |
| Massmutual Trust Co FSB | 76 | $1,000 | 0.00% | −119−61.0% | 減碼 |
| Spire Wealth Management | 98 | $1,000 | 0.00% | +24+32.4% | 加碼 |
| City State Bank | 70 | $1,000 | 0.00% | +70 | 新進 |
| Farmers & Merchants Investments Inc | 58 | $884 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 50 | $762 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 46 | $701 | 0.00% | +30+187.5% | 加碼 |
| Versant Capital Management, Inc | 44 | $671 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 40 | $610 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 30 | $457 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 30 | $457 | 0.00% | +30 | 新進 |
| Armstrong Advisory Group, Inc | 26 | $396 | 0.00% | +26 | 新進 |
| NewSquare Capital LLC | 20 | $305 | 0.00% | +20 | 新進 |
| Farther Finance Advisors, LLC | 16 | $248 | 0.00% | +16 | 新進 |
| Sofos Investments, Inc. | 15 | $153 | 0.00% | +15 | 新進 |
| Berkshire Capital Holdings Inc | 10 | $152 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 5 | $74 | 0.00% | +5 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 2 | $30 | 0.00% | −18−90.0% | 減碼 |
| Sound Income Strategies, LLC | 1 | $15 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 30 | $0 | 0.00% | −439−93.6% | 減碼 |
| Capital Advisors, Ltd. LLC | 30 | $0 | 0.00% | +20+200.0% | 加碼 |
| HBC Financial Services, PLLC | 40 | $0 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $0 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 40 | $0 | 0.00% | +40 | 新進 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −775,994−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −204,081−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −69,253−100.0% | 清倉 |
| Freemont Management S.A. | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −40,428−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −37,365−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −28,679−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −26,314−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −18,005−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,128−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,341−100.0% | 清倉 |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,846−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,076−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −4,490−100.0% | 清倉 |
| Spence Asset Management | 0 | $0 | 0.00% | −3,929−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,703−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −620−100.0% | 清倉 |
| Guardian Wealth Management, Inc. | 0 | $0 | 0.00% | −580−100.0% | 清倉 |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
