| Advisor Group Holdings, Inc. | 28,630 | $64.0 萬 | 0.00% | +5,454+23.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 28,000 | $62.6 萬 | 0.01% | −40,600−59.2% | 減碼 |
| GraniteShares Advisors LLC | 27,254 | $60.9 萬 | 0.50% | +27,254 | 新進 |
| Madison Wealth Management | 25,260 | $56.5 萬 | 0.13% | +25,260 | 新進 |
| Greenland Capital Management LP | 25,000 | $55.9 萬 | 0.10% | +25,000 | 新進 |
| Stratos Wealth Partners, LTD. | 24,920 | $55.7 萬 | 0.01% | +2,005+8.7% | 加碼 |
| ExodusPoint Capital Management, LP | 23,300 | $52.1 萬 | 0.01% | +23,300 | 新進 |
| Envestnet Asset Management Inc | 23,085 | $51.6 萬 | 0.00% | +6,413+38.5% | 加碼 |
| Pasadena Private Wealth, LLC | 22,696 | $50.7 萬 | 0.16% | +22,696 | 新進 |
| North Star Investment Management Corp. | 21,360 | $47.7 萬 | 0.04% | −1,695−7.4% | 減碼 |
| Next Capital Management LLC | 20,635 | $46.1 萬 | 0.25% | +1,825+9.7% | 加碼 |
| Integrated Advisors Network LLC | 20,583 | $46.0 萬 | 0.03% | +5,571+37.1% | 加碼 |
| Bank of New York Mellon Corp | 20,323 | $45.4 萬 | 0.00% | +6,685+49.0% | 加碼 |
| PVG Asset Management Corp | 20,133 | $45.0 萬 | 1.99% | +4,920+32.3% | 加碼 |
| Chicago Partners Investment Group LLC | 17,814 | $43.9 萬 | 0.03% | +2,000+12.6% | 加碼 |
| Blair William & Co | 18,972 | $42.4 萬 | 0.00% | +610+3.3% | 加碼 |
| Cetera Investment Advisers | 18,092 | $40.4 萬 | 0.00% | +5,905+48.5% | 加碼 |
| Allie Family Office LLC | 18,049 | $40.3 萬 | 0.33% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 16,743 | $37.4 萬 | 0.04% | +16,743 | 新進 |
| Keybank National Association | 16,266 | $36.4 萬 | 0.00% | 00.0% | 不變 |
| RVW Wealth, LLC | 15,637 | $34.9 萬 | 0.04% | +15,637 | 新進 |
| Anfield Capital Management, LLC | 14,135 | $33.1 萬 | 0.16% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 14,791 | $33.1 萬 | 0.01% | +14,791 | 新進 |
| Brown Advisory Inc | 14,780 | $33.0 萬 | 0.00% | +14,780 | 新進 |
| Janney Montgomery Scott LLC | 14,413 | $32.2 萬 | 0.00% | +14,413 | 新進 |
| Regent Peak Wealth Advisors LLC | 14,396 | $32.2 萬 | 0.11% | +10.0% | 加碼 |
| All Season Financial Advisors, Inc. | 14,343 | $32.1 萬 | 0.28% | +14,343 | 新進 |
| UMA Financial Services, Inc. | 13,406 | $31.3 萬 | 0.08% | +13,406 | 新進 |
| Deutsche Bank AG | 13,436 | $30.0 萬 | 0.00% | −1,392−9.4% | 減碼 |
| DFPG Investments, LLC | 12,680 | $29.7 萬 | 0.05% | +12,680 | 新進 |
| Steward Partners Investment Advisory, LLC | 12,503 | $27.9 萬 | 0.00% | +6,130+96.2% | 加碼 |
| Wellington Shields & Co., LLC | 12,284 | $27.5 萬 | 0.06% | +400+3.4% | 加碼 |
| Avantax Advisory Services, Inc. | 12,207 | $27.3 萬 | 0.00% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 11,561 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 11,861 | $26.5 萬 | 0.06% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 11,178 | $25.0 萬 | 0.03% | +11,178 | 新進 |
| Eagle Global Advisors LLC | 11,030 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Diligent Investors, LLC | 10,102 | $22.6 萬 | 0.07% | +20.0% | 加碼 |
| Activest Wealth Management | 10,027 | $22.4 萬 | 0.07% | 00.0% | 不變 |
| Cerity Partners LLC | 10,027 | $22.4 萬 | 0.00% | +10,027 | 新進 |
| Harbour Capital Advisors, LLC | 9,883 | $22.1 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 8,895 | $19.9 萬 | 0.08% | +8,895 | 新進 |
| Advisory Services Network, LLC | 7,831 | $17.5 萬 | 0.01% | +7,831 | 新進 |
| BlackRock Inc. | 7,798 | $17.4 萬 | 0.00% | +216+2.8% | 加碼 |
| Register Financial Advisors LLC | 5,350 | $12.0 萬 | 0.08% | +5,350 | 新進 |
| Wellington Shields Capital Management, LLC | 5,250 | $11.7 萬 | 0.01% | −1,600−23.4% | 減碼 |
| Virtus ETF Advisers LLC | 5,029 | $11.2 萬 | 0.06% | +353+7.5% | 加碼 |
| Clearstead Advisors, LLC | 3,218 | $7.19 萬 | 0.01% | +3+0.1% | 加碼 |
| Sutton Wealth Advisors Inc. | 2,911 | $6.51 萬 | 0.02% | +28+1.0% | 加碼 |
| Quarry LP | 2,845 | $6.36 萬 | 0.07% | +2,845 | 新進 |
| US Bancorp | 2,383 | $5.33 萬 | 0.00% | +385+19.3% | 加碼 |
| Harbour Investments, Inc. | 1,465 | $3.27 萬 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 1,004 | $2.24 萬 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 425 | $9,499 | 0.00% | +425 | 新進 |
| Hexagon Capital Partners LLC | 363 | $8,113 | 0.00% | +363 | 新進 |
| Proequities, Inc. | 200 | $4,590 | 0.00% | +200 | 新進 |
| Ancora Advisors, LLC | 200 | $4,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 146 | $4,000 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 108 | $2,406 | 0.00% | +108 | 新進 |
| Retirement Group, LLC | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 89 | $2,000 | 0.00% | +89 | 新進 |
| Evermay Wealth Management LLC | 2 | $46 | 0.00% | +2 | 新進 |
| BigSur Wealth Management LLC | 0 | $0 | 0.00% | −298,550−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −71,593−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −25,479−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −24,000−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,856−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −19,843−100.0% | 清倉 |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −16,572−100.0% | 清倉 |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −15,685−100.0% | 清倉 |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −14,487−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −11,557−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −10,098−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −8,982−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −3,963−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −3,963−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,272−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,257−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −911−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −484−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Shikiar Asset Management Inc | – | – | – | – | 本季未申報 |
| Surevest, LLC | – | – | – | – | 本季未申報 |
| Cornerstone Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Regentatlantic Capital LLC | – | – | – | – | 本季未申報 |
| Round Table Services, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
