| Cerity Partners LLC | 15,653 | $21.9 萬 | 0.00% | −2,250−12.6% | 減碼 |
| Jefferies Financial Group Inc. | 14,380 | $20.3 萬 | 0.00% | −872−5.7% | 減碼 |
| Creative Planning | 13,645 | $19.1 萬 | 0.00% | −1,628−10.7% | 減碼 |
| SBI Securities Co., Ltd. | 12,973 | $18.1 萬 | 0.00% | +1,776+15.9% | 加碼 |
| Savant Capital, LLC | 12,945 | $18.1 萬 | 0.00% | +12,945 | 新進 |
| Naviter Wealth, LLC | 12,711 | $17.8 萬 | 0.02% | +12,711 | 新進 |
| CSS LLC | 12,540 | $17.5 萬 | 0.01% | −1,800−12.6% | 減碼 |
| Cetera Investment Advisers | 12,361 | $17.3 萬 | 0.00% | +845+7.3% | 加碼 |
| Prelude Capital Management, LLC | 11,901 | $16.6 萬 | 0.01% | −68,473−85.2% | 減碼 |
| Commerce Bank | 11,157 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 11,077 | $15.5 萬 | 0.00% | −4,532−29.0% | 減碼 |
| Russell Investments Group, Ltd. | 10,602 | $14.8 萬 | 0.00% | +1,052+11.0% | 加碼 |
| Sage Investment Counsel LLC | 10,000 | $14.0 萬 | 0.14% | 00.0% | 不變 |
| Intesa Sanpaolo Wealth Management | 6,850 | $9.68 萬 | 0.02% | +6,850 | 新進 |
| Steward Partners Investment Advisory, LLC | 5,965 | $8.35 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 5,110 | $7.24 萬 | 0.00% | −41−0.8% | 減碼 |
| Signaturefd, LLC | 4,684 | $6.55 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 3,164 | $4.43 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 2,966 | $4.15 萬 | 0.00% | −36,943−92.6% | 減碼 |
| Hallmark Capital Management Inc | 2,565 | $3.62 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,454 | $3.43 萬 | 0.00% | −722−22.7% | 減碼 |
| Larson Financial Group LLC | 2,172 | $3.04 萬 | 0.00% | +39+1.8% | 加碼 |
| Jones Financial Companies LLLP | 1,830 | $2.58 萬 | 0.00% | −90−4.7% | 減碼 |
| Harbour Investments, Inc. | 1,744 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,133 | $1.59 萬 | 0.00% | +115+11.3% | 加碼 |
| Armstrong Advisory Group, Inc | 1,045 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,032 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 1,023 | $1.43 萬 | 0.01% | −204−16.6% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 1,000 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 727 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 707 | $9,891 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 663 | $9,278 | 0.00% | +627+1,741.7% | 加碼 |
| Farther Finance Advisors, LLC | 637 | $8,912 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 623 | $8,716 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 620 | $8,674 | 0.00% | −1,236−66.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 403 | $5,638 | 0.00% | −5−1.2% | 減碼 |
| Torren Management, LLC | 399 | $5,582 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 348 | $4,869 | 0.00% | +215+161.7% | 加碼 |
| Gill Capital Partners, LLC | 318 | $4,449 | 0.00% | 00.0% | 不變 |
| Silver Grove Financial Group, Inc. | 286 | $4,001 | 0.00% | +286 | 新進 |
| Fourth Dimension Wealth, LLC | 285 | $3,987 | 0.00% | 00.0% | 不變 |
| Luminist Capital LLC | 250 | $3,498 | 0.00% | +250 | 新進 |
| Bell Investment Advisors, Inc | 234 | $3,274 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 213 | $2,980 | 0.00% | +213 | 新進 |
| Trium Capital LLP | 206 | $2,882 | 0.00% | +103+100.0% | 加碼 |
| US Bancorp | 193 | $2,700 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 190 | $2,658 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 190 | $2,658 | 0.00% | 00.0% | 不變 |
| Sankala Group LLC | 148 | $2,586 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 167 | $2,337 | 0.00% | 00.0% | 不變 |
| Hoese & Co LLP | 152 | $2,126 | 0.00% | +152 | 新進 |
| Johnson Financial Group, Inc. | 129 | $1,805 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 126 | $1,763 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 123 | $1,721 | 0.00% | +123 | 新進 |
| Ameritas Advisory Services, LLC | 110 | $1,539 | 0.00% | +110 | 新進 |
| City State Bank | 100 | $1,416 | 0.00% | 00.0% | 不變 |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $1,399 | 0.00% | 00.0% | 不變 |
| Vision Financial Markets LLC | 97 | $1,363 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 94 | $1,316 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 106 | $1,000 | 0.00% | +38+55.9% | 加碼 |
| Cornerstone Financial Management LLC | 40 | $560 | 0.00% | −37−48.1% | 減碼 |
| Caitong International Asset Management Co., Ltd | 38 | $532 | 0.00% | −11,721−99.7% | 減碼 |
| Parallel Advisors, LLC | 22 | $308 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 15 | $210 | 0.00% | 00.0% | 不變 |
| Buck Wealth Strategies, LLC | 7 | $98 | 0.00% | +7 | 新進 |
| SRS Capital Advisors, Inc. | 4 | $56 | 0.00% | −30−88.2% | 減碼 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −643,861−100.0% | 清倉 |
| Oceanic Investment Management LTD | 0 | $0 | 0.00% | −564,868−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −520,567−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −380,147−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −360,495−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −49,312−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −36,275−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −28,847−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −28,176−100.0% | 清倉 |
| State Street Corp | 0 | $0 | 0.00% | −23,724−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −12,473−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −10,324−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,787−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,909−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −3,481−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −997−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −461−100.0% | 清倉 |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −290−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −221−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −152−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| McIlrath & Eck, LLC | – | – | – | – | 本季未申報 |