| Csenge Advisory Group | 14,612 | $3.40 萬 | 0.00% | +2,500+20.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 14,430 | $3.40 萬 | 0.00% | +14,430 | 新進 |
| Newport Wealth Strategies, Inc. | 14,200 | $3.30 萬 | 0.02% | +1,000+7.6% | 加碼 |
| Blair William & Co | 13,270 | $3.20 萬 | 0.00% | −2,656−16.7% | 減碼 |
| Fulton Breakefield Broenniman LLC | 12,750 | $3.00 萬 | 0.00% | +2,000+18.6% | 加碼 |
| IFP Advisors, Inc | 12,557 | $2.90 萬 | 0.00% | +400+3.3% | 加碼 |
| Sandy Spring Bank | 12,152 | $2.80 萬 | 0.00% | −7,272−37.4% | 減碼 |
| American Century Companies Inc | 11,940 | $2.80 萬 | 0.00% | +11,940 | 新進 |
| Squarepoint Ops LLC | 11,416 | $2.70 萬 | 0.00% | +11,416 | 新進 |
| Truist Financial Corp | 11,468 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 11,300 | $2.60 萬 | 0.00% | +11,300 | 新進 |
| IPG Investment Advisors LLC | 11,027 | $2.57 萬 | 0.01% | +470+4.5% | 加碼 |
| NorthRock Partners, LLC | 10,355 | $2.50 萬 | 0.00% | −300−2.8% | 減碼 |
| Investment Advisory Services Inc | 10,000 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 10,375 | $2.40 萬 | 0.01% | +10,375 | 新進 |
| Ameriprise Financial Inc | 10,400 | $2.40 萬 | 0.00% | +10,400 | 新進 |
| Profund Advisors LLC | 10,182 | $2.40 萬 | 0.00% | +10,182 | 新進 |
| Visionary Wealth Advisors | 10,500 | $2.40 萬 | 0.00% | +10,500 | 新進 |
| First National Trust Co | 10,000 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9,184 | $2.10 萬 | 0.00% | −60−0.6% | 減碼 |
| Private Capital Group, LLC | 6,097 | $1.50 萬 | 0.00% | +6,097 | 新進 |
| Tortoise Investment Management, LLC | 6,000 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 6,000 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Federated Hermes, Inc. | 6,152 | $1.40 萬 | 0.00% | +6,152 | 新進 |
| Pacitti Group Inc. | 5,100 | $1.20 萬 | 0.01% | −7,775−60.4% | 減碼 |
| Albion Financial Group | 4,870 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 4,539 | $1.10 萬 | 0.01% | +139+3.2% | 加碼 |
| FNY Investment Advisers, LLC | 4,000 | $9,000 | 0.00% | −37,300−90.3% | 減碼 |
| Captrust Financial Advisors | 4,053 | $9,000 | 0.00% | +19+0.5% | 加碼 |
| Sonora Investment Management, LLC | 3,500 | $8,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,150 | $8,000 | 0.00% | +150+5.0% | 加碼 |
| Kistler-Tiffany Companies, LLC | 3,275 | $8,000 | 0.00% | +3,275 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,700 | $6,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 2,500 | $6,000 | 0.00% | +2,500 | 新進 |
| The PNC Financial Services Group, Inc. | 2,395 | $5,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 2,234 | $5,000 | 0.00% | −150−6.3% | 減碼 |
| Baldrige Asset Management LLC | 2,000 | $5,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 2,000 | $5,000 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,000 | $5,000 | 0.00% | +2,000 | 新進 |
| Meeder Asset Management Inc | 2,107 | $4,000 | 0.00% | +2,107 | 新進 |
| Burleson & Company, LLC | 1,301 | $3,000 | 0.00% | +300+30.0% | 加碼 |
| Meridian Wealth Partners, LLC | 1,500 | $3,000 | 0.00% | +1,500 | 新進 |
| Harbour Investments, Inc. | 761 | $2,000 | 0.00% | −1,375−64.4% | 減碼 |
| Arrow Financial Corp | 1,000 | $2,000 | 0.00% | 00.0% | 不變 |
| American Research & Management Co. | 1,000 | $2,000 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 800 | $2,000 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1,000 | $2,000 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 1,047 | $2,000 | 0.00% | +791+309.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 720 | $2,000 | 0.00% | +720 | 新進 |
| Westside Investment Management, Inc. | 1,000 | $2,000 | 0.00% | +1,000 | 新進 |
| Banque Cantonale Vaudoise | 763 | $2,000 | 0.00% | +763 | 新進 |
| Blume Capital Management, Inc. | 500 | $1,000 | 0.00% | 00.0% | 不變 |
| Pflug Koory, LLC | 520 | $1,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 386 | $1,000 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 290 | $1,000 | 0.00% | +5+1.8% | 加碼 |
| Larson Financial Group LLC | 210 | $1,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 380 | $1,000 | 0.00% | +100+35.7% | 加碼 |
| Heritage Wealth Management, LLC | 300 | $1,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 470 | $1,000 | 0.00% | +400+571.4% | 加碼 |
| CNB Bank | 150 | $1,000 | 0.00% | +150 | 新進 |
| Pacifica Partners Inc. | 300 | $1,000 | 0.00% | +300 | 新進 |
| Laffer Tengler Investments | 100 | $233 | 0.00% | +100 | 新進 |
| Focused Wealth Management, Inc | 160 | $0 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 150 | $0 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 57 | $0 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 30 | $0 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 20 | $0 | 0.00% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 30 | $0 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 67 | $0 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 10 | $0 | 0.00% | 00.0% | 不變 |
| Belmont Capital, LLC | 100 | $0 | 0.00% | +100 | 新進 |
| Professional Financial Advisors, LLC | 84 | $0 | 0.00% | +84 | 新進 |
| Robbins Farley LLC | 120 | $0 | 0.00% | +120 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 9 | – | – | −17,003−99.9% | 減碼 |
| Activest Wealth Management | 44 | – | – | +44 | 新進 |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −163,000−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −68,055−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −43,500−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,144−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −16,821−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,292−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −11,675−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,541−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −6,200−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −5,171−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −725−100.0% | 清倉 |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −433−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Hoover Financial Advisors, Inc. | – | – | – | – | 本季未申報 |
