| Mackay Shields LLC | 21,256 | $24.2 萬 | 0.01% | −224−1.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 20,591 | $23.4 萬 | 0.00% | +300+1.5% | 加碼 |
| Capital Investment Advisors, LLC | 20,450 | $23.3 萬 | 0.01% | +1,000+5.1% | 加碼 |
| Ghe, LLC | 20,000 | $22.7 萬 | 0.18% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 20,000 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Financial Advocates Investment Management | 19,505 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| AE Wealth Management LLC | 19,175 | $21.8 萬 | 0.00% | +6,185+47.6% | 加碼 |
| EWG Elevate Inc. | 16,950 | $19.3 萬 | 0.08% | +559+3.4% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 16,620 | $18.9 萬 | 0.10% | +16,620 | 新進 |
| Csenge Advisory Group | 16,418 | $18.7 萬 | 0.01% | −698−4.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 16,000 | $18.2 萬 | 0.01% | +16,000 | 新進 |
| InterOcean Capital Group, LLC | 14,200 | $16.1 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 14,075 | $16.0 萬 | 0.02% | +14,075 | 新進 |
| Geneos Wealth Management Inc. | 14,055 | $16.0 萬 | 0.01% | −2,384−14.5% | 減碼 |
| Future Financial Wealth Managment LLC | 13,650 | $15.5 萬 | 0.17% | −1,000−6.8% | 減碼 |
| Pointe Capital Management LLC | 12,519 | $14.2 萬 | 0.10% | +14+0.1% | 加碼 |
| Ameritas Advisory Services, LLC | 12,301 | $14.1 萬 | 0.01% | −7,503−37.9% | 減碼 |
| Advisory Services Network, LLC | 12,021 | $13.7 萬 | 0.00% | +2,443+25.5% | 加碼 |
| Parkside Investments, LLC | 12,000 | $13.6 萬 | 0.03% | −185,080−93.9% | 減碼 |
| Snowden Capital Advisors LLC | 11,930 | $13.6 萬 | 0.01% | +11,930 | 新進 |
| Channel Wealth LLC | 11,735 | $13.3 萬 | 0.09% | +11,735 | 新進 |
| Mercer Global Advisors Inc | 11,681 | $13.3 萬 | 0.00% | −3,680−24.0% | 減碼 |
| Focus Financial Network, Inc. | 11,665 | $13.3 萬 | 0.01% | +1,004+9.4% | 加碼 |
| Gator Capital Management, LLC | 11,450 | $13.0 萬 | 0.10% | 00.0% | 不變 |
| TFG Advisers LLC | 11,042 | $12.6 萬 | 0.06% | +260+2.4% | 加碼 |
| WealthPLAN Partners, LLC | 10,899 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Apriem Advisors | 10,800 | $12.3 萬 | 0.02% | −1,320−10.9% | 減碼 |
| Vivaldi Capital Management, LLC | 10,100 | $11.5 萬 | 0.03% | −21,100−67.6% | 減碼 |
| IFP Advisors, Inc | 5,568 | $11.2 萬 | 0.01% | +4,042+264.9% | 加碼 |
| Clear Street Markets LLC | 8,772 | $10.0 萬 | 0.03% | +4,509+105.8% | 加碼 |
| Harbour Investments, Inc. | 7,810 | $8.88 萬 | 0.00% | −1,784−18.6% | 減碼 |
| Belpointe Asset Management LLC | 5,483 | $6.23 萬 | 0.00% | +1,507+37.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,204 | $5.92 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 5,108 | $5.81 萬 | 0.00% | +223+4.6% | 加碼 |
| Parallel Advisors, LLC | 4,900 | $5.57 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 4,720 | $5.37 萬 | 0.00% | +4,518+2,236.6% | 加碼 |
| Lindbrook Capital, LLC | 4,281 | $4.87 萬 | 0.01% | +81+1.9% | 加碼 |
| Fifth Third Bancorp | 4,000 | $4.55 萬 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 4,000 | $4.55 萬 | 0.00% | +4,000 | 新進 |
| Cary Street Partner Investment Advisory LLC | 2,950 | $3.35 萬 | 0.00% | −500−14.5% | 減碼 |
| CWM, LLC | 2,802 | $3.20 萬 | 0.00% | +75+2.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,612 | $2.97 萬 | 0.00% | −5,692−68.5% | 減碼 |
| Proequities, Inc. | 2,600 | $2.96 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,350 | $2.67 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 2,275 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 2,235 | $2.54 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,865 | $2.10 萬 | 0.00% | +1,832+5,551.5% | 加碼 |
| SOA Wealth Advisors, LLC. | 1,782 | $2.03 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 1,650 | $1.88 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,375 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 1,394 | $1.58 萬 | 0.01% | +1,394 | 新進 |
| US Bancorp | 1,393 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,314 | $1.50 萬 | 0.00% | +36+2.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,135 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 1,000 | $1.14 萬 | 0.00% | −1,120−52.8% | 減碼 |
| Beacon Capital Management, LLC | 1,000 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 973 | $1.11 萬 | 0.00% | +15+1.6% | 加碼 |
| Armstrong Advisory Group, Inc | 782 | $8,892 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 759 | $8,630 | 0.00% | +759 | 新進 |
| Raleigh Capital Management Inc. | 750 | $8,528 | 0.00% | +100+15.4% | 加碼 |
| Focused Wealth Management, Inc | 675 | $7,675 | 0.00% | +18+2.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 674 | $7,663 | 0.00% | −2,018−75.0% | 減碼 |
| Global Retirement Partners, LLC | 556 | $6,505 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 500 | $5,685 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 303 | $3,446 | 0.00% | +303 | 新進 |
| Castleview Partners, LLC | 191 | $2,167 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 185 | $2,104 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 112 | $1,000 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 50 | $569 | 0.00% | +50 | 新進 |
| EverSource Wealth Advisors, LLC | 8 | $91 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −615,122−100.0% | 清倉 |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −294,350−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −242,987−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −24,112−100.0% | 清倉 |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −17,967−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −17,866−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −17,863−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −14,660−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,789−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,241−100.0% | 清倉 |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −10,899−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,183−100.0% | 清倉 |
| Addison Capital Co | 0 | $0 | 0.00% | −10,075−100.0% | 清倉 |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −1,925−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,177−100.0% | 清倉 |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Bickling Financial Services, Inc. | – | – | – | – | 本季未申報 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |
