| Parkside Financial Bank & Trust | 598 | $2.40 萬 | 0.01% | −321−34.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 510 | $2.10 萬 | 0.00% | +510 | 新進 |
| Tilia Fiduciary Partners, Inc. | 435 | $1.80 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 416 | $1.70 萬 | 0.00% | +111+36.4% | 加碼 |
| Leonteq Securities AG | 403 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 393 | $1.60 萬 | 0.00% | +112+39.9% | 加碼 |
| Institutional & Family Asset Management, LLC | 185 | $8,000 | 0.00% | +44+31.2% | 加碼 |
| Signaturefd, LLC | 199 | $8,000 | 0.00% | +170+586.2% | 加碼 |
| Meeder Asset Management Inc | 204 | $8,000 | 0.00% | +204 | 新進 |
| Zions Bancorporation, N.A. | 203 | $8,000 | 0.00% | +203 | 新進 |
| EverSource Wealth Advisors, LLC | 188 | $8,000 | 0.00% | +188 | 新進 |
| CWM, LLC | 169 | $7,000 | 0.00% | +122+259.6% | 加碼 |
| Solstein Capital, LLC | 158 | $6,000 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 141 | $6,000 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 150 | $6,000 | 0.00% | +150 | 新進 |
| Private Capital Group, LLC | 121 | $5,000 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 126 | $5,000 | 0.00% | +72+133.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 119 | $5,000 | 0.00% | +119 | 新進 |
| Aquatic Capital Management LLC | 100 | $4,000 | 0.01% | −3,000−96.8% | 減碼 |
| Fifth Third Bancorp | 104 | $4,000 | 0.00% | −101−49.3% | 減碼 |
| Bessemer Group Inc | 97 | $4,000 | 0.00% | +3+3.2% | 加碼 |
| STRS Ohio | 100 | $4,000 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 78 | $3,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 83 | $3,000 | 0.00% | +77+1,283.3% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 80 | $3,000 | 0.00% | +80 | 新進 |
| SRS Capital Advisors, Inc. | 56 | $2,000 | 0.00% | −18−24.3% | 減碼 |
| Aua Capital Management, LLC | 57 | $2,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 54 | $2,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 48 | $2,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 37 | $2,000 | 0.00% | −12−24.5% | 減碼 |
| Clearstead Advisors, LLC | 59 | $2,000 | 0.00% | +59 | 新進 |
| Johnson Financial Group, Inc. | 50 | $2,000 | 0.00% | +50 | 新進 |
| Prospera Financial Services Inc | 39 | $2,000 | 0.00% | +39 | 新進 |
| Rockefeller Capital Management L.P. | 60 | $2,000 | 0.00% | +60 | 新進 |
| Global Retirement Partners, LLC | 57 | $2,000 | 0.00% | +57 | 新進 |
| TD Waterhouse Canada Inc. | 26 | $1,079 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 23 | $1,000 | 0.00% | +6+35.3% | 加碼 |
| Quadrant Capital Group LLC | 23 | $1,000 | 0.00% | −4−14.8% | 減碼 |
| Glassman Wealth Services | 26 | $1,000 | 0.00% | +26 | 新進 |
| Cordant, Inc. | 20 | $1,000 | 0.00% | +20 | 新進 |
| First Horizon Advisors, Inc. | 10 | $0 | 0.00% | −16−61.5% | 減碼 |
| Schubert & Co | 12 | $0 | 0.00% | +2+20.0% | 加碼 |
| Disciplined Investments, LLC | 11 | $0 | 0.00% | +11 | 新進 |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | 新進 |
| IFP Advisors, Inc | 13 | – | – | +13 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −216,734−100.0% | 清倉 |
| Rivulet Capital, LLC | 0 | $0 | 0.00% | −166,552−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −77,400−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −50,620−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −41,975−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,244−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −25,275−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −22,791−100.0% | 清倉 |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −18,305−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −18,217−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −16,700−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −10,040−100.0% | 清倉 |
| Raffles Associates LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −8,052−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,014−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −7,556−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −7,282−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −7,047−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,021−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,239−100.0% | 清倉 |
| JB Capital LLC | 0 | $0 | 0.00% | −4,965−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,895−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −4,761−100.0% | 清倉 |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −4,288−100.0% | 清倉 |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −4,174−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,921−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −606−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −555−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −435−100.0% | 清倉 |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −402−100.0% | 清倉 |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Cambridge Trust Co | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| 6 Meridian | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
