| DV Trading LLC | 200 | $1.15 萬 | 0.00% | +200 | 新進 |
| Assetmark, Inc | 197 | $1.13 萬 | 0.00% | −2,797−93.4% | 減碼 |
| Red Tortoise LLC | 172 | $9,850 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 170 | $9,736 | 0.00% | +170 | 新進 |
| Dogwood Wealth Management LLC | 166 | $9,507 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 159 | $9,027 | 0.00% | +5+3.2% | 加碼 |
| Salomon & Ludwin, LLC | 136 | $7,937 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 130 | $7,445 | 0.00% | −9−6.5% | 減碼 |
| Farmers & Merchants Investments Inc | 115 | $6,586 | 0.00% | +5+4.5% | 加碼 |
| Bell Investment Advisors, Inc | 113 | $6,472 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 111 | $6,357 | 0.00% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 111 | $6,357 | 0.00% | +111 | 新進 |
| Brown Brothers Harriman & Co | 99 | $5,670 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 81 | $4,638 | 0.00% | +81 | 新進 |
| Bare Financial Services, Inc | 77 | $4,410 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 74 | $4,238 | 0.00% | −17−18.7% | 減碼 |
| Capital Analysts, LLC | 64 | $4,000 | 0.00% | +64 | 新進 |
| High Note Wealth, LLC | 69 | $3,952 | 0.00% | +69 | 新進 |
| Tucker Asset Management LLC | 69 | $3,952 | 0.00% | +69 | 新進 |
| ZRC Wealth Management, LLC | 62 | $3,551 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 62 | $3,551 | 0.00% | 00.0% | 不變 |
| CBIZ Investment Advisory Services, LLC | 61 | $3,521 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 53 | $3,035 | 0.00% | +4+8.2% | 加碼 |
| Rothschild Investment LLC | 43 | $2,463 | 0.00% | +43 | 新進 |
| Keating Financial Advisory Services, Inc. | 40 | $2,291 | 0.00% | +40 | 新進 |
| Rossby Financial, LCC | 36 | $2,062 | 0.00% | +2+5.9% | 加碼 |
| Root Financial Partners, LLC | 31 | $1,775 | 0.00% | +31 | 新進 |
| Montag A & Associates Inc | 27 | $1,552 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 24 | $1,385 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 22 | $1,260 | 0.00% | +2+10.0% | 加碼 |
| MJT & Associates Financial Advisory Group, Inc. | 21 | $1,203 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 17 | $974 | 0.00% | −267−94.0% | 減碼 |
| AdvisorNet Financial, Inc | 15 | $859 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 15 | $859 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 14 | $802 | 0.00% | +14 | 新進 |
| Principia Wealth Advisory, LLC | 13 | $745 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 12 | $687 | 0.00% | +12 | 新進 |
| Hughes Financial Services, LLC | 11 | $630 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 11 | $630 | 0.00% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 10 | $573 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 9 | $516 | 0.00% | +9 | 新進 |
| First Horizon Corp | 9 | $515 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 9 | $515 | 0.00% | +9 | 新進 |
| American Capital Advisory, LLC | 8 | $459 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 7 | $386 | 0.00% | +7 | 新進 |
| MidFirst Bank | 4,216 | $286 | 0.00% | +4,216 | 新進 |
| Signature Equity Partners, LLC | 3 | $186 | 0.00% | +3 | 新進 |
| Abound Wealth Management | 3 | $183 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 3 | $172 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1 | $40 | 0.00% | 00.0% | 不變 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −186,100−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −95,000−100.0% | 清倉 |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −66,973−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −26,567−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −23,205−100.0% | 清倉 |
| Vanderbilt University | 0 | $0 | 0.00% | −14,673−100.0% | 清倉 |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −11,908−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,720−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −11,621−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −9,420−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −7,685−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,519−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,492−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −6,615−100.0% | 清倉 |
| Sovran Advisors, LLC | 0 | $0 | 0.00% | −5,404−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,689−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,700−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,478−100.0% | 清倉 |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −3,320−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,032−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,885−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −763−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −473−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| HGI Capital Management, LLC | – | – | – | – | 本季未申報 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |
| Synovus Financial Corp | – | – | – | – | 本季未申報 |
| Pinebridge Investments, L.P. | – | – | – | – | 本季未申報 |
| Shell Asset Management Co | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |
| Creekmur Asset Management LLC | – | – | – | – | 本季未申報 |
