| SRS Capital Advisors, Inc. | 96 | $1,772 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 95 | $1,753 | 0.00% | +36+61.0% | 加碼 |
| Carolinas Wealth Consulting LLC | 80 | $1,477 | 0.00% | 00.0% | 不變 |
| Morton Brown Family Wealth, LLC | 80 | $1,477 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 80 | $1,476 | 0.00% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 75 | $1,385 | 0.00% | −25−25.0% | 減碼 |
| Allworth Financial LP | 74 | $1,372 | 0.00% | −40−35.1% | 減碼 |
| Massmutual Trust Co FSB | 57 | $1,000 | 0.00% | −91−61.5% | 減碼 |
| City State Bank | 80 | $1,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 52 | $960 | 0.00% | 00.0% | 不變 |
| Burleson & Company, LLC | 40 | $738 | 0.00% | +40 | 新進 |
| Global Wealth Strategies & Associates | 40 | $738 | 0.00% | +40 | 新進 |
| Disciplined Investments, LLC | 37 | $680 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 36 | $665 | 0.00% | −1,218−97.1% | 減碼 |
| Sugarloaf Wealth Management, LLC | 32 | $591 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 32 | $591 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 28 | $517 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 28 | $517 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 28 | $517 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 24 | $443 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 20 | $369 | 0.00% | 00.0% | 不變 |
| Tanglewood Legacy Advisors, LLC | 20 | $369 | 0.00% | +20 | 新進 |
| First Horizon Advisors, Inc. | 18 | $332 | 0.00% | −98−84.5% | 減碼 |
| Sutton Wealth Advisors Inc. | 17 | $314 | 0.00% | +9+112.5% | 加碼 |
| Column Capital Advisors, LLC | 16 | $295 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 16 | $295 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 16 | $295 | 0.00% | +16 | 新進 |
| Coppell Advisory Solutions Corp. | 16 | $295 | 0.00% | +16 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $222 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 12 | $222 | 0.00% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 12 | $222 | 0.00% | +12 | 新進 |
| Lam Group, Inc. | 12 | $222 | 0.00% | +12 | 新進 |
| Adirondack Trust Co | 12 | $221 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 8 | $148 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 8 | $148 | 0.00% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $148 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 6 | $111 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 4 | $87 | 0.00% | +4 | 新進 |
| Cornerstone Planning Group LLC | 4 | $77 | 0.00% | +4 | 新進 |
| Sargent Bickham Lagudis LLC | 4 | $74 | 0.00% | −20−83.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4 | $74 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 4 | $74 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $18 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 188 | $3 | 0.00% | +188 | 新進 |
| Founders Capital Management | 20 | $0 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 16 | $0 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 15 | $0 | 0.00% | −1−6.3% | 減碼 |
| Bartlett & Co. LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| Financial Connections Group, Inc. | 8 | $0 | 0.00% | 00.0% | 不變 |
| Ulland Investment Advisors, LLC | 16 | $0 | 0.00% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 8 | $0 | 0.00% | +8 | 新進 |
| Steward Financial Group LLC | 45 | $0 | 0.00% | +45 | 新進 |
| Strengthening Families & Communities, LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Johnson & White Wealth Management, LLC | 7,740 | – | – | +7,740 | 新進 |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −378,568−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −109,201−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −60,043−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −43,438−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −27,292−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −18,213−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −17,080−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −15,502−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −12,036−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −11,896−100.0% | 清倉 |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −11,875−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −11,654−100.0% | 清倉 |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −11,500−100.0% | 清倉 |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −10,310−100.0% | 清倉 |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −10,162−100.0% | 清倉 |
| Selway Asset Management | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,154−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −8,760−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −8,094−100.0% | 清倉 |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −3,720−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,802−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −2,623−100.0% | 清倉 |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −590−100.0% | 清倉 |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −352−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Cornerstone Wealth Management, LLC | – | – | – | – | 本季未申報 |
| DRW Securities, L.L.C. | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| Danda Trouve Investment Management, Inc. | – | – | – | – | 本季未申報 |