| Global Retirement Partners, LLC | 3,960 | $5.24 萬 | 0.00% | +96+2.5% | 加碼 |
| Highlander Capital Management, LLC | 3,532 | $4.70 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 3,251 | $4.30 萬 | 0.00% | +88+2.8% | 加碼 |
| Coppell Advisory Solutions LLC | 3,159 | $4.18 萬 | 0.01% | +3,159 | 新進 |
| Coppell Advisory Solutions Corp. | 3,159 | $4.18 萬 | 0.01% | +3,159 | 新進 |
| ICA Group Wealth Management, LLC | 3,000 | $3.97 萬 | 0.01% | +3,000 | 新進 |
| Tradewinds Capital Management, LLC | 2,953 | $3.90 萬 | 0.02% | +73+2.5% | 加碼 |
| Money Concepts Capital Corp | 2,883 | $3.81 萬 | 0.00% | +1,983+220.3% | 加碼 |
| Harbour Investments, Inc. | 2,751 | $3.64 萬 | 0.00% | +96+3.6% | 加碼 |
| Hollencrest Capital Management | 2,522 | $3.33 萬 | 0.00% | +2,522 | 新進 |
| Quarry LP | 2,452 | $3.24 萬 | 0.04% | +2,452 | 新進 |
| Delta Asset Management LLC | 2,388 | $3.16 萬 | 0.00% | +2,388 | 新進 |
| BDO Wealth Advisors, LLC | 2,351 | $3.11 萬 | 0.00% | +71+3.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,252 | $2.98 萬 | 0.00% | +2,252 | 新進 |
| WFA of San Diego, LLC | 2,200 | $2.91 萬 | 0.02% | +2,200 | 新進 |
| Plante Moran Financial Advisors, LLC | 2,022 | $2.67 萬 | 0.00% | +50+2.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,000 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,841 | $2.43 萬 | 0.01% | −7−0.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,835 | $2.43 萬 | 0.00% | +335+22.3% | 加碼 |
| Kozak & Associates, Inc. | 1,672 | $2.20 萬 | 0.01% | +41+2.5% | 加碼 |
| Kelly Financial Services LLC | 1,657 | $2.19 萬 | 0.01% | +57+3.6% | 加碼 |
| Farther Finance Advisors, LLC | 1,620 | $2.14 萬 | 0.01% | +1,620 | 新進 |
| Webster Bank, N. A. | 1,400 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Comerica Securities,inc. | 1,436 | $1.90 萬 | 0.00% | +1,436 | 新進 |
| Ancora Advisors, LLC | 1,250 | $1.70 萬 | 0.00% | −23,000−94.8% | 減碼 |
| Accurate Wealth Management, LLC | 1,200 | $1.60 萬 | 0.01% | +1,200 | 新進 |
| Macroview Investment Management LLC | 1,178 | $1.56 萬 | 0.03% | +1,178 | 新進 |
| AlphaMark Advisors, LLC | 1,108 | $1.50 萬 | 0.01% | +558+101.5% | 加碼 |
| Pathway Financial Advisers, LLC | 1,125 | $1.49 萬 | 0.01% | +1,125 | 新進 |
| Atticus Wealth Management, LLC | 1,081 | $1.43 萬 | 0.01% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,040 | $1.37 萬 | 0.00% | −1,307−55.7% | 減碼 |
| Nomura Asset Management Co Ltd | 1,035 | $1.37 萬 | 0.00% | −1,453−58.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 965 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 825 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 800 | $1.06 萬 | 0.00% | +800 | 新進 |
| Beacon Capital Management, LLC | 795 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 729 | $9,631 | 0.00% | −14−1.9% | 減碼 |
| Allworth Financial LP | 704 | $9,302 | 0.00% | +18+2.6% | 加碼 |
| City Holding Co | 651 | $8,606 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 650 | $8,593 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 564 | $7,501 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 500 | $6,610 | 0.00% | +29+6.2% | 加碼 |
| Sandy Spring Bank | 450 | $5,949 | 0.00% | +450 | 新進 |
| TCI Wealth Advisors, Inc. | 433 | $5,721 | 0.00% | +287+196.6% | 加碼 |
| PFS Partners, LLC | 413 | $5,460 | 0.01% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 306 | $4,045 | 0.00% | −3,382−91.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 310 | $4,000 | 0.00% | −8,264−96.4% | 減碼 |
| Clear Street Markets LLC | 300 | $4,000 | 0.00% | +300 | 新進 |
| Freedom Wealth Alliance, LLC | 300 | $3,966 | 0.01% | +300 | 新進 |
| Whittier Trust Co | 250 | $3,305 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| Romano Brothers and Company | 200 | $2,644 | 0.00% | +200 | 新進 |
| Private Trust Co NA | 181 | $2,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 119 | $2,000 | 0.00% | +4+3.5% | 加碼 |
| Gradient Investments LLC | 123 | $1,626 | 0.00% | +123 | 新進 |
| Salem Investment Counselors Inc | 100 | $1,322 | 0.00% | −2,200−95.7% | 減碼 |
| Glen Eagle Advisors, LLC | 100 | $1,322 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 98,010 | $1,296 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 77,410 | $1,023 | 0.00% | −4,393−5.4% | 減碼 |
| Valley National Advisers Inc | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 24 | $330 | 0.00% | +24 | 新進 |
| FMR LLC | 2 | $27 | 0.00% | −1−33.3% | 減碼 |
| Pathstone Family Office, LLC | 17,091 | – | – | +10.0% | 加碼 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −100,198−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −71,855−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −68,561−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −58,577−100.0% | 清倉 |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −39,501−100.0% | 清倉 |
| WMS Partners, LLC | 0 | $0 | 0.00% | −15,632−100.0% | 清倉 |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −14,137−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,904−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −11,602−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −11,397−100.0% | 清倉 |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −11,078−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −5,811−100.0% | 清倉 |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −1,338−100.0% | 清倉 |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −370−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −159−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| Covington Capital Management | – | – | – | – | 本季未申報 |
