| Kelly Financial Services LLC | 77 | $2.02 萬 | 0.01% | +77 | 新進 |
| TCI Wealth Advisors, Inc. | 76 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 76 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 71 | $1.90 萬 | 0.03% | +71 | 新進 |
| Gemmer Asset Management LLC | 67 | $1.80 萬 | 0.00% | −77−53.5% | 減碼 |
| Parkside Financial Bank & Trust | 68 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 64 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 64 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 58 | $1.52 萬 | 0.00% | +52+866.7% | 加碼 |
| SOA Wealth Advisors, LLC. | 57 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Ford Financial Group, LLC | 58 | $1.50 萬 | 0.01% | +58 | 新進 |
| Global Retirement Partners, LLC | 50 | $1.30 萬 | 0.01% | −21−29.6% | 減碼 |
| Sandy Spring Bank | 50 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 51 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 51 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 50 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 48 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 45 | $1.20 萬 | 0.00% | −65−59.1% | 減碼 |
| Prestige Wealth Management Group LLC | 47 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 45 | $1.20 萬 | 0.00% | +1+2.3% | 加碼 |
| Carolina Wealth Advisors, LLC | 40 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Hudock, Inc. | 40 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Halpern Financial, Inc. | 36 | $9,465 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 36 | $9,000 | 0.00% | −232−86.6% | 減碼 |
| Parallel Advisors, LLC | 34 | $9,000 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 33 | $9,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 36 | $9,000 | 0.00% | +7+24.1% | 加碼 |
| Evoke Wealth, LLC | 34 | $9,000 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 30 | $8,000 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 30 | $8,000 | 0.01% | 00.0% | 不變 |
| Heritage Wealth Advisors | 29 | $8,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 30 | $8,000 | 0.00% | +30 | 新進 |
| Howe & Rusling Inc | 26 | $7,000 | 0.00% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 25 | $7,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 25 | $7,000 | 0.00% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 26 | $7,000 | 0.01% | +21+420.0% | 加碼 |
| Rise Advisors, LLC | 24 | $6,296 | 0.01% | +24 | 新進 |
| Sageworth Trust Co | 23 | $6,000 | 0.00% | −77−77.0% | 減碼 |
| Tarbox Family Office, Inc. | 23 | $6,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 21 | $6,000 | 0.00% | +21 | 新進 |
| Kozak & Associates, Inc. | 28 | $5,000 | 0.00% | 00.0% | 不變 |
| Insight Financial Services | 20 | $5,000 | 0.00% | +20 | 新進 |
| Johnson Midwest Financial, LLC | 15 | $4,000 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 15 | $4,000 | 0.00% | +15 | 新進 |
| Quadrant Capital Group LLC | 13 | $3,000 | 0.00% | +2+18.2% | 加碼 |
| Lindbrook Capital, LLC | 11 | $3,000 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 10 | $3,000 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 10 | $3,000 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 10 | $3,000 | 0.00% | 00.0% | 不變 |
| Covington Capital Management | 12 | $3,000 | 0.00% | +12 | 新進 |
| Concord Wealth Partners | 11 | $3,000 | 0.00% | +11 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 4 | $1,000 | 0.00% | −13−76.5% | 減碼 |
| Bell Investment Advisors, Inc | 5 | $1,000 | 0.00% | +2+66.7% | 加碼 |
| Umb Bank N A | 4 | $1,000 | 0.00% | +4 | 新進 |
| Glassman Wealth Services | 5 | $1,000 | 0.00% | +5 | 新進 |
| Raffa Wealth Management, LLC | 1 | $263 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 1 | – | – | 00.0% | 不變 |
| Millennium Management LLC | 0 | $0 | 0.00% | −20,904−100.0% | 清倉 |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −16,429−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −12,969−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −10,697−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,336−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,831−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −4,749−100.0% | 清倉 |
| Full18 Capital LLC | 0 | $0 | 0.00% | −4,265−100.0% | 清倉 |
| Mark Stevens | 0 | $0 | 0.00% | −4,095−100.0% | 清倉 |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −2,674−100.0% | 清倉 |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −2,219−100.0% | 清倉 |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −2,090−100.0% | 清倉 |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,966−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,591−100.0% | 清倉 |
| Silverleafe Capital Partners, LLC | 0 | $0 | 0.00% | −1,508−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,244−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,236−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,022−100.0% | 清倉 |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −1,004−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −573−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −499−100.0% | 清倉 |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −415−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −148−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Robbins Farley LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |
| Covenant Multifamily Offices, LLC | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |