| Bogart Wealth, LLC | 100 | $3,000 | 0.00% | −25−20.0% | 減碼 |
| McCarthy Asset Management, Inc. | 110 | $3,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 102 | $3,000 | 0.00% | +92+920.0% | 加碼 |
| Cornerstone Advisory, LLC | 100 | $3,000 | 0.00% | +100 | 新進 |
| SkyView Investment Advisors, LLC | 91 | $3,000 | 0.00% | +91 | 新進 |
| CoreCap Advisors, LLC | 102 | $3,000 | 0.00% | +102 | 新進 |
| Blume Capital Management, Inc. | 55 | $2,000 | 0.00% | −35−38.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 80 | $2,000 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 62 | $2,000 | 0.00% | +25+67.6% | 加碼 |
| Trustcore Financial Services, LLC | 58 | $2,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 58 | $2,000 | 0.00% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 66 | $2,000 | 0.00% | +66 | 新進 |
| Centerpoint Advisors, LLC | 68 | $2,000 | 0.00% | +68 | 新進 |
| FourThought Financial, LLC | 27 | $1,000 | 0.00% | −250−90.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 35 | $1,000 | 0.00% | −139−79.9% | 減碼 |
| Lindbrook Capital, LLC | 20 | $1,000 | 0.00% | −82−80.4% | 減碼 |
| Earnest Partners LLC | 49 | $1,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 22 | $1,000 | 0.00% | −42−65.6% | 減碼 |
| Versant Capital Management, Inc | 46 | $1,000 | 0.00% | −7−13.2% | 減碼 |
| AdvisorNet Financial, Inc | 29 | $1,000 | 0.00% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 43 | $1,000 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 33 | $1,000 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 38 | $1,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 31 | $1,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 38 | $1,000 | 0.00% | +38 | 新進 |
| Signet Financial Management, LLC | 48 | $1,000 | 0.00% | +48 | 新進 |
| Key Financial Inc | 19 | $1,000 | 0.00% | +19 | 新進 |
| KB Financial Partners, LLC | 34 | $1,000 | 0.00% | +34 | 新進 |
| Covestor Ltd | 32 | $1,000 | 0.00% | +32 | 新進 |
| Kelly Financial Services LLC | 30 | $913 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 28 | $852 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | −335−99.1% | 減碼 |
| Focused Wealth Management, Inc | 16 | $0 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $0 | 0.00% | −13−92.9% | 減碼 |
| Ci Investments Inc. | 8 | $0 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 8 | $0 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 11 | $0 | 0.00% | +11 | 新進 |
| First Bank & Trust | 15 | $0 | 0.00% | +15 | 新進 |
| American Century Companies Inc | 0 | $0 | 0.00% | −199,346−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −128,087−100.0% | 清倉 |
| Sabby Management, LLC | 0 | $0 | 0.00% | −84,600−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −41,100−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −22,512−100.0% | 清倉 |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −16,815−100.0% | 清倉 |
| AGF Investments LLC | 0 | $0 | 0.00% | −15,936−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,470−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −13,544−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −11,877−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,783−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −7,507−100.0% | 清倉 |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −6,888−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −6,599−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,763−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −5,784−100.0% | 清倉 |
| Agf Investments Inc. | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −3,164−100.0% | 清倉 |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −1,370−100.0% | 清倉 |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −777−100.0% | 清倉 |
| Firestone Capital Management | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −243−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Covington Capital Management | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
| Alexandria Capital, LLC | – | – | – | – | 本季未申報 |
| Optimal Asset Management, Inc. | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
