| Signaturefd, LLC | 5,367 | $8.60 萬 | 0.00% | −1,922−26.4% | 減碼 |
| Lindbrook Capital, LLC | 5,301 | $8.50 萬 | 0.01% | −312−5.6% | 減碼 |
| Armstrong Advisory Group, Inc | 5,096 | $8.17 萬 | 0.01% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 4,589 | $7.36 萬 | 0.01% | +4,589 | 新進 |
| Kelly Financial Services LLC | 4,555 | $7.30 萬 | 0.04% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 3,894 | $6.24 萬 | 0.01% | 00.0% | 不變 |
| Central Trust Co | 3,874 | $6.21 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 3,641 | $5.84 萬 | 0.00% | −7,715−67.9% | 減碼 |
| Centerpoint Advisors, LLC | 3,635 | $5.80 萬 | 0.03% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,563 | $5.71 萬 | 0.01% | +852+31.4% | 加碼 |
| Pathway Financial Advisers, LLC | 3,523 | $5.65 萬 | 0.02% | −517−12.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,475 | $5.60 萬 | 0.01% | −1,905−35.4% | 減碼 |
| Caldwell Trust Co | 3,452 | $5.53 萬 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,546 | $4.30 萬 | 0.00% | −24−0.9% | 減碼 |
| Asset Dedication, LLC | 2,635 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 2,618 | $4.20 萬 | 0.01% | +24+0.9% | 加碼 |
| WR Wealth Planners, LLC | 2,430 | $3.90 萬 | 0.02% | 00.0% | 不變 |
| Mendota Financial Group, LLC | 1,309 | $3.46 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 2,011 | $3.22 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,959 | $3.14 萬 | 0.00% | −89−4.3% | 減碼 |
| Lazard Asset Management LLC | 1,848 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,620 | $2.60 萬 | 0.00% | −15,197−90.4% | 減碼 |
| McIlrath & Eck, LLC | 1,563 | $2.51 萬 | 0.01% | 00.0% | 不變 |
| Gradient Investments LLC | 1,512 | $2.42 萬 | 0.00% | +4+0.3% | 加碼 |
| Coastal Capital Group, Inc. | 1,316 | $2.11 萬 | 0.00% | +1,316 | 新進 |
| Beacon Capital Management, LLC | 1,214 | $1.95 萬 | 0.01% | +6+0.5% | 加碼 |
| Center for Financial Planning, Inc. | 1,134 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 1,022 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 905 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 872 | $1.40 萬 | 0.00% | +276+46.3% | 加碼 |
| Global Retirement Partners, LLC | 825 | $1.36 萬 | 0.00% | +39+5.0% | 加碼 |
| Ellevest, Inc. | 843 | $1.35 萬 | 0.00% | −145−14.7% | 減碼 |
| IFP Advisors, Inc | 1,086 | $1.06 萬 | 0.00% | −46,798−97.7% | 減碼 |
| Ci Investments Inc. | 634 | $1.00 萬 | 0.00% | +58+10.1% | 加碼 |
| Simplex Trading, LLC | 638 | $1.00 萬 | 0.00% | +638 | 新進 |
| Farther Finance Advisors, LLC | 603 | $9,666 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 589 | $9,442 | 0.00% | +536+1,011.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 524 | $8,400 | 0.00% | +524 | 新進 |
| Parallel Advisors, LLC | 521 | $8,352 | 0.00% | +91+21.2% | 加碼 |
| Larson Financial Group LLC | 504 | $8,079 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 462 | $7,406 | 0.00% | +358+344.2% | 加碼 |
| Covestor Ltd | 421 | $7,000 | 0.01% | −1−0.2% | 減碼 |
| Spire Wealth Management | 279 | $4,472 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 216 | $3,462 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 98 | $1,571 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 90 | $1,443 | 0.00% | −1−1.1% | 減碼 |
| First Manhattan Co | 65 | $1,041 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 64 | $1,000 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 58 | $930 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 43 | $675 | 0.00% | −72−62.6% | 減碼 |
| Massmutual Trust Co FSB | 28 | $449 | 0.00% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 29 | $0 | 0.00% | +29 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −267−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −1,977,901−100.0% | 清倉 |
| Consolidated Capital Management, LLC | 0 | $0 | 0.00% | −213,506−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −176,080−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −117,391−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −100,600−100.0% | 清倉 |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −91,554−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −60,109−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −60,011−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −38,158−100.0% | 清倉 |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −32,694−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −27,666−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −27,555−100.0% | 清倉 |
| Triumph Capital Management | 0 | $0 | 0.00% | −26,476−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −24,707−100.0% | 清倉 |
| Clarus Wealth Advisors | 0 | $0 | 0.00% | −23,108−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,900−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,844−100.0% | 清倉 |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −15,851−100.0% | 清倉 |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −15,839−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −14,483−100.0% | 清倉 |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −14,334−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −13,866−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −12,748−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −10,569−100.0% | 清倉 |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −10,300−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −5,661−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −2,961−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,508−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,495−100.0% | 清倉 |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −1,250−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,154−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −847−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −280−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −223−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −141−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −684−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Hill Winds Capital LP | – | – | – | – | 本季未申報 |
| Monarch Partners Asset Management LLC | – | – | – | – | 本季未申報 |
| Pendal Group Limited | – | – | – | – | 本季未申報 |
