| Innovative Advisory Group, LLC | 315 | $1,550 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 302 | $1,486 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 285 | $1,402 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 261 | $1,285 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 233 | $1,147 | 0.00% | +2+0.9% | 加碼 |
| Farmers & Merchants Investments Inc | 225 | $1,107 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 211 | $1,039 | 0.00% | +105+99.1% | 加碼 |
| Hemington Wealth Management | 400 | $1,000 | 0.00% | +13+3.4% | 加碼 |
| Performa Ltd (US), LLC | 200 | $984 | 0.00% | −500−71.4% | 減碼 |
| NBT Bank N A | 5 | $984 | 0.00% | −210−97.7% | 減碼 |
| Sunbelt Securities, Inc. | 198 | $974 | 0.00% | +198 | 新進 |
| TD Waterhouse Canada Inc. | 200 | $934 | 0.00% | +200 | 新進 |
| Quest Partners LLC | 164 | $807 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 159 | $782 | 0.00% | +159 | 新進 |
| Quarry LP | 156 | $768 | 0.00% | −169−52.0% | 減碼 |
| Spire Wealth Management | 150 | $738 | 0.00% | −52,000−99.7% | 減碼 |
| MAI Capital Management | 150 | $738 | 0.00% | −704−82.4% | 減碼 |
| Westside Investment Management, Inc. | 150 | $738 | 0.00% | 00.0% | 不變 |
| Turning Point Benefit Group, Inc. | 150 | $702 | 0.00% | +150 | 新進 |
| Ronald Blue Trust, Inc. | 139 | $683 | 0.00% | +20+16.8% | 加碼 |
| Atlantic Trust, LLC | 120 | $591 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 118 | $581 | 0.00% | +39+49.4% | 加碼 |
| Armstrong Advisory Group, Inc | 100 | $492 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 97 | $477 | 0.00% | +97 | 新進 |
| Bare Financial Services, Inc | 86 | $423 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 85 | $418 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 75 | $369 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 68 | $335 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 63 | $310 | 0.00% | +63 | 加碼 |
| Glen Eagle Advisors, LLC | 60 | $295 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 59 | $291 | 0.00% | −12−16.9% | 減碼 |
| HM Payson & Co | 50 | $246 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 50 | $246 | 0.00% | +50 | 新進 |
| DiNuzzo Private Wealth, Inc. | 43 | $231 | 0.00% | −8−15.7% | 減碼 |
| Salem Investment Counselors Inc | 40 | $197 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 34 | $168 | 0.00% | +6+21.4% | 加碼 |
| Atlantic Union Bankshares Corp | 33 | $163 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 27 | $133 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 22 | $109 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 22 | $108 | 0.00% | 00.0% | 不變 |
| Hurley Capital, LLC | 20 | $98 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 18 | $88 | 0.00% | −11−37.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 17 | $84 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 16 | $66 | 0.00% | 00.0% | 不變 |
| Strategic Advocates LLC | 10 | $49 | 0.00% | +10 | 新進 |
| Guerra Advisors Inc | 10 | $49 | 0.00% | +10 | 新進 |
| MV Capital Management, Inc. | 8 | $40 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 5 | $25 | 0.00% | +5 | 新進 |
| Heritage Wealth Advisors | 3 | $15 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2 | $10 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 2 | $10 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 2 | $9 | 0.00% | 00.0% | 不變 |
| Cloud Capital Management, LLC | 20 | $0 | 0.00% | +20 | 新進 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,530,596−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,505,258−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −815,653−100.0% | 清倉 |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −750,000−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −457,561−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −437,300−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −374,613−100.0% | 清倉 |
| RBF Capital, LLC | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −165,841−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −148,532−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −77,520−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −64,134−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −42,810−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −41,385−100.0% | 清倉 |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −28,570−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −25,356−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −24,808−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −24,142−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −22,731−100.0% | 清倉 |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −20,920−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −12,116−100.0% | 清倉 |
| Alpha Wealth Funds, LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −11,203−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −11,024−100.0% | 清倉 |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −10,671−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,071−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −8,045−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −6,298−100.0% | 清倉 |
| Total Investment Management Inc | 0 | $0 | 0.00% | −1,885−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,090−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −967−100.0% | 清倉 |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −432−100.0% | 清倉 |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Clark Wealth Partners | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Resources Management Corp | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| Foguth Wealth Management, LLC. | – | – | – | – | 本季未申報 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Parkworth Wealth Management, Inc. | – | – | – | – | 本季未申報 |
