| Global Retirement Partners, LLC | 4,134 | $7.14 萬 | 0.00% | +4,134 | 新進 |
| TD Waterhouse Canada Inc. | 3,426 | $5.92 萬 | 0.00% | +271+8.6% | 加碼 |
| Triumph Capital Management | 3,400 | $5.88 萬 | 0.01% | −700−17.1% | 減碼 |
| Nisa Investment Advisors, LLC | 3,371 | $5.83 萬 | 0.00% | +2,472+275.0% | 加碼 |
| Bruce G. Allen Investments, LLC | 2,048 | $3.54 萬 | 0.02% | −415−16.8% | 減碼 |
| Bayforest Capital Ltd | 1,833 | $3.17 萬 | 0.03% | −3,148−63.2% | 減碼 |
| Park Place Capital Corp | 1,825 | $3.15 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 1,500 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 1,400 | $2.42 萬 | 0.00% | +806+135.7% | 加碼 |
| Bell Investment Advisors, Inc | 1,065 | $1.84 萬 | 0.00% | +248+30.4% | 加碼 |
| Brown Brothers Harriman & Co | 974 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 847 | $1.46 萬 | 0.01% | +620+273.1% | 加碼 |
| Eastern Bank | 826 | $1.43 萬 | 0.00% | +826 | 新進 |
| UMA Financial Services, Inc. | 662 | $1.14 萬 | 0.00% | +319+93.0% | 加碼 |
| Silver Grove Financial Group, Inc. | 565 | $9,763 | 0.01% | +565 | 新進 |
| Huntington National Bank | 544 | $9,400 | 0.00% | +131+31.7% | 加碼 |
| Allied Private Wealth LLC | 471 | $8,614 | 0.01% | +471 | 新進 |
| Larson Financial Group LLC | 440 | $7,603 | 0.00% | −13−2.9% | 減碼 |
| EFG International AG | 410 | $7,085 | 0.00% | +14+3.5% | 加碼 |
| Parkside Financial Bank & Trust | 392 | $6,774 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 347 | $5,996 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 310 | $5,357 | 0.00% | −386−55.5% | 減碼 |
| Acumen Wealth Advisors, LLC | 270 | $4,666 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 249 | $4,303 | 0.00% | +46+22.7% | 加碼 |
| Gleason Group, Inc. | 234 | $4,044 | 0.00% | +234 | 新進 |
| Harbour Investments, Inc. | 214 | $3,699 | 0.00% | +3+1.4% | 加碼 |
| Medallion Wealth Advisors, LLC | 202 | $3,491 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 197 | $3,404 | 0.00% | +197 | 新進 |
| Steward Partners Investment Advisory, LLC | 192 | $3,318 | 0.00% | 00.0% | 不變 |
| IMA Wealth, Inc. | 156 | $2,696 | 0.00% | −77−33.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 125 | $2,160 | 0.00% | −62−33.2% | 減碼 |
| IFP Advisors, Inc | 120 | $2,074 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 103 | $1,780 | 0.00% | 00.0% | 不變 |
| LifeSteps Financial, Inc. | 100 | $1,728 | 0.00% | +100 | 新進 |
| JFS Wealth Advisors, LLC | 90 | $1,556 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 84 | $1,452 | 0.00% | +84 | 新進 |
| Bare Financial Services, Inc | 59 | $1,020 | 0.00% | 00.0% | 不變 |
| Kingdom Financial Group LLC. | 47 | $816 | 0.00% | −566−92.3% | 減碼 |
| Transamerica Financial Advisors, Inc. | 37 | $639 | 0.00% | −5,373−99.3% | 減碼 |
| Park Square Financial Group, LLC | 29 | $501 | 0.00% | −131−81.9% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 25 | $438 | 0.00% | +25 | 新進 |
| Beaird Harris Wealth Management, LLC | 24 | $415 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 23 | $397 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 14 | $242 | 0.00% | 00.0% | 不變 |
| Mosley Wealth Management | 6 | $104 | 0.00% | +6 | 新進 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,601,503−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −524,071−100.0% | 清倉 |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −508,336−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −432,062−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −295,454−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −187,587−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −78,199−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −76,349−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −72,246−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −55,156−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −35,359−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −32,666−100.0% | 清倉 |
| Legal & General Group Plc | 0 | $0 | 0.00% | −32,247−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,576−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −25,178−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −28,090−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −21,441−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −20,110−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −18,870−100.0% | 清倉 |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −18,870−100.0% | 清倉 |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −17,558−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,203−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,472−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −12,443−100.0% | 清倉 |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −11,808−100.0% | 清倉 |
| Ascent Group, LLC | 0 | $0 | 0.00% | −11,714−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −11,164−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −10,327−100.0% | 清倉 |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −10,299−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −10,037−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,417−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −4,996−100.0% | 清倉 |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −1,614−100.0% | 清倉 |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −1,266−100.0% | 清倉 |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −1,076−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −613−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −473−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −228−100.0% | 清倉 |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| DGS Capital Management, LLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| First Affirmative Financial Network | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Anfield Capital Management, LLC | – | – | – | – | 本季未申報 |
