| City State Bank | 1,900 | $6,000 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 1,725 | $5,813 | 0.00% | +265+18.2% | 加碼 |
| Advisory Services Network, LLC | 1,547 | $5,213 | 0.00% | +1,547 | 新進 |
| Signaturefd, LLC | 1,464 | $4,934 | 0.00% | +1,278+687.1% | 加碼 |
| Lindbrook Capital, LLC | 1,417 | $4,775 | 0.00% | +1,417 | 新進 |
| Global Retirement Partners, LLC | 1,817 | $4,297 | 0.00% | +1,350+289.1% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,192 | $4,000 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,150 | $3,876 | 0.00% | −250−17.9% | 減碼 |
| Harbor Investment Advisory, LLC | 1,120 | $3,774 | 0.00% | +1,000+833.3% | 加碼 |
| GWM Advisors LLC | 1,004 | $3,383 | 0.00% | 00.0% | 不變 |
| Chelsea Counsel Co | 1,000 | $3,370 | 0.00% | −6,686−87.0% | 減碼 |
| Retirement Group, LLC | 1,000 | $3,370 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 908 | $3,060 | 0.00% | −500−35.5% | 減碼 |
| Harbour Investments, Inc. | 775 | $2,612 | 0.00% | −8−1.0% | 減碼 |
| ICA Group Wealth Management, LLC | 750 | $2,528 | 0.00% | +750 | 新進 |
| Allworth Financial LP | 731 | $2,464 | 0.00% | +647+770.2% | 加碼 |
| Central Bank & Trust Co | 700 | $2,359 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 675 | $2,275 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 650 | $2,000 | 0.00% | −803−55.3% | 減碼 |
| MeadowBrook Investment Advisors LLC | 525 | $1,769 | 0.00% | +525 | 新進 |
| Vima LLC | 519 | $1,749 | 0.00% | +519 | 新進 |
| Prestige Wealth Management Group LLC | 500 | $1,685 | 0.00% | 00.0% | 不變 |
| Old Point Trust & Financial Services N A | 500 | $1,685 | 0.00% | +500 | 新進 |
| TD Waterhouse Canada Inc. | 500 | $1,510 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 415 | $1,399 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 404 | $1,361 | 0.00% | +112+38.4% | 加碼 |
| Strategic Investment Solutions, Inc. | 360 | $1,213 | 0.00% | −22,320−98.4% | 減碼 |
| SRS Capital Advisors, Inc. | 327 | $1,102 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 308 | $1,038 | 0.00% | +177+135.1% | 加碼 |
| Close Asset Management Ltd | 185 | $1,000 | 0.00% | −220−54.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 274 | $923 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 267 | $900 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 207 | $698 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 200 | $674 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 200 | $674 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 200 | $674 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 200 | $674 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 200 | $674 | 0.00% | +200 | 新進 |
| EverSource Wealth Advisors, LLC | 136 | $458 | 0.00% | +136 | 新進 |
| ORG Partners LLC | 130 | $438 | 0.00% | +130 | 新進 |
| MCF Advisors LLC | 100 | $337 | 0.00% | −3,500−97.2% | 減碼 |
| Hexagon Capital Partners LLC | 100 | $337 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 100 | $337 | 0.00% | +100 | 新進 |
| Massmutual Trust Co FSB | 93 | $313 | 0.00% | +93 | 新進 |
| Versant Capital Management, Inc | 86 | $290 | 0.00% | +86 | 新進 |
| Bell Investment Advisors, Inc | 77 | $260 | 0.00% | −353−82.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 73 | $246 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 69 | $234 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $169 | 0.00% | 00.0% | 不變 |
| Pacific Capital Wealth Advisors, Inc | 50 | $169 | 0.00% | +50 | 新進 |
| Atticus Wealth Management, LLC | 34 | $115 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 12 | $40 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2 | $7 | 0.00% | 00.0% | 不變 |
| Gordian Capital Singapore Pte Ltd | 2 | $7 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 19 | $0 | 0.00% | −2−9.5% | 減碼 |
| VitalStone Financial, LLC | 95 | $0 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 105 | $0 | 0.00% | +105 | 新進 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −491,479−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −270,803−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −171,771−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −132,780−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −105,060−100.0% | 清倉 |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −69,534−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −69,379−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −61,728−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −53,480−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −49,019−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −42,642−100.0% | 清倉 |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −42,642−100.0% | 清倉 |
| BIT Capital GmbH | 0 | $0 | 0.00% | −15,771−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −27,229−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,746−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,824−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −18,676−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,200−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −14,953−100.0% | 清倉 |
| Wilbanks Smith & Thomas Asset Management LLC | 0 | $0 | 0.00% | −14,860−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −12,157−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −6,237−100.0% | 清倉 |
| KBC Group NV | 0 | $0 | 0.00% | −4,207−100.0% | 清倉 |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −1,208−100.0% | 清倉 |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −516−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −63−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| G2VP I Associates, LLC | – | – | – | – | 本季未申報 |
| Sutton Wealth Advisors Inc. | – | – | – | – | 本季未申報 |
| Foster Dykema Cabot & Co Inc | – | – | – | – | 本季未申報 |
| Johnson Midwest Financial, LLC | – | – | – | – | 本季未申報 |
