| Kings Point Capital Management | 200 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 189 | $2.30 萬 | 0.00% | +2+1.1% | 加碼 |
| Carroll Financial Associates, Inc. | 175 | $2.10 萬 | 0.00% | −55−23.9% | 減碼 |
| Toth Financial Advisory Corp | 150 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Paragon Wealth Strategies, LLC | 134 | $1.60 萬 | 0.00% | +134 | 新進 |
| GPS Wealth Strategies Group, LLC | 130 | $1.60 萬 | 0.00% | +130 | 新進 |
| Geneos Wealth Management Inc. | 129 | $1.50 萬 | 0.00% | −7,453−98.3% | 減碼 |
| First Horizon Advisors, Inc. | 123 | $1.40 萬 | 0.00% | −56−31.3% | 減碼 |
| Central Trust Co | 100 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 100 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 101 | $1.20 萬 | 0.01% | +101 | 新進 |
| CWM, LLC | 88 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 94 | $1.10 萬 | 0.00% | −6−6.0% | 減碼 |
| Raffa Wealth Management, LLC | 90 | $1.09 萬 | 0.00% | +4+4.7% | 加碼 |
| Fieldpoint Private Securities, LLC | 95 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 80 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 73 | $9,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 65 | $8,000 | 0.00% | +65 | 新進 |
| Enterprise Financial Services Corp | 61 | $7,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 55 | $7,000 | 0.00% | 00.0% | 不變 |
| Hoover Financial Advisors, Inc. | 60 | $7,000 | 0.00% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 50 | $6,000 | 0.00% | +50 | 新進 |
| Aspire Private Capital, LLC | 49 | $6,000 | 0.00% | +49 | 新進 |
| Lake Point Wealth Management | 50 | $6,000 | 0.00% | +50 | 新進 |
| Copeland Capital Management, LLC | 42 | $5,000 | 0.00% | +21+100.0% | 加碼 |
| Berman Capital Advisors, LLC | 35 | $4,000 | 0.00% | −20−36.4% | 減碼 |
| FinTrust Capital Advisors, LLC | 35 | $4,000 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 29 | $4,000 | 0.00% | +29 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 23 | $3,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 25 | $3,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 18 | $2,000 | 0.00% | −8−30.8% | 減碼 |
| Meeder Asset Management Inc | 15 | $2,000 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 14 | $2,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 13 | $2,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Sierra Capital LLC | 7 | $1,000 | 0.00% | −4−36.4% | 減碼 |
| Manchester Capital Management LLC | 11 | $1,000 | 0.00% | +11 | 新進 |
| TD Private Client Wealth LLC | 6 | $726 | 0.00% | 00.0% | 不變 |
| Forsta Ap-Fonden | 50,810 | $0 | 0.00% | −5,701−10.1% | 減碼 |
| John W. Brooker & Co., CPAs | 1 | $0 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Sofos Investments, Inc. | 159 | – | – | −79−33.2% | 減碼 |
| Agf Investments Inc. | 0 | $0 | 0.00% | −130,154−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −60,913−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −38,954−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −31,300−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −30,390−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,814−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −88,994−100.0% | 清倉 |
| NorthCoast Asset Management LLC | 0 | $0 | 0.00% | −9,876−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,818−100.0% | 清倉 |
| Athanor Capital, LP | 0 | $0 | 0.00% | −7,895−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −7,710−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,163−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −6,056−100.0% | 清倉 |
| Colony Group LLC | 0 | $0 | 0.00% | −4,745−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,655−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −3,369−100.0% | 清倉 |
| Range Financial Group LLC | 0 | $0 | 0.00% | −3,294−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,880−100.0% | 清倉 |
| Woodard & Co Asset Management Group Inc | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,250−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,231−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,951−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,441−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,519−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,295−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,171−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −533−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −520−100.0% | 清倉 |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −406−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −370−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −370−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −342−100.0% | 清倉 |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −198−100.0% | 清倉 |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| NVWM, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| OneAscent Wealth Management LLC | – | – | – | – | 本季未申報 |
| OneAscent Financial Services LLC | – | – | – | – | 本季未申報 |
