| Wolff Wiese Magana LLC | 389 | $1.80 萬 | 0.01% | −2,990−88.5% | 減碼 |
| Laurel Wealth Advisors LLC | 375 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 371 | $1.70 萬 | 0.00% | +371 | 新進 |
| Trustcore Financial Services, LLC | 351 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 300 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Sierra Capital LLC | 309 | $1.40 萬 | 0.00% | +309 | 新進 |
| Andrew Hill Investment Advisors, Inc. | 310 | $1.40 萬 | 0.01% | +310 | 新進 |
| Covestor Ltd | 263 | $1.20 萬 | 0.02% | +263 | 新進 |
| Meeder Asset Management Inc | 228 | $1.00 萬 | 0.00% | +228 | 新進 |
| Focused Wealth Management, Inc | 200 | $9,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 200 | $9,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 209 | $9,000 | 0.00% | +93+80.2% | 加碼 |
| Howe & Rusling Inc | 200 | $9,000 | 0.00% | +200 | 新進 |
| Umb Bank N A | 200 | $9,000 | 0.00% | +200 | 新進 |
| Tyler-Stone Wealth Management | 200 | $9,000 | 0.00% | +200 | 新進 |
| Delta Asset Management LLC | 150 | $7,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $7,000 | 0.00% | 00.0% | 不變 |
| O'Dell Group, LLC | 161 | $7,000 | 0.00% | 00.0% | 不變 |
| RWM Asset Management, LLC | 163 | $7,000 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 150 | $7,000 | 0.00% | +150 | 新進 |
| Fortitude Advisory Group L.L.C. | 150 | $7,000 | 0.00% | +150 | 新進 |
| Close Asset Management Ltd | 130 | $6,000 | 0.00% | −5−3.7% | 減碼 |
| Lindbrook Capital, LLC | 130 | $6,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 100 | $5,000 | 0.00% | −20−16.7% | 減碼 |
| McIlrath & Eck, LLC | 120 | $5,000 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 75 | $3,000 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 70 | $3,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 58 | $3,000 | 0.00% | +58 | 新進 |
| MayTech Global Investments, LLC | 60 | $3,000 | 0.00% | +60 | 新進 |
| Toth Financial Advisory Corp | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 53 | $2,000 | 0.00% | −3−5.4% | 減碼 |
| Corbenic Partners LLC | 45 | $2,000 | 0.00% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 43 | $2,000 | 0.00% | +43 | 新進 |
| Harvest Group Wealth Management, LLC | 36 | $2,000 | 0.00% | +36 | 新進 |
| Wagner Wealth Management, LLC | 40 | $2,000 | 0.00% | +40 | 新進 |
| Bourgeon Capital Management LLC | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 32 | $1,000 | 0.00% | +32 | 新進 |
| Valley National Advisers Inc | 5 | $0 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Retirement Group, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −428,571−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Boothe Investment Group, Inc. | 0 | $0 | 0.00% | −151,360−100.0% | 清倉 |
| HBK Investments L P | 0 | $0 | 0.00% | −148,500−100.0% | 清倉 |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −128,700−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −69,507−100.0% | 清倉 |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −67,000−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −59,460−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −45,986−100.0% | 清倉 |
| Ibex Investors LLC | 0 | $0 | 0.00% | −36,000−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −27,198−100.0% | 清倉 |
| Canal Insurance CO | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −13,756−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −13,531−100.0% | 清倉 |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Covey Capital Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −11,734−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −11,526−100.0% | 清倉 |
| Glovista Investments LLC | 0 | $0 | 0.00% | −7,029−100.0% | 清倉 |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −6,574−100.0% | 清倉 |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −6,251−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −5,706−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,846−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,559−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,392−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,355−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −335−100.0% | 清倉 |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −182−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
| Wealth Quarterback LLC | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |