| Curi Capital | 230 | $5,000 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 183 | $5,000 | 0.00% | +83+83.0% | 加碼 |
| Smithfield Trust Co | 218 | $5,000 | 0.00% | +218 | 新進 |
| Worth Asset Management, LLC | 200 | $5,000 | 0.00% | +200 | 新進 |
| City Holding Co | 171 | $4,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 168 | $4,000 | 0.00% | −15−8.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 162 | $4,000 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 164 | $4,000 | 0.00% | +164 | 新進 |
| HBC Financial Services, PLLC | 160 | $3,000 | 0.00% | −100−38.5% | 減碼 |
| McCarthy Asset Management, Inc. | 100 | $3,000 | 0.00% | −100−50.0% | 減碼 |
| Lee Financial Co | 116 | $3,000 | 0.00% | −10−7.9% | 減碼 |
| Pacific Center for Financial Services | 112 | $3,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 107 | $3,000 | 0.00% | 00.0% | 不變 |
| Solstein Capital, LLC | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| City State Bank | 125 | $3,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 100 | $3,000 | 0.00% | +100 | 新進 |
| Castleview Partners, LLC | 140 | $3,000 | 0.00% | −2,158−93.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 102 | $3,000 | 0.00% | +102 | 新進 |
| St. Johns Investment Management Company, LLC | 98 | $2,000 | 0.00% | 00.0% | 不變 |
| GoalVest Advisory LLC | 74 | $2,000 | 0.00% | +74 | 新進 |
| Rockbridge Investment Management, LCC | 40 | $1,030 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 34 | $1,000 | 0.00% | +1+3.0% | 加碼 |
| Avion Wealth | 35 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 40 | $1,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 58 | $1,000 | 0.00% | 00.0% | 不變 |
| Karlinski Andrew C | 32 | $1,000 | 0.00% | −22−40.7% | 減碼 |
| Versant Capital Management, Inc | 24 | $1,000 | 0.00% | 00.0% | 不變 |
| Core Wealth Advisors, Inc. | 21 | $1,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 50 | $1,000 | 0.00% | +50 | 新進 |
| Financial Perspectives, Inc | 29 | $728 | 0.00% | 00.0% | 不變 |
| WFA Asset Management Corp | 19 | $489 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | – | $75 | 0.00% | – | – |
| Crewe Advisors LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 450 | – | – | +82+22.3% | 加碼 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −838,149−100.0% | 清倉 |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −605,648−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −560,922−100.0% | 清倉 |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −444,000−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −305,713−100.0% | 清倉 |
| Engrave Wealth Partners LLC | 0 | $0 | 0.00% | −167,041−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −161,277−100.0% | 清倉 |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −158,128−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −118,600−100.0% | 清倉 |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −85,696−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −81,807−100.0% | 清倉 |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −80,007−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −63,886−100.0% | 清倉 |
| RiverTree Advisors, LLC | 0 | $0 | 0.00% | −64,551−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −56,703−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −55,247−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −47,638−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −45,631−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −38,357−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −31,989−100.0% | 清倉 |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −30,902−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −27,159−100.0% | 清倉 |
| Bank of Nova Scotia Trust Co | 0 | $0 | 0.00% | −22,412−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −21,656−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,659−100.0% | 清倉 |
| Trellus Management Company, LLC | 0 | $0 | 0.00% | −17,879−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −14,767−100.0% | 清倉 |
| Golden Green, Inc. | 0 | $0 | 0.00% | −13,459−100.0% | 清倉 |
| Meritage Group LP | 0 | $0 | 0.00% | −13,083−100.0% | 清倉 |
| Capasso Planning Partners LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −11,911−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −11,906−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −11,795−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −11,212−100.0% | 清倉 |
| Payden & Rygel | 0 | $0 | 0.00% | −6,400−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −5,113−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −4,940−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −3,050−100.0% | 清倉 |
| Richwood Investment Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −718−100.0% | 清倉 |
| Rather & Kittrell, Inc. | 0 | $0 | 0.00% | −732−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −680−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −616−100.0% | 清倉 |
| TD Capital Management LLC | 0 | $0 | 0.00% | −542−100.0% | 清倉 |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −370−100.0% | 清倉 |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −390−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −263−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| CastleArk Alternatives, LLC | – | – | – | – | 本季未申報 |
| Altavista Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |