| Bleakley Financial Group, LLC | 18,257 | $22.6 萬 | 0.01% | +18,257 | 新進 |
| ExodusPoint Capital Management, LP | 17,262 | $21.4 萬 | 0.00% | +17,262 | 新進 |
| Brown Advisory Inc | 17,000 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 16,946 | $21.0 萬 | 0.02% | +16,946 | 新進 |
| Boenning & Scattergood, Inc. | 15,000 | $20.8 萬 | 0.03% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 16,716 | $20.7 萬 | 0.08% | −385−2.3% | 減碼 |
| Susquehanna International Group, LLP | 16,418 | $20.3 萬 | 0.00% | +16,418 | 新進 |
| GYL Financial Synergies, LLC | 15,655 | $19.4 萬 | 0.04% | +2,770+21.5% | 加碼 |
| Goldman Sachs Group Inc | 15,149 | $18.7 萬 | 0.00% | −47,726−75.9% | 減碼 |
| Essex Financial Services, Inc. | 14,192 | $17.5 萬 | 0.02% | +60.0% | 加碼 |
| Creative Planning | 12,926 | $16.0 萬 | 0.00% | +265+2.1% | 加碼 |
| Mercer Global Advisors Inc | 12,549 | $15.5 萬 | 0.00% | +12,549 | 新進 |
| Ergoteles LLC | 12,336 | $15.3 萬 | 0.01% | +12,336 | 新進 |
| Paul Damon & Associates, Inc. | 12,248 | $15.2 萬 | 0.12% | +12,248 | 新進 |
| ARS Wealth Advisors Group, LLC | 11,390 | $14.1 萬 | 0.02% | +11,390 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,155 | $13.8 萬 | 0.04% | +11,155 | 新進 |
| Rothschild Investment Corp | 10,520 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Stephens Inc | 10,500 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 10,440 | $12.9 萬 | 0.00% | +7,801+295.6% | 加碼 |
| IFP Advisors, Inc | 8,586 | $11.9 萬 | 0.00% | +7,389+617.3% | 加碼 |
| Bessemer Group Inc | 7,680 | $9.50 萬 | 0.00% | 00.0% | 不變 |
| Cedar Wealth Management, LLC | 7,600 | $9.40 萬 | 0.05% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 7,300 | $9.00 萬 | 0.01% | +7,300 | 新進 |
| Accurate Wealth Management, LLC | 6,565 | $8.34 萬 | 0.03% | +6,565 | 新進 |
| PEAK6 Investments LLC | 3,557 | $4.40 萬 | 0.00% | −13,995−79.7% | 減碼 |
| Nomura Asset Management Co Ltd | 3,103 | $3.84 萬 | 0.00% | +786+33.9% | 加碼 |
| Harbour Investments, Inc. | 2,317 | $2.87 萬 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 2,279 | $2.82 萬 | 0.02% | +2,279 | 新進 |
| Belpointe Asset Management LLC | 2,201 | $2.72 萬 | 0.00% | +2,201 | 新進 |
| Lazard Asset Management LLC | 2,152 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,033 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 1,976 | $2.40 萬 | 0.00% | −85,583−97.7% | 減碼 |
| Worth Asset Management, LLC | 1,770 | $2.19 萬 | 0.02% | 00.0% | 不變 |
| Money Concepts Capital Corp | 1,570 | $1.94 萬 | 0.00% | +1,008+179.4% | 加碼 |
| Proequities, Inc. | 1,400 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 1,400 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1,101 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,079 | $1.30 萬 | 0.00% | +2+0.2% | 加碼 |
| First Horizon Advisors, Inc. | 1,000 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 925 | $1.14 萬 | 0.00% | +925 | 新進 |
| Simplex Trading, LLC | 809 | $1.00 萬 | 0.00% | +744+1,144.6% | 加碼 |
| Sound Income Strategies, LLC | 800 | $9,896 | 0.00% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 700 | $9,000 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 464 | $5,740 | 0.00% | +464 | 新進 |
| Steward Partners Investment Advisory, LLC | 400 | $4,948 | 0.00% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 400 | $4,948 | 0.00% | +400 | 新進 |
| Parallel Advisors, LLC | 300 | $3,711 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 300 | $3,711 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 265 | $3,278 | 0.00% | 00.0% | 不變 |
| Quarry LP | 259 | $3,204 | 0.00% | +259 | 新進 |
| Zullo Investment Group, Inc. | 191 | $2,363 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 150 | $1,856 | 0.00% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 132 | $1,633 | 0.00% | +132 | 新進 |
| Sandy Spring Bank | 128 | $1,577 | 0.00% | +4+3.2% | 加碼 |
| West Financial Advisors, LLC | 105 | $1,301 | 0.00% | +3+2.9% | 加碼 |
| Citigroup Inc | 5 | $62 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 2,067 | $26 | 0.00% | +2,067 | 新進 |
| Quantbot Technologies LP | 1 | $12 | 0.00% | +1 | 新進 |
| Gyon Technologies Capital Management, LP | 1 | $12 | 0.00% | +1 | 新進 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −41,438−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −23,834−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,901−100.0% | 清倉 |
| Zhang Financial LLC | 0 | $0 | 0.00% | −11,861−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,246−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −11,439−100.0% | 清倉 |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −10,051−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −733−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −494−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Round Table Services, LLC | – | – | – | – | 本季未申報 |
| Roosevelt Investment Group LLC | – | – | – | – | 本季未申報 |
| Covington Capital Management | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
