| Bogart Wealth, LLC | 447 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 444 | $1.89 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 442 | $1.88 萬 | 0.00% | +89+25.2% | 加碼 |
| DecisionPoint Financial, LLC | 400 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 405 | $1.73 萬 | 0.00% | +15+3.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 400 | $1.70 萬 | 0.00% | +400 | 新進 |
| Tidemark, LLC | 380 | $1.62 萬 | 0.01% | +5+1.3% | 加碼 |
| Rothschild Investment LLC | 366 | $1.56 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 355 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 348 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 346 | $1.47 萬 | 0.00% | −15,513−97.8% | 減碼 |
| Rise Advisors, LLC | 337 | $1.44 萬 | 0.01% | +4+1.2% | 加碼 |
| Quent Capital, LLC | 323 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| Pingora Partners LLC | 310 | $1.32 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 309 | $1.32 萬 | 0.00% | +309 | 新進 |
| Sunbelt Securities, Inc. | 305 | $1.30 萬 | 0.00% | −235−43.5% | 減碼 |
| WR Wealth Planners, LLC | 300 | $1.28 萬 | 0.00% | −100−25.0% | 減碼 |
| AllSquare Wealth Management LLC | 300 | $1.28 萬 | 0.01% | 00.0% | 不變 |
| City Holding Co | 300 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 299 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 296 | $1.26 萬 | 0.00% | +296 | 新進 |
| JNBA Financial Advisors | 279 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 247 | $1.05 萬 | 0.01% | +94+61.4% | 加碼 |
| Stephens Consulting, LLC | 240 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Birchbrook, Inc. | 240 | $1.02 萬 | 0.01% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 237 | $1.00 萬 | 0.00% | −29−10.9% | 減碼 |
| Natixis | 211 | $8,989 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $8,000 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 180 | $7,668 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 179 | $7,625 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 178 | $7,583 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 176 | $7,497 | 0.00% | +69+64.5% | 加碼 |
| Meeder Asset Management Inc | 148 | $6,305 | 0.00% | +148 | 新進 |
| Avion Wealth | 141 | $6,000 | 0.00% | −24−14.5% | 減碼 |
| Coppell Advisory Solutions LLC | 130 | $5,538 | 0.00% | +130 | 新進 |
| Bell Investment Advisors, Inc | 110 | $4,686 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 100 | $4,260 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 95 | $4,047 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 89 | $3,791 | 0.00% | −7−7.3% | 減碼 |
| Concord Wealth Partners | 85 | $3,621 | 0.00% | +17+25.0% | 加碼 |
| Washington Trust Advisors, Inc. | 81 | $3,460 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 80 | $3,408 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 74 | $3,163 | 0.00% | +8+12.1% | 加碼 |
| Parkside Financial Bank & Trust | 70 | $2,982 | 0.00% | −8−10.3% | 減碼 |
| Prestige Wealth Management Group LLC | 64 | $2,727 | 0.00% | 00.0% | 不變 |
| Accent Capital Management, LLC | 62 | $2,641 | 0.00% | +62 | 新進 |
| Harbor Investment Advisory, LLC | 48 | $2,045 | 0.00% | +35+269.2% | 加碼 |
| Loomis Sayles & Co L P | 37 | $2,000 | 0.00% | −289−88.7% | 減碼 |
| Clear Street Markets LLC | 49 | $2,000 | 0.00% | +49 | 新進 |
| Caitlin John, LLC | 37 | $1,565 | 0.00% | +1+2.8% | 加碼 |
| SWAN Capital LLC | 36 | $1,544 | 0.00% | +36 | 新進 |
| Sachetta, LLC | 29 | $1,337 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 20 | $841 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 18 | $767 | 0.00% | −50−73.5% | 減碼 |
| Private Wealth Management Group, LLC | 18 | $767 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 16 | $675 | 0.00% | +16 | 新進 |
| MV Capital Management, Inc. | 2 | $86 | 0.00% | −1−33.3% | 減碼 |
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | −7−41.2% | 減碼 |
| American International Group, Inc. | 0 | $0 | 0.00% | −241,535−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −240,000−100.0% | 清倉 |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −159,700−100.0% | 清倉 |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −149,099−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −57,075−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −33,967−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −31,800−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −28,823−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −15,215−100.0% | 清倉 |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −13,932−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −13,424−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,280−100.0% | 清倉 |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −7,880−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −6,760−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −6,594−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −5,918−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −5,939−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −5,634−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,601−100.0% | 清倉 |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −5,304−100.0% | 清倉 |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −5,228−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −5,193−100.0% | 清倉 |
| V2 Financial group LLC | 0 | $0 | 0.00% | −5,150−100.0% | 清倉 |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −4,954−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −4,749−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −1,470−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −456−100.0% | 清倉 |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −293−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −290−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −148−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −39,701−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| Cipher Capital LP | – | – | – | – | 本季未申報 |
| Shell Asset Management Co | – | – | – | – | 本季未申報 |
| Retirement Group, LLC | – | – | – | – | 本季未申報 |
