| Atlantic Edge Private Wealth Management, LLC | 508 | $9,104 | 0.00% | +508 | 新進 |
| Harbor Investment Advisory, LLC | 500 | $8,960 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 500 | $8,960 | 0.00% | 00.0% | 不變 |
| Berbice Capital Management LLC | 500 | $8,960 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 500 | $8,960 | 0.00% | +500 | 新進 |
| Vima LLC | 500 | $8,960 | 0.01% | +500 | 新進 |
| Nvest Wealth Strategies, Inc. | 487 | $8,728 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 381 | $6,828 | 0.00% | +381 | 新進 |
| Rothschild Investment LLC | 305 | $5,466 | 0.00% | −55−15.3% | 減碼 |
| Louisbourg Investments Inc. | 300 | $5,376 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 293 | $5,251 | 0.00% | +293 | 新進 |
| Hurley Capital, LLC | 285 | $5,107 | 0.00% | −286−50.1% | 減碼 |
| Avion Wealth | 333 | $5,000 | 0.00% | +17+5.4% | 加碼 |
| CWM Advisors, LLC | 265 | $4,757 | 0.00% | +265 | 新進 |
| Action Point Financial Planning, LLC | 250 | $4,480 | 0.00% | +250 | 新進 |
| Fortitude Family Office, LLC | 244 | $4,372 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 215 | $4,000 | 0.00% | −28−11.5% | 減碼 |
| Golden State Wealth Management, LLC | 222 | $3,978 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 221 | $3,961 | 0.00% | −66−23.0% | 減碼 |
| Strategic Investment Solutions, Inc. | 200 | $3,584 | 0.00% | −1,445−87.8% | 減碼 |
| Private Trust Co NA | 172 | $3,082 | 0.00% | +172 | 新進 |
| Bogart Wealth, LLC | 150 | $2,688 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 150 | $2,688 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 150 | $2,688 | 0.00% | +70+87.5% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 143 | $2,563 | 0.00% | +143 | 新進 |
| Massmutual Trust Co FSB | 143 | $2,563 | 0.00% | +143 | 新進 |
| WPG Advisers, LLC | 143 | $2,563 | 0.00% | +143 | 新進 |
| Keating Financial Advisory Services, Inc. | 114 | $2,043 | 0.00% | +47+70.1% | 加碼 |
| Barrett & Company, Inc. | 105 | $1,882 | 0.00% | +105 | 新進 |
| Fourth Dimension Wealth, LLC | 100 | $1,792 | 0.00% | −100−50.0% | 減碼 |
| Financial Consulate, Inc | 100 | $1,792 | 0.00% | 00.0% | 不變 |
| Flagship Wealth Advisors, LLC | 100 | $1,792 | 0.00% | +100 | 新進 |
| Bare Financial Services, Inc | 95 | $1,702 | 0.00% | +95 | 新進 |
| Wilkerson Advisory Group LLC | 77 | $1,380 | 0.00% | −14−15.4% | 減碼 |
| New England Capital Financial Advisors LLC | 60 | $1,076 | 0.00% | +60 | 新進 |
| Noble Wealth Management PBC | 58 | $1,039 | 0.00% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 35 | $1,000 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 36 | $1,000 | 0.00% | +21+140.0% | 加碼 |
| Assetmark, Inc | 51 | $914 | 0.00% | +51 | 新進 |
| Lloyd Advisory Services, LLC. | 50 | $896 | 0.00% | +50 | 新進 |
| UMA Financial Services, Inc. | 49 | $879 | 0.00% | +49 | 新進 |
| Core Capital Management & Research, inc. | 60 | $778 | 0.00% | +60 | 新進 |
| SWAN Capital LLC | 40 | $717 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 23 | $413 | 0.00% | +23 | 新進 |
| Mather Group, LLC. | 21 | $376 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 21 | $376 | 0.00% | +21 | 新進 |
| Ankerstar Wealth, LLC | 4 | $72 | 0.00% | +4 | 新進 |
| Quarry LP | 3 | $54 | 0.00% | +3 | 新進 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $18 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 1 | $18 | 0.00% | +1 | 新進 |
| Coppell Advisory Solutions LLC | 25 | – | – | +25 | 新進 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −399,210−100.0% | 清倉 |
| Havemeyer Place LP | 0 | $0 | 0.00% | −323,148−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −274,757−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −273,135−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −96,581−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −167,941−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −161,340−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −130,048−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −122,464−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −87,154−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −77,933−100.0% | 清倉 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −67,762−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −65,880−100.0% | 清倉 |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −44,702−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −44,664−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −36,355−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,939−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −25,575−100.0% | 清倉 |
| Defiance ETFs, LLC | 0 | $0 | 0.00% | −24,390−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −24,390−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −22,186−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,746−100.0% | 清倉 |
| VARCOV Co. | 0 | $0 | 0.00% | −17,711−100.0% | 清倉 |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −16,942−100.0% | 清倉 |
| A&I Financial Services, LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −14,500−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −13,800−100.0% | 清倉 |
| J. Derek Lewis & Associates Inc. | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −13,130−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −12,410−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −12,384−100.0% | 清倉 |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −11,740−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −11,400−100.0% | 清倉 |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −11,032−100.0% | 清倉 |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −10,084−100.0% | 清倉 |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −10,654−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −6,768−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −6,512−100.0% | 清倉 |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −709−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −387−100.0% | 清倉 |
| Navigoe, LLC | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −132−100.0% | 清倉 |
| LRI Investments, LLC | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Kilter Group LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| Journey Strategic Wealth LLC | – | – | – | – | 本季未申報 |
