| Citigroup Inc | 7,797 | $11.5 萬 | 0.00% | +4,469+134.3% | 加碼 |
| Capital Advisors, Ltd. LLC | 7,000 | $10.3 萬 | 0.01% | −4,000−36.4% | 減碼 |
| Cape Investment Advisory, Inc. | 6,604 | $9.75 萬 | 0.05% | +6,104+1,220.8% | 加碼 |
| Park Circle Co | 6,272 | $9.26 萬 | 0.09% | 00.0% | 不變 |
| Advisory Services Network, LLC | 6,075 | $8.97 萬 | 0.00% | +6,075 | 新進 |
| Tucker Asset Management LLC | 5,506 | $8.13 萬 | 0.02% | +5,506 | 新進 |
| Aspire Private Capital, LLC | 5,292 | $7.81 萬 | 0.02% | +153+3.0% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 5,201 | $7.68 萬 | 0.02% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 4,750 | $7.01 萬 | 0.02% | 00.0% | 不變 |
| LM Advisors LLC | 4,445 | $6.56 萬 | 0.01% | +4,445 | 新進 |
| Parkside Financial Bank & Trust | 4,444 | $6.56 萬 | 0.01% | +76+1.7% | 加碼 |
| Register Financial Advisors LLC | 4,317 | $6.37 萬 | 0.04% | 00.0% | 不變 |
| CVA Family Office, LLC | 4,100 | $6.05 萬 | 0.01% | +4,100 | 新進 |
| Rothschild Investment LLC | 3,999 | $5.90 萬 | 0.00% | +3,999 | 新進 |
| Edmond de Rothschild Holding S.A. | 3,874 | $5.72 萬 | 0.00% | +3,874 | 新進 |
| Huntington National Bank | 3,700 | $5.46 萬 | 0.00% | +3,700 | 新進 |
| US Bancorp | 3,500 | $5.17 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 3,000 | $4.52 萬 | 0.00% | +100+3.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,044 | $4.49 萬 | 0.00% | +2,044+204.4% | 加碼 |
| FIL Ltd | 2,909 | $4.32 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,755 | $4.07 萬 | 0.01% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 2,640 | $3.90 萬 | 0.02% | +2,040+340.0% | 加碼 |
| Coppell Advisory Solutions LLC | 2,608 | $3.85 萬 | 0.01% | +1,708+189.8% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,603 | $3.84 萬 | 0.02% | +31+1.2% | 加碼 |
| Lazard Asset Management LLC | 2,508 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,300 | $3.39 萬 | 0.00% | +800+53.3% | 加碼 |
| Heritage Wealth Advisors | 2,200 | $3.25 萬 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 2,176 | $3.20 萬 | 0.00% | +2,176 | 新進 |
| Life Planning Partners, Inc | 1,629 | $2.40 萬 | 0.02% | +1,629 | 新進 |
| Harbour Investments, Inc. | 1,586 | $2.34 萬 | 0.00% | −3,285−67.4% | 減碼 |
| Macroview Investment Management LLC | 1,523 | $2.25 萬 | 0.03% | +56+3.8% | 加碼 |
| Anchor Investment Management, LLC | 1,500 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,400 | $2.07 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Markets LLC | 1,200 | $1.80 萬 | 0.01% | +1,200 | 新進 |
| Pinnacle Bancorp, Inc. | 1,175 | $1.73 萬 | 0.01% | 00.0% | 不變 |
| Retirement Group, LLC | 980 | $1.45 萬 | 0.01% | +980 | 新進 |
| Tompkins Financial Corp | 965 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 920 | $1.36 萬 | 0.01% | +185+25.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 802 | $1.18 萬 | 0.00% | +37+4.8% | 加碼 |
| Beacon Capital Management, LLC | 790 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 700 | $1.00 萬 | 0.01% | +700 | 新進 |
| Pathway Financial Advisers, LLC | 650 | $9,594 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 629 | $9,286 | 0.01% | +18+2.9% | 加碼 |
| Financial Connections Group, Inc. | 642 | $9,000 | 0.01% | +15+2.4% | 加碼 |
| AdvisorNet Financial, Inc | 500 | $7,380 | 0.00% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 500 | $7,380 | 0.01% | 00.0% | 不變 |
| Gradient Investments LLC | 485 | $7,159 | 0.00% | +273+128.8% | 加碼 |
| Archer Investment Corp | 350 | $5,166 | 0.00% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 340 | $5,019 | 0.00% | +340 | 新進 |
| CWM, LLC | 318 | $5,000 | 0.00% | −989−75.7% | 減碼 |
| Halpern Financial, Inc. | 200 | $2,926 | 0.00% | +200 | 新進 |
| WealthCollab, LLC | 143 | $2,111 | 0.00% | +143 | 新進 |
| Private Trust Co NA | 116 | $1,712 | 0.00% | +116 | 新進 |
| Venturi Wealth Management, LLC | 88 | $1,299 | 0.00% | +88 | 新進 |
| Hantz Financial Services, Inc. | 36 | $1,000 | 0.00% | +36 | 新進 |
| GAMMA Investing LLC | 62 | $919 | 0.00% | +62 | 新進 |
| Hexagon Capital Partners LLC | 16 | $237 | 0.00% | +16 | 新進 |
| SRS Capital Advisors, Inc. | 14 | $207 | 0.00% | +14 | 新進 |
| FMR LLC | 3 | $45 | 0.00% | +3 | 新進 |
| Sofos Investments, Inc. | 3 | $38 | 0.00% | +3 | 新進 |
| Members Capital Advisors Inc | 0 | $0 | 0.00% | −1,274,004−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −141,426−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −67,699−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −54,077−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −50,291−100.0% | 清倉 |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −48,518−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −48,239−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −45,348−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −40,721−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −31,200−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,517−100.0% | 清倉 |
| Callan Capital, LLC | 0 | $0 | 0.00% | −14,237−100.0% | 清倉 |
| Heritage Trust Co | 0 | $0 | 0.00% | −13,915−100.0% | 清倉 |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −13,201−100.0% | 清倉 |
| Old National Bancorp | 0 | $0 | 0.00% | −11,371−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −11,172−100.0% | 清倉 |
| Aspen Wealth Strategies, LLC | 0 | $0 | 0.00% | −10,192−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,648−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −3,822−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1,119−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −825−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −759−100.0% | 清倉 |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −463−100.0% | 清倉 |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −322−100.0% | 清倉 |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −167−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Golden Green, Inc. | – | – | – | – | 本季未申報 |
| Madison Wealth Management | – | – | – | – | 本季未申報 |
| Claybrook Capital, LLC | – | – | – | – | 本季未申報 |
| Icon Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| V Wealth Advisors LLC | – | – | – | – | 本季未申報 |
| Antonetti Capital Management LLC | – | – | – | – | 本季未申報 |
