| Hexagon Capital Partners LLC | 1,657 | $2.43 萬 | 0.00% | +544+48.9% | 加碼 |
| Sierra Ocean, LLC | 1,618 | $2.37 萬 | 0.02% | +1,618 | 新進 |
| Brown, Lisle/Cummings, Inc. | 1,500 | $2.20 萬 | 0.01% | +1,500 | 新進 |
| CWM, LLC | 1,413 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,400 | $2.05 萬 | 0.01% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 1,400 | $2.05 萬 | 0.00% | +1,400 | 新進 |
| AdvisorNet Financial, Inc | 1,391 | $2.04 萬 | 0.00% | +600+75.9% | 加碼 |
| Trust Co of Vermont | 1,200 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 1,175 | $1.72 萬 | 0.01% | 00.0% | 不變 |
| VSM Wealth Advisory, LLC | 1,041 | $1.53 萬 | 0.01% | +981+1,635.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,000 | $1.47 萬 | 0.00% | −3,372−77.1% | 減碼 |
| GeoWealth Management, LLC | 973 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 815 | $1.19 萬 | 0.00% | +22+2.8% | 加碼 |
| SJS Investment Consulting Inc. | 787 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 722 | $1.06 萬 | 0.01% | +20+2.8% | 加碼 |
| Jones Financial Companies LLLP | 670 | $1.01 萬 | 0.00% | −220−24.7% | 減碼 |
| Assetmark, Inc | 624 | $9,148 | 0.00% | +624 | 新進 |
| Central Trust Co | 619 | $9,074 | 0.00% | +619 | 新進 |
| Tower Research Capital LLC (TRC) | 616 | $9,031 | 0.00% | −12,422−95.3% | 減碼 |
| WealthCollab, LLC | 593 | $8,694 | 0.01% | +450+314.7% | 加碼 |
| LRI Investments, LLC | 544 | $7,977 | 0.00% | +13+2.4% | 加碼 |
| Harbour Investments, Inc. | 527 | $7,726 | 0.00% | −943−64.1% | 減碼 |
| Cape Investment Advisory, Inc. | 500 | $7,330 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 499 | $7,316 | 0.00% | +499 | 新進 |
| National Bank of Canada | 484 | $7,081 | 0.00% | −4,002−89.2% | 減碼 |
| Archer Investment Corp | 404 | $5,930 | 0.00% | +1+0.2% | 加碼 |
| Spectrum Wealth Counsel, LLC | 382 | $5,601 | 0.00% | +42+12.4% | 加碼 |
| UMA Financial Services, Inc. | 359 | $5,269 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 250 | $3,665 | 0.00% | 00.0% | 不變 |
| Garde Capital, Inc. | 238 | $3,490 | 0.00% | +238 | 新進 |
| Insight Financial Services | 200 | $2,932 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 41 | $1,000 | 0.00% | +1+2.5% | 加碼 |
| YANKCOM Partnership | 66 | $968 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 62 | $909 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 59 | $865 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 47 | $689 | 0.00% | +6+14.6% | 加碼 |
| Horizon Investments, LLC | 16 | $235 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 15 | $219 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 3 | $44 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 0 | $0 | 0.00% | −23,887−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −145,700−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −136,411−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −132,211−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −94,917−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −80,830−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −53,900−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −51,205−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −50,749−100.0% | 清倉 |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −37,956−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −29,903−100.0% | 清倉 |
| GWN Securities Inc. | 0 | $0 | 0.00% | −28,251−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −25,738−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −25,424−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −23,912−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −19,530−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −19,295−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −18,400−100.0% | 清倉 |
| CAP Partners, LLC | 0 | $0 | 0.00% | −17,610−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,300−100.0% | 清倉 |
| Strid Group, LLC | 0 | $0 | 0.00% | −13,799−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −13,363−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,907−100.0% | 清倉 |
| Cooperman Leon G | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,777−100.0% | 清倉 |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −11,276−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −10,927−100.0% | 清倉 |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −10,670−100.0% | 清倉 |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −10,048−100.0% | 清倉 |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −4,283−100.0% | 清倉 |
| Luminist Capital LLC | 0 | $0 | 0.00% | −6,773−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,248−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −3,169−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −2,143−100.0% | 清倉 |
| Hemington Wealth Management | 0 | $0 | 0.00% | −1,783−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −1,534−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,214−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −1,150−100.0% | 清倉 |
| Tandem Financial, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −723−100.0% | 清倉 |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −330−100.0% | 清倉 |
| Albion Financial Group | 0 | $0 | 0.00% | −325−100.0% | 清倉 |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Birchbrook, Inc. | 0 | $0 | 0.00% | −90−100.0% | 清倉 |
| Edge Capital Group, LLC | – | – | – | – | 本季未申報 |
| Strategic Wealth Partners, Ltd. | – | – | – | – | 本季未申報 |
| Financial Gravity Companies, Inc. | – | – | – | – | 本季未申報 |
| Lantern Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Boston Financial Mangement LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Peninsula Wealth, LLC | – | – | – | – | 本季未申報 |
| Zions Bancorporation, N.A. | – | – | – | – | 本季未申報 |
| WR Wealth Planners, LLC | – | – | – | – | 本季未申報 |
