| EverSource Wealth Advisors, LLC | 1,650 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 1,660 | $2.99 萬 | 0.00% | +730+78.5% | 加碼 |
| Gen-Wealth Partners Inc | 1,643 | $2.93 萬 | 0.01% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,608 | $2.87 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 1,488 | $2.80 萬 | 0.00% | −100−6.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 1,423 | $2.54 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 1,395 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 1,222 | $2.18 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 1,202 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,191 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,022 | $1.83 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 1,000 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 1,000 | $1.79 萬 | 0.01% | +1,000 | 新進 |
| Ronald Blue Trust, Inc. | 1,000 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 968 | $1.73 萬 | 0.00% | +968 | 新進 |
| Global Retirement Partners, LLC | 935 | $1.67 萬 | 0.00% | −313−25.1% | 減碼 |
| Financial Freedom, LLC | 750 | $1.34 萬 | 0.01% | +13+1.8% | 加碼 |
| Trust Co | 750 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 700 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 692 | $1.24 萬 | 0.00% | +13+1.9% | 加碼 |
| Geneos Wealth Management Inc. | 691 | $1.23 萬 | 0.00% | +200+40.7% | 加碼 |
| Voisard Asset Management Group, Inc. | 670 | $1.20 萬 | 0.01% | +12+1.8% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 660 | $1.18 萬 | 0.04% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 659 | $1.18 萬 | 0.00% | +12+1.9% | 加碼 |
| Financial Network Wealth Advisors LLC | 609 | $1.09 萬 | 0.01% | +609 | 新進 |
| Atlantic Edge Private Wealth Management, LLC | 600 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 592 | $1.07 萬 | 0.00% | +11+1.9% | 加碼 |
| Kessler Investment Group, LLC | 594 | $1.06 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 538 | $9,609 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 530 | $9,466 | 0.00% | +130+32.5% | 加碼 |
| Hexagon Capital Partners LLC | 516 | $9,216 | 0.00% | 00.0% | 不變 |
| S.A. Mason LLC | 504 | $9,001 | 0.01% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 500 | $9,000 | 0.00% | +500 | 新進 |
| Wolff Wiese Magana LLC | 500 | $8,930 | 0.01% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 500 | $8,930 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 500 | $8,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 405 | $7,233 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 400 | $7,144 | 0.00% | −208−34.2% | 減碼 |
| FSC Wealth Advisors, LLC | 400 | $7,144 | 0.01% | 00.0% | 不變 |
| Birchbrook, Inc. | 400 | $7,144 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 375 | $6,698 | 0.00% | −99−20.9% | 減碼 |
| Colonial Trust Co | 341 | $6,049 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 331 | $5,912 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 275 | $4,912 | 0.00% | +275 | 新進 |
| Principal Securities, Inc. | 220 | $3,929 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 200 | $3,572 | 0.00% | 00.0% | 不變 |
| CNB Bank | 200 | $3,572 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 200 | $3,572 | 0.00% | +200 | 新進 |
| Anchor Investment Management, LLC | 191 | $3,411 | 0.00% | 00.0% | 不變 |
| Triad Wealth Partners, LLC | 190 | $3,393 | 0.00% | +190 | 新進 |
| Farmers & Merchants Trust Co of Chambersburg PA | 125 | $2,000 | 0.00% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 108 | $1,929 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 95 | $1,697 | 0.00% | +95 | 新進 |
| Atticus Wealth Management, LLC | 89 | $1,596 | 0.00% | +1+1.1% | 加碼 |
| NBC Securities, Inc. | 82 | $1,000 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 1 | $19 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,999,639−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −704,745−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −135,738−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −110,700−100.0% | 清倉 |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −34,230−100.0% | 清倉 |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −33,326−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −27,863−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −22,876−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| Spreng Capital Management, Inc. | 0 | $0 | 0.00% | −21,094−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,881−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −14,400−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,422−100.0% | 清倉 |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −11,046−100.0% | 清倉 |
| Aull & Monroe Investment Management Corp | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −10,419−100.0% | 清倉 |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −5,689−100.0% | 清倉 |
| Smithfield Trust Co | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,359−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1,239−100.0% | 清倉 |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −910−100.0% | 清倉 |
| Vima LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −223−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Resources Management Corp | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Tortoise Index Solutions, LLC | – | – | – | – | 本季未申報 |
| CWA Asset Management Group, LLC | – | – | – | – | 本季未申報 |
| Derbend Asset Management | – | – | – | – | 本季未申報 |
| Ziegler Capital Management, LLC | – | – | – | – | 本季未申報 |
| InterOcean Capital Group, LLC | – | – | – | – | 本季未申報 |
| Retirement Group, LLC | – | – | – | – | 本季未申報 |
