| Central Trust Co | 1,730 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,580 | $5.30 萬 | 0.01% | −1,777−52.9% | 減碼 |
| Chandler Asset Management, Inc. | 1,347 | $4.50 萬 | 0.01% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1,333 | $4.50 萬 | 0.01% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 1,331 | $4.40 萬 | 0.03% | +1,331 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 1,213 | $4.10 萬 | 0.01% | +1,213 | 新進 |
| Mach-1 Financial Group, Inc. | 1,145 | $3.80 萬 | 0.03% | −140−10.9% | 減碼 |
| Bellevue Asset Management, LLC | 1,093 | $3.70 萬 | 0.03% | 00.0% | 不變 |
| US Bancorp | 1,000 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 1,000 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 924 | $3.10 萬 | 0.02% | 00.0% | 不變 |
| Rise Advisors, LLC | 844 | $2.80 萬 | 0.03% | +6+0.7% | 加碼 |
| Centersquare Investment Management LLC | 799 | $2.70 萬 | 0.00% | −1,943,385−100.0% | 減碼 |
| Creative Financial Designs Inc | 719 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 716 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 680 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 699 | $2.30 萬 | 0.00% | +699 | 新進 |
| Coastal Capital Group, Inc. | 666 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Retirement Group, LLC | 647 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 656 | $2.20 萬 | 0.04% | +5+0.8% | 加碼 |
| New Millennium Group LLC | 653 | $2.20 萬 | 0.02% | +653 | 新進 |
| Semmax Financial Advisors Inc. | 628 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 591 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Heritage Financial Services, LLC | 571 | $1.90 萬 | 0.01% | +571 | 新進 |
| Total Clarity Wealth Management, Inc. | 572 | $1.90 萬 | 0.01% | +572 | 新進 |
| First Personal Financial Services | 522 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Lake Point Wealth Management | 506 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 445 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Curi Capital | 400 | $1.30 萬 | 0.00% | +1+0.3% | 加碼 |
| Leelyn Smith, LLC | 333 | $1.10 萬 | 0.00% | +333 | 新進 |
| Quadrant Capital Group LLC | 274 | $9,000 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 105 | $8,609 | 0.01% | −22,634−99.5% | 減碼 |
| Cutler Group LP | 217 | $7,000 | 0.00% | +217 | 新進 |
| Bell Investment Advisors, Inc | 216 | $7,000 | 0.00% | +216 | 新進 |
| Huntington National Bank | 183 | $6,000 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 172 | $6,000 | 0.00% | +172 | 新進 |
| AlphaMark Advisors, LLC | 154 | $5,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 146 | $5,000 | 0.00% | +146 | 新進 |
| Aspire Private Capital, LLC | 122 | $4,000 | 0.00% | −3,026−96.1% | 減碼 |
| Fieldpoint Private Securities, LLC | 90 | $3,000 | 0.00% | +90 | 新進 |
| Raffa Wealth Management, LLC | 37 | $1,236 | 0.00% | +6+19.4% | 加碼 |
| Covestor Ltd | 12 | $0 | 0.00% | +12 | 新進 |
| Apeiron RIA LLC | 42,865 | – | – | +24,696+135.9% | 加碼 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −529,552−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −364,787−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −233,700−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −166,201−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −102,626−100.0% | 清倉 |
| Capital Wealth Management, LLC | 0 | $0 | 0.00% | −85,567−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −72,900−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −35,318−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −27,955−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,291−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −20,800−100.0% | 清倉 |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −19,860−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −16,612−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −12,478−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,775−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,429−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −9,182−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,930−100.0% | 清倉 |
| Busey Wealth Management | 0 | $0 | 0.00% | −7,988−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −7,312−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,996−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −6,894−100.0% | 清倉 |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −6,583−100.0% | 清倉 |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −6,550−100.0% | 清倉 |
| JT Stratford LLC | 0 | $0 | 0.00% | −6,230−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −5,996−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,867−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −5,816−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,791−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −2,261−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,274−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,973−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −1,382−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −762−100.0% | 清倉 |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −696−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Full18 Capital LLC | – | – | – | – | 本季未申報 |
| WealthPLAN Partners, LLC | – | – | – | – | 本季未申報 |
| WealthPlan Investment Management, LLC | – | – | – | – | 本季未申報 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | 本季未申報 |
| Ritter Daniher Financial Advisory, LLC | – | – | – | – | 本季未申報 |
