| Tradewinds Capital Management, LLC | 1,000 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 997 | $2.80 萬 | 0.00% | +997 | 新進 |
| Mach-1 Financial Group, Inc. | 995 | $2.70 萬 | 0.03% | −150−13.1% | 減碼 |
| Kozak & Associates, Inc. | 924 | $2.70 萬 | 0.02% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 967 | $2.70 萬 | 0.01% | +967 | 新進 |
| Clearstead Advisors, LLC | 881 | $2.50 萬 | 0.00% | +881 | 新進 |
| Rise Advisors, LLC | 851 | $2.40 萬 | 0.02% | +7+0.8% | 加碼 |
| Spire Wealth Management | 748 | $2.10 萬 | 0.00% | −56,160−98.7% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 716 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 699 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 680 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 666 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 661 | $1.90 萬 | 0.03% | +5+0.8% | 加碼 |
| Semmax Financial Advisors Inc. | 628 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Retirement Group, LLC | 647 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| New Millennium Group LLC | 658 | $1.80 萬 | 0.02% | +5+0.8% | 加碼 |
| Ancora Advisors, LLC | 624 | $1.80 萬 | 0.00% | +624 | 新進 |
| Annapolis Financial Services, LLC | 591 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| First Personal Financial Services | 522 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 445 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Leelyn Smith, LLC | 333 | $9,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 332 | $9,000 | 0.00% | +332 | 新進 |
| Quadrant Capital Group LLC | 274 | $8,000 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 217 | $6,000 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 198 | $5,544 | 0.00% | +198 | 新進 |
| Huntington National Bank | 183 | $5,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 189 | $5,000 | 0.00% | +43+29.5% | 加碼 |
| Bell Investment Advisors, Inc | 129 | $4,000 | 0.00% | −87−40.3% | 減碼 |
| AlphaMark Advisors, LLC | 154 | $4,000 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 122 | $3,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 26 | $0 | 0.00% | +26 | 新進 |
| Vision Capital Corp | 0 | $0 | 0.00% | −447,773−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −184,576−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −165,887−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −143,100−100.0% | 清倉 |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −56,700−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −42,500−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −31,979−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,640−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −18,269−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,267−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,249−100.0% | 清倉 |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −11,730−100.0% | 清倉 |
| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −11,079−100.0% | 清倉 |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −11,051−100.0% | 清倉 |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −10,195−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,100−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −8,600−100.0% | 清倉 |
| F3Logic, LLC | 0 | $0 | 0.00% | −8,160−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,730−100.0% | 清倉 |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −7,421−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,244−100.0% | 清倉 |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −7,120−100.0% | 清倉 |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −7,060−100.0% | 清倉 |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −7,032−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −6,795−100.0% | 清倉 |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −6,800−100.0% | 清倉 |
| Ratio Wealth Group | 0 | $0 | 0.00% | −6,714−100.0% | 清倉 |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,666−100.0% | 清倉 |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,638−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −6,666−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −6,550−100.0% | 清倉 |
| Xponance, Inc. | 0 | $0 | 0.00% | −6,189−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −6,112−100.0% | 清倉 |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −6,008−100.0% | 清倉 |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −2,568−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,432−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −2,244−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,025−100.0% | 清倉 |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −1,774−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,752−100.0% | 清倉 |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −1,754−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,213−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −1,093−100.0% | 清倉 |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −799−100.0% | 清倉 |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −571−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −572−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −172−100.0% | 清倉 |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Coldstream Capital Management Inc | – | – | – | – | 本季未申報 |
| January Capital Advisors LLC | – | – | – | – | 本季未申報 |
| Lake Point Wealth Management | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
