| Virtu Financial LLC | 19,952 | $15.1 萬 | 0.01% | −127,520−86.5% | 減碼 |
| RFG Advisory, LLC | 19,820 | $15.0 萬 | 0.00% | +2,196+12.5% | 加碼 |
| Fifth Third Bancorp | 19,639 | $14.9 萬 | 0.00% | +19,639 | 新進 |
| Spire Wealth Management | 19,500 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Canal Capital Management, LLC | 19,373 | $14.7 萬 | 0.02% | +19,373 | 新進 |
| Landscape Capital Management, L.L.C. | 18,623 | $14.1 萬 | 0.01% | −119,609−86.5% | 減碼 |
| National Asset Management, Inc. | 18,167 | $13.4 萬 | 0.01% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 16,553 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 15,854 | $12.0 萬 | 0.09% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 15,831 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 15,444 | $11.7 萬 | 0.01% | +15,444 | 新進 |
| Hudock, Inc. | 15,324 | $11.6 萬 | 0.02% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 15,050 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 15,000 | $11.4 萬 | 0.01% | +15,000 | 新進 |
| Wealth Effects LLC | 15,000 | $11.4 萬 | 0.04% | +15,000 | 新進 |
| Cerity Partners LLC | 14,890 | $11.3 萬 | 0.00% | −82−0.5% | 減碼 |
| City Holding Co | 14,537 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Mariner, LLC | 14,453 | $10.9 萬 | 0.00% | −974−6.3% | 減碼 |
| HRT Financial LP | 13,950 | $10.5 萬 | 0.00% | +13,950 | 新進 |
| Greenspring Advisors, LLC | 13,589 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 13,354 | $10.1 萬 | 0.00% | −2,718−16.9% | 減碼 |
| StoneX Group Inc. | 12,526 | $9.53 萬 | 0.01% | −132,667−91.4% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,837 | $8.96 萬 | 0.01% | +180+1.5% | 加碼 |
| Bright Futures Wealth Management, LLC. | 11,670 | $8.83 萬 | 0.06% | +11,670 | 新進 |
| Palogic Value Management, L.P. | 11,400 | $8.63 萬 | 0.04% | 00.0% | 不變 |
| Davenport & Co LLC | 11,393 | $8.62 萬 | 0.00% | −536−4.5% | 減碼 |
| CWC Advisors, LLC. | 10,761 | $8.15 萬 | 0.04% | +10,761 | 新進 |
| Sit Investment Associates Inc | 9,851 | $7.50 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 7,035 | $5.33 萬 | 0.00% | +107+1.5% | 加碼 |
| Advisory Services Network, LLC | 6,400 | $4.84 萬 | 0.00% | +6,400 | 新進 |
| Jones Financial Companies LLLP | 5,768 | $4.37 萬 | 0.00% | +5,542+2,452.2% | 加碼 |
| US Bancorp | 5,700 | $4.31 萬 | 0.00% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 5,465 | $4.14 萬 | 0.01% | 00.0% | 不變 |
| Sofos Investments, Inc. | 3,674 | $2.78 萬 | 0.00% | +3,674 | 新進 |
| IFP Advisors, Inc | 3,221 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 2,800 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,217 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 2,022 | $1.54 萬 | 0.00% | −1,175−36.8% | 減碼 |
| Peterson Wealth Management | 1,625 | $1.23 萬 | 0.01% | +1,625 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,606 | $1.22 萬 | 0.00% | +443+38.1% | 加碼 |
| Axiom Investment Management LLC | 1,533 | $1.16 萬 | 0.01% | +1,533 | 新進 |
| Penserra Capital Management LLC | 1,488 | $1.10 萬 | 0.00% | +1,488 | 新進 |
| Signaturefd, LLC | 1,268 | $9,599 | 0.00% | +268+26.8% | 加碼 |
| Ameriflex Group, Inc. | 1,104 | $8,357 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,038 | $7,858 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 1,000 | $7,000 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 686 | $5,193 | 0.00% | +686 | 新進 |
| Highline Wealth Partners LLC | 650 | $4,921 | 0.00% | +250+62.5% | 加碼 |
| Atlantic Union Bankshares Corp | 504 | $3,816 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 400 | $3,044 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 350 | $2,650 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 200 | $1,514 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 135 | $1,027 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 14 | $106 | 0.00% | −1,871−99.3% | 減碼 |
| Clear Point Advisors Inc. | 8,015 | – | – | +8,015 | 新進 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −478,016−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −159,011−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −88,492−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −66,920−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −60,224−100.0% | 清倉 |
| MGO Private Wealth, LLC | 0 | $0 | 0.00% | −31,025−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −28,740−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −26,062−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −25,516−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −23,171−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −20,400−100.0% | 清倉 |
| Permanent Capital Management, LP | 0 | $0 | 0.00% | −18,185−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −17,333−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −16,942−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,472−100.0% | 清倉 |
| Wealth Alliance | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −14,822−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −13,942−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −12,407−100.0% | 清倉 |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −11,578−100.0% | 清倉 |
| TPG Advisors LLC | 0 | $0 | 0.00% | −10,254−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −9,051−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −8,974−100.0% | 清倉 |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −7,790−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −3,451−100.0% | 清倉 |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −2,446−100.0% | 清倉 |
| Kilter Group LLC | 0 | $0 | 0.00% | −1,783−100.0% | 清倉 |
| CWM, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Navalign, LLC | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −127−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | 0 | 清倉 |
| Alpha Cubed Investments, LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Trust Co of Vermont | – | – | – | – | 本季未申報 |
