| Bangor Savings Bank | 989 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| Elevated Capital Advisors, LLC | 715 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Kemnay Advisory Services Inc. | 690 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 677 | $1.41 萬 | 0.00% | +103+17.9% | 加碼 |
| Bogart Wealth, LLC | 611 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Sankala Group LLC | 465 | $1.12 萬 | 0.01% | 00.0% | 不變 |
| McGuire Capital Advisors Inc | 525 | $1.09 萬 | 0.01% | +175+50.0% | 加碼 |
| Financial Gravity Companies, Inc. | 500 | $1.04 萬 | 0.00% | +500 | 新進 |
| North Star Investment Management Corp. | 475 | $9,861 | 0.00% | −125−20.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 462 | $9,591 | 0.00% | +52+12.7% | 加碼 |
| Fifth Third Bancorp | 443 | $9,197 | 0.00% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 425 | $8,823 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 416 | $8,636 | 0.00% | +92+28.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 409 | $8,491 | 0.00% | +107+35.4% | 加碼 |
| Stone House Investment Management, LLC | 339 | $7,038 | 0.00% | −77−18.5% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 325 | $6,747 | 0.00% | +210+182.6% | 加碼 |
| Optiver Holding B.V. | 322 | $6,683 | 0.00% | +238+283.3% | 加碼 |
| Sterling Capital Management LLC | 302 | $6,270 | 0.00% | −260−46.3% | 減碼 |
| Salem Investment Counselors Inc | 300 | $6,228 | 0.00% | −4,300−93.5% | 減碼 |
| UMA Financial Services, Inc. | 270 | $5,606 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 267 | $5,543 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 263 | $5,460 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 250 | $5,190 | 0.00% | 00.0% | 不變 |
| Aspect Partners, LLC | 231 | $4,796 | 0.00% | +6+2.7% | 加碼 |
| Financial Consulate, Inc | 220 | $4,568 | 0.00% | +200+1,000.0% | 加碼 |
| Westside Investment Management, Inc. | 200 | $4,152 | 0.00% | +200 | 新進 |
| EFG International AG | 200 | $4,152 | 0.00% | +200 | 新進 |
| Zions Bancorporation, National Association | 176 | $3,654 | 0.00% | +118+203.4% | 加碼 |
| Signature Resources Capital Management, LLC | 157 | $3,259 | 0.00% | 00.0% | 不變 |
| Hurley Capital, LLC | 155 | $3,218 | 0.00% | +155 | 新進 |
| Parallel Advisors, LLC | 154 | $3,197 | 0.00% | +34+28.3% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 150 | $3,114 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 150 | $3,114 | 0.00% | 00.0% | 不變 |
| Quarry LP | 127 | $2,637 | 0.00% | +127 | 新進 |
| Rothschild Investment LLC | 125 | $2,595 | 0.00% | −20−13.8% | 減碼 |
| Fortitude Family Office, LLC | 109 | $2,263 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 108 | $2,242 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 100 | $2,101 | 0.00% | 00.0% | 不變 |
| Networth Advisors, LLC | 100 | $2,076 | 0.00% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 100 | $2,076 | 0.00% | +100 | 新進 |
| Parkside Financial Bank & Trust | 90 | $1,869 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 85 | $1,765 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 54 | $1,121 | 0.00% | −41−43.2% | 減碼 |
| MCF Advisors LLC | 41 | $852 | 0.00% | 00.0% | 不變 |
| Natixis | 40 | $830 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 34 | $629 | 0.00% | +34 | 新進 |
| EverSource Wealth Advisors, LLC | 29 | $602 | 0.00% | −211−87.9% | 減碼 |
| SHP Wealth Management | 16 | $332 | 0.00% | +6+60.0% | 加碼 |
| Breakwater Investment Management | 15 | $312 | 0.00% | +15 | 新進 |
| Allworth Financial LP | 10 | $208 | 0.00% | −91−90.1% | 減碼 |
| Hughes Financial Services, LLC | 1 | $21 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 22 | $0 | 0.00% | +16+266.7% | 加碼 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,086,004−100.0% | 清倉 |
| Extract Advisors LLC | 0 | $0 | 0.00% | −229,000−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −189,334−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −59,410−100.0% | 清倉 |
| Orion Resource Partners LP | 0 | $0 | 0.00% | −56,935−100.0% | 清倉 |
| Capstone Wealth Management Group, LLC | 0 | $0 | 0.00% | −45,448−100.0% | 清倉 |
| GeoSphere Capital Management, LLC | 0 | $0 | 0.00% | −40,582−100.0% | 清倉 |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −40,900−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −26,005−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −21,812−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −21,101−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,709−100.0% | 清倉 |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −16,294−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −13,990−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −13,200−100.0% | 清倉 |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −11,827−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −10,040−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,207−100.0% | 清倉 |
| Sepio Capital, LP | 0 | $0 | 0.00% | −9,058−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −8,851−100.0% | 清倉 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −8,835−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −8,423−100.0% | 清倉 |
| Xponance, Inc. | 0 | $0 | 0.00% | −8,100−100.0% | 清倉 |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −7,990−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −7,724−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −7,524−100.0% | 清倉 |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −3,338−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −307−100.0% | 清倉 |
| Longview Financial Advisors, Inc. | 0 | $0 | 0.00% | −268−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Evanson Asset Management, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
