| Bank Julius Baer & Co. Ltd, Zurich | 850 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 825 | $1.21 萬 | 0.00% | +825 | 新進 |
| Riggs Asset Managment Co. Inc. | 800 | $1.17 萬 | 0.00% | −200−20.0% | 減碼 |
| Sterling Capital Management LLC | 697 | $1.02 萬 | 0.00% | −846−54.8% | 減碼 |
| Quarry LP | 617 | $9,033 | 0.00% | +617 | 新進 |
| Stone House Investment Management, LLC | 600 | $8,784 | 0.00% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 600 | $8,784 | 0.00% | 00.0% | 不變 |
| MTM Investment Management, LLC | 600 | $8,784 | 0.00% | +600 | 新進 |
| Ronald Blue Trust, Inc. | 584 | $8,550 | 0.00% | +584 | 新進 |
| Rothschild Investment LLC | 565 | $8,272 | 0.00% | +315+126.0% | 加碼 |
| Armstrong Advisory Group, Inc | 553 | $8,096 | 0.00% | +403+268.7% | 加碼 |
| FWL Investment Management, LLC | 525 | $7,686 | 0.00% | +525 | 新進 |
| Citizens National Bank Trust Department | 500 | $7,320 | 0.00% | +500 | 新進 |
| Concord Wealth Partners | 500 | $7,320 | 0.00% | +500 | 新進 |
| Signature Resources Capital Management, LLC | 500 | $7,320 | 0.00% | +500 | 新進 |
| Chesapeake Asset Management LLC | 480 | $7,027 | 0.01% | −380−44.2% | 減碼 |
| ORG Partners LLC | 420 | $6,224 | 0.00% | +420 | 新進 |
| Walleye Trading LLC | 380 | $5,563 | 0.00% | +380 | 新進 |
| Kennebec Savings Bank | 336 | $4,919 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 303 | $4,436 | 0.00% | +163+116.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 260 | $3,807 | 0.00% | +186+251.4% | 加碼 |
| Scarborough Advisors, LLC | 206 | $3,016 | 0.00% | +206 | 新進 |
| HighMark Wealth Management LLC | 200 | $2,928 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 200 | $2,928 | 0.00% | +200 | 新進 |
| Atlantic Edge Private Wealth Management, LLC | 200 | $2,928 | 0.00% | +200 | 新進 |
| Prestige Wealth Management Group LLC | 194 | $2,841 | 0.00% | +34+21.3% | 加碼 |
| Pittenger & Anderson Inc | 180 | $2,636 | 0.00% | +180 | 新進 |
| Skopos Labs, Inc. | 158 | $2,314 | 0.00% | +158 | 新進 |
| Plante Moran Financial Advisors, LLC | 144 | $2,108 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 137 | $2,006 | 0.00% | +37+37.0% | 加碼 |
| UMA Financial Services, Inc. | 133 | $1,948 | 0.00% | +133 | 新進 |
| AdvisorNet Financial, Inc | 133 | $1,947 | 0.00% | +133 | 新進 |
| SOA Wealth Advisors, LLC. | 102 | $1,493 | 0.00% | −150−59.5% | 減碼 |
| Larson Financial Group LLC | 100 | $1,464 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 100 | $1,464 | 0.00% | +100 | 新進 |
| GPS Wealth Strategies Group, LLC | 100 | $1,464 | 0.00% | +100 | 新進 |
| Aventura Private Wealth, LLC | 100 | $1,464 | 0.00% | +100 | 新進 |
| Massmutual Trust Co FSB | 99 | $1,449 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 93 | $1,362 | 0.00% | +93 | 新進 |
| Federated Hermes, Inc. | 71 | $1,039 | 0.00% | −301−80.9% | 減碼 |
| Bessemer Group Inc | 59 | $1,000 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 134 | $1,000 | 0.00% | +134 | 新進 |
| Avion Wealth | 100 | $1,000 | 0.00% | +100 | 新進 |
| Gen-Wealth Partners Inc | 50 | $732 | 0.00% | 00.0% | 不變 |
| Crowley Wealth Management, Inc. | 50 | $732 | 0.00% | +50 | 新進 |
| Smartleaf Asset Management LLC | 52 | $729 | 0.00% | +52 | 新進 |
| Pension & Wealth Management Advisors, Inc. | 35 | $512 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 33 | $483 | 0.00% | +33 | 新進 |
| SJS Investment Consulting Inc. | 28 | $410 | 0.00% | 00.0% | 不變 |
| Compass Financial Services Inc | 18 | $264 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 12 | $176 | 0.00% | 00.0% | 不變 |
| Legacy Investment Solutions, LLC | 12 | $176 | 0.00% | +12 | 新進 |
| Strategic Wealth Partners, Ltd. | 3 | $44 | 0.00% | +3 | 新進 |
| DuPont Capital Management Corp | 2 | $29 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 2 | $29 | 0.00% | +2 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $5 | 0.00% | −15,700−100.0% | 減碼 |
| Activest Wealth Management | 0 | $4 | 0.00% | 0 | 不變 |
| Covestor Ltd | 19 | $0 | 0.00% | −6−24.0% | 減碼 |
| Coston, McIsaac & Partners | 24 | $0 | 0.00% | +24 | 新進 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −516,231−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −247,707−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −89,482−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −88,363−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −38,958−100.0% | 清倉 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −36,927−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −28,927−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −26,558−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −24,000−100.0% | 清倉 |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −20,342−100.0% | 清倉 |
| Sonora Investment Management Group, LLC | 0 | $0 | 0.00% | −17,234−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −16,082−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −15,557−100.0% | 清倉 |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −14,550−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −13,627−100.0% | 清倉 |
| Semus Wealth Partners LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Aspire Capital Advisors LLC | 0 | $0 | 0.00% | −12,850−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −12,599−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −12,130−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −7,834−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2,300−100.0% | 清倉 |
| Peoples Bank | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −466−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −345−100.0% | 清倉 |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Caas Capital Management LP | – | – | – | – | 本季未申報 |
| Sandy Spring Bank | – | – | – | – | 本季未申報 |
| Noble Wealth Management PBC | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
