| Mine & Arao Wealth Creation & Management, LLC. | 120 | $1,000 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 80 | $1,000 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 82 | $1,000 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 75 | $1,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 73 | $1,000 | 0.00% | +23+46.0% | 加碼 |
| Semmax Financial Advisors Inc. | 41 | $1,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 133 | $1,000 | 0.00% | +112+533.3% | 加碼 |
| Concord Wealth Partners | 118 | $1,000 | 0.00% | +100+555.6% | 加碼 |
| Marshall & Sullivan Inc | 200 | $1,000 | 0.00% | +200 | 新進 |
| West Oak Capital, LLC | 72 | $1,000 | 0.00% | +72 | 新進 |
| ACG Wealth | 100 | $1,000 | 0.00% | +100 | 新進 |
| Sugarloaf Wealth Management, LLC | 100 | $1,000 | 0.00% | +100 | 新進 |
| Bell Investment Advisors, Inc | 73 | $1,000 | 0.00% | +73 | 新進 |
| Global Financial Private Client, LLC | 100 | $867 | 0.00% | −5,759−98.3% | 減碼 |
| Financial Perspectives, Inc | 100 | $859 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 50 | $430 | 0.00% | 00.0% | 不變 |
| Fairfield Financial Advisors, LTD | 50 | $430 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 50 | $0 | 0.00% | −5,300−99.1% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 47 | $0 | 0.00% | −46−49.5% | 減碼 |
| Tortoise Capital Advisors, L.L.C. | 29 | $0 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 27 | $0 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 50 | $0 | 0.00% | 00.0% | 不變 |
| Professional Financial Advisors, LLC | 33 | $0 | 0.00% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 100 | $0 | 0.00% | 00.0% | 不變 |
| BCR Wealth Strategies, LLC | 30 | $0 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 7 | $0 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 15 | $0 | 0.00% | 00.0% | 不變 |
| RE Dickinson Investment Advisors, LLC | 35 | $0 | 0.00% | +10+40.0% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Worth Asset Management, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 30 | $0 | 0.00% | +30 | 新進 |
| Salem Investment Counselors Inc | 52 | $0 | 0.00% | +52 | 新進 |
| Fairfield, Bush & Co. | 30 | $0 | 0.00% | +30 | 新進 |
| Wagner Wealth Management, LLC | 30 | $0 | 0.00% | +30 | 新進 |
| New Millennium Group LLC | 24 | $0 | 0.00% | +24 | 新進 |
| IFP Advisors, Inc | 4,623 | – | – | −5,030−52.1% | 減碼 |
| Strengthening Families & Communities, LLC | 33 | – | – | 00.0% | 不變 |
| CQS (US), LLC | 0 | $0 | 0.00% | −506,820−100.0% | 清倉 |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −280,580−100.0% | 清倉 |
| Regents of the University of California | 0 | $0 | 0.00% | −148,850−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −97,083−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −80,684−100.0% | 清倉 |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −65,140−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −60,349−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −56,568−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −50,100−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −49,249−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −22,515−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −20,600−100.0% | 清倉 |
| Xponance, Inc. | 0 | $0 | 0.00% | −19,907−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −18,852−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −18,732−100.0% | 清倉 |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −16,244−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −14,400−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −13,915−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −12,605−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −10,718−100.0% | 清倉 |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −10,706−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −10,046−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −9,066−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −7,828−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,959−100.0% | 清倉 |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −5,337−100.0% | 清倉 |
| Arthur M. Cohen & Associates, LLC | 0 | $0 | 0.00% | −5,030−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −4,346−100.0% | 清倉 |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Emfo, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −988−100.0% | 清倉 |
| Westwood Wealth Management | 0 | $0 | 0.00% | −975−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −803−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −794−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −458−100.0% | 清倉 |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −209−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Coastal Capital Group, Inc. | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
| Nauset Wealth Management. LLC | – | – | – | – | 本季未申報 |
| SJS Investment Consulting Inc. | – | – | – | – | 本季未申報 |
