| SkyView Investment Advisors, LLC | 1,078 | $22.9 萬 | 0.06% | +1,078 | 新進 |
| D.A. Davidson & Co. | 1,060 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 1,050 | $22.3 萬 | 0.00% | −1,291−55.1% | 減碼 |
| CIBC Asset Management Inc | 1,026 | $21.8 萬 | 0.00% | +1,026 | 新進 |
| Mid Atlantic Financial Management Inc | 1,023 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| KB Financial Partners, LLC | 995 | $21.1 萬 | 0.08% | +157+18.7% | 加碼 |
| Profund Advisors LLC | 991 | $21.0 萬 | 0.01% | +991 | 新進 |
| Los Angeles Capital Management LLC | 976 | $20.7 萬 | 0.00% | −4,460−82.0% | 減碼 |
| Kestra Advisory Services, LLC | 956 | $20.3 萬 | 0.00% | −90−8.6% | 減碼 |
| Quantbot Technologies LP | 906 | $19.2 萬 | 0.01% | +737+436.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 894 | $19.0 萬 | 0.00% | +316+54.7% | 加碼 |
| FourThought Financial, LLC | 661 | $14.0 萬 | 0.02% | +276+71.7% | 加碼 |
| Stephenson National Bank & Trust | 660 | $14.0 萬 | 0.09% | +660 | 新進 |
| Eagle Bay Advisors LLC | 612 | $13.1 萬 | 0.08% | +478+356.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 552 | $11.9 萬 | 0.00% | +552 | 新進 |
| Meeder Asset Management Inc | 554 | $11.8 萬 | 0.01% | +4+0.7% | 加碼 |
| Hantz Financial Services, Inc. | 527 | $11.2 萬 | 0.00% | +527 | 新進 |
| Van Eck Associates Corp | 509 | $10.8 萬 | 0.00% | +189+59.1% | 加碼 |
| Ellis Investment Partners, LLC | 491 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 386 | $8.20 萬 | 0.00% | +40+11.6% | 加碼 |
| Nisa Investment Advisors, LLC | 350 | $7.40 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 350 | $7.40 萬 | 0.00% | +7+2.0% | 加碼 |
| Fifth Third Bancorp | 338 | $7.20 萬 | 0.00% | −74−18.0% | 減碼 |
| HM Payson & Co | 300 | $6.40 萬 | 0.00% | +42+16.3% | 加碼 |
| Wolff Wiese Magana LLC | 229 | $4.90 萬 | 0.03% | +26+12.8% | 加碼 |
| TD Private Client Wealth LLC | 219 | $4.65 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 213 | $4.52 萬 | 0.00% | +21+10.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 205 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 197 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 183 | $3.90 萬 | 0.00% | −102−35.8% | 減碼 |
| Private Capital Group, LLC | 185 | $3.90 萬 | 0.01% | +3+1.6% | 加碼 |
| Berman Capital Advisors, LLC | 172 | $3.60 萬 | 0.01% | +8+4.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 143 | $3.10 萬 | 0.00% | +48+50.5% | 加碼 |
| Zions Bancorporation, N.A. | 133 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 132 | $2.80 萬 | 0.00% | +132 | 新進 |
| RPg Family Wealth Advisory, LLC | 129 | $2.74 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 125 | $2.70 萬 | 0.00% | +2+1.6% | 加碼 |
| Clearstead Advisors, LLC | 124 | $2.60 萬 | 0.00% | +106+588.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 113 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Lee Financial Co | 110 | $2.30 萬 | 0.00% | +5+4.8% | 加碼 |
| Stephens Inc | 109 | $2.30 萬 | 0.00% | +109 | 新進 |
| Carolinas Wealth Consulting LLC | 76 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 60 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 63 | $1.30 萬 | 0.00% | +63 | 新進 |
| Heritage Wealth Management, LLC | 50 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 44 | $9,000 | 0.00% | +8+22.2% | 加碼 |
| Global Retirement Partners, LLC | 42 | $9,000 | 0.00% | +42 | 新進 |
| C M Bidwell & Associates Ltd | 39 | $8,000 | 0.01% | 00.0% | 不變 |
| Cordasco Financial Network | 37 | $8,000 | 0.01% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 37 | $8,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 39 | $8,000 | 0.00% | +7+21.9% | 加碼 |
| Logan Capital Management Inc | 34 | $7,000 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 34 | $7,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 28 | $6,000 | 0.00% | +11+64.7% | 加碼 |
| Harbour Investments, Inc. | 25 | $5,000 | 0.00% | 00.0% | 不變 |
| Better Money Decisions, LLC | 23 | $5,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 21 | $5,000 | 0.00% | +11+110.0% | 加碼 |
| Jones Financial Companies LLLP | 20 | $4,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 19 | $4,000 | 0.00% | +7+58.3% | 加碼 |
| Dark Forest Capital Management LP | 21 | $4,000 | 0.00% | +21 | 新進 |
| West Paces Advisors Inc. | 18 | $3,820 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 13 | $3,000 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 15 | $3,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 15 | $3,000 | 0.00% | +15 | 新進 |
| Bell Investment Advisors, Inc | 8 | $2,000 | 0.00% | +8 | 新進 |
| Raffa Wealth Management, LLC | 8 | $1,698 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 3 | $1,000 | 0.00% | −15−83.3% | 減碼 |
| Massmutual Trust Co FSB | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 2 | $1,000 | 0.00% | +1+100.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2 | $424 | 0.00% | 00.0% | 不變 |
| Eaton Vance Management | 100 | $0 | 0.00% | 00.0% | 不變 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −15,350−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −7,700−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,202−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,257−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,726−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,541−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,252−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,152−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,018−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −872−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −637−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −404−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
| PNC Managed Account Solutions, Inc. | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |