| Highlander Capital Management, LLC | 106 | $1.29 萬 | 0.00% | +1+1.0% | 加碼 |
| Kelly Financial Services LLC | 105 | $1.27 萬 | 0.00% | +1+1.0% | 加碼 |
| FinTrust Capital Advisors, LLC | 100 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| Mechanics Financial Corp | 100 | $1.22 萬 | 0.01% | 00.0% | 不變 |
| Clear Point Advisors Inc. | 100 | $1.22 萬 | 0.01% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 100 | $1.22 萬 | 0.00% | +100 | 新進 |
| Register Financial Advisors LLC | 100 | $1.22 萬 | 0.01% | +100 | 新進 |
| DT Investment Partners, LLC | 90 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 87 | $1.06 萬 | 0.00% | +42+93.3% | 加碼 |
| Ronald Blue Trust, Inc. | 85 | $1.04 萬 | 0.00% | −3−3.4% | 減碼 |
| New Covenant Trust Company, N.A. | 84 | $1.02 萬 | 0.01% | +84 | 新進 |
| IFP Advisors, Inc | 73 | $8,891 | 0.00% | +11+17.7% | 加碼 |
| Gleason Group, Inc. | 69 | $8,389 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 68 | $8,283 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 58 | $7,065 | 0.00% | +58 | 新進 |
| Archer Investment Corp | 57 | $6,943 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 55 | $6,700 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 51 | $6,127 | 0.00% | −24−32.0% | 減碼 |
| Islay Capital Management, LLC | 50 | $6,091 | 0.00% | 00.0% | 不變 |
| City State Bank | 50 | $6,000 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 46 | $5,603 | 0.00% | +6+15.0% | 加碼 |
| WealthCollab, LLC | 45 | $5,482 | 0.00% | −34−43.0% | 減碼 |
| Godsey & Gibb Associates | 44 | $5,366 | 0.00% | +44 | 新進 |
| Manchester Capital Management LLC | 41 | $4,995 | 0.00% | +33+412.5% | 加碼 |
| Key Financial Inc | 39 | $4,751 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $4,629 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 38 | $4,629 | 0.00% | +38 | 新進 |
| JFS Wealth Advisors, LLC | 36 | $4,386 | 0.00% | −8−18.2% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $4,142 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 30 | $3,655 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 28 | $3,411 | 0.00% | +28 | 新進 |
| Farther Finance Advisors, LLC | 27 | $3,307 | 0.00% | +16+145.5% | 加碼 |
| Farmers & Merchants Investments Inc | 27 | $3,289 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 25 | $3,045 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 22 | $2,680 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 22 | $2,622 | 0.00% | +20+1,000.0% | 加碼 |
| Caldwell Sutter Capital, Inc. | 20 | $2,436 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 18 | $2,178 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 17 | $2,071 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 14 | $2,000 | 0.00% | +4+40.0% | 加碼 |
| SJS Investment Consulting Inc. | 14 | $1,706 | 0.00% | −1−6.7% | 減碼 |
| Raffa Wealth Management, LLC | 14 | $1,705 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 13 | $1,584 | 0.00% | −24−64.9% | 減碼 |
| Global Assets Advisory, LLC | 169,734 | $1,386 | 0.06% | +169,734 | 新進 |
| DiNuzzo Private Wealth, Inc. | 9 | $1,097 | 0.00% | −1−10.0% | 減碼 |
| Capital Advisors, Ltd. LLC | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 4 | $488 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 3 | $366 | 0.00% | +3 | 新進 |
| Sunbelt Securities, Inc. | 2 | $252 | 0.00% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −349,688−100.0% | 清倉 |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −110,011−100.0% | 清倉 |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −37,039−100.0% | 清倉 |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −25,593−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −21,230−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −18,077−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,241−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −8,708−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −7,701−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,300−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −7,233−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,100−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,643−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,798−100.0% | 清倉 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,071−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,952−100.0% | 清倉 |
| BFSG, LLC | 0 | $0 | 0.00% | −2,648−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,343−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,173−100.0% | 清倉 |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −1,884−100.0% | 清倉 |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,878−100.0% | 清倉 |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −1,815−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,766−100.0% | 清倉 |
| FirstPurpose Wealth LLC | 0 | $0 | 0.00% | −1,732−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −1,666−100.0% | 清倉 |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −299−100.0% | 清倉 |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −253−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| West Tower Group, LLC | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −123−100.0% | 清倉 |
| Criterion Capital Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | 清倉 |
| First Pacific Financial | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cannell Peter B & Co Inc | – | – | – | – | 本季未申報 |
| Bartlett & Co. LLC | – | – | – | – | 本季未申報 |
| Baystate Wealth Management LLC | – | – | – | – | 本季未申報 |
| Coppell Advisory Solutions LLC | – | – | – | – | 本季未申報 |