| IFP Advisors, Inc | 1,170 | $6,271 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,039 | $6,000 | 0.00% | +885+574.7% | 加碼 |
| Cedar Wealth Management, LLC | 1,100 | $5,896 | 0.00% | −550−33.3% | 減碼 |
| AdvisorNet Financial, Inc | 1,059 | $5,676 | 0.00% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 1,000 | $5,360 | 0.00% | −2,000−66.7% | 減碼 |
| Fifth Third Bancorp | 1,000 | $5,360 | 0.00% | 00.0% | 不變 |
| Arrow Financial Corp | 1,000 | $5,360 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,000 | $5,360 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 1,000 | $5,360 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 871 | $4,669 | 0.00% | 00.0% | 不變 |
| FSA Wealth Management LLC | 800 | $4,288 | 0.00% | +800 | 新進 |
| Financial Perspectives, Inc | 772 | $4,138 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 720 | $3,860 | 0.00% | 00.0% | 不變 |
| REAP Financial Group, LLC | 711 | $3,811 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 700 | $3,752 | 0.00% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 699 | $3,747 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 667 | $3,575 | 0.00% | +367+122.3% | 加碼 |
| Abound Wealth Management | 635 | $3,404 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $3,000 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 530 | $2,841 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 502 | $2,691 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 500 | $2,680 | 0.00% | −4,975−90.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 500 | $2,680 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 370 | $2,187 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 400 | $2,144 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 400 | $2,144 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 350 | $1,878 | 0.00% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 350 | $1,876 | 0.00% | +108+44.6% | 加碼 |
| SRS Capital Advisors, Inc. | 334 | $1,791 | 0.00% | −241−41.9% | 減碼 |
| Uncommon Cents Investing LLC | 320 | $1,715 | 0.00% | +320 | 新進 |
| McIlrath & Eck, LLC | 310 | $1,662 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 300 | $1,608 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 300 | $1,608 | 0.00% | +200+200.0% | 加碼 |
| West Oak Capital, LLC | 300 | $1,600 | 0.00% | +300 | 新進 |
| GPS Wealth Strategies Group, LLC | 250 | $1,340 | 0.00% | −400−61.5% | 減碼 |
| JPMorgan Chase & Co | 209 | $1,120 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 200 | $1,072 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $1,072 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 200 | $1,072 | 0.00% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 200 | $1,072 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 243 | $1,000 | 0.00% | +243 | 新進 |
| Ancora Advisors, LLC | 185 | $992 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 166 | $890 | 0.00% | 00.0% | 不變 |
| Planning Capital Management Corp | 165 | $885 | 0.00% | +165 | 新進 |
| Cape Investment Advisory, Inc. | 160 | $858 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 145 | $777 | 0.00% | 00.0% | 不變 |
| Caitlin John, LLC | 100 | $615 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 100 | $536 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 100 | $536 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 100 | $536 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 100 | $536 | 0.00% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 100 | $536 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 100 | $536 | 0.00% | +100 | 新進 |
| Aspire Private Capital, LLC | 80 | $429 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 80 | $429 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 74 | $397 | 0.00% | +74 | 新進 |
| Beaird Harris Wealth Management, LLC | 64 | $344 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 50 | $268 | 0.00% | 00.0% | 不變 |
| Mendota Financial Group, LLC | 50 | $268 | 0.00% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 40 | $214 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 37 | $198 | 0.00% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 23 | $123 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 13 | $70 | 0.00% | +13 | 新進 |
| Main Street Group, LTD | 10 | $54 | 0.00% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | 不變 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −487,355−100.0% | 清倉 |
| Norges Bank | 0 | $0 | 0.00% | −344,309−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −74,191−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −29,004−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −17,976−100.0% | 清倉 |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −13,950−100.0% | 清倉 |
| Mad River Investors | 0 | $0 | 0.00% | −16,750−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,472−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,811−100.0% | 清倉 |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −475−100.0% | 清倉 |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Solano Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| ICA Group Wealth Management, LLC | – | – | – | – | 本季未申報 |
