| UMA Financial Services, Inc. | 9 | $2,939 | 0.00% | +1+12.5% | 加碼 |
| Bell Investment Advisors, Inc | 9 | $2,939 | 0.00% | +1+12.5% | 加碼 |
| Rossby Financial, LCC | 8 | $2,612 | 0.00% | +8 | 新進 |
| Wealth Watch Advisors, INC | 7 | $2,286 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 7 | $2,286 | 0.00% | +4+133.3% | 加碼 |
| Prestige Wealth Management Group LLC | 6 | $1,960 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 6 | $1,960 | 0.00% | 00.0% | 不變 |
| McMillan Office, Inc. | 6 | $1,959 | 0.00% | +6 | 新進 |
| Security National Bank | 5 | $1,633 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 4 | $1,306 | 0.00% | −13−76.5% | 減碼 |
| Cromwell Holdings LLC | 4 | $1,306 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 4 | $1,306 | 0.00% | 00.0% | 不變 |
| CX Institutional | 4 | $1,000 | 0.00% | +4 | 新進 |
| Bogart Wealth, LLC | 3 | $980 | 0.00% | −2−40.0% | 減碼 |
| Rakuten Securities, Inc. | 3 | $980 | 0.00% | +1+50.0% | 加碼 |
| Greenline Wealth Management LLC | 3 | $829 | 0.00% | +3 | 新進 |
| Private Wealth Management Group, LLC | 2 | $654 | 0.00% | −12−85.7% | 減碼 |
| SJS Investment Consulting Inc. | 2 | $654 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 2 | $654 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 2 | $653 | 0.00% | −1−33.3% | 減碼 |
| SBI Securities Co., Ltd. | 2 | $653 | 0.00% | 00.0% | 不變 |
| Optima Capital LLC | 2 | $653 | 0.00% | +2 | 新進 |
| DecisionPoint Financial, LLC | 1 | $327 | 0.00% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 1 | $327 | 0.00% | +1 | 新進 |
| Quent Capital, LLC | 1 | $327 | 0.00% | +1 | 新進 |
| Nemes Rush Group LLC | 1 | $327 | 0.00% | +1 | 新進 |
| Principia Wealth Advisory, LLC | 1 | $327 | 0.00% | +1 | 新進 |
| Wealth Enhancement Trust Services, Inc. | 1 | $327 | 0.00% | +1 | 新進 |
| Essential Partners LLC | 1 | $327 | 0.00% | +1 | 新進 |
| Bay Harbor Wealth Management, LLC | 1 | $326 | 0.00% | 00.0% | 不變 |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −315,000−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −188,083−100.0% | 清倉 |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −128,000−100.0% | 清倉 |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −104,375−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −78,273−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −67,901−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −57,047−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −42,313−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −37,336−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −37,034−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −33,792−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −31,364−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,600−100.0% | 清倉 |
| Shellback Capital, LP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −23,693−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −20,745−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −11,925−100.0% | 清倉 |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −10,836−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −9,876−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −9,729−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −5,721−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,519−100.0% | 清倉 |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −5,389−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,914−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,766−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,573−100.0% | 清倉 |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −1,890−100.0% | 清倉 |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −2,397−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,236−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,832−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,645−100.0% | 清倉 |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −1,497−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1,470−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,088−100.0% | 清倉 |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −1,076−100.0% | 清倉 |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −1,009−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −958−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −861−100.0% | 清倉 |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −818−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −770−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −741−100.0% | 清倉 |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −681−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −201−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| American National Bank | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Eastern Bank | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| First Horizon Corp | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Sachetta, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Westfuller Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| IMG Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Eisler Capital Management Ltd. | – | – | – | – | 本季未申報 |
| Country Club Bank | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| Fullcircle Wealth LLC | – | – | – | – | 本季未申報 |