| Allspring Global Investments Holdings, LLC | 9,872 | $7.92 萬 | 0.00% | −135,442−93.2% | 減碼 |
| Assetmark, Inc | 9,081 | $7.28 萬 | 0.00% | +5,090+127.5% | 加碼 |
| TD Private Client Wealth LLC | 8,284 | $6.64 萬 | 0.00% | +84+1.0% | 加碼 |
| Rosenberg Matthew Hamilton | 7,701 | $6.18 萬 | 0.02% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 6,300 | $5.05 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 5,750 | $4.61 萬 | 0.01% | −4,102−41.6% | 減碼 |
| AXA S.A. | 4,891 | $3.92 萬 | 0.00% | −620−11.3% | 減碼 |
| Fortis Capital Advisors, LLC | 4,583 | $3.68 萬 | 0.02% | +4,583 | 新進 |
| Steward Partners Investment Advisory, LLC | 3,728 | $2.99 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 3,637 | $2.92 萬 | 0.01% | −635−14.9% | 減碼 |
| Farmers & Merchants Investments Inc | 3,558 | $2.85 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,121 | $2.50 萬 | 0.00% | +970+45.1% | 加碼 |
| Comerica Securities,inc. | 2,729 | $2.19 萬 | 0.00% | +2,729 | 新進 |
| Perritt Capital Management Inc | 2,500 | $2.00 萬 | 0.01% | +2,500 | 新進 |
| Column Capital Advisors, LLC | 2,478 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 2,274 | $1.82 萬 | 0.00% | −309−12.0% | 減碼 |
| GWM Advisors LLC | 1,915 | $1.54 萬 | 0.00% | +1,915 | 新進 |
| EverSource Wealth Advisors, LLC | 1,880 | $1.51 萬 | 0.00% | −2,818−60.0% | 減碼 |
| Manchester Capital Management LLC | 1,847 | $1.48 萬 | 0.00% | −263−12.5% | 減碼 |
| Eagle Bay Advisors LLC | 1,692 | $1.36 萬 | 0.01% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,474 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,274 | $1.02 萬 | 0.00% | −1,658−56.5% | 減碼 |
| First Horizon Advisors, Inc. | 1,221 | $9,794 | 0.00% | +142+13.2% | 加碼 |
| HHM Wealth Advisors, LLC | 1,149 | $9,215 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,131 | $9,000 | 0.00% | −222−16.4% | 減碼 |
| Global Retirement Partners, LLC | 1,104 | $8,854 | 0.00% | +221+25.0% | 加碼 |
| Toronto Dominion Bank | 1,000 | $8,000 | 0.00% | +1,000 | 新進 |
| Whittier Trust Co of Nevada Inc | 985 | $7,899 | 0.00% | +985 | 新進 |
| Washington Trust Co | 875 | $7,018 | 0.00% | −67−7.1% | 減碼 |
| Allworth Financial LP | 750 | $6,015 | 0.00% | −580−43.6% | 減碼 |
| Umb Bank N A | 736 | $6,000 | 0.00% | −4,756−86.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 740 | $5,935 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 601 | $5,000 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 473 | $4,000 | 0.00% | −486−50.7% | 減碼 |
| Financial Connections Group, Inc. | 551 | $4,000 | 0.00% | +13+2.4% | 加碼 |
| Schubert & Co | 438 | $3,513 | 0.00% | −396−47.5% | 減碼 |
| CoreCap Advisors, LLC | 430 | $3,449 | 0.00% | +430 | 新進 |
| Harbour Investments, Inc. | 393 | $3,152 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 383 | $3,072 | 0.00% | +383 | 新進 |
| Money Concepts Capital Corp | 377 | $3,023 | 0.00% | +377 | 新進 |
| Proequities, Inc. | 332 | $2,662 | 0.00% | −29−8.0% | 減碼 |
| Bell Investment Advisors, Inc | 295 | $2,366 | 0.00% | +63+27.2% | 加碼 |
| Carolinas Wealth Consulting LLC | 282 | $2,262 | 0.00% | +282 | 新進 |
| Spire Wealth Management | 300 | $2,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 232 | $2,000 | 0.00% | +232 | 新進 |
| Farther Finance Advisors, LLC | 230 | $1,845 | 0.00% | +230 | 新進 |
| Concord Wealth Partners | 206 | $1,652 | 0.00% | +206 | 新進 |
| Motco | 203 | $1,628 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1,468 | 0.00% | +183 | 新進 |
| Northwestern Mutual Wealth Management Co | 127 | $1,019 | 0.00% | +127 | 新進 |
| Tyler-Stone Wealth Management | 153 | $1,000 | 0.00% | 00.0% | 不變 |
| Grove Bank & Trust | 100 | $1,000 | 0.00% | +100 | 新進 |
| Lansing Street Advisors | 124 | $994 | 0.00% | +124 | 新進 |
| Horan Securities, Inc. | 64 | $513 | 0.00% | +64 | 新進 |
| Sofos Investments, Inc. | 8 | $81 | 0.00% | +8 | 新進 |
| JJJ Advisors Inc. | 5 | $43 | 0.00% | −180−97.3% | 減碼 |
| TD Waterhouse Canada Inc. | 1 | $8 | 0.00% | +1 | 新進 |
| Baystate Wealth Management LLC | 36 | $0 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 86 | $0 | 0.00% | +86 | 新進 |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −870,220−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −393,954−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −154,469−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −43,641−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −38,192−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −19,424−100.0% | 清倉 |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −17,668−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,540−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −13,480−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −12,671−100.0% | 清倉 |
| Optas, LLC | 0 | $0 | 0.00% | −12,395−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −11,890−100.0% | 清倉 |
| Moreno Evelyn V | 0 | $0 | 0.00% | −11,577−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,951−100.0% | 清倉 |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −10,717−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,178−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,002−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,500−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −3,884−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,666−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,123−100.0% | 清倉 |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −1,018−100.0% | 清倉 |
| Smithfield Trust Co | 0 | $0 | 0.00% | −761−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −705−100.0% | 清倉 |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −468−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −391−100.0% | 清倉 |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −335−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −155−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −271−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −179−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −162−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| Corient Capital Partners, LLC | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| Balasa Dinverno & Foltz LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Covington Capital Management | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
