| Keel Point, LLC | 10,800 | $10.6 萬 | 0.01% | −720−6.3% | 減碼 |
| Snowden Capital Advisors LLC | 10,650 | $10.5 萬 | 0.00% | +505+5.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 10,616 | $10.5 萬 | 0.00% | −936−8.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 10,443 | $10.3 萬 | 0.02% | +10,443 | 新進 |
| Buckingham Strategic Wealth, LLC | 10,350 | $10.2 萬 | 0.00% | +152+1.5% | 加碼 |
| Wedmont Private Capital | 10,167 | $9.96 萬 | 0.01% | +10,167 | 新進 |
| Seven Mile Advisory | 10,075 | $9.92 萬 | 0.10% | +58+0.6% | 加碼 |
| NBC Securities, Inc. | 9,754 | $9.60 萬 | 0.01% | +9,754 | 新進 |
| Allspring Global Investments Holdings, LLC | 8,501 | $8.37 萬 | 0.00% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 8,300 | $8.18 萬 | 0.02% | +2,000+31.7% | 加碼 |
| Ronald Blue Trust, Inc. | 8,916 | $7.70 萬 | 0.00% | +4,129+86.3% | 加碼 |
| Rosenberg Matthew Hamilton | 6,530 | $6.43 萬 | 0.02% | 00.0% | 不變 |
| Glassman Wealth Services | 5,977 | $5.89 萬 | 0.01% | +600+11.2% | 加碼 |
| Assetmark, Inc | 5,794 | $5.71 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 5,745 | $5.66 萬 | 0.00% | +152+2.7% | 加碼 |
| Parkside Financial Bank & Trust | 5,254 | $5.18 萬 | 0.01% | +4,902+1,392.6% | 加碼 |
| Hexagon Capital Partners LLC | 4,921 | $4.85 萬 | 0.01% | −310−5.9% | 減碼 |
| AXA S.A. | 4,595 | $4.53 萬 | 0.00% | −190−4.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,270 | $4.21 萬 | 0.00% | +1,029+31.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,728 | $3.67 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 3,558 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 3,171 | $3.12 萬 | 0.00% | −898−22.1% | 減碼 |
| Global Retirement Partners, LLC | 2,869 | $2.72 萬 | 0.00% | +1,228+74.8% | 加碼 |
| Perritt Capital Management Inc | 2,500 | $2.46 萬 | 0.01% | 00.0% | 不變 |
| Group One Trading, L.P. | 2,299 | $2.26 萬 | 0.00% | +2,299 | 新進 |
| JFS Wealth Advisors, LLC | 2,274 | $2.24 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,201 | $2.17 萬 | 0.00% | −924−29.6% | 減碼 |
| Column Capital Advisors, LLC | 2,192 | $2.16 萬 | 0.00% | +598+37.5% | 加碼 |
| Fifth Third Bancorp | 2,169 | $2.14 萬 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 1,770 | $1.74 萬 | 0.00% | −185−9.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,697 | $1.67 萬 | 0.00% | −78−4.4% | 減碼 |
| Bokf, NA | 1,469 | $1.42 萬 | 0.00% | +1,469 | 新進 |
| Eagle Bay Advisors LLC | 1,426 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Milestone Investment Advisors LLC | 1,398 | $1.38 萬 | 0.00% | +1,398 | 新進 |
| Toronto Dominion Bank | 1,000 | $9,850 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 867 | $9,000 | 0.00% | −6−0.7% | 減碼 |
| Farther Finance Advisors, LLC | 894 | $8,806 | 0.00% | +664+288.7% | 加碼 |
| Allworth Financial LP | 884 | $8,708 | 0.00% | +134+17.9% | 加碼 |
| Manchester Capital Management LLC | 864 | $8,511 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 813 | $8,000 | 0.00% | −360−30.7% | 減碼 |
| Cape Investment Advisory, Inc. | 684 | $6,737 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 595 | $6,000 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 601 | $6,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 590 | $5,812 | 0.00% | +450+321.4% | 加碼 |
| Washington Trust Co | 555 | $5,467 | 0.00% | +8+1.5% | 加碼 |
| Harbour Investments, Inc. | 546 | $5,378 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 526 | $5,181 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 597 | $5,000 | 0.00% | −5,351−90.0% | 減碼 |
| Financial Connections Group, Inc. | 561 | $5,000 | 0.01% | +10+1.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 475 | $4,679 | 0.00% | −265−35.8% | 減碼 |
| Proequities, Inc. | 396 | $3,900 | 0.00% | −31−7.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 341 | $3,358 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 317 | $3,122 | 0.00% | +317 | 新進 |
| Nemes Rush Group LLC | 285 | $2,808 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 267 | $2,630 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 206 | $2,029 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 227 | $2,000 | 0.00% | −2,750−92.4% | 減碼 |
| TSFG, LLC | 173 | $2,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 153 | $2,000 | 0.00% | 00.0% | 不變 |
| Motco | 187 | $1,842 | 0.00% | −102−35.3% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1,803 | 0.00% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 134 | $1,320 | 0.00% | +134 | 新進 |
| Carolinas Wealth Consulting LLC | 132 | $1,276 | 0.00% | −134−50.4% | 減碼 |
| Bell Investment Advisors, Inc | 119 | $1,173 | 0.00% | +56+88.9% | 加碼 |
| Abound Wealth Management | 118 | $1,163 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 101 | $993 | 0.00% | +100+10,000.0% | 加碼 |
| Grove Bank & Trust | 75 | $739 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 51 | $503 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 50 | $493 | 0.00% | +50 | 新進 |
| Baystate Wealth Management LLC | 37 | $370 | 0.00% | −232−86.2% | 減碼 |
| Cornerstone Planning Group LLC | 32 | $315 | 0.00% | +32 | 新進 |
| JJJ Advisors Inc. | 5 | $50 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −2,800,730−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −870,816−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −589,576−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −437,364−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −170,705−100.0% | 清倉 |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −91,101−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −54,389−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −43,593−100.0% | 清倉 |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −27,372−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −20,633−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −14,833−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −13,650−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −12,423−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,839−100.0% | 清倉 |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −11,224−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,856−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −461−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −224−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Sandy Spring Bank | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Thomas White International Ltd | – | – | – | – | 本季未申報 |
