| Basecamp Wealth Advisors LLC | 3,693 | $4.07 萬 | 0.01% | +3,693 | 新進 |
| Tower Research Capital LLC (TRC) | 3,460 | $3.81 萬 | 0.00% | −470−12.0% | 減碼 |
| Nomura Asset Management Co Ltd | 3,400 | $3.75 萬 | 0.00% | 00.0% | 不變 |
| Virtus Fixed Income Advisers, LLC | 2,973 | $3.28 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,916 | $3.21 萬 | 0.00% | +2,916 | 新進 |
| Signaturefd, LLC | 2,690 | $2.96 萬 | 0.00% | +710+35.9% | 加碼 |
| Nisa Investment Advisors, LLC | 2,470 | $2.72 萬 | 0.00% | +224+10.0% | 加碼 |
| Farther Finance Advisors, LLC | 2,215 | $2.44 萬 | 0.00% | +731+49.3% | 加碼 |
| Quadrant Capital Group LLC | 2,146 | $2.36 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,089 | $2.30 萬 | 0.00% | +700+50.4% | 加碼 |
| Hantz Financial Services, Inc. | 2,102 | $2.30 萬 | 0.00% | +531+33.8% | 加碼 |
| Citizens National Bank Trust Department | 1,500 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 1,349 | $1.49 萬 | 0.00% | −199−12.9% | 減碼 |
| Quarry LP | 1,214 | $1.34 萬 | 0.00% | −2,574−68.0% | 減碼 |
| Fifth Third Bancorp | 958 | $1.06 萬 | 0.00% | +52+5.7% | 加碼 |
| Salomon & Ludwin, LLC | 950 | $1.01 萬 | 0.00% | +403+73.7% | 加碼 |
| Versant Capital Management, Inc | 834 | $9,191 | 0.00% | +233+38.8% | 加碼 |
| Massmutual Trust Co FSB | 792 | $8,728 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 630 | $7,000 | 0.00% | +420+200.0% | 加碼 |
| Umb Bank N A | 580 | $6,392 | 0.00% | +425+274.2% | 加碼 |
| Los Angeles Capital Management LLC | 634 | $6,137 | 0.00% | +634 | 新進 |
| SRS Capital Advisors, Inc. | 393 | $4,331 | 0.00% | −1,894−82.8% | 減碼 |
| IFP Advisors, Inc | 357 | $3,934 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 343 | $3,780 | 0.00% | +169+97.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 215 | $2,369 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 206 | $2,270 | 0.00% | 00.0% | 不變 |
| Ares Financial Consulting, LLC | 186 | $2,050 | 0.00% | +186 | 新進 |
| CIBC Private Wealth Group, LLC | 175 | $1,929 | 0.00% | −41−19.0% | 減碼 |
| Sound Income Strategies, LLC | 167 | $1,900 | 0.00% | +167 | 新進 |
| Allworth Financial LP | 171 | $1,885 | 0.00% | −35−17.0% | 減碼 |
| Prestige Wealth Management Group LLC | 163 | $1,797 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 149 | $1,642 | 0.00% | +21+16.4% | 加碼 |
| Jones Financial Companies LLLP | 139 | $1,532 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 127 | $1,400 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 112 | $1,235 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 76 | $838 | 0.00% | +2+2.7% | 加碼 |
| True Wealth Design, LLC | 75 | $827 | 0.00% | +4+5.6% | 加碼 |
| Rothschild Investment LLC | 73 | $804 | 0.00% | +13+21.7% | 加碼 |
| Optima Capital LLC | 61 | $672 | 0.00% | +61 | 新進 |
| Bell Investment Advisors, Inc | 60 | $662 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 60 | $661 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 57 | $629 | 0.00% | +57 | 新進 |
| UMA Financial Services, Inc. | 51 | $563 | 0.00% | +51 | 新進 |
| Keating Financial Advisory Services, Inc. | 48 | $529 | 0.00% | +48 | 新進 |
| Financial Consulate, Inc | 45 | $496 | 0.00% | +45 | 新進 |
| Fortitude Family Office, LLC | 33 | $364 | 0.00% | +22+200.0% | 加碼 |
| MAI Capital Management | 28 | $309 | 0.00% | +28 | 新進 |
| Ankerstar Wealth, LLC | 28 | $309 | 0.00% | +28 | 新進 |
| SBI Securities Co., Ltd. | 27 | $298 | 0.00% | −736−96.5% | 減碼 |
| GWM Advisors LLC | 17 | $187 | 0.00% | −11,660−99.9% | 減碼 |
| Gilpin Wealth Management, LLC | 16 | $177 | 0.00% | +16 | 新進 |
| TD Private Client Wealth LLC | 14 | $154 | 0.00% | +14 | 新進 |
| Abound Wealth Management | 13 | $144 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 11 | $122 | 0.00% | +8+266.7% | 加碼 |
| Bay Harbor Wealth Management, LLC | 7 | $77 | 0.00% | +5+250.0% | 加碼 |
| Rialto Wealth Management, LLC | 6 | $67 | 0.00% | +4+200.0% | 加碼 |
| SJS Investment Consulting Inc. | 4 | $45 | 0.00% | −11−73.3% | 減碼 |
| HFM Investment Advisors, LLC | 4 | $45 | 0.00% | +3+300.0% | 加碼 |
| Cedar Mountain Advisors, LLC | 1 | $11 | 0.00% | +1 | 新進 |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | 不變 |
| Philosophy Capital Management LLC | 0 | $0 | 0.00% | −3,205,077−100.0% | 清倉 |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −110,000−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −69,904−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −68,291−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −49,931−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −44,094−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −33,200−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −24,017−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −23,308−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −22,007−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −20,640−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −18,693−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −17,696−100.0% | 清倉 |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,286−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −7,714−100.0% | 清倉 |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −1,294−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −408−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |