| Laurel Wealth Planning LLC | 217 | $1.40 萬 | 0.01% | +217 | 新進 |
| Bellevue Asset Management, LLC | 200 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Ibex Wealth Advisors | 203 | $1.30 萬 | 0.00% | +203 | 新進 |
| Truvestments Capital LLC | 175 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Accel Wealth Management | 160 | $1.10 萬 | 0.01% | +1+0.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 164 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 170 | $1.10 萬 | 0.00% | +170 | 新進 |
| Bray Capital Advisors | 150 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 150 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| American State Bank (Iowa) | 147 | $9,724 | 0.01% | 00.0% | 不變 |
| BBVA USA | 117 | $8,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 125 | $8,000 | 0.00% | +125 | 新進 |
| Legacy Bridge, LLC | 110 | $7,000 | 0.00% | +110 | 新進 |
| CenterStar Asset Management, LLC | – | $6,000 | 0.00% | – | – |
| Stonebridge Capital Advisors LLC | 91 | $6,000 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 88 | $6,000 | 0.00% | 00.0% | 不變 |
| Pflug Koory, LLC | 90 | $6,000 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 85 | $6,000 | 0.00% | +85 | 新進 |
| Wolff Wiese Magana LLC | 75 | $5,000 | 0.00% | 00.0% | 不變 |
| Monetary Management Group Inc | 56 | $4,000 | 0.00% | 00.0% | 不變 |
| Copeland Capital Management, LLC | 61 | $4,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70 | $4,000 | 0.00% | +8+12.9% | 加碼 |
| Gemmer Asset Management LLC | 56 | $4,000 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 60 | $4,000 | 0.00% | 00.0% | 不變 |
| Hoese & Co LLP | 53 | $4,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 55 | $3,000 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 40 | $3,000 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 50 | $3,000 | 0.00% | −4−7.4% | 減碼 |
| Key Financial Inc | 50 | $3,000 | 0.00% | +50 | 新進 |
| Meeder Asset Management Inc | 27 | $2,000 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 34 | $2,000 | 0.00% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 37 | $2,000 | 0.00% | +37 | 新進 |
| Raffa Wealth Management, LLC | 22 | $1,455 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 28 | $1,000 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Clear Investment Research, LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Freedman Financial Associates, Inc. | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 18 | $1,000 | 0.00% | +18 | 新進 |
| Johnson Financial Group, Inc. | 2 | $0 | 0.00% | 00.0% | 不變 |
| Aua Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | 不變 |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −398,394−100.0% | 清倉 |
| Nationwide Asset Management LLC | 0 | $0 | 0.00% | −57,974−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −37,385−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −32,395−100.0% | 清倉 |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −23,051−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,234−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,532−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,612−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −8,005−100.0% | 清倉 |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −7,221−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,266−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,267−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −5,906−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,443−100.0% | 清倉 |
| Hotaling Investment Management, LLC | 0 | $0 | 0.00% | −4,896−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,637−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,518−100.0% | 清倉 |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −3,587−100.0% | 清倉 |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −3,530−100.0% | 清倉 |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,470−100.0% | 清倉 |
| Abbot Financial Management, Inc. | 0 | $0 | 0.00% | −3,473−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,338−100.0% | 清倉 |
| Platform Technology Partners | 0 | $0 | 0.00% | −3,326−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,211−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −3,008−100.0% | 清倉 |
| BLB&B Advisors, LLC | 0 | $0 | 0.00% | −3,018−100.0% | 清倉 |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −2,980−100.0% | 清倉 |
| Busey Wealth Management | 0 | $0 | 0.00% | −2,976−100.0% | 清倉 |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −2,949−100.0% | 清倉 |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −2,924−100.0% | 清倉 |
| Rockland Trust Co | 0 | $0 | 0.00% | −2,910−100.0% | 清倉 |
| ACG Wealth | 0 | $0 | 0.00% | −2,916−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −2,873−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,868−100.0% | 清倉 |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −2,819−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −2,213−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −1,883−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,753−100.0% | 清倉 |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −1,238−100.0% | 清倉 |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −884−100.0% | 清倉 |
| tru Independence LLC | 0 | $0 | 0.00% | −867−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −767−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −634−100.0% | 清倉 |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −470−100.0% | 清倉 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −412−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −296−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −256−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −164−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| M Holdings Securities, Inc. | – | – | – | – | 本季未申報 |
| ARS Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Nachman Norwood & Parrott, Inc | – | – | – | – | 本季未申報 |
| QS Investors, LLC | – | – | – | – | 本季未申報 |
| Western Wealth Management, LLC | – | – | – | – | 本季未申報 |