| Field & Main Bank | 50 | $8,036 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 50 | $8,024 | 0.00% | +50 | 新進 |
| Front Row Advisors LLC | 52 | $8,000 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 49 | $7,877 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 53 | $7,300 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 43 | $7,000 | 0.00% | +43 | 新進 |
| Baystate Wealth Management LLC | 41 | $6,591 | 0.00% | +41 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 36 | $6,558 | 0.00% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 375 | $6,019 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 35 | $6,000 | 0.00% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 34 | $5,499 | 0.00% | +34 | 新進 |
| FinTrust Capital Advisors, LLC | 40 | $5,464 | 0.00% | 00.0% | 不變 |
| Ruedi Wealth Management, Inc. | 29 | $4,662 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 24 | $3,858 | 0.00% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 22 | $3,537 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 21 | $3,376 | 0.00% | −20−48.8% | 減碼 |
| Federated Hermes, Inc. | 20 | $3,215 | 0.00% | −36−64.3% | 減碼 |
| New Millennium Group LLC | 20 | $3,215 | 0.00% | +20 | 新進 |
| Valley National Advisers Inc | 17 | $3,000 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 21 | $3,000 | 0.00% | +21 | 新進 |
| Kelly Financial Services LLC | 18 | $2,911 | 0.00% | +1+5.9% | 加碼 |
| Motco | 18 | $2,894 | 0.00% | +18 | 新進 |
| MCF Advisors LLC | 17 | $2,733 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 16 | $2,572 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 16 | $2,572 | 0.00% | +7+77.8% | 加碼 |
| Rocky Mountain Advisers, LLC | 17 | $2,409 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 161 | $2,154 | 0.01% | +19+13.4% | 加碼 |
| DecisionPoint Financial, LLC | 13 | $2,090 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 10 | $1,608 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 10 | $1,608 | 0.00% | +10 | 新進 |
| GHP Investment Advisors, Inc. | 8 | $1,339 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 17 | $1,316 | 0.00% | −53−75.7% | 減碼 |
| Coastal Capital Group, Inc. | 7 | $1,125 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 10 | $1,000 | 0.00% | +10 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 6 | $991 | 0.00% | −1−14.3% | 減碼 |
| Prestige Wealth Management Group LLC | 6 | $965 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 5 | $804 | 0.00% | +5 | 新進 |
| TFC Financial Management | 4 | $643 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 4 | $643 | 0.00% | +4 | 新進 |
| Kistler-Tiffany Companies, LLC | 3 | $483 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2 | $322 | 0.00% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 2 | $322 | 0.00% | +1+100.0% | 加碼 |
| Activest Wealth Management | 2 | $258 | 0.00% | 00.0% | 不變 |
| Mendota Financial Group, LLC | 1 | $161 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 1 | $161 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 25 | $5 | 0.00% | +25 | 新進 |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | 不變 |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | 不變 |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −36,573−100.0% | 清倉 |
| XY Capital Ltd | 0 | $0 | 0.00% | −16,881−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,560−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,565−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −9,032−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,828−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −6,132−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,248−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,957−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,790−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −2,838−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −2,717−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,703−100.0% | 清倉 |
| Armor Investment Advisors, LLC | 0 | $0 | 0.00% | −2,257−100.0% | 清倉 |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −2,142−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,086−100.0% | 清倉 |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −1,598−100.0% | 清倉 |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −1,726−100.0% | 清倉 |
| Guardian Financial Partners, LLC | 0 | $0 | 0.00% | −1,585−100.0% | 清倉 |
| Westwood Wealth Management | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,492−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,487−100.0% | 清倉 |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −1,455−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −763−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −629−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −572−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −513−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −411−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −218−100.0% | 清倉 |
| Accel Wealth Management | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Grove Bank & Trust | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
