| Financial Management Professionals, Inc. | 15 | $8,000 | 0.00% | +3+25.0% | 加碼 |
| Stuart Chaussee & Associates, Inc. | 14 | $7,639 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 13 | $7,094 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 12 | $7,000 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 11 | $6,004 | 0.00% | +1+10.0% | 加碼 |
| Itau Unibanco Holding S.A. | 11 | $6,002 | 0.00% | +11 | 新進 |
| Sutton Wealth Advisors Inc. | 10 | $5,457 | 0.00% | −112−91.8% | 減碼 |
| VitalStone Financial, LLC | 12 | $5,000 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 9 | $5,000 | 0.00% | 00.0% | 不變 |
| Ogorek Anthony Joseph | 10 | $5,000 | 0.00% | +10 | 新進 |
| SRS Capital Advisors, Inc. | 9 | $4,912 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 9 | $4,911 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $4,365 | 0.00% | +7+700.0% | 加碼 |
| Concord Wealth Partners | 7 | $3,820 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 7 | $3,820 | 0.00% | +7 | 新進 |
| Toth Financial Advisory Corp | 6 | $3,275 | 0.00% | +3+100.0% | 加碼 |
| Country Trust Bank | 6 | $3,274 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 6 | $3,274 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 6 | $3,274 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 6 | $3,274 | 0.00% | +6 | 新進 |
| Lee Financial Co | 5 | $2,729 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 5 | $2,729 | 0.00% | +2+66.7% | 加碼 |
| Abound Wealth Management | 4 | $2,183 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 4 | $2,183 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 4 | $2,183 | 0.00% | +4 | 新進 |
| Optiver Holding B.V. | 4 | $2,183 | 0.00% | +4 | 新進 |
| Nalls Sherbakoff Group, LLC | 4 | $2,146 | 0.00% | +4 | 新進 |
| Capital Advisors, Ltd. LLC | 4 | $2,000 | 0.00% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 3 | $1,638 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 2 | $1,000 | 0.00% | −3,251−99.9% | 減碼 |
| GW&K Investment Management, LLC | 1 | $1,000 | 0.00% | +1 | 新進 |
| Baldrige Asset Management LLC | 2 | $1,000 | 0.00% | +2 | 新進 |
| PFS Partners, LLC | 1 | $546 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 1 | $546 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 1 | $546 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 1 | $546 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 1 | $546 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 546 | $1 | 0.00% | +77+16.4% | 加碼 |
| Avion Wealth | 2 | $0 | 0.00% | +2 | 新進 |
| Summit Wealth Group, LLC | 58,387 | $0 | 0.00% | +58,387 | 新進 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −49,657−100.0% | 清倉 |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −44,600−100.0% | 清倉 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −23,920−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −10,628−100.0% | 清倉 |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −8,300−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,745−100.0% | 清倉 |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −5,638−100.0% | 清倉 |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −4,400−100.0% | 清倉 |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −2,464−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,262−100.0% | 清倉 |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,136−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −2,105−100.0% | 清倉 |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −1,893−100.0% | 清倉 |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −1,091−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −917−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −752−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −748−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −722−100.0% | 清倉 |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −690−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −677−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −624−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −589−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −587−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −579−100.0% | 清倉 |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −870−100.0% | 清倉 |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −532−100.0% | 清倉 |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −463−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −210−100.0% | 清倉 |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −174−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −147−100.0% | 清倉 |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −147−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | 清倉 |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −503−100.0% | 清倉 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Addison Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| True Signal LP | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Bank of the West | – | – | – | – | 本季未申報 |
| Graticule Asia Macro Advisors LLC | – | – | – | – | 本季未申報 |
| Neo Ivy Capital Management | – | – | – | – | 本季未申報 |
| Seeyond | – | – | – | – | 本季未申報 |
| Alpha Paradigm Partners, LLC | – | – | – | – | 本季未申報 |
| Allstate Investment Management Co | – | – | – | – | 本季未申報 |
| Regent Investment Management LLC | – | – | – | – | 本季未申報 |
| CFO4Life, L.P. | – | – | – | – | 本季未申報 |
