| Bellevue Group AG | 2,698 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2,633 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,980 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,535 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,472 | $1.30 萬 | 0.00% | −46,138−96.9% | 減碼 |
| Financial Management Professionals, Inc. | 1,441 | $1.30 萬 | 0.00% | +1,441 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 1,338 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 1,309 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 1,200 | $1.10 萬 | 0.00% | +100+9.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,123 | $1.00 萬 | 0.00% | −53−4.5% | 減碼 |
| Baldwin Brothers Inc | 1,000 | $9,000 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,000 | $9,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,060 | $9,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1,020 | $9,000 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 1,000 | $9,000 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 880 | $8,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 897 | $8,000 | 0.00% | +567+171.8% | 加碼 |
| Lake Point Wealth Management | 713 | $7,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 820 | $7,000 | 0.00% | +820 | 新進 |
| Private Capital Group, LLC | 663 | $6,000 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 650 | $6,000 | 0.00% | +650 | 新進 |
| BDO Wealth Advisors, LLC | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 500 | $4,000 | 0.00% | −11−2.2% | 減碼 |
| TCWP LLC | 460 | $4,000 | 0.00% | +460 | 新進 |
| Bivin & Associates, Inc. | 360 | $3,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 303 | $3,000 | 0.00% | +303 | 新進 |
| Allworth Financial LP | 291 | $3,000 | 0.00% | +291 | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 248 | $2,000 | 0.00% | −49−16.5% | 減碼 |
| Focused Wealth Management, Inc | 185 | $2,000 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 210 | $2,000 | 0.00% | +210 | 新進 |
| Raffa Wealth Management, LLC | 164 | $1,496 | 0.00% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 111 | $1,000 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 74 | $1,000 | 0.00% | +74 | 新進 |
| Global Retirement Partners, LLC | 114 | $1,000 | 0.00% | +114 | 新進 |
| Archer Investment Corp | 49 | $402 | 0.00% | +49 | 新進 |
| Bollard Group LLC | 1 | $0 | 0.00% | −1,275−99.9% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| TSFG, LLC | 7 | $0 | 0.00% | +7 | 新進 |
| Itau Unibanco Holding S.A. | 114,000 | – | – | 00.0% | 不變 |
| Aaron Wealth Advisors | 61,341 | – | – | +61,341 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −515,876−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −480,546−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −300,429−100.0% | 清倉 |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −297,000−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −193,069−100.0% | 清倉 |
| Taika Capital, LP | 0 | $0 | 0.00% | −175,000−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −173,673−100.0% | 清倉 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −129,586−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −115,573−100.0% | 清倉 |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −100,193−100.0% | 清倉 |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −90,511−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −89,520−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −88,372−100.0% | 清倉 |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −82,780−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −52,958−100.0% | 清倉 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −47,899−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −45,045−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −34,270−100.0% | 清倉 |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −34,111−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −21,519−100.0% | 清倉 |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −18,978−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −18,738−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −17,197−100.0% | 清倉 |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −16,130−100.0% | 清倉 |
| XR Securities LLC | 0 | $0 | 0.00% | −15,358−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,803−100.0% | 清倉 |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −13,777−100.0% | 清倉 |
| Investment House LLC | 0 | $0 | 0.00% | −13,600−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −13,108−100.0% | 清倉 |
| PCG Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Endowment Wealth Management, Inc. | 0 | $0 | 0.00% | −12,946−100.0% | 清倉 |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −12,346−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −11,006−100.0% | 清倉 |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −10,515−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −10,364−100.0% | 清倉 |
| Sculptor Capital LP | 0 | $0 | 0.00% | −7,200−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −7,105−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5,268−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| James Reed Financial Services, Inc. | 0 | $0 | 0.00% | −2,917−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −1,262−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −825−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| RGT Wealth Advisors, LLC | 0 | $0 | 0.00% | −554−100.0% | 清倉 |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −306−100.0% | 清倉 |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −388−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −240−100.0% | 清倉 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |