| Centerpoint Advisors, LLC | 711 | $2.40 萬 | 0.01% | −2−0.3% | 減碼 |
| Harbour Investments, Inc. | 671 | $2.24 萬 | 0.00% | −1,359−66.9% | 減碼 |
| IFP Advisors, Inc | 642 | $2.14 萬 | 0.00% | +622+3,110.0% | 加碼 |
| Cornerstone Planning Group LLC | 668 | $2.08 萬 | 0.00% | +668 | 新進 |
| Salomon & Ludwin, LLC | 641 | $2.04 萬 | 0.00% | +641 | 新進 |
| Quarry LP | 590 | $1.97 萬 | 0.00% | +590 | 新進 |
| Rockefeller Capital Management L.P. | 576 | $1.92 萬 | 0.00% | +576 | 新進 |
| Richardson Financial Services Inc. | 573 | $1.91 萬 | 0.01% | +265+86.0% | 加碼 |
| Private Trust Co NA | 551 | $1.84 萬 | 0.00% | −121−18.0% | 減碼 |
| Advisory Services Network, LLC | 473 | $1.58 萬 | 0.00% | +473 | 新進 |
| US Bancorp | 472 | $1.58 萬 | 0.00% | +12+2.6% | 加碼 |
| Allworth Financial LP | 467 | $1.56 萬 | 0.00% | +85+22.3% | 加碼 |
| First Horizon Corp | 466 | $1.56 萬 | 0.00% | +466 | 新進 |
| Tortoise Investment Management, LLC | 401 | $1.34 萬 | 0.00% | +1+0.3% | 加碼 |
| Umb Bank N A | 389 | $1.30 萬 | 0.00% | +60+18.2% | 加碼 |
| Retirement Wealth Solutions LLC | 386 | $1.29 萬 | 0.01% | −92−19.2% | 減碼 |
| Essential Partners LLC | 373 | $1.25 萬 | 0.00% | +152+68.8% | 加碼 |
| Caitong International Asset Management Co., Ltd | 248 | $8,278 | 0.01% | +248 | 新進 |
| WPG Advisers, LLC | 218 | $7,277 | 0.01% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 203 | $6,777 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 203 | $6,777 | 0.00% | +15+8.0% | 加碼 |
| Sterling Capital Management LLC | 203 | $6,776 | 0.00% | +1+0.5% | 加碼 |
| Spire Wealth Management | 200 | $6,676 | 0.00% | +200 | 新進 |
| Massmutual Trust Co FSB | 186 | $6,209 | 0.00% | +24+14.8% | 加碼 |
| Brown Brothers Harriman & Co | 180 | $6,008 | 0.00% | +180 | 新進 |
| Bare Financial Services, Inc | 176 | $5,875 | 0.00% | +43+32.3% | 加碼 |
| Optiver Holding B.V. | 172 | $5,741 | 0.00% | +172 | 新進 |
| Assetmark, Inc | 171 | $5,708 | 0.00% | +171 | 新進 |
| Leonteq Securities AG | 165 | $5,508 | 0.00% | −33−16.7% | 減碼 |
| Wealthspire Advisors, LLC | 163 | $5,457 | 0.00% | +163 | 新進 |
| Northwestern Mutual Wealth Management Co | 161 | $5,374 | 0.00% | +110+215.7% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 160 | $5,341 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 156 | $5,207 | 0.00% | +156 | 新進 |
| Rothschild Investment LLC | 145 | $4,840 | 0.00% | −30−17.1% | 減碼 |
| Versant Capital Management, Inc | 143 | $4,773 | 0.00% | +45+45.9% | 加碼 |
| TD Private Client Wealth LLC | 128 | $4,273 | 0.00% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 126 | $4,206 | 0.00% | +126 | 新進 |
| Bell Investment Advisors, Inc | 123 | $4,106 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 107 | $4,000 | 0.00% | +98+1,088.9% | 加碼 |
| Hoey Investments, Inc | 100 | $3,338 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 76 | $2,538 | 0.00% | −601−88.8% | 減碼 |
| Morse Asset Management, Inc | 70 | $2,337 | 0.00% | +70 | 新進 |
| Farmers & Merchants Investments Inc | 55 | $1,836 | 0.00% | 00.0% | 不變 |
| Quest 10 Wealth Builders, Inc. | 51 | $1,702 | 0.00% | +51 | 新進 |
| Atlantic Trust, LLC | 40 | $1,336 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $1,236 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 48 | $1,000 | 0.00% | +14+41.2% | 加碼 |
| Larson Financial Group LLC | 28 | $935 | 0.00% | +3+12.0% | 加碼 |
| Signaturefd, LLC | 27 | $901 | 0.00% | −52−65.8% | 減碼 |
| Sunbelt Securities, Inc. | 24 | $801 | 0.00% | +24 | 新進 |
| Kilter Group LLC | 23 | $768 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 22 | $735 | 0.00% | +4+22.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 21 | $692 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 19 | $635 | 0.00% | +4+26.7% | 加碼 |
| Fortitude Family Office, LLC | 16 | $534 | 0.00% | +7+77.8% | 加碼 |
| True Wealth Design, LLC | 15 | $501 | 0.00% | +15 | 新進 |
| Huntington National Bank | 9 | $300 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 8 | $268 | 0.00% | +5+166.7% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 6 | $218 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 6 | $201 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 4 | $134 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4 | $134 | 0.00% | +4 | 新進 |
| HFM Investment Advisors, LLC | 3 | $100 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 3 | $100 | 0.00% | +1+50.0% | 加碼 |
| Cloud Capital Management, LLC | 8 | $0 | 0.00% | +8 | 新進 |
| Jain Global LLC | 0 | $0 | 0.00% | −800,110−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −394,100−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −248,584−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −210,722−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −114,470−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −54,347−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −48,215−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −24,159−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −23,680−100.0% | 清倉 |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −23,370−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −21,595−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −20,490−100.0% | 清倉 |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −19,425−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −17,287−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −16,900−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −13,965−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −12,421−100.0% | 清倉 |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −11,812−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,309−100.0% | 清倉 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −3,845−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −2,030−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,655−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −988−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −223−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
| Parkworth Wealth Management, Inc. | – | – | – | – | 本季未申報 |
