| CWM, LLC | 433 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 404 | $2.60 萬 | 0.00% | +75+22.8% | 加碼 |
| Baystate Wealth Management LLC | 397 | $2.50 萬 | 0.00% | +397 | 新進 |
| Stonebridge Financial Planning Group, LLC | 398 | $2.50 萬 | 0.01% | +398 | 新進 |
| Quadrant Capital Group LLC | 383 | $2.40 萬 | 0.00% | +22+6.1% | 加碼 |
| Parallel Advisors, LLC | 383 | $2.40 萬 | 0.00% | +68+21.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 363 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Peregrine Capital Management LLC | 337 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Advisors | 325 | $2.06 萬 | 0.00% | −150−31.6% | 減碼 |
| PNC Managed Account Solutions, Inc. | 322 | $2.00 萬 | 0.00% | +322 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 300 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Cypress Point Wealth Management, LLC | 300 | $1.90 萬 | 0.01% | +300 | 新進 |
| Berman Capital Advisors, LLC | 286 | $1.80 萬 | 0.00% | −6−2.1% | 減碼 |
| Annapolis Financial Services, LLC | 266 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 260 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 240 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 215 | $1.40 萬 | 0.00% | −2−0.9% | 減碼 |
| Oakworth Capital, Inc. | 200 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 208 | $1.30 萬 | 0.00% | +58+38.7% | 加碼 |
| Advisory Services Network, LLC | 200 | $1.30 萬 | 0.00% | +200 | 新進 |
| Schroder Investment Management Group | 147 | $9,000 | 0.00% | −132−47.3% | 減碼 |
| Endurance Wealth Management, Inc. | 150 | $9,000 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 125 | $8,000 | 0.00% | +115+1,150.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 111 | $7,000 | 0.00% | +32+40.5% | 加碼 |
| Clearstead Advisors, LLC | 87 | $6,000 | 0.00% | −215−71.2% | 減碼 |
| Focused Wealth Management, Inc | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 89 | $6,000 | 0.00% | 00.0% | 不變 |
| Paradigm, Strategies in Wealth Management, LLC | 97 | $6,000 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 93 | $6,000 | 0.00% | +71+322.7% | 加碼 |
| Earnest Partners LLC | 86 | $5,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 74 | $5,000 | 0.00% | +44+146.7% | 加碼 |
| Wagner Wealth Management, LLC | 75 | $5,000 | 0.00% | +75 | 新進 |
| Plante Moran Financial Advisors, LLC | 66 | $4,000 | 0.00% | −51−43.6% | 減碼 |
| Carroll Financial Associates, Inc. | 65 | $4,000 | 0.00% | 00.0% | 不變 |
| Perennial Advisors, LLC | 65 | $4,000 | 0.00% | +15+30.0% | 加碼 |
| Massmutual Trust Co FSB | 57 | $4,000 | 0.00% | +29+103.6% | 加碼 |
| CX Institutional | 64 | $4,000 | 0.00% | +35+120.7% | 加碼 |
| Parkside Financial Bank & Trust | 48 | $3,000 | 0.00% | −294−86.0% | 減碼 |
| Atlas Private Wealth Advisors | 43 | $3,000 | 0.00% | −29−40.3% | 減碼 |
| Valley National Advisers Inc | 53 | $3,000 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 30 | $2,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 32 | $2,000 | 0.00% | +16+100.0% | 加碼 |
| Harbor Investment Advisory, LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 18 | $1,000 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 16 | $1,000 | 0.00% | +16 | 新進 |
| Financial Management Professionals, Inc. | 15 | $1,000 | 0.00% | +15 | 新進 |
| TD Private Client Wealth LLC | 9 | $570 | 0.00% | 00.0% | 不變 |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −871,800−100.0% | 清倉 |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −681,900−100.0% | 清倉 |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −419,152−100.0% | 清倉 |
| Jet Capital Investors L P | 0 | $0 | 0.00% | −220,000−100.0% | 清倉 |
| PointState Capital LP | 0 | $0 | 0.00% | −219,689−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −109,000−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −105,727−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −84,101−100.0% | 清倉 |
| Mackay Shields LLC | 0 | $0 | 0.00% | −80,819−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −77,838−100.0% | 清倉 |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −77,182−100.0% | 清倉 |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −54,093−100.0% | 清倉 |
| Davide Leone & Partners Investment Co Ltd. | 0 | $0 | 0.00% | −34,959−100.0% | 清倉 |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −26,069−100.0% | 清倉 |
| Windsor Creek Advisors, LLC | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −21,900−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −21,008−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −15,860−100.0% | 清倉 |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,647−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −9,800−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −8,122−100.0% | 清倉 |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −7,852−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,707−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,981−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −6,769−100.0% | 清倉 |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −5,688−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,359−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,541−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −4,271−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,060−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,743−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,078−100.0% | 清倉 |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −1,949−100.0% | 清倉 |
| San Francisco Sentry Investment Group (Ca) | 0 | $0 | 0.00% | −1,480−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −512−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −269−100.0% | 清倉 |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −147−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Tompkins Financial Corp | – | – | – | – | 本季未申報 |
