| Signaturefd, LLC | 225 | $1.00 萬 | 0.00% | +150+200.0% | 加碼 |
| Holloway Wealth Management, LLC | – | $9,000 | 0.00% | – | – |
| Jacobi Capital Management LLC | 200 | $9,000 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 200 | $9,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 194 | $9,000 | 0.00% | +30+18.3% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 180 | $8,000 | 0.00% | +180 | 新進 |
| Resources Management Corp | 150 | $7,000 | 0.00% | 00.0% | 不變 |
| Baillie Gifford & Co | 117 | $5,000 | 0.00% | 00.0% | 不變 |
| Covington Capital Management | 100 | $5,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 100 | $5,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 100 | $5,000 | 0.00% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $5,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 87 | $4,000 | 0.00% | −42−32.6% | 減碼 |
| Tortoise Investment Management, LLC | 80 | $4,000 | 0.00% | +80 | 新進 |
| Mizuho Securities Co. Ltd. | 68 | $3,000 | 0.00% | +1+1.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 60 | $3,000 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 80 | $3,000 | 0.00% | +80 | 新進 |
| FourThought Financial, LLC | 76 | $3,000 | 0.00% | +76 | 新進 |
| State of Wyoming | 38 | $2,000 | 0.00% | −87−69.6% | 減碼 |
| Asset Dedication, LLC | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 40 | $2,000 | 0.00% | 00.0% | 不變 |
| CNB Bank | 42 | $2,000 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 50 | $2,000 | 0.00% | +20+66.7% | 加碼 |
| Carmichael Hill & Associates, Inc. | 35 | $2,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 38 | $2,000 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 35 | $2,000 | 0.00% | +35 | 新進 |
| TCI Wealth Advisors, Inc. | 50 | $2,000 | 0.00% | +50 | 新進 |
| Carolina Wealth Advisors, LLC | 42 | $2,000 | 0.00% | +42 | 新進 |
| Berman Capital Advisors, LLC | 27 | $1,000 | 0.00% | −22−44.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $1,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 20 | $1,000 | 0.00% | +7+53.8% | 加碼 |
| Dividend Assets Capital, LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 15 | $1,000 | 0.00% | +15 | 新進 |
| Sutton Wealth Advisors Inc. | 2 | $93 | 0.00% | −2−50.0% | 減碼 |
| Eaton Vance Management | 340 | $0 | 0.00% | −240−41.4% | 減碼 |
| Burleson & Company, LLC | 8 | $0 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 8 | $0 | 0.00% | +8 | 新進 |
| Federated Hermes, Inc. | 2 | – | – | −178−98.9% | 減碼 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −778,451−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −612,702−100.0% | 清倉 |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −347,857−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −120,418−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −100,462−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −45,482−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −42,727−100.0% | 清倉 |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Keel Point, LLC | 0 | $0 | 0.00% | −30,682−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −30,626−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,757−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −13,380−100.0% | 清倉 |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −11,850−100.0% | 清倉 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −8,131−100.0% | 清倉 |
| MetLife Investment Management | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −6,492−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,401−100.0% | 清倉 |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −5,200−100.0% | 清倉 |
| Hellman Jordan Management Co Inc | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,280−100.0% | 清倉 |
| Vivid Financial Management, Inc. | 0 | $0 | 0.00% | −3,975−100.0% | 清倉 |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −3,825−100.0% | 清倉 |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,785−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,532−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −3,385−100.0% | 清倉 |
| Probity Advisors, Inc. | 0 | $0 | 0.00% | −3,376−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,379−100.0% | 清倉 |
| IVC Wealth Advisors LLC | 0 | $0 | 0.00% | −3,325−100.0% | 清倉 |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −730−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −625−100.0% | 清倉 |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −460−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| ACT Capital Management, LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
