| AlphaMark Advisors, LLC | 78 | $3,000 | 0.00% | 00.0% | 不變 |
| Winthrop Capital Management, LLC | 72 | $3,000 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 69 | $2,788 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 62 | $2,485 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 60 | $2,345 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 58 | $2,343 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 55 | $2,222 | 0.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 54 | $2,182 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 50 | $2,020 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 46 | $2,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 40 | $1,616 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 40 | $1,616 | 0.00% | +20+100.0% | 加碼 |
| Wetzel Investment Advisors, Inc. | 36 | $1,548 | 0.00% | −181−83.4% | 減碼 |
| Hoey Investments, Inc | 38 | $1,536 | 0.00% | +38 | 新進 |
| Bruce G. Allen Investments, LLC | 37 | $1,495 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 37 | $1,495 | 0.00% | +33+825.0% | 加碼 |
| Caldwell Sutter Capital, Inc. | 31 | $1,252 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 30 | $1,212 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 30 | $1,212 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 29 | $1,172 | 0.00% | +29 | 新進 |
| SJS Investment Consulting Inc. | 28 | $1,132 | 0.00% | +3+12.0% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 27 | $1,091 | 0.00% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 25 | $1,075 | 0.00% | +25 | 新進 |
| Albion Financial Group | 22 | $890 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 22 | $889 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 22 | $889 | 0.00% | +8+57.1% | 加碼 |
| EntryPoint Capital, LLC | 19 | $768 | 0.00% | +19 | 新進 |
| TFC Financial Management | 18 | $728 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 18 | $727 | 0.00% | 00.0% | 不變 |
| Caitlin John, LLC | 15 | $606 | 0.00% | +15 | 新進 |
| MV Capital Management, Inc. | 13 | $526 | 0.00% | +1+8.3% | 加碼 |
| Atlas Capital Advisors LLC | 13 | $525 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 10 | $404 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 10 | $404 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 10 | $404 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 10 | $387 | 0.00% | +1+11.1% | 加碼 |
| Sachetta, LLC | 8 | $309 | 0.00% | +8 | 新進 |
| Delos Wealth Advisors, LLC | 7 | $283 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 6 | $243 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 7 | $231 | 0.00% | +7 | 新進 |
| Hartford Financial Management Inc. | 5 | $202 | 0.00% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 5 | $202 | 0.00% | 00.0% | 不變 |
| Ruedi Wealth Management, Inc. | 5 | $202 | 0.00% | +5 | 新進 |
| Sandy Spring Bank | 4 | $162 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4 | $162 | 0.00% | +4 | 新進 |
| Quest Partners LLC | 1 | $40 | 0.00% | −25−96.2% | 減碼 |
| Avion Wealth | 15 | $0 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +1+14.3% | 加碼 |
| Nwi Management LP | 0 | $0 | 0.00% | −145,000−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −142,933−100.0% | 清倉 |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −110,353−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −80,000−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −72,917−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −42,660−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −27,086−100.0% | 清倉 |
| JB Capital LLC | 0 | $0 | 0.00% | −23,596−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −17,954−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,307−100.0% | 清倉 |
| TCW Group Inc | 0 | $0 | 0.00% | −15,171−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −14,571−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,359−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −14,080−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −12,611−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −11,850−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,522−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −10,299−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −9,425−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −6,869−100.0% | 清倉 |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,306−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −5,517−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −5,368−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,854−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −4,838−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,211−100.0% | 清倉 |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −1,521−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,187−100.0% | 清倉 |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −1,083−100.0% | 清倉 |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −351−100.0% | 清倉 |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −292−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Grove Bank & Trust | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| Executive Wealth Group LLC | – | – | – | – | 本季未申報 |
| Cutler Group LP | – | – | – | – | 本季未申報 |
| Shell Asset Management Co | – | – | – | – | 本季未申報 |
| Highlander Capital Management, LLC | – | – | – | – | 本季未申報 |
