| Summit Wealth Group, LLC | 11 | $3,000 | 0.00% | 00.0% | 不變 |
| Security National Trust Co | 12 | $3,000 | 0.00% | +12 | 新進 |
| HighMark Wealth Management LLC | 9 | $2,000 | 0.00% | −4−30.8% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| FormulaFolio Investments, LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| Personal Wealth Partners | 6 | $1,000 | 0.00% | +6 | 新進 |
| Strategic Blueprint, LLC | 5 | $1,000 | 0.00% | +5 | 新進 |
| WestEnd Advisors, LLC | – | $716 | 0.00% | – | 新進 |
| Sofos Investments, Inc. | 8 | – | – | 00.0% | 不變 |
| Eminence Capital, LP | 0 | $0 | 0.00% | −568,111−100.0% | 清倉 |
| Senator Investment Group LP | 0 | $0 | 0.00% | −539,000−100.0% | 清倉 |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −538,770−100.0% | 清倉 |
| Rivulet Capital, LLC | 0 | $0 | 0.00% | −450,100−100.0% | 清倉 |
| Alua Capital Management LP | 0 | $0 | 0.00% | −324,800−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −311,100−100.0% | 清倉 |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −271,162−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −176,190−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −136,200−100.0% | 清倉 |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −72,427−100.0% | 清倉 |
| Churchill Management Corp | 0 | $0 | 0.00% | −30,282−100.0% | 清倉 |
| SG3 Management, LLC | 0 | $0 | 0.00% | −27,500−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −24,471−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,954−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −17,366−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −12,696−100.0% | 清倉 |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −10,723−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,867−100.0% | 清倉 |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −9,567−100.0% | 清倉 |
| Athanor Capital, LP | 0 | $0 | 0.00% | −7,049−100.0% | 清倉 |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −5,602−100.0% | 清倉 |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −4,918−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −4,515−100.0% | 清倉 |
| Toews Corp | 0 | $0 | 0.00% | −4,100−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −3,750−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −3,515−100.0% | 清倉 |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −3,226−100.0% | 清倉 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −3,311−100.0% | 清倉 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −3,263−100.0% | 清倉 |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −2,626−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,386−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −2,316−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −2,265−100.0% | 清倉 |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −2,010−100.0% | 清倉 |
| Fosun International Ltd | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −1,696−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,686−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,582−100.0% | 清倉 |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −1,527−100.0% | 清倉 |
| Capital Square, LLC | 0 | $0 | 0.00% | −1,310−100.0% | 清倉 |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −1,336−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,285−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,272−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,211−100.0% | 清倉 |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,184−100.0% | 清倉 |
| BFSG, LLC | 0 | $0 | 0.00% | −1,157−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,019−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −1,107−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,012−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,001−100.0% | 清倉 |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −981−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −982−100.0% | 清倉 |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −930−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −932−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −920−100.0% | 清倉 |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −916−100.0% | 清倉 |
| tru Independence LLC | 0 | $0 | 0.00% | −911−100.0% | 清倉 |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −891−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −571−100.0% | 清倉 |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −47,523−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −384−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −137−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −64−100.0% | 清倉 |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Manchester Financial Inc | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Waddell & Reed Financial Inc | – | – | – | – | 本季未申報 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Bokf, NA | – | – | – | – | 本季未申報 |
| BBVA USA Bancshares, Inc. | – | – | – | – | 本季未申報 |
| WealthStone, Inc. | – | – | – | – | 本季未申報 |
| Pillar Pacific Capital Management LLC | – | – | – | – | 本季未申報 |
| TCF National Bank | – | – | – | – | 本季未申報 |
| New Capital Management LP | – | – | – | – | 本季未申報 |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | 本季未申報 |
| Tompkins Financial Corp | – | – | – | – | 本季未申報 |