| Heritage Wealth Management, LLC | 22 | $6,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 19 | $5,000 | 0.00% | −10−34.5% | 減碼 |
| Arlington Partners LLC | 17 | $5,000 | 0.00% | 00.0% | 不變 |
| Better Money Decisions, LLC | 16 | $5,000 | 0.00% | 00.0% | 不變 |
| Ford Financial Group, LLC | 20 | $5,000 | 0.00% | +20 | 新進 |
| Providence Capital Advisors, LLC | 13 | $4,000 | 0.00% | −138−91.4% | 減碼 |
| Logan Capital Management Inc | 15 | $4,000 | 0.00% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 17 | $4,000 | 0.00% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 13 | $4,000 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 9 | $3,000 | 0.00% | −2,796−99.7% | 減碼 |
| TD Ameritrade Investment Management, LLC | 11 | $3,000 | 0.00% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 11 | $3,000 | 0.00% | +11 | 新進 |
| Atlas Capital Advisors LLC | 10 | $2,876 | 0.00% | +10 | 新進 |
| TSFG, LLC | 7 | $2,000 | 0.00% | −18−72.0% | 減碼 |
| American National Bank | 7 | $2,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $2,000 | 0.00% | 00.0% | 不變 |
| First National Bank of South Miami | 6 | $2,000 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 3 | $1,000 | 0.00% | −19−86.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $1,000 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 3 | $1,000 | 0.02% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 3 | $866 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 1 | – | – | −3−75.0% | 減碼 |
| Omers Administration Corp | 0 | $0 | 0.00% | −154,909−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −30,564−100.0% | 清倉 |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −21,863−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,823−100.0% | 清倉 |
| Keel Point, LLC | 0 | $0 | 0.00% | −10,065−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −10,022−100.0% | 清倉 |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,433−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,411−100.0% | 清倉 |
| Hudson Canyon Capital Management | 0 | $0 | 0.00% | −6,275−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −5,851−100.0% | 清倉 |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −4,484−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −4,260−100.0% | 清倉 |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −4,262−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,469−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −2,952−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,682−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,605−100.0% | 清倉 |
| F3Logic, LLC | 0 | $0 | 0.00% | −2,424−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,301−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,091−100.0% | 清倉 |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −1,727−100.0% | 清倉 |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −1,644−100.0% | 清倉 |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −1,615−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −1,475−100.0% | 清倉 |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,427−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −1,192−100.0% | 清倉 |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −1,120−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,114−100.0% | 清倉 |
| Equitable Trust Co | 0 | $0 | 0.00% | −1,087−100.0% | 清倉 |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −1,078−100.0% | 清倉 |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −1,033−100.0% | 清倉 |
| Drexel Morgan & Co. | 0 | $0 | 0.00% | −1,020−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −973−100.0% | 清倉 |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −941−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −914−100.0% | 清倉 |
| Curtis Advisory Group, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −876−100.0% | 清倉 |
| Connable Office Inc | 0 | $0 | 0.00% | −840−100.0% | 清倉 |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −840−100.0% | 清倉 |
| BBR Partners, LLC | 0 | $0 | 0.00% | −824−100.0% | 清倉 |
| Full Sail Capital, LLC | 0 | $0 | 0.00% | −790−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −775−100.0% | 清倉 |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −771−100.0% | 清倉 |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −760−100.0% | 清倉 |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −711−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −654−100.0% | 清倉 |
| SG3 Management, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −312−100.0% | 清倉 |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −269−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −238−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −199−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −183−100.0% | 清倉 |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −175−100.0% | 清倉 |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −165−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Sun Life Financial INC | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Reilly Herbert Faulkner III | – | – | – | – | 本季未申報 |
| Bokf, NA | – | – | – | – | 本季未申報 |
| Pillar Pacific Capital Management LLC | – | – | – | – | 本季未申報 |
| Waddell & Reed Financial Inc | – | – | – | – | 本季未申報 |
