| Sugarloaf Wealth Management, LLC | 352 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 351 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 361 | $1.90 萬 | 0.00% | +11+3.1% | 加碼 |
| Massmutual Trust Co FSB | 314 | $1.70 萬 | 0.00% | +4+1.3% | 加碼 |
| Glen Eagle Advisors, LLC | 317 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $1.60 萬 | 0.02% | −500−62.5% | 減碼 |
| Evoke Wealth, LLC | 311 | $1.60 萬 | 0.00% | −1−0.3% | 減碼 |
| Emfo, LLC | 300 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 303 | $1.60 萬 | 0.00% | +216+248.3% | 加碼 |
| Mascoma Wealth Management LLC | 300 | $1.60 萬 | 0.01% | +300 | 新進 |
| Koshinski Asset Management, Inc. | 270 | $1.44 萬 | 0.00% | +270 | 新進 |
| Cribstone Capital Management, LLC | 240 | $1.30 萬 | 0.01% | +240 | 新進 |
| Orion Capital Management LLC | 208 | $1.10 萬 | 0.01% | +208 | 新進 |
| Strategic Asset Management, LLC | 200 | $1.10 萬 | 0.02% | +200 | 新進 |
| Meridian Wealth Partners, LLC | 197 | $1.00 萬 | 0.00% | +197 | 新進 |
| Atlas Capital Advisors LLC | 186 | $9,952 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 177 | $9,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 168 | $9,000 | 0.00% | +18+12.0% | 加碼 |
| Bourgeon Capital Management LLC | 150 | $8,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 141 | $8,000 | 0.00% | +141 | 新進 |
| Kowal Investment Group, LLC | 153 | $8,000 | 0.00% | +153 | 新進 |
| Endurance Wealth Management, Inc. | 138 | $7,000 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 127 | $7,000 | 0.01% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 132 | $7,000 | 0.00% | +41+45.1% | 加碼 |
| McIlrath & Eck, LLC | 134 | $7,000 | 0.00% | +134 | 新進 |
| Charter Oak Capital Management, LLC | 122 | $7,000 | 0.00% | +122 | 新進 |
| Bellevue Asset Management, LLC | 117 | $6,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 117 | $6,000 | 0.00% | +42+56.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 106 | $6,000 | 0.00% | +106 | 新進 |
| Sawyer & Company, Inc | 109 | $6,000 | 0.00% | +109 | 新進 |
| Ellis Investment Partners, LLC | 112 | $5,000 | 0.00% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 100 | $5,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 101 | $5,000 | 0.00% | +14+16.1% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 86 | $5,000 | 0.00% | +73+561.5% | 加碼 |
| Highlander Capital Management, LLC | 90 | $5,000 | 0.00% | +90 | 新進 |
| Capital Analysts, LLC | 91 | $5,000 | 0.00% | +91 | 新進 |
| Truvestments Capital LLC | 86 | $5,000 | 0.00% | +86 | 新進 |
| RWM Asset Management, LLC | 102 | $5,000 | 0.00% | +102 | 新進 |
| Logan Capital Management Inc | 84 | $4,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 70 | $4,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 68 | $4,000 | 0.00% | +68 | 新進 |
| AdvisorNet Financial, Inc | 55 | $3,000 | 0.00% | −415−88.3% | 減碼 |
| St. Johns Investment Management Company, LLC | 55 | $3,000 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 45 | $2,000 | 0.00% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 37 | $2,000 | 0.00% | +9+32.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 40 | $2,000 | 0.00% | +40 | 新進 |
| Founders Capital Management | 45 | $2,000 | 0.00% | +45 | 新進 |
| Prestige Wealth Management Group LLC | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| NFJ Investment Group, LLC | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| Arrow Financial Corp | 20 | $1,000 | 0.00% | +20 | 新進 |
| Syverson Strege & Co | 12 | $1,000 | 0.00% | +12 | 新進 |
| Bedel Financial Consulting, Inc. | 24 | $1,000 | 0.00% | +24 | 新進 |
| Sound Income Strategies, LLC | 11 | $1,000 | 0.00% | +11 | 新進 |
| Joseph P. Lucia & Associates, LLC | 10 | $1,000 | 0.00% | +10 | 新進 |
| Sittner & Nelson, LLC | 18 | $1,000 | 0.00% | +18 | 新進 |
| Bell Investment Advisors, Inc | 15 | $1,000 | 0.00% | +15 | 新進 |
| Exane Derivatives | 1 | $54 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 3 | $0 | 0.00% | −135−97.8% | 減碼 |
| Simon Quick Advisors, LLC | 17 | $0 | 0.00% | +17 | 新進 |
| Nisa Investment Advisors, LLC | 9 | $0 | 0.00% | +9 | 新進 |
| HighMark Wealth Management LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% | +3 | 新進 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −158−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −204,374−100.0% | 清倉 |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −124,785−100.0% | 清倉 |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −57,427−100.0% | 清倉 |
| Clayton Partners LLC | 0 | $0 | 0.00% | −55,267−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −47,074−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −33,456−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,718−100.0% | 清倉 |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −9,994−100.0% | 清倉 |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −9,494−100.0% | 清倉 |
| Anderson Hoagland & Co | 0 | $0 | 0.00% | −8,652−100.0% | 清倉 |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −7,808−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,226−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,390−100.0% | 清倉 |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −4,813−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,859−100.0% | 清倉 |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −4,074−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −4,045−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,958−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,950−100.0% | 清倉 |
| GVO Asset Management Ltd | 0 | $0 | 0.00% | −2,947−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −2,441−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −1,288−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −797−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −703−100.0% | 清倉 |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −432−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −325−100.0% | 清倉 |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −246−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −175−100.0% | 清倉 |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −8,785−100.0% | 清倉 |
| Partners Value Investments LP | – | – | – | – | 本季未申報 |
| Marathon Asset Management LLP | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Pinnacle Wealth Advisors | – | – | – | – | 本季未申報 |
| Firethorn Wealth Partners, LLC | – | – | – | – | 本季未申報 |
