| Venturi Wealth Management, LLC | 400 | $8,508 | 0.00% | 00.0% | 不變 |
| Tanglewood Legacy Advisors, LLC | 400 | $8,508 | 0.00% | 00.0% | 不變 |
| Criterion Capital Advisors, LLC | 400 | $8,508 | 0.01% | +400 | 新進 |
| Elequin Capital LP | 392 | $8,338 | 0.00% | −16−3.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 366 | $7,624 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 349 | $7,420 | 0.00% | +10+2.9% | 加碼 |
| Fifth Third Bancorp | 339 | $7,211 | 0.00% | +339 | 新進 |
| Castleview Partners, LLC | 320 | $6,806 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 313 | $6,643 | 0.00% | +4+1.3% | 加碼 |
| Godsey & Gibb Associates | 300 | $6,381 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 293 | $6,237 | 0.00% | −260−47.0% | 減碼 |
| Sound Income Strategies, LLC | 264 | $5,615 | 0.00% | +240+1,000.0% | 加碼 |
| Red Tortoise LLC | 262 | $5,573 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 262 | $5,572 | 0.00% | +171+187.9% | 加碼 |
| GoalVest Advisory LLC | 245 | $5,211 | 0.00% | +201+456.8% | 加碼 |
| Pin Oak Investment Advisors Inc | 233 | $5,000 | 0.01% | 00.0% | 不變 |
| Delta Asset Management LLC | 200 | $4,254 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 175 | $3,722 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 151 | $3,212 | 0.00% | +151 | 新進 |
| Glassman Wealth Services | 145 | $3,084 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 157 | $3,000 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 161 | $3,000 | 0.00% | +161 | 新進 |
| Massmutual Trust Co FSB | 137 | $2,914 | 0.00% | +73+114.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 135 | $2,872 | 0.00% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 121 | $2,582 | 0.00% | −1,057−89.7% | 減碼 |
| Semmax Financial Advisors Inc. | 126 | $2,282 | 0.00% | +4+3.3% | 加碼 |
| Farmers & Merchants Investments Inc | 105 | $2,233 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 106 | $2,000 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 100 | $2,000 | 0.00% | +100 | 新進 |
| Beaird Harris Wealth Management, LLC | 85 | $1,808 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 84 | $1,787 | 0.00% | +84 | 新進 |
| Private Wealth Management Group, LLC | 82 | $1,745 | 0.00% | +82 | 新進 |
| Gradient Investments LLC | 76 | $1,617 | 0.00% | −10−11.6% | 減碼 |
| Avion Wealth | 60 | $1,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 20 | $425 | 0.00% | −2,680−99.3% | 減碼 |
| Tfo-TDC, LLC | 19 | $404 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 13 | $277 | 0.00% | −139−91.4% | 減碼 |
| Investment Research & Advisory Group, Inc. | 12 | $255 | 0.00% | −114−90.5% | 減碼 |
| Assetmark, Inc | 10 | $213 | 0.00% | +10 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 1 | $16 | 0.00% | +1 | 新進 |
| Roble, Belko & Company, Inc | 8 | $0 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 11,744 | – | – | +11,744 | 新進 |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −679,502−100.0% | 清倉 |
| PYA Waltman Capital, LLC | 0 | $0 | 0.00% | −331,798−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −216,836−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −109,627−100.0% | 清倉 |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −108,818−100.0% | 清倉 |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −73,000−100.0% | 清倉 |
| Gruss & Co., LLC | 0 | $0 | 0.00% | −71,860−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −43,966−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −37,934−100.0% | 清倉 |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −25,030−100.0% | 清倉 |
| King Wealth | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −23,750−100.0% | 清倉 |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −21,847−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,400−100.0% | 清倉 |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −16,128−100.0% | 清倉 |
| LSV Asset Management | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Choate Investment Advisors | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −15,916−100.0% | 清倉 |
| Mraz, Amerine & Associates, Inc. | 0 | $0 | 0.00% | −15,720−100.0% | 清倉 |
| JRM Investment Counsel, LLC | 0 | $0 | 0.00% | −15,128−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,495−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −13,358−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −13,246−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,708−100.0% | 清倉 |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −11,446−100.0% | 清倉 |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −11,150−100.0% | 清倉 |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −11,139−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −10,993−100.0% | 清倉 |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −10,718−100.0% | 清倉 |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −10,230−100.0% | 清倉 |
| Alterity Financial Group, LLC | 0 | $0 | 0.00% | −9,968−100.0% | 清倉 |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −9,828−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −9,515−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −9,507−100.0% | 清倉 |
| Hardman Johnston Global Advisors LLC | 0 | $0 | 0.00% | −9,500−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −9,274−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −6,613−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −1,705−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −743−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Claybrook Capital, LLC | – | – | – | – | 本季未申報 |
| Rothschild Investment Corp | – | – | – | – | 本季未申報 |
| Golden Green, Inc. | – | – | – | – | 本季未申報 |
