| CKW Financial Group | 55 | $1,000 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 60 | $1,000 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 54 | $913 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 52 | $879 | 0.00% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 43 | $727 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 41 | $699 | 0.00% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 38 | $678 | 0.00% | −56−59.6% | 減碼 |
| 1620 Investment Advisors, Inc. | 40 | $676 | 0.00% | 00.0% | 不變 |
| Bangor Savings Bank | 35 | $592 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 32 | $541 | 0.00% | −159−83.2% | 減碼 |
| Promus Capital, LLC | 32 | $541 | 0.00% | +32 | 新進 |
| Tortoise Investment Management, LLC | 30 | $507 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 29 | $490 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 29 | $490 | 0.00% | +29 | 新進 |
| Hilltop National Bank | 26 | $439 | 0.00% | −80−75.5% | 減碼 |
| CVA Family Office, LLC | 26 | $439 | 0.00% | +26 | 新進 |
| Cape Investment Advisory, Inc. | 26 | $439 | 0.00% | +26 | 新進 |
| Burkett Financial Services, LLC | 25 | $414 | 0.00% | +1+4.2% | 加碼 |
| Coppell Advisory Solutions LLC | 22 | $370 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 20 | $338 | 0.00% | 00.0% | 不變 |
| Hallmark Capital Management Inc | 20 | $338 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 20 | $338 | 0.00% | 00.0% | 不變 |
| CBIZ Investment Advisory Services, LLC | 20 | $338 | 0.00% | +20 | 新進 |
| Laurel Wealth Advisors LLC | 16 | $271 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 16 | $271 | 0.00% | 00.0% | 不變 |
| Northwest Bank & Trust Co | 10 | $217 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 12 | $195 | 0.00% | +1+9.1% | 加碼 |
| UMA Financial Services, Inc. | 10 | $169 | 0.00% | +10 | 新進 |
| Principal Securities, Inc. | 9 | $152 | 0.00% | +9 | 新進 |
| ORG Partners LLC | 6 | $110 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 6 | $102 | 0.00% | +6 | 新進 |
| WealthTrak Capital Management LLC | 5 | $85 | 0.00% | +5 | 新進 |
| Caitlin John, LLC | 4 | $68 | 0.00% | 00.0% | 不變 |
| Parkworth Wealth Management, Inc. | 4 | $68 | 0.00% | +4 | 新進 |
| Creative Financial Designs Inc | 3 | $51 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3 | $51 | 0.00% | +3 | 新進 |
| Activest Wealth Management | 1 | $17 | 0.00% | +1 | 新進 |
| Capital Advisors, Ltd. LLC | 22 | $0 | 0.00% | +2+10.0% | 加碼 |
| PrairieView Partners, LLC | 16 | $0 | 0.00% | 00.0% | 不變 |
| Briaud Financial Planning, Inc | 2 | $0 | 0.00% | 00.0% | 不變 |
| Neo Ivy Capital Management | 57 | $0 | 0.00% | +57 | 新進 |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −236−100.0% | 清倉 |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −2,166,741−100.0% | 清倉 |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −514,492−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −377,973−100.0% | 清倉 |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −360,000−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −120,506−100.0% | 清倉 |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −95,838−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −70,464−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −52,337−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −20,208−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −48,194−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −32,279−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −32,000−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,237−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −20,884−100.0% | 清倉 |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −20,320−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −15,216−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −14,665−100.0% | 清倉 |
| Burney Co | 0 | $0 | 0.00% | −14,260−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −14,008−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −13,619−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −12,093−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,624−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −11,503−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,459−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,492−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −3,698−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,646−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,009−100.0% | 清倉 |
| Operose Advisors LLC | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −473−100.0% | 清倉 |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −430−100.0% | 清倉 |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −383−100.0% | 清倉 |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −252−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −202−100.0% | 清倉 |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −191−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −137−100.0% | 清倉 |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −132−100.0% | 清倉 |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −127−100.0% | 清倉 |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Bank of New Hampshire | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Accordant Advisory Group Inc | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −61−100.0% | 清倉 |
| Resources Management Corp | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| BNP Paribas | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Susquehanna Foundation | – | – | – | – | 本季未申報 |
| Jade Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Eisler Capital (UK) Ltd. | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |