| Ancora Advisors, LLC | 64 | $5,000 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 60 | $5,000 | 0.01% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 60 | $5,000 | 0.00% | +60 | 新進 |
| Vigilant Capital Management, LLC | 60 | $5,000 | 0.00% | +60 | 新進 |
| Global Financial Private Client, LLC | 60 | $4,880 | 0.00% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 56 | $4,000 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 48 | $4,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 50 | $4,000 | 0.00% | +10+25.0% | 加碼 |
| Bell Investment Advisors, Inc | 47 | $4,000 | 0.00% | +47 | 新進 |
| Toth Financial Advisory Corp | 40 | $3,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 32 | $2,557 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 20 | $2,000 | 0.00% | −510−96.2% | 減碼 |
| HM Payson & Co | 31 | $2,000 | 0.00% | −22−41.5% | 減碼 |
| Clearstead Advisors, LLC | 29 | $2,000 | 0.00% | 00.0% | 不變 |
| CX Institutional | 29 | $2,000 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 25 | $2,000 | 0.00% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 20 | $2,000 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 27 | $2,000 | 0.00% | +27 | 新進 |
| Meridian Wealth Partners, LLC | 21 | $2,000 | 0.00% | +21 | 新進 |
| Bellwether Advisors, LLC | 36 | $2,000 | 0.00% | +36 | 新進 |
| Kelly Financial Services LLC | 20 | $1,616 | 0.00% | −1,672−98.8% | 減碼 |
| Koshinski Asset Management, Inc. | 19 | $1,524 | 0.00% | +19 | 新進 |
| TCI Wealth Advisors, Inc. | 8 | $1,000 | 0.00% | −50−86.2% | 減碼 |
| Baystate Wealth Management LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 16 | $1,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 7 | $1,000 | 0.00% | +7 | 新進 |
| Exane Derivatives | 3 | $241 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 5 | $0 | 0.00% | −10−66.7% | 減碼 |
| Sound Income Strategies, LLC | 2 | $0 | 0.00% | −10−83.3% | 減碼 |
| Washington Trust Co | 6 | $0 | 0.00% | +2+50.0% | 加碼 |
| Assetmark, Inc | 4 | $0 | 0.00% | +4 | 新進 |
| Filbrandt Wealth Management, LLC | 6 | $0 | 0.00% | +6 | 新進 |
| Longfellow Investment Management Co LLC | 3 | – | – | 00.0% | 不變 |
| Sandler Capital Management | 0 | $0 | 0.00% | −224,033−100.0% | 清倉 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −131,634−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −101,529−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −58,579−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −43,513−100.0% | 清倉 |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −35,028−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −32,290−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −16,879−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,494−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −14,905−100.0% | 清倉 |
| Wharton Business Group, LLC | 0 | $0 | 0.00% | −12,540−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,961−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −7,793−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −7,610−100.0% | 清倉 |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −5,370−100.0% | 清倉 |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −5,200−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,167−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,136−100.0% | 清倉 |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −5,126−100.0% | 清倉 |
| Bluestein R H & Co | 0 | $0 | 0.00% | −5,005−100.0% | 清倉 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −4,860−100.0% | 清倉 |
| Schwab Charitable Fund | 0 | $0 | 0.00% | −4,790−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,001−100.0% | 清倉 |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −3,775−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,506−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,447−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,066−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −2,601−100.0% | 清倉 |
| Forbes J M & Co LLP | 0 | $0 | 0.00% | −2,490−100.0% | 清倉 |
| Investment Management of Virginia LLC | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,189−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,418−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,028−100.0% | 清倉 |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −683−100.0% | 清倉 |
| Newfound Research LLC | 0 | $0 | 0.00% | −501−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −435−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Badgley Phelps & Bell Inc | – | – | – | – | 本季未申報 |
| Smith Asset Management Group LP | – | – | – | – | 本季未申報 |
| Northstar Investment Advisors LLC | – | – | – | – | 本季未申報 |
| CWS Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| HWG Holdings LP | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
