| Center for Financial Planning, Inc. | 10 | $470 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 10 | $470 | 0.00% | 00.0% | 不變 |
| City State Bank | 10 | $470 | 0.00% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 10 | $470 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 10 | $470 | 0.00% | +10 | 新進 |
| PayPay Securities Corp | 6 | $282 | 0.03% | −5−45.5% | 減碼 |
| Addison Advisors LLC | 5 | $235 | 0.00% | 00.0% | 不變 |
| Legacy Investment Solutions, LLC | 4 | $200 | 0.00% | +4 | 新進 |
| Legacy Wealth Managment, LLC | 4 | $200 | 0.00% | +4 | 新進 |
| Spectrum Wealth Counsel, LLC | 4 | $188 | 0.00% | 00.0% | 不變 |
| Robbins Farley LLC | 3 | $141 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 2 | $94 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 2 | $94 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 2 | $94 | 0.00% | +2 | 新進 |
| Hexagon Capital Partners LLC | 2 | $94 | 0.00% | +2 | 新進 |
| Hallmark Capital Management Inc | 0 | $10 | 0.00% | 0 | 不變 |
| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | 00.0% | 不變 |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −530,000−100.0% | 清倉 |
| Cutter Capital Management, LP | 0 | $0 | 0.00% | −201,497−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −186,591−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −146,473−100.0% | 清倉 |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −102,112−100.0% | 清倉 |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −53,277−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −50,060−100.0% | 清倉 |
| Del-Sette Capital Management, LLC | 0 | $0 | 0.00% | −36,841−100.0% | 清倉 |
| B & T Capital Management DBA Alpha Capital Management | 0 | $0 | 0.00% | −36,636−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −31,550−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −30,982−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −26,090−100.0% | 清倉 |
| Shariaportfolio, Inc. | 0 | $0 | 0.00% | −21,404−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −20,939−100.0% | 清倉 |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −20,872−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −17,188−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −14,104−100.0% | 清倉 |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −9,288−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −8,867−100.0% | 清倉 |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −8,228−100.0% | 清倉 |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −8,009−100.0% | 清倉 |
| Draper Asset Management, LLC | 0 | $0 | 0.00% | −7,892−100.0% | 清倉 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −7,534−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −7,240−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −7,052−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −5,845−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −5,677−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −5,464−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −5,430−100.0% | 清倉 |
| Stevard, LLC | 0 | $0 | 0.00% | −5,011−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −14,836−100.0% | 清倉 |
| White Knight Strategic Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,630−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −4,536−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,492−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −4,324−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −4,234−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −4,167−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −4,047−100.0% | 清倉 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −3,989−100.0% | 清倉 |
| Colony Group, LLC | 0 | $0 | 0.00% | −3,973−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,861−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,810−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,440−100.0% | 清倉 |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −1,797−100.0% | 清倉 |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −13,558−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,165−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −1,038−100.0% | 清倉 |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −848−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −843−100.0% | 清倉 |
| Vista Private Wealth Partners. LLC | 0 | $0 | 0.00% | −838−100.0% | 清倉 |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −410−100.0% | 清倉 |
| Bangor Savings Bank | 0 | $0 | 0.00% | −255−100.0% | 清倉 |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −240−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −127−100.0% | 清倉 |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| West Branch Capital LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Caitlin John, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
| JJJ Advisors Inc. | – | – | – | – | 本季未申報 |
| ICA Group Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Institutional & Family Asset Management, LLC | – | – | – | – | 本季未申報 |