| Massmutual Trust Co FSB | 72 | $3.24 萬 | 0.00% | +36+100.0% | 加碼 |
| Sageworth Trust Co of South Dakota | 58 | $2.61 萬 | 0.06% | −37−38.9% | 減碼 |
| West Oak Capital, LLC | 50 | $2.25 萬 | 0.01% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 50 | $2.25 萬 | 0.01% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 50 | $2.25 萬 | 0.00% | +50 | 新進 |
| WealthPlan Investment Management, LLC | 50 | $2.25 萬 | 0.00% | +50 | 新進 |
| JJJ Advisors Inc. | 42 | $1.96 萬 | 0.01% | −7−14.3% | 減碼 |
| Sageworth Trust Co | 43 | $1.93 萬 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 40 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 38 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 45 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 30 | $1.35 萬 | 0.01% | −240−88.9% | 減碼 |
| Spire Wealth Management | 30 | $1.35 萬 | 0.00% | −3−9.1% | 減碼 |
| WealthPLAN Partners, LLC | 30 | $1.35 萬 | 0.00% | +30 | 新進 |
| Glassman Wealth Services | 29 | $1.30 萬 | 0.00% | −1−3.3% | 減碼 |
| Bokf, NA | 29 | $1.30 萬 | 0.00% | +29 | 新進 |
| Solstein Capital, LLC | 27 | $1.21 萬 | 0.01% | 00.0% | 不變 |
| Gradient Investments LLC | 25 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 24 | $1.08 萬 | 0.00% | +24 | 新進 |
| JFS Wealth Advisors, LLC | 23 | $1.03 萬 | 0.00% | −2−8.0% | 減碼 |
| Bell Investment Advisors, Inc | 23 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 21 | $9,441 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 20 | $8,991 | 0.00% | +20 | 新進 |
| Hartford Financial Management Inc. | 19 | $8,542 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 17 | $7,643 | 0.01% | −2−10.5% | 減碼 |
| Concord Wealth Partners | 17 | $7,642 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 17 | $7,642 | 0.00% | +3+21.4% | 加碼 |
| Farmers & Merchants Investments Inc | 15 | $6,743 | 0.00% | +3+25.0% | 加碼 |
| Ameritas Advisory Services, LLC | 13 | $6,086 | 0.00% | +13 | 新進 |
| Baker Avenue Asset Management, LP | 10 | $4,496 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 9 | $4,047 | 0.00% | +1+12.5% | 加碼 |
| Capital Advisors, Ltd. LLC | 9 | $4,000 | 0.00% | −6−40.0% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 6 | $3,000 | 0.00% | +6 | 新進 |
| Allworth Financial LP | 6 | $2,698 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 6 | $2,697 | 0.00% | −1−14.3% | 減碼 |
| Disciplined Investments, LLC | 6 | $2,697 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 5 | $2,248 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 5 | $2,248 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 5 | $2,248 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 5 | $2,248 | 0.00% | +5 | 新進 |
| Valley National Advisers Inc | 5 | $2,000 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 4 | $1,798 | 0.00% | +4 | 新進 |
| Quent Capital, LLC | 3 | $1,349 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 2 | $1,000 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 2 | $900 | 0.00% | −1−33.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 2 | $900 | 0.00% | 00.0% | 不變 |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $900 | 0.00% | +2 | 新進 |
| Raffa Wealth Management, LLC | 2 | $899 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1 | $450 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 1 | $450 | 0.00% | +1 | 新進 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −183,943−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −60,080−100.0% | 清倉 |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −46,520−100.0% | 清倉 |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −26,957−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −25,982−100.0% | 清倉 |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −17,286−100.0% | 清倉 |
| 6elm Capital LP | 0 | $0 | 0.00% | −12,400−100.0% | 清倉 |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −8,100−100.0% | 清倉 |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −7,030−100.0% | 清倉 |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −6,004−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,070−100.0% | 清倉 |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −3,936−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,851−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,457−100.0% | 清倉 |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −2,160−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,670−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −1,598−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,180−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −991−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −892−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −673−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −660−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −655−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −254−100.0% | 清倉 |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −193−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Tobam | 0 | $0 | 0.00% | −90−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −129−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −399−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Stormborn Capital Management, LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | 本季未申報 |
| Monarch Partners Asset Management LLC | – | – | – | – | 本季未申報 |
| Alpha Paradigm Partners, LLC | – | – | – | – | 本季未申報 |
| Canandaigua National Corp | – | – | – | – | 本季未申報 |