| JNBA Financial Advisors | 12 | $9,000 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 12 | $9,000 | 0.00% | 00.0% | 不變 |
| Emfo, LLC | 12 | $9,000 | 0.01% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 10 | $8,000 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 10 | $8,000 | 0.01% | 00.0% | 不變 |
| Evolution Wealth Advisors, LLC | 10 | $8,000 | 0.00% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 10 | $8,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 10 | $8,000 | 0.01% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $6,000 | 0.00% | −62−88.6% | 減碼 |
| Winch Advisory Services, LLC | 8 | $6,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 7 | $6,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 7 | $6,000 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 7 | $6,000 | 0.00% | 00.0% | 不變 |
| Edge Wealth Management LLC | 8 | $6,000 | 0.00% | +4+100.0% | 加碼 |
| Hanson & Doremus Investment Management | 7 | $6,000 | 0.00% | +7 | 新進 |
| Clearstead Advisors, LLC | 6 | $5,000 | 0.00% | −4−40.0% | 減碼 |
| Ogorek Anthony Joseph | 7 | $5,000 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 6 | $5,000 | 0.01% | 00.0% | 不變 |
| JJJ Advisors Inc. | 6 | $5,000 | 0.00% | 00.0% | 不變 |
| True Link Financial Advisors, LLC | 6 | $5,000 | 0.00% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 6 | $5,000 | 0.00% | +6 | 新進 |
| Sound Income Strategies, LLC | 5 | $4,000 | 0.00% | −1−16.7% | 減碼 |
| Crewe Advisors LLC | 5 | $4,000 | 0.00% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 5 | $4,000 | 0.00% | +5 | 新進 |
| Bellwether Advisors, LLC | 6 | $4,000 | 0.00% | +6 | 新進 |
| West Paces Advisors Inc. | 5 | $3,951 | 0.00% | 00.0% | 不變 |
| American State Bank (Iowa) | 5 | $3,951 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 4 | $3,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 4 | $3,000 | 0.00% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 4 | $3,000 | 0.00% | +1+33.3% | 加碼 |
| MCF Advisors LLC | 4 | $3,000 | 0.00% | +4 | 新進 |
| Atlas Capital Advisors LLC | 3 | $2,370 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 3 | $2,368 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 3 | $2,000 | 0.00% | −15−83.3% | 減碼 |
| PEAK6 Investments LLC | 3 | $2,000 | 0.00% | −2−40.0% | 減碼 |
| Vigilant Capital Management, LLC | 3 | $2,000 | 0.00% | +1+50.0% | 加碼 |
| Stonebridge Capital Advisors LLC | 3 | $2,000 | 0.00% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 2 | $2,000 | 0.00% | 00.0% | 不變 |
| Old North State Trust, LLC | 3 | $2,000 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 3 | $2,000 | 0.00% | 00.0% | 不變 |
| South State Corp. | 3 | $2,000 | 0.00% | +3 | 新進 |
| D'Orazio & Associates, Inc. | 3 | $2,000 | 0.00% | +3 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 3 | $2,000 | 0.00% | +3 | 新進 |
| Holloway Wealth Management, LLC | – | $1,000 | 0.00% | – | 新進 |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | 不變 |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −145,460−100.0% | 清倉 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −93,286−100.0% | 清倉 |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −38,057−100.0% | 清倉 |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −28,251−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −17,693−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,532−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,744−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −6,686−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,782−100.0% | 清倉 |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Anson Funds Management LP | 0 | $0 | 0.00% | −3,010−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,927−100.0% | 清倉 |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −2,504−100.0% | 清倉 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −2,465−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −2,093−100.0% | 清倉 |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −1,734−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,681−100.0% | 清倉 |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −1,554−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,413−100.0% | 清倉 |
| Ibex Investors LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −1,084−100.0% | 清倉 |
| AGF Investments LLC | 0 | $0 | 0.00% | −794−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −635−100.0% | 清倉 |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −477−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −481−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −433−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −428−100.0% | 清倉 |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −411−100.0% | 清倉 |
| EJF Capital LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −354−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −309−100.0% | 清倉 |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −298−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −287−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −276−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Ithaka Group LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| King Wealth | 0 | $0 | 0.00% | −155−100.0% | 清倉 |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| GVO Asset Management Ltd | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Private Ocean, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Personal Wealth Partners | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Arcadia Investment Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Badgley Phelps & Bell Inc | – | – | – | – | 本季未申報 |