| JFS Wealth Advisors, LLC | 139 | $8,000 | 0.00% | −28−16.8% | 減碼 |
| Beacon Capital Management, LLC | 116 | $8,000 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 129 | $8,000 | 0.00% | +14+12.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 139 | $8,000 | 0.00% | +97+231.0% | 加碼 |
| Northwest Investment Counselors, LLC | 119 | $7,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 119 | $7,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 113 | $7,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 113 | $7,000 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 115 | $7,000 | 0.00% | +115 | 新進 |
| Caldwell Trust Co | 113 | $6,712 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 97 | $6,000 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 103 | $6,000 | 0.00% | +31+43.1% | 加碼 |
| Prestige Wealth Management Group LLC | 78 | $5,000 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 71 | $4,217 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 73 | $4,000 | 0.00% | 00.0% | 不變 |
| Professional Financial Advisors, LLC | 68 | $4,000 | 0.00% | 00.0% | 不變 |
| Corsicana & Co. | 59 | $4,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 65 | $4,000 | 0.00% | +8+14.0% | 加碼 |
| TD Ameritrade Investment Management, LLC | 45 | $3,000 | 0.00% | −36−44.4% | 減碼 |
| Alaska Permanent Fund Corp | 49 | $3,000 | 0.00% | −13−21.0% | 減碼 |
| JJJ Advisors Inc. | 56 | $3,000 | 0.00% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 56 | $3,000 | 0.00% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 44 | $3,000 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 53 | $3,000 | 0.00% | +22+71.0% | 加碼 |
| Schubert & Co | 50 | $3,000 | 0.00% | +15+42.9% | 加碼 |
| Community Bank, N.A. | 43 | $3,000 | 0.00% | +43 | 新進 |
| Ten Capital Wealth Advisors, LLC | 53 | $3,000 | 0.00% | +53 | 新進 |
| Loomis Sayles & Co L P | 27 | $2,000 | 0.00% | −37−57.8% | 減碼 |
| Bellwether Advisors, LLC | 46 | $2,000 | 0.00% | −2−4.2% | 減碼 |
| Hallmark Capital Management Inc | 38 | $2,000 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 21 | $2,000 | 0.00% | −1−4.5% | 減碼 |
| Disciplined Investments, LLC | 33 | $2,000 | 0.00% | +2+6.5% | 加碼 |
| Karlinski Andrew C | 34 | $2,000 | 0.00% | +1+3.0% | 加碼 |
| Duncker Streett & Co Inc | 31 | $2,000 | 0.00% | +31 | 新進 |
| Abound Wealth Management | 18 | $1,070 | 0.00% | +18 | 新進 |
| BerganKDV Wealth Management, LLC | 16 | $1,000 | 0.00% | −15−48.4% | 減碼 |
| CNB Bank | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 14 | $1,000 | 0.00% | +14 | 新進 |
| Stonebridge Capital Advisors LLC | 12 | $1,000 | 0.00% | +12 | 新進 |
| Delos Wealth Advisors, LLC | 11 | $1,000 | 0.00% | +11 | 新進 |
| SJS Investment Consulting Inc. | 10 | $1,000 | 0.00% | +10 | 新進 |
| Siena Capital LLC | 8 | $0 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | 4 | $0 | 0.00% | +1+33.3% | 加碼 |
| Manchester Capital Management LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 7 | $0 | 0.00% | +7 | 新進 |
| CFS Investment Advisory Services, LLC | 10,395 | $0 | 0.00% | +10,395 | 新進 |
| Sofos Investments, Inc. | 1,003 | – | – | −232−18.8% | 減碼 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −150,163−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −93,029−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −57,906−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −32,359−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −29,625−100.0% | 清倉 |
| JB Capital LLC | 0 | $0 | 0.00% | −15,202−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −5,526−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,932−100.0% | 清倉 |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −4,925−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,900−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,762−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,459−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,230−100.0% | 清倉 |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,180−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,816−100.0% | 清倉 |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −3,483−100.0% | 清倉 |
| Wrapmanager Inc | 0 | $0 | 0.00% | −3,428−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,362−100.0% | 清倉 |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,279−100.0% | 清倉 |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −3,250−100.0% | 清倉 |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −3,212−100.0% | 清倉 |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −3,211−100.0% | 清倉 |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −3,201−100.0% | 清倉 |
| Ti-Trust, Inc | 0 | $0 | 0.00% | −3,080−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,070−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −2,293−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −1,373−100.0% | 清倉 |
| First Bank & Trust | 0 | $0 | 0.00% | −583−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −497−100.0% | 清倉 |
| Lansing Street Advisors | 0 | $0 | 0.00% | −364−100.0% | 清倉 |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −309−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −227−100.0% | 清倉 |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −178−100.0% | 清倉 |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −94−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Retirement Group, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| ACG Wealth | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Frontier Wealth Management LLC | – | – | – | – | 本季未申報 |
| Exane Derivatives | – | – | – | – | 本季未申報 |
