| Tucker Asset Management LLC | 404 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 423 | $1.10 萬 | 0.00% | −23−5.2% | 減碼 |
| Spire Wealth Management | 390 | $1.08 萬 | 0.00% | +141+56.6% | 加碼 |
| Core Alternative Capital | 350 | $9,674 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 327 | $9,038 | 0.00% | +50+18.1% | 加碼 |
| Vigilant Capital Management, LLC | 310 | $9,000 | 0.00% | −22−6.6% | 減碼 |
| Focused Wealth Management, Inc | 306 | $8,458 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 290 | $8,016 | 0.00% | +290 | 新進 |
| Kelly Financial Services LLC | 290 | $8,016 | 0.00% | +290 | 新進 |
| ICA Group Wealth Management, LLC | 284 | $7,848 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 267 | $7,380 | 0.00% | +4+1.5% | 加碼 |
| Raleigh Capital Management Inc. | 254 | $7,021 | 0.00% | +254 | 新進 |
| American National Bank | 252 | $6,965 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 250 | $6,910 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 189 | $5,224 | 0.00% | +89+89.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 166 | $4,588 | 0.00% | +166 | 新進 |
| Newbridge Financial Services Group, Inc. | 163 | $4,505 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 153 | $4,229 | 0.00% | −3−1.9% | 減碼 |
| Quarry LP | 145 | $4,008 | 0.00% | −1,518−91.3% | 減碼 |
| Byrne Asset Management LLC | 130 | $4,000 | 0.00% | +130 | 新進 |
| AdvisorNet Financial, Inc | 136 | $3,759 | 0.00% | −13−8.7% | 減碼 |
| Beacon Capital Management, LLC | 133 | $3,676 | 0.00% | +133 | 新進 |
| Disciplined Investments, LLC | 113 | $3,123 | 0.00% | −14−11.0% | 減碼 |
| New Millennium Group LLC | 112 | $3,096 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 100 | $3,000 | 0.00% | −574−85.2% | 減碼 |
| Tradition Wealth Management, LLC | 112 | $3,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 105 | $2,903 | 0.00% | −14−11.8% | 減碼 |
| Tortoise Investment Management, LLC | 100 | $2,764 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 100 | $2,764 | 0.00% | +100 | 新進 |
| Globeflex Capital L P | 99 | $2,736 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 70 | $2,000 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 70 | $1,935 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $1,797 | 0.00% | +65 | 新進 |
| Washington Trust Co | 50 | $1,382 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 44 | $1,217 | 0.00% | +44 | 新進 |
| Tfo-TDC, LLC | 30 | $829 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 27 | $746 | 0.00% | +27 | 新進 |
| True Wealth Design, LLC | 22 | $609 | 0.00% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 10 | $276 | 0.00% | −30−75.0% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 6 | $166 | 0.00% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 5 | $138 | 0.00% | +5 | 新進 |
| Sofos Investments, Inc. | 28 | – | – | +28 | 新進 |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −1,574,720−100.0% | 清倉 |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −469,934−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −467,684−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −440,000−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −439,716−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −308,428−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −260,581−100.0% | 清倉 |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −230,000−100.0% | 清倉 |
| Solas Capital Management, LLC | 0 | $0 | 0.00% | −220,000−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −202,100−100.0% | 清倉 |
| Lesa Sroufe & Co | 0 | $0 | 0.00% | −182,150−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −140,170−100.0% | 清倉 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −122,122−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −103,423−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −100,972−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −78,233−100.0% | 清倉 |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −72,921−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −67,019−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −50,710−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −39,257−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −37,300−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −35,617−100.0% | 清倉 |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −33,607−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −31,904−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −31,420−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −28,668−100.0% | 清倉 |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −27,717−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −25,300−100.0% | 清倉 |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −16,763−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −16,642−100.0% | 清倉 |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −16,064−100.0% | 清倉 |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −15,617−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,881−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,670−100.0% | 清倉 |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −11,240−100.0% | 清倉 |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −11,031−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −10,173−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,459−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −12,387−100.0% | 清倉 |
| James Investment Research Inc | 0 | $0 | 0.00% | −2,591−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,029−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,941−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −480−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −358−100.0% | 清倉 |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −234−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −161−100.0% | 清倉 |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −158−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −148−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Kula Investments, LLC | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |