| Money Concepts Capital Corp | 50 | $7,000 | 0.00% | +50 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 55 | $7,000 | 0.00% | +55 | 新進 |
| Raffa Wealth Management, LLC | 49 | $6,447 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 42 | $6,000 | 0.00% | −457−91.6% | 減碼 |
| Prestige Wealth Management Group LLC | 42 | $6,000 | 0.00% | −10−19.2% | 減碼 |
| Smithfield Trust Co | 43 | $6,000 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 44 | $5,789 | 0.00% | +22+100.0% | 加碼 |
| Spire Wealth Management | 35 | $5,000 | 0.00% | −6,386−99.5% | 減碼 |
| Howe & Rusling Inc | 36 | $5,000 | 0.00% | −7−16.3% | 減碼 |
| Column Capital Advisors, LLC | 39 | $5,000 | 0.00% | −4−9.3% | 減碼 |
| Evoke Wealth, LLC | 41 | $5,000 | 0.00% | +16+64.0% | 加碼 |
| GW&K Investment Management, LLC | 36 | $5,000 | 0.00% | +36 | 新進 |
| Rockbridge Investment Management, LCC | 35 | $4,590 | 0.00% | −635−94.8% | 減碼 |
| Cribstone Capital Management, LLC | 30 | $4,000 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 30 | $4,000 | 0.00% | +30 | 新進 |
| Cordant, Inc. | 29 | $4,000 | 0.00% | +29 | 新進 |
| Fieldpoint Private Securities, LLC | 23 | $3,000 | 0.00% | −245−91.4% | 減碼 |
| CVA Family Office, LLC | 25 | $3,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 21 | $3,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 21 | $3,000 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 17 | $2,237 | 0.00% | −144−89.4% | 減碼 |
| Tompkins Financial Corp | 17 | $2,000 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 17 | $2,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 19 | $2,000 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 16 | $2,000 | 0.00% | 00.0% | 不變 |
| Goodwin Investment Advisory | 12 | $2,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 18 | $2,000 | 0.00% | +5+38.5% | 加碼 |
| Disciplined Investments, LLC | 15 | $2,000 | 0.00% | +15 | 新進 |
| Beacon Capital Management, LLC | 13 | $2,000 | 0.00% | +13 | 新進 |
| Tarbox Family Office, Inc. | 7 | $1,000 | 0.00% | −27−79.4% | 減碼 |
| Capital Advisors, Ltd. LLC | 8 | $1,000 | 0.00% | +3+60.0% | 加碼 |
| Cedar Wealth Management, LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Sierra Capital LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| Clean Yield Group | 4 | $1,000 | 0.00% | +4 | 新進 |
| Siena Capital LLC | 5 | $1,000 | 0.00% | +5 | 新進 |
| Anchor Investment Management, LLC | 7 | $921 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 7 | $918 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −460,661−100.0% | 清倉 |
| Sandhill Capital Partners LLC | 0 | $0 | 0.00% | −354,813−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −130,954−100.0% | 清倉 |
| Lodge Hill Capital, LLC | 0 | $0 | 0.00% | −62,800−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −57,467−100.0% | 清倉 |
| tru Independence LLC | 0 | $0 | 0.00% | −45,135−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −31,991−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,300−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −28,247−100.0% | 清倉 |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −26,799−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −26,124−100.0% | 清倉 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −25,500−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −21,717−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −18,749−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −14,175−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,251−100.0% | 清倉 |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −9,230−100.0% | 清倉 |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −6,151−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,955−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,835−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,338−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −3,679−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,604−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,903−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,214−100.0% | 清倉 |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −2,180−100.0% | 清倉 |
| Murphy Capital Management Inc | 0 | $0 | 0.00% | −2,047−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,986−100.0% | 清倉 |
| NTB Financial Corp | 0 | $0 | 0.00% | −1,929−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −1,835−100.0% | 清倉 |
| Glenview Trust Co | 0 | $0 | 0.00% | −1,824−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,517−100.0% | 清倉 |
| Wahed Invest LLC | 0 | $0 | 0.00% | −1,516−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −277−100.0% | 清倉 |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −266−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −237−100.0% | 清倉 |
| Rinkey Investments | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −170−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −151−100.0% | 清倉 |
| Lowe Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Weybosset Research & Management LLC | – | – | – | – | 本季未申報 |
| Andra AP-fonden | – | – | – | – | 本季未申報 |
| First Midwest Bank Trust Division | – | – | – | – | 本季未申報 |
| Country Club Trust Company, n.a. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
| Crescent Capital Consulting, LLC | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
