| Sutton Wealth Advisors Inc. | 684 | $1.71 萬 | 0.01% | −83−10.8% | 減碼 |
| Rockefeller Capital Management L.P. | 552 | $1.30 萬 | 0.00% | −122−18.1% | 減碼 |
| Financial Management Professionals, Inc. | 500 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 500 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 500 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 508 | $1.20 萬 | 0.00% | −80−13.6% | 減碼 |
| Versant Capital Management, Inc | 417 | $1.00 萬 | 0.00% | +417 | 新進 |
| Hall Laurie J Trustee | 320 | $8,000 | 0.00% | −150−31.9% | 減碼 |
| Aspire Private Capital, LLC | 300 | $8,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 271 | $7,000 | 0.00% | −5−1.8% | 減碼 |
| Key Financial Inc | 298 | $7,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 107 | $7,000 | 0.00% | +107 | 新進 |
| Dark Forest Capital Management LP | 240 | $6,000 | 0.00% | +236+5,900.0% | 加碼 |
| Wipfli Financial Advisors LLC, | 225 | $6,000 | 0.00% | +225 | 新進 |
| Plante Moran Financial Advisors, LLC | 202 | $5,000 | 0.00% | +202 | 新進 |
| Carolinas Wealth Consulting LLC | 149 | $4,000 | 0.00% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 138 | $4,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 133 | $3,000 | 0.00% | −291−68.6% | 減碼 |
| Strategic Asset Management, LLC | 100 | $3,000 | 0.01% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 137 | $3,000 | 0.00% | +137 | 新進 |
| Group One Trading, L.P. | 74 | $2,000 | 0.00% | −199−72.9% | 減碼 |
| Sageworth Trust Co of South Dakota | 85 | $2,000 | 0.00% | −58−40.6% | 減碼 |
| Sageworth Trust Co | 99 | $2,000 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 70 | $2,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 91 | $2,000 | 0.00% | +73+405.6% | 加碼 |
| Raffa Wealth Management, LLC | 40 | $1,002 | 0.00% | +40 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 25 | $1,000 | 0.00% | −1,326,234−100.0% | 減碼 |
| Massmutual Trust Co FSB | 58 | $1,000 | 0.00% | −43−42.6% | 減碼 |
| Manchester Capital Management LLC | 47 | $1,000 | 0.00% | −18−27.7% | 減碼 |
| ClariVest Asset Management LLC | 53 | $1,000 | 0.00% | 00.0% | 不變 |
| Castle Wealth Management LLC | 58 | $1,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 59 | $1,000 | 0.00% | +42+247.1% | 加碼 |
| Accel Wealth Management | 28 | $1,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 56 | $1,000 | 0.00% | +56 | 新進 |
| SJS Investment Consulting Inc. | 34 | $1,000 | 0.00% | +34 | 新進 |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | −58−96.7% | 減碼 |
| Global Retirement Partners, LLC | 21 | $0 | 0.00% | −27−56.3% | 減碼 |
| Schubert & Co | 19 | $0 | 0.00% | −5−20.8% | 減碼 |
| Disciplined Investments, LLC | 13 | $0 | 0.00% | +2+18.2% | 加碼 |
| Neo Ivy Capital Management | 17 | $0 | 0.00% | +17 | 新進 |
| Crown Advisors Management, Inc. | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −40,524−100.0% | 清倉 |
| Shaker Investments LLC | 0 | $0 | 0.00% | −33,508−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −31,633−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −24,010−100.0% | 清倉 |
| Raymond James & Associates | 0 | $0 | 0.00% | −20,430−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −19,122−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −12,544−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Trail Ridge Investment Advisors, LLC | 0 | $0 | 0.00% | −7,391−100.0% | 清倉 |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −6,983−100.0% | 清倉 |
| First Bank & Trust | 0 | $0 | 0.00% | −6,950−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −6,858−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −6,860−100.0% | 清倉 |
| Cim, LLC | 0 | $0 | 0.00% | −7,115−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,331−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −6,306−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −6,205−100.0% | 清倉 |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −6,009−100.0% | 清倉 |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −5,988−100.0% | 清倉 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −5,797−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,644−100.0% | 清倉 |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −5,477−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,420−100.0% | 清倉 |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −5,225−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −5,184−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,190−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −1,252−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −474−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −273−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −88−100.0% | 清倉 |
| Allworth Financial LP | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Taylor Wealth Management Partners | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
