| Johnson Financial Group, Inc. | 80 | $5,000 | 0.00% | −587−88.0% | 減碼 |
| Tradition Wealth Management, LLC | 81 | $5,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 75 | $5,000 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 82 | $5,000 | 0.00% | +82 | 新進 |
| Bartlett & Co. Wealth Management LLC | 75 | $4,936 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 65 | $4,000 | 0.00% | −125−65.8% | 減碼 |
| Disciplined Investments, LLC | 54 | $4,000 | 0.00% | +10+22.7% | 加碼 |
| Central Trust Co | 68 | $4,000 | 0.00% | +68 | 新進 |
| Steward Financial Group LLC | 71 | $4,000 | 0.00% | +71 | 新進 |
| Estabrook Capital Management | 56 | $3,664 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 49 | $3,000 | 0.00% | −1,325−96.4% | 減碼 |
| Lake Point Wealth Management | 50 | $3,000 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 43 | $3,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 47 | $3,000 | 0.00% | 00.0% | 不變 |
| Sierra Capital LLC | 40 | $3,000 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 40 | $3,000 | 0.00% | +40 | 新進 |
| Acima Private Wealth, LLC | 42 | $2,748 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 27 | $2,000 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 29 | $2,000 | 0.00% | 00.0% | 不變 |
| Resources Management Corp | 28 | $2,000 | 0.00% | +28 | 新進 |
| Ancora Advisors, LLC | 33 | $2,000 | 0.00% | +33 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 13 | $1,000 | 0.00% | −16−55.2% | 減碼 |
| Ahrens Investment Partners LLC | 21 | $1,000 | 0.00% | 00.0% | 不變 |
| Surevest, LLC | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 18 | $1,000 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 11 | $1,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 16 | $1,000 | 0.00% | 00.0% | 不變 |
| Siena Capital LLC | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 11 | $1,000 | 0.00% | +5+83.3% | 加碼 |
| Capital Advisors, Ltd. LLC | 15 | $1,000 | 0.00% | +15 | 新進 |
| Sargent Bickham Lagudis LLC | 15 | $1,000 | 0.00% | +15 | 新進 |
| Financial Synergies Wealth Advisors, Inc. | 4 | $262 | 0.00% | +4 | 新進 |
| Addison Advisors LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| ACG Wealth | 2 | $0 | 0.00% | +2 | 新進 |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | 新進 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | 新進 |
| SRB Corp | 0 | $0 | 0.00% | −19,224−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| 140 Summer Partners LP | 0 | $0 | 0.00% | −628,800−100.0% | 清倉 |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −175,318−100.0% | 清倉 |
| Mackay Shields LLC | 0 | $0 | 0.00% | −48,416−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,506−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −29,730−100.0% | 清倉 |
| F/M Investments LLC | 0 | $0 | 0.00% | −29,713−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,017−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,658−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,926−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −9,996−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,324−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,128−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,996−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −6,100−100.0% | 清倉 |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −6,282−100.0% | 清倉 |
| IBM Retirement Fund | 0 | $0 | 0.00% | −5,419−100.0% | 清倉 |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −5,253−100.0% | 清倉 |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| SC&H Financial Advisors, Inc. | 0 | $0 | 0.00% | −4,714−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,676−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,610−100.0% | 清倉 |
| Coastline Trust Co | 0 | $0 | 0.00% | −4,580−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,059−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,801−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,715−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −3,559−100.0% | 清倉 |
| Unio Capital LLC | 0 | $0 | 0.00% | −3,305−100.0% | 清倉 |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −3,147−100.0% | 清倉 |
| Insight Wealth Partners, LLC | 0 | $0 | 0.00% | −3,134−100.0% | 清倉 |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −3,083−100.0% | 清倉 |
| Source Financial Advisors LLC | 0 | $0 | 0.00% | −3,041−100.0% | 清倉 |
| Grove Bank & Trust | 0 | $0 | 0.00% | −3,023−100.0% | 清倉 |
| Compton Capital Management Inc | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −2,978−100.0% | 清倉 |
| Rossmore Private Capital | 0 | $0 | 0.00% | −2,975−100.0% | 清倉 |
| Summit Financial Group Inc | 0 | $0 | 0.00% | −2,945−100.0% | 清倉 |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −2,945−100.0% | 清倉 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −2,901−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,875−100.0% | 清倉 |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −2,816−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,679−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −2,476−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,017−100.0% | 清倉 |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −720−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −428−100.0% | 清倉 |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −324−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −282−100.0% | 清倉 |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −240−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −89−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Albion Financial Group | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | 清倉 |
| Landmark Wealth Management, LLC | 0 | $0 | 0.00% | −1,071−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| PGGM Investments | – | – | – | – | 本季未申報 |