| Guidance Point Advisors, LLC | 54 | $7,000 | 0.00% | +54 | 新進 |
| Evoke Wealth, LLC | 50 | $6,000 | 0.00% | −1−2.0% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 49 | $6,000 | 0.00% | +13+36.1% | 加碼 |
| North Star Investment Management Corp. | 38 | $5,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 40 | $5,000 | 0.00% | 00.0% | 不變 |
| DB Wealth Management Group, LLC | 39 | $5,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 36 | $5,000 | 0.00% | +10+38.5% | 加碼 |
| Red Tortoise LLC | 42 | $5,000 | 0.00% | +42 | 新進 |
| Geneos Wealth Management Inc. | 32 | $4,000 | 0.00% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 28 | $4,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 28 | $4,000 | 0.00% | +1+3.7% | 加碼 |
| Ci Investments Inc. | 34 | $4,000 | 0.00% | +34 | 新進 |
| Sterling Investment Advisors, Ltd. | 27 | $4,000 | 0.00% | +27 | 新進 |
| Bellwether Advisors, LLC | 34 | $4,000 | 0.00% | +34 | 新進 |
| Glen Eagle Advisors, LLC | 30 | $3,963 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 21 | $3,000 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 26 | $3,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 25 | $3,000 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 19 | $3,000 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 19 | $3,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 18 | $2,000 | 0.00% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 13 | $2,000 | 0.00% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 17 | $2,000 | 0.00% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 11 | $1,000 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 10 | $1,000 | 0.00% | +10 | 新進 |
| Lenox Wealth Advisors, LLC | 4 | $1,000 | 0.00% | +4 | 新進 |
| Exane Derivatives | 3 | $396 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | – | $264 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −750,393−100.0% | 清倉 |
| XN Exponent Advisors LLC | 0 | $0 | 0.00% | −554,900−100.0% | 清倉 |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −430,004−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −348,866−100.0% | 清倉 |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −145,694−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −130,180−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −127,664−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −109,376−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −76,019−100.0% | 清倉 |
| Masterton Capital Management, LP | 0 | $0 | 0.00% | −73,202−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −69,314−100.0% | 清倉 |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −64,627−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −59,372−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −51,909−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −38,200−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −34,403−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −26,670−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,551−100.0% | 清倉 |
| Hickory Lane Capital Management LP | 0 | $0 | 0.00% | −23,000−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,987−100.0% | 清倉 |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −14,675−100.0% | 清倉 |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −14,663−100.0% | 清倉 |
| Unigestion Holding SA | 0 | $0 | 0.00% | −12,038−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −11,261−100.0% | 清倉 |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −9,925−100.0% | 清倉 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −7,664−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −7,270−100.0% | 清倉 |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −6,129−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −5,798−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −3,818−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,296−100.0% | 清倉 |
| Qtron Investments LLC | 0 | $0 | 0.00% | −2,881−100.0% | 清倉 |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −2,395−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,295−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −2,268−100.0% | 清倉 |
| Meritage Group LP | 0 | $0 | 0.00% | −2,197−100.0% | 清倉 |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −2,190−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,036−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,937−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −1,674−100.0% | 清倉 |
| Shell Asset Management Co | 0 | $0 | 0.00% | −1,634−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −1,632−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,309−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −835−100.0% | 清倉 |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −807−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −285−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −273−100.0% | 清倉 |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Covington Capital Management | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Arcadia Investment Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| QS Investors, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | 本季未申報 |
