| Eaton Vance Management | 17,960 | $1.10 萬 | 0.00% | −775−4.1% | 減碼 |
| MUFG Americas Holdings Corp | 426 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 435 | $1.10 萬 | 0.00% | +435 | 新進 |
| Bedel Financial Consulting, Inc. | 400 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 404 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 353 | $9,000 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 309 | $8,000 | 0.00% | −725−70.1% | 減碼 |
| Duncker Streett & Co Inc | 297 | $8,000 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 312 | $8,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 254 | $7,000 | 0.00% | 00.0% | 不變 |
| Firestone Capital Management | 226 | $7,000 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 273 | $7,000 | 0.00% | +273 | 新進 |
| Bartlett & Co. Wealth Management LLC | 254 | $6,642 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 241 | $6,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 242 | $6,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 227 | $6,000 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 219 | $6,000 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 201 | $6,000 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 206 | $5,387 | 0.00% | +206 | 新進 |
| Enterprise Financial Services Corp | 195 | $5,000 | 0.00% | −907−82.3% | 減碼 |
| Brown Brothers Harriman & Co | 208 | $5,000 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 208 | $5,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 219 | $5,000 | 0.00% | +219 | 新進 |
| PSI Advisors, LLC | 200 | $5,000 | 0.00% | +200 | 新進 |
| Hantz Financial Services, Inc. | 171 | $4,000 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 163 | $4,000 | 0.00% | 00.0% | 不變 |
| American Research & Management Co. | 150 | $4,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 140 | $4,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 143 | $4,000 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 146 | $4,000 | 0.00% | +100+217.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 180 | $4,000 | 0.00% | +180 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 155 | $4,000 | 0.00% | +155 | 新進 |
| Charter Oak Capital Management, LLC | 125 | $3,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 131 | $3,000 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 110 | $3,000 | 0.00% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 125 | $3,000 | 0.00% | +125 | 新進 |
| American Portfolios Advisors | 113 | $2,955 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 105 | $2,746 | 0.00% | −16−13.2% | 減碼 |
| Sutton Wealth Advisors Inc. | 81 | $2,118 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 90 | $2,000 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 92 | $2,000 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 80 | $2,000 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 64 | $2,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 110 | $2,000 | 0.00% | +110 | 新進 |
| Bell Investment Advisors, Inc | 60 | $2,000 | 0.00% | +60 | 新進 |
| Archer Investment Corp | 62 | $1,616 | 0.00% | +1+1.6% | 加碼 |
| Raffa Wealth Management, LLC | 57 | $1,491 | 0.00% | 00.0% | 不變 |
| Joseph P. Lucia & Associates, LLC | 55 | $1,000 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 27 | $1,000 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 51 | $1,000 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 39 | $1,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 21 | $1,000 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 50 | $1,000 | 0.00% | +50 | 新進 |
| Antonetti Capital Management LLC | 39 | $1,000 | 0.00% | +39 | 新進 |
| SRS Capital Advisors, Inc. | 25 | $1,000 | 0.00% | +25 | 新進 |
| Addison Advisors LLC | 24 | $1,000 | 0.00% | +24 | 新進 |
| Lazard Asset Management LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 17 | $0 | 0.00% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 13 | $0 | 0.00% | 00.0% | 不變 |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −866,873−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −616,000−100.0% | 清倉 |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −518,070−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −317,626−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −207,963−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −111,988−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −39,054−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −30,204−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −20,341−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,327−100.0% | 清倉 |
| Fosun International Ltd | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −18,671−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −17,922−100.0% | 清倉 |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −13,754−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,348−100.0% | 清倉 |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −12,283−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −11,964−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,168−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,327−100.0% | 清倉 |
| Quilter Plc | 0 | $0 | 0.00% | −6,645−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −9,063−100.0% | 清倉 |
| Clarius Group, LLC | 0 | $0 | 0.00% | −7,893−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −7,722−100.0% | 清倉 |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −7,094−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,087−100.0% | 清倉 |
| swisspartners Advisors Ltd | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,437−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −567−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −328−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −277−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
| PNC Managed Account Solutions, Inc. | – | – | – | – | 本季未申報 |