| State of Wyoming | 916 | $1.90 萬 | 0.01% | +237+34.9% | 加碼 |
| Private Capital Group, LLC | 810 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 800 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 753 | $1.60 萬 | 0.00% | −1,937−72.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 760 | $1.60 萬 | 0.00% | −7−0.9% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 700 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Evoke Wealth, LLC | 709 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 622 | $1.40 萬 | 0.01% | +622 | 新進 |
| American Portfolios Advisors | 639 | $1.35 萬 | 0.00% | +113+21.5% | 加碼 |
| Berman Capital Advisors, LLC | 644 | $1.30 萬 | 0.00% | −48−6.9% | 減碼 |
| Counterpoint Mutual Funds LLC | 622 | $1.30 萬 | 0.01% | +622 | 新進 |
| Solstein Capital, LLC | 550 | $1.20 萬 | 0.01% | +550 | 新進 |
| IAG Wealth Partners, LLC | 496 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 500 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 526 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 482 | $1.00 萬 | 0.00% | −150−23.7% | 減碼 |
| Professional Financial Advisors, LLC | 400 | $9,000 | 0.00% | +400 | 新進 |
| Bogart Wealth, LLC | 272 | $6,000 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 227 | $5,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 235 | $5,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 232 | $5,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 210 | $4,000 | 0.00% | +3+1.4% | 加碼 |
| Annapolis Financial Services, LLC | 192 | $4,000 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 166 | $4,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 186 | $4,000 | 0.00% | +186 | 新進 |
| Central Trust Co | 160 | $3,000 | 0.00% | −880−84.6% | 減碼 |
| Global Retirement Partners, LLC | 161 | $3,000 | 0.00% | −34−17.4% | 減碼 |
| First Horizon Corp | 150 | $3,000 | 0.00% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 124 | $3,000 | 0.00% | +124 | 新進 |
| Raffa Wealth Management, LLC | 108 | $2,289 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 106 | $2,246 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 101 | $2,000 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 75 | $2,000 | 0.00% | 00.0% | 不變 |
| Ford Financial Group, LLC | 110 | $2,000 | 0.00% | +110 | 新進 |
| TD Private Client Wealth LLC | 87 | $1,844 | 0.00% | −1,519−94.6% | 減碼 |
| Sofos Investments, Inc. | 144 | – | – | −11−7.1% | 減碼 |
| Omers Administration Corp | 0 | $0 | 0.00% | −3,844,013−100.0% | 清倉 |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −1,010,645−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −814,089−100.0% | 清倉 |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −562,500−100.0% | 清倉 |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −412,092−100.0% | 清倉 |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −228,228−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −221,013−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −114,900−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −92,152−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −82,000−100.0% | 清倉 |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −56,400−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −55,800−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −53,526−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52,093−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −46,564−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −39,188−100.0% | 清倉 |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −37,028−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −27,899−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −18,115−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −16,409−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −15,051−100.0% | 清倉 |
| Yacktman Asset Management LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,610−100.0% | 清倉 |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −12,708−100.0% | 清倉 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −11,392−100.0% | 清倉 |
| WESPAC Advisors SoCal, LLC | 0 | $0 | 0.00% | −10,975−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −10,011−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,119−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −3,600−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −3,470−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −783−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −581−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −627−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −498−100.0% | 清倉 |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −382−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −202−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −214−100.0% | 清倉 |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −159−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Bokf, NA | – | – | – | – | 本季未申報 |
| OneAscent Wealth Management LLC | – | – | – | – | 本季未申報 |
| OneAscent Financial Services LLC | – | – | – | – | 本季未申報 |
| WealthStone, Inc. | – | – | – | – | 本季未申報 |