| Blue Bell Private Wealth Management, LLC | 1,460 | $6,643 | 0.00% | +160+12.3% | 加碼 |
| AdvisorNet Financial, Inc | 1,408 | $6,406 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,400 | $6,370 | 0.00% | −825−37.1% | 減碼 |
| Hantz Financial Services, Inc. | 1,208 | $5,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 1,192 | $5,000 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,004 | $4,568 | 0.00% | −300−23.0% | 減碼 |
| Retirement Group, LLC | 1,000 | $4,550 | 0.00% | +1,000 | 新進 |
| Harbour Investments, Inc. | 783 | $3,563 | 0.00% | 00.0% | 不變 |
| Central Bank & Trust Co | 700 | $3,178 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 675 | $3,072 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 700 | $3,000 | 0.00% | +700 | 新進 |
| Cary Street Partner Investment Advisory LLC | 516 | $2,348 | 0.00% | +500+3,125.0% | 加碼 |
| Prestige Wealth Management Group LLC | 500 | $2,275 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 500 | $2,230 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 467 | $2,045 | 0.00% | +100+27.2% | 加碼 |
| Close Asset Management Ltd | 405 | $2,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 430 | $1,957 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 415 | $1,889 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 327 | $1,488 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 300 | $1,365 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 292 | $1,329 | 0.00% | +30+11.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 274 | $1,247 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 267 | $1,215 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 207 | $942 | 0.00% | −945−82.0% | 減碼 |
| Focused Wealth Management, Inc | 200 | $910 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 200 | $910 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 200 | $910 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 200 | $910 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 200 | $910 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 186 | $846 | 0.00% | −642−77.5% | 減碼 |
| Quadrant Capital Group LLC | 154 | $701 | 0.00% | −1,620−91.3% | 減碼 |
| Glass Jacobson Investment Advisors llc | 150 | $683 | 0.00% | +150 | 新進 |
| Farther Finance Advisors, LLC | 131 | $596 | 0.00% | −26−16.6% | 減碼 |
| Harbor Investment Advisory, LLC | 120 | $546 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 118 | $537 | 0.00% | 00.0% | 不變 |
| Atwood & Palmer Inc | 100 | $455 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 100 | $455 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 100 | $455 | 0.00% | +100 | 新進 |
| Authentikos Wealth Advisory, LLC | 100 | $455 | 0.00% | +100 | 新進 |
| Allworth Financial LP | 84 | $383 | 0.00% | +4+5.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 73 | $332 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 69 | $316 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 63 | $287 | 0.00% | −116−64.8% | 減碼 |
| Sunbelt Securities, Inc. | 52 | $237 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $228 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 34 | $155 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 12 | $55 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2 | $9 | 0.00% | 00.0% | 不變 |
| Gordian Capital Singapore Pte Ltd | 2 | $9 | 0.00% | 00.0% | 不變 |
| VitalStone Financial, LLC | 95 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 21 | $0 | 0.00% | −3−12.5% | 減碼 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −392,636−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −351,810−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −203,255−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −110,000−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −39,000−100.0% | 清倉 |
| DnB Asset Management AS | 0 | $0 | 0.00% | −38,639−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −23,958−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −20,207−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −16,235−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −14,898−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −13,387−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −13,347−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −12,760−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −12,741−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −10,125−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −3,359−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,005−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −849−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −734−100.0% | 清倉 |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −105−100.0% | 清倉 |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| BFT Financial Group, LLC | – | – | – | – | 本季未申報 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
