| Caldwell Trust Co | 15 | $2,514 | 0.00% | +15 | 新進 |
| TD Capital Management LLC | 14 | $2,393 | 0.00% | 00.0% | 不變 |
| WealthTrak Capital Management LLC | 14 | $2,347 | 0.00% | +7+100.0% | 加碼 |
| Bellwether Advisors, LLC | 14 | $2,346 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 14 | $2,304 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 13 | $2,179 | 0.00% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 13 | $2,179 | 0.00% | 00.0% | 不變 |
| Core Alternative Capital | 12 | $2,011 | 0.00% | 00.0% | 不變 |
| CBIZ Investment Advisory Services, LLC | 12 | $2,011 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 12 | $2,000 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 10 | $1,676 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 8 | $1,341 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 8 | $1,276 | 0.00% | +3+60.0% | 加碼 |
| Crewe Advisors LLC | 6 | $1,006 | 0.00% | +3+100.0% | 加碼 |
| Avion Wealth | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Hurley Capital, LLC | 5 | $846 | 0.00% | +5 | 新進 |
| Mattson Financial Services, LLC | 5 | $838 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 5 | $838 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 5 | $838 | 0.00% | 00.0% | 不變 |
| Clark Wealth Partners | 5 | $838 | 0.00% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 5 | $838 | 0.00% | +5 | 新進 |
| DHJJ Financial Advisors, Ltd. | 4 | $671 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 4 | $670 | 0.00% | 00.0% | 不變 |
| Binnacle Investments Inc | 4 | $670 | 0.00% | +4 | 新進 |
| Bogart Wealth, LLC | 3 | $503 | 0.00% | −1−25.0% | 減碼 |
| WPG Advisers, LLC | 3 | $503 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 3 | $503 | 0.00% | +3 | 新進 |
| Rialto Wealth Management, LLC | 3 | $503 | 0.00% | +3 | 新進 |
| Winnow Wealth LLC | 3 | $412 | 0.00% | +1+50.0% | 加碼 |
| American Capital Advisory, LLC | 2 | $336 | 0.00% | +2 | 新進 |
| Principia Wealth Advisory, LLC | 2 | $316 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 1 | $168 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $168 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 1 | $168 | 0.00% | +1 | 新進 |
| Perkins Coie Trust Co | 1 | $167 | 0.00% | +1 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −817−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −231,398−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −130,436−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −47,276−100.0% | 清倉 |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −39,176−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,498−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −14,928−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −13,396−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −13,280−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,741−100.0% | 清倉 |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −9,793−100.0% | 清倉 |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −6,760−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,873−100.0% | 清倉 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −4,872−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,523−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,990−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −3,605−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −3,445−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,437−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,362−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,281−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,586−100.0% | 清倉 |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −2,330−100.0% | 清倉 |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −2,119−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −2,064−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,002−100.0% | 清倉 |
| RNC Capital Management LLC | 0 | $0 | 0.00% | −1,990−100.0% | 清倉 |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −1,640−100.0% | 清倉 |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −1,312−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −1,089−100.0% | 清倉 |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −544−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −297−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| BankPlus Trust Department | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Swedbank AB | – | – | – | – | 本季未申報 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Kolinsky Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Hilltop National Bank | – | – | – | – | 本季未申報 |
| Criterion Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Sugarloaf Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Zions Bancorporation, N.A. | – | – | – | – | 本季未申報 |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | 本季未申報 |
