| Castleview Partners, LLC | 138 | $8,609 | 0.01% | +2+1.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 129 | $8,039 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 125 | $7,790 | 0.00% | 00.0% | 不變 |
| Bridgecreek Investment Management, LLC | 121,790 | $7,590 | 0.00% | −25,550−17.3% | 減碼 |
| Richard W. Paul & Associates, LLC | 102 | $6,357 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 100 | $6,255 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 104 | $6,000 | 0.00% | +2+2.0% | 加碼 |
| Mendota Financial Group, LLC | 95 | $5,921 | 0.01% | +95 | 新進 |
| Spotlight Asset Group, Inc. | 94 | $5,858 | 0.01% | +94 | 新進 |
| Citizens National Bank Trust Department | 90 | $5,609 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 75 | $4,659 | 0.00% | +2+2.7% | 加碼 |
| Venturi Wealth Management, LLC | 48 | $2,964 | 0.00% | +1+2.1% | 加碼 |
| Sofos Investments, Inc. | 300 | $19 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 7,376 | – | – | −4,852−39.7% | 減碼 |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −1,155−100.0% | 清倉 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −847,308−100.0% | 清倉 |
| Berkley W R Corp | 0 | $0 | 0.00% | −650,000−100.0% | 清倉 |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −200,569−100.0% | 清倉 |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −124,794−100.0% | 清倉 |
| Walnut Private Equity Partners, LLC | 0 | $0 | 0.00% | −120,131−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −114,846−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −49,022−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −46,821−100.0% | 清倉 |
| Adams Asset Advisors, LLC | 0 | $0 | 0.00% | −34,003−100.0% | 清倉 |
| Icon Advisers Inc | 0 | $0 | 0.00% | −32,400−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −31,593−100.0% | 清倉 |
| Fairholme Capital Management LLC | 0 | $0 | 0.00% | −28,600−100.0% | 清倉 |
| FLC Capital Advisors | 0 | $0 | 0.00% | −25,390−100.0% | 清倉 |
| Riverview Capital Advisers, LLC | 0 | $0 | 0.00% | −24,992−100.0% | 清倉 |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −22,858−100.0% | 清倉 |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −19,005−100.0% | 清倉 |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −18,032−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,877−100.0% | 清倉 |
| MGO Private Wealth, LLC | 0 | $0 | 0.00% | −13,708−100.0% | 清倉 |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −11,900−100.0% | 清倉 |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −11,380−100.0% | 清倉 |
| Cannell Peter B & Co Inc | 0 | $0 | 0.00% | −11,100−100.0% | 清倉 |
| Pinnacle West Asset Management, Inc. | 0 | $0 | 0.00% | −10,613−100.0% | 清倉 |
| Meixler Investment Management, Ltd. | 0 | $0 | 0.00% | −9,775−100.0% | 清倉 |
| Schear Investment Advisers, LLC | 0 | $0 | 0.00% | −9,252−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −8,701−100.0% | 清倉 |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −8,069−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −8,022−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,842−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −7,335−100.0% | 清倉 |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −6,586−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −6,308−100.0% | 清倉 |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −6,164−100.0% | 清倉 |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −5,967−100.0% | 清倉 |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −5,944−100.0% | 清倉 |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −5,446−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −5,281−100.0% | 清倉 |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −5,250−100.0% | 清倉 |
| Adell Harriman & Carpenter Inc | 0 | $0 | 0.00% | −5,200−100.0% | 清倉 |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −5,192−100.0% | 清倉 |
| ERTS Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,125−100.0% | 清倉 |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −5,029−100.0% | 清倉 |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −4,677−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,480−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −4,277−100.0% | 清倉 |
| S.E.E.D. Planning Group LLC | 0 | $0 | 0.00% | −4,311−100.0% | 清倉 |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −4,216−100.0% | 清倉 |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −4,065−100.0% | 清倉 |
| Summit Asset Management, LLC | 0 | $0 | 0.00% | −4,030−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −4,005−100.0% | 清倉 |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −3,958−100.0% | 清倉 |
| Heirloom Wealth Management | 0 | $0 | 0.00% | −3,881−100.0% | 清倉 |
| Northeast Investment Management | 0 | $0 | 0.00% | −3,757−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −3,030−100.0% | 清倉 |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −2,814−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,474−100.0% | 清倉 |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,979−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −890−100.0% | 清倉 |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −383−100.0% | 清倉 |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | – | – | – | – | 本季未申報 |
| Avalon Investment & Advisory | – | – | – | – | 本季未申報 |
| HighTower Trust Services, LTA | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
| Baldrige Asset Management LLC | – | – | – | – | 本季未申報 |
