| Sutton Wealth Advisors Inc. | 364 | $3,232 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 294 | $3,000 | 0.00% | −204−41.0% | 減碼 |
| Prestige Wealth Management Group LLC | 370 | $3,000 | 0.00% | −66−15.1% | 減碼 |
| Allworth Financial LP | 307 | $3,000 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 345 | $3,000 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 331 | $3,000 | 0.00% | +8+2.5% | 加碼 |
| Lindbrook Capital, LLC | 339 | $3,000 | 0.00% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 300 | $3,000 | 0.00% | +150+100.0% | 加碼 |
| Godsey & Gibb Associates | 291 | $3,000 | 0.00% | +291 | 新進 |
| Brewin Dolphin Ltd | 255 | $2,264 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Hoover Financial Advisors, Inc. | 269 | $2,000 | 0.00% | 00.0% | 不變 |
| Horizon Financial Services, LLC | 250 | $2,000 | 0.00% | +100+66.7% | 加碼 |
| Hudock, Inc. | 300 | $2,000 | 0.00% | +300 | 新進 |
| Your Advocates Ltd., LLP | 120 | $1,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 142 | $1,000 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 140 | $1,000 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 96 | $1,000 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 106 | $941 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 108 | $0 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 19 | $0 | 0.00% | 00.0% | 不變 |
| First Personal Financial Services | 34 | $0 | 0.00% | 00.0% | 不變 |
| Cypress Point Wealth Management, LLC | 17 | $0 | 0.00% | 00.0% | 不變 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −5,653,600−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −1,069,425−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −678,721−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −548,473−100.0% | 清倉 |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −405,218−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −395,244−100.0% | 清倉 |
| Taylor Frigon Capital Management LLC | 0 | $0 | 0.00% | −201,938−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −182,192−100.0% | 清倉 |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −156,412−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −155,309−100.0% | 清倉 |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −122,840−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −102,000−100.0% | 清倉 |
| Golden Green, Inc. | 0 | $0 | 0.00% | −77,533−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −72,360−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −61,000−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −60,263−100.0% | 清倉 |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −48,036−100.0% | 清倉 |
| Oder Investment Management, LLC | 0 | $0 | 0.00% | −38,803−100.0% | 清倉 |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −19,617−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,978−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −30,796−100.0% | 清倉 |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −29,000−100.0% | 清倉 |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −19,174−100.0% | 清倉 |
| Glenview Trust Co | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −15,824−100.0% | 清倉 |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −14,298−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −13,550−100.0% | 清倉 |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −13,481−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,244−100.0% | 清倉 |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −12,744−100.0% | 清倉 |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −12,307−100.0% | 清倉 |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −11,546−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −11,280−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,373−100.0% | 清倉 |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −10,192−100.0% | 清倉 |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −10,029−100.0% | 清倉 |
| Lynch & Associates | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −5,950−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −5,254−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −4,632−100.0% | 清倉 |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −3,293−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −1,726−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,242−100.0% | 清倉 |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −1,223−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −856−100.0% | 清倉 |
| Manchester Financial Inc | 0 | $0 | 0.00% | −525−100.0% | 清倉 |
| Archer Investment Corp | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Pacific Center for Financial Services | 0 | $0 | 0.00% | −456−100.0% | 清倉 |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −351−100.0% | 清倉 |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| TCF National Bank | – | – | – | – | 本季未申報 |
| Shorepoint Capital Partners LLC | – | – | – | – | 本季未申報 |
| First National Bank | – | – | – | – | 本季未申報 |
| Tompkins Financial Corp | – | – | – | – | 本季未申報 |
