| Davidson Capital Management Inc. | 5 | $4,777 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 5 | $4,777 | 0.00% | +5 | 新進 |
| Nemes Rush Group LLC | 5 | $4,777 | 0.00% | +5 | 新進 |
| Pinnacle Financial Partners Inc | 5 | $4,776 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 5 | $4,221 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 4 | $4,000 | 0.00% | +2+100.0% | 加碼 |
| Capstone Investment Advisors, LLC | 4 | $3,821 | 0.00% | −54−93.1% | 減碼 |
| McIlrath & Eck, LLC | 4 | $3,821 | 0.00% | −21−84.0% | 減碼 |
| Disciplined Investments, LLC | 4 | $3,821 | 0.00% | −1−20.0% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $3,000 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 3 | $2,867 | 0.00% | −1−25.0% | 減碼 |
| Colonial Trust Advisors | 3 | $2,866 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 3 | $2,866 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 3 | $2,866 | 0.00% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 3 | $2,866 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 2 | $2,000 | 0.00% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 2 | $1,911 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 2 | $1,911 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 2 | $1,911 | 0.00% | +2 | 新進 |
| Cherry Tree Wealth Management, LLC | 2 | $1,911 | 0.00% | +2 | 新進 |
| Global Financial Private Client, LLC | 2 | $1,894 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 955 | $1,526 | 0.01% | +106+12.5% | 加碼 |
| TD Ameritrade Investment Management, LLC | 1 | $1,000 | 0.00% | −2−66.7% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 1 | $1,000 | 0.00% | +1 | 新進 |
| Safeguard Financial, LLC | 2 | $1,000 | 0.00% | +2 | 新進 |
| Wolff Wiese Magana LLC | 1 | $956 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 1 | $956 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 1 | $956 | 0.00% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 1 | $955 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 1 | $955 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1 | $955 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 1 | $955 | 0.00% | +1 | 新進 |
| Impact Partnership Wealth, LLC | 1 | $955 | 0.00% | +1 | 新進 |
| ZRC Wealth Management, LLC | 0 | $14 | 0.00% | 0 | 不變 |
| Pacific Center for Financial Services | 0 | $12 | 0.00% | 0 | 不變 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −43,691−100.0% | 清倉 |
| Carlson Capital L P | 0 | $0 | 0.00% | −13,745−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,702−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −9,621−100.0% | 清倉 |
| NatWest Group plc | 0 | $0 | 0.00% | −5,891−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −5,881−100.0% | 清倉 |
| Hook Mill Capital Partners, LP | 0 | $0 | 0.00% | −5,315−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −5,300−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,232−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,927−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,710−100.0% | 清倉 |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −3,245−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,240−100.0% | 清倉 |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −1,882−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,821−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −963−100.0% | 清倉 |
| JSF Financial, LLC | 0 | $0 | 0.00% | −697−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −684−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −672−100.0% | 清倉 |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −493−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −448−100.0% | 清倉 |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −428−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −381−100.0% | 清倉 |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −365−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −358−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −328−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −323−100.0% | 清倉 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −303−100.0% | 清倉 |
| Renasant Bank | 0 | $0 | 0.00% | −280−100.0% | 清倉 |
| Channel Wealth LLC | 0 | $0 | 0.00% | −278−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −17,937−100.0% | 清倉 |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −267−100.0% | 清倉 |
| TKG Advisors, LLC | 0 | $0 | 0.00% | −261−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −259−100.0% | 清倉 |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −244−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −170−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −93−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| Accel Wealth Management | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Lynwood Capital Management Inc. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Barber Financial Group, Inc. | – | – | – | – | 本季未申報 |
| Avalon Investment & Advisory | – | – | – | – | 本季未申報 |
| Fithian, LLC | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
| Ahrens Investment Partners LLC | – | – | – | – | 本季未申報 |
