| Cedar Mountain Advisors, LLC | 156 | $363 | 0.00% | 00.0% | 不變 |
| CNB Bank | 150 | $350 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 150 | $350 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 150 | $350 | 0.00% | 00.0% | 不變 |
| Koesten, Hirschmann & Crabtree, INC. | 150 | $350 | 0.00% | +150 | 新進 |
| Armstrong Advisory Group, Inc | 128 | $299 | 0.00% | 00.0% | 不變 |
| RMG Wealth Management LLC | 100 | $288 | 0.00% | 00.0% | 不變 |
| BNP Paribas | 120 | $280 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 106 | $247 | 0.00% | −26−19.7% | 減碼 |
| Creekmur Asset Management LLC | 100 | $233 | 0.00% | −289−74.3% | 減碼 |
| Costello Asset Management, INC | 100 | $233 | 0.00% | −200−66.7% | 減碼 |
| Clearstead Advisors, LLC | 100 | $233 | 0.00% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 100 | $233 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 100 | $233 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 100 | $233 | 0.00% | +100 | 新進 |
| United Financial Planning Group LLC | 100 | $233 | 0.00% | +100 | 新進 |
| Wolff Wiese Magana LLC | 95 | $222 | 0.00% | 00.0% | 不變 |
| Fairscale Capital, LLC | 92 | $214 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 90 | $210 | 0.00% | −212−70.2% | 減碼 |
| Maryland Capital Advisors Inc. | 83 | $194 | 0.00% | 00.0% | 不變 |
| Mowery & Schoenfeld Wealth Management, LLC | 82 | $192 | 0.00% | 00.0% | 不變 |
| Guerra Advisors Inc | 79 | $184 | 0.00% | +79 | 新進 |
| North Star Investment Management Corp. | 75 | $175 | 0.00% | 00.0% | 不變 |
| Copia Wealth Management | 74 | $172 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 73 | $171 | 0.00% | −100−57.8% | 減碼 |
| Frazier Financial Advisors, LLC | 73 | $171 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 70 | $163 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 67 | $156 | 0.00% | 00.0% | 不變 |
| MTM Investment Management, LLC | 63 | $147 | 0.00% | 00.0% | 不變 |
| Strategic Advocates LLC | 61 | $142 | 0.00% | +61 | 新進 |
| AdvisorNet Financial, Inc | 60 | $140 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 55 | $129 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 50 | $117 | 0.00% | −420−89.4% | 減碼 |
| NBT Bank N A | 2 | $117 | 0.00% | −48−96.0% | 減碼 |
| REAP Financial Group, LLC | 42 | $98 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 40 | $93 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 38 | $89 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 36 | $84 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 25 | $59 | 0.00% | +25 | 新進 |
| Root Financial Partners, LLC | 25 | $58 | 0.00% | +25 | 新進 |
| SJS Investment Consulting Inc. | 24 | $56 | 0.00% | +9+60.0% | 加碼 |
| North Capital, Inc. | 22 | $51 | 0.00% | +22 | 新進 |
| International Assets Investment Management, LLC | 10,270 | $42 | 0.00% | −459−4.3% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 16 | $38 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 16 | $37 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 10 | $24 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 10 | $23 | 0.00% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 9 | $21 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 9 | $21 | 0.00% | +9 | 新進 |
| MCF Advisors LLC | 5 | $12 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 2 | $5 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 2 | $5 | 0.00% | 00.0% | 不變 |
| Pineridge Advisors LLC | 2 | $5 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 1 | $3 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 93 | $0 | 0.00% | −407−81.4% | 減碼 |
| Coston, McIsaac & Partners | 137 | $0 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 198 | – | – | +98+98.0% | 加碼 |
| Scientech Research LLC | 0 | $0 | 0.00% | −831,235−100.0% | 清倉 |
| Mangrove Partners | 0 | $0 | 0.00% | −586,172−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −370,288−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −204,500−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −197,926−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −102,001−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −92,776−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −46,063−100.0% | 清倉 |
| Bearing Point Capital, LLC | 0 | $0 | 0.00% | −40,450−100.0% | 清倉 |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −25,014−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −21,625−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −21,251−100.0% | 清倉 |
| Skaana Management L.P. | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −17,326−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −15,080−100.0% | 清倉 |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −13,977−100.0% | 清倉 |
| Endowment Wealth Management, Inc. | 0 | $0 | 0.00% | −12,635−100.0% | 清倉 |
| Pacific Sage Partners, LLC | 0 | $0 | 0.00% | −11,720−100.0% | 清倉 |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −11,538−100.0% | 清倉 |
| Base Wealth Management LLC | 0 | $0 | 0.00% | −11,346−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −11,228−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,677−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −10,471−100.0% | 清倉 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,207−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,600−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2,145−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| S&T Bank | 0 | $0 | 0.00% | −432−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −280−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −292−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | 清倉 |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| Norges Bank | – | – | – | – | 本季未申報 |