| Global Wealth Management Investment Advisory, Inc. | 15 | $2,000 | 0.00% | +15 | 新進 |
| Bartlett & Co. Wealth Management LLC | 14 | $1,553 | 0.00% | +14 | 新進 |
| Albion Financial Group | 8 | $1,000 | 0.00% | −8−50.0% | 減碼 |
| Salem Investment Counselors Inc | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| CNB Bank | 8 | $1,000 | 0.00% | +8 | 新進 |
| Sofos Investments, Inc. | 2,775 | – | – | +1,935+230.4% | 加碼 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −187,956−100.0% | 清倉 |
| Schwartz Investment Counsel Inc | 0 | $0 | 0.00% | −180,000−100.0% | 清倉 |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −91,696−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −84,000−100.0% | 清倉 |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −40,625−100.0% | 清倉 |
| Nicollet Investment Management, Inc. | 0 | $0 | 0.00% | −25,483−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −17,897−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −12,852−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −10,850−100.0% | 清倉 |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −9,028−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −8,241−100.0% | 清倉 |
| Prudential PLC | 0 | $0 | 0.00% | −6,928−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −5,958−100.0% | 清倉 |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −5,675−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −5,208−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,817−100.0% | 清倉 |
| Intercontinental Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,694−100.0% | 清倉 |
| Seascape Capital Management | 0 | $0 | 0.00% | −4,095−100.0% | 清倉 |
| Vista Finance, LLC | 0 | $0 | 0.00% | −3,495−100.0% | 清倉 |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,473−100.0% | 清倉 |
| Blue Square Asset Management, LLC | 0 | $0 | 0.00% | −3,143−100.0% | 清倉 |
| Advisor OS, LLC | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Springs Capital (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,700−100.0% | 清倉 |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −2,297−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −2,204−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,896−100.0% | 清倉 |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −1,850−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,824−100.0% | 清倉 |
| PDS Planning, Inc | 0 | $0 | 0.00% | −1,819−100.0% | 清倉 |
| Regentatlantic Capital LLC | 0 | $0 | 0.00% | −1,821−100.0% | 清倉 |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Hummer Financial Advisory Services Inc | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −1,889−100.0% | 清倉 |
| Bond & Devick Financial Network, Inc. | 0 | $0 | 0.00% | −1,770−100.0% | 清倉 |
| JB Capital LLC | 0 | $0 | 0.00% | −1,746−100.0% | 清倉 |
| Breiter Capital Management Inc | 0 | $0 | 0.00% | −1,736−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,736−100.0% | 清倉 |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −1,715−100.0% | 清倉 |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,670−100.0% | 清倉 |
| Grove Bank & Trust | 0 | $0 | 0.00% | −1,647−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −1,614−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,571−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,572−100.0% | 清倉 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −1,564−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −1,543−100.0% | 清倉 |
| Brandywine Oak Private Wealth LLC | 0 | $0 | 0.00% | −1,523−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,447−100.0% | 清倉 |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −1,451−100.0% | 清倉 |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −1,440−100.0% | 清倉 |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −1,444−100.0% | 清倉 |
| Matrix Private Capital Group LLC | 0 | $0 | 0.00% | −1,441−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −688−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −320−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −312−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −279−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −221−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −223−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −176−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Cordasco Financial Network | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Core Alternative Capital | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Country Trust Bank | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Community Financial Services Group, LLC | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
