| Mascoma Wealth Management LLC | 54 | $3,000 | 0.00% | 00.0% | 不變 |
| Bangor Savings Bank | 53 | $3,000 | 0.00% | +53 | 新進 |
| Field & Main Bank | 55 | $3,000 | 0.00% | +55 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 58 | $3,000 | 0.00% | +58 | 新進 |
| Goodwin Investment Advisory | 50 | $2,615 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 49 | $2,562 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 36 | $2,000 | 0.00% | −39−52.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 44 | $2,000 | 0.00% | 00.0% | 不變 |
| Financial Enhancement Group LLC | 35 | $2,000 | 0.00% | 00.0% | 不變 |
| Gould Capital, LLC | 30 | $2,000 | 0.00% | 00.0% | 不變 |
| American National Bank | 47 | $2,000 | 0.00% | +47 | 新進 |
| HighMark Wealth Management LLC | 39 | $2,000 | 0.00% | +39 | 新進 |
| Quintet Private Bank (Europe) S.A. | 32 | $1,924 | 0.00% | +32 | 新進 |
| Money Concepts Capital Corp | 28 | $1,000 | 0.00% | −2,870−99.0% | 減碼 |
| Retirement Group, LLC | 19 | $1,000 | 0.00% | −178−90.4% | 減碼 |
| Fortis Advisors, LLC | 24 | $1,000 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 10 | $1,000 | 0.00% | +10 | 新進 |
| Beaird Harris Wealth Management, LLC | 9 | $0 | 0.00% | −91−91.0% | 減碼 |
| Macroview Investment Management LLC | 8 | $0 | 0.00% | 00.0% | 不變 |
| Lake Point Wealth Management | 7 | $0 | 0.00% | 00.0% | 不變 |
| Artemis Wealth Advisors, LLC | 7 | $0 | 0.00% | +7 | 新進 |
| Bell Investment Advisors, Inc | 9 | $0 | 0.00% | +9 | 新進 |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | 新進 |
| Apeiron RIA LLC | 5,126 | – | – | +126+2.5% | 加碼 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −289,700−100.0% | 清倉 |
| Capital World Investors | 0 | $0 | 0.00% | −151,581−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −97,105−100.0% | 清倉 |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −44,297−100.0% | 清倉 |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −40,504−100.0% | 清倉 |
| Carlson Capital L P | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Adams Natural Resources Fund, Inc. | 0 | $0 | 0.00% | −28,600−100.0% | 清倉 |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −28,000−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −23,433−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −22,633−100.0% | 清倉 |
| Scott & Selber, Inc. | 0 | $0 | 0.00% | −20,347−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −20,057−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −16,973−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −15,560−100.0% | 清倉 |
| Falcon Wealth Planning | 0 | $0 | 0.00% | −13,048−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −35,704−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −11,458−100.0% | 清倉 |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −11,267−100.0% | 清倉 |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,058−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,747−100.0% | 清倉 |
| BFT Financial Group, LLC | 0 | $0 | 0.00% | −7,685−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −5,862−100.0% | 清倉 |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −5,430−100.0% | 清倉 |
| Independent Family Office, LLC | 0 | $0 | 0.00% | −5,060−100.0% | 清倉 |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −4,964−100.0% | 清倉 |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −4,826−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,723−100.0% | 清倉 |
| Frontier Wealth Management LLC | 0 | $0 | 0.00% | −4,518−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −4,374−100.0% | 清倉 |
| Pinnacle Private Wealth, LLC | 0 | $0 | 0.00% | −4,349−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −4,241−100.0% | 清倉 |
| Holderness Investments Co | 0 | $0 | 0.00% | −4,155−100.0% | 清倉 |
| Geller Advisors LLC | 0 | $0 | 0.00% | −4,114−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −4,050−100.0% | 清倉 |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −4,096−100.0% | 清倉 |
| XML Financial, LLC | 0 | $0 | 0.00% | −4,099−100.0% | 清倉 |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −4,054−100.0% | 清倉 |
| Dixon Hubard Feinour & Brown Inc | 0 | $0 | 0.00% | −3,949−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −3,895−100.0% | 清倉 |
| Tufton Capital Management | 0 | $0 | 0.00% | −3,883−100.0% | 清倉 |
| Greatmark Investment Partners, Inc. | 0 | $0 | 0.00% | −3,865−100.0% | 清倉 |
| Appleton Partners Inc | 0 | $0 | 0.00% | −3,787−100.0% | 清倉 |
| Sprott Inc. | 0 | $0 | 0.00% | −3,750−100.0% | 清倉 |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −3,686−100.0% | 清倉 |
| GQG Partners LLC | 0 | $0 | 0.00% | −3,735−100.0% | 清倉 |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −3,688−100.0% | 清倉 |
| MKT Advisors LLC | 0 | $0 | 0.00% | −3,725−100.0% | 清倉 |
| Schaper Benz & Wise Investment Counsel Inc | 0 | $0 | 0.00% | −3,665−100.0% | 清倉 |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −3,663−100.0% | 清倉 |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −3,462−100.0% | 清倉 |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −3,607−100.0% | 清倉 |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −2,960−100.0% | 清倉 |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −2,462−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −2,264−100.0% | 清倉 |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −522−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −482−100.0% | 清倉 |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −409−100.0% | 清倉 |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Bromfield Sneider Wealth Advisors | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −227−100.0% | 清倉 |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −202−100.0% | 清倉 |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −89−100.0% | 清倉 |
| McCarthy Asset Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | 本季未申報 |
| Cantor Fitzgerald Investment Adviser L.P. | – | – | – | – | 本季未申報 |
| Kings Point Capital Management | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |