| Albion Financial Group | 25 | $5,000 | 0.00% | +25 | 新進 |
| Capital Advisors, Ltd. LLC | 20 | $4,000 | 0.00% | 00.0% | 不變 |
| Solstein Capital, LLC | 19 | $4,000 | 0.00% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 18 | $4,000 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 18 | $4,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 21 | $4,000 | 0.00% | +13+162.5% | 加碼 |
| Raffa Wealth Management, LLC | 18 | $3,713 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 15 | $3,000 | 0.00% | 00.0% | 不變 |
| Security National Trust Co | 14 | $3,000 | 0.00% | +14 | 新進 |
| MV Capital Management, Inc. | 14 | $3,000 | 0.00% | +14 | 新進 |
| Heritage Wealth Management, LLC | 14 | $3,000 | 0.00% | +14 | 新進 |
| Assetmark, Inc | 11 | $2,000 | 0.00% | −34−75.6% | 減碼 |
| Carolinas Wealth Consulting LLC | 12 | $2,000 | 0.00% | −2−14.3% | 減碼 |
| San Francisco Sentry Investment Group (Ca) | 8 | $2,000 | 0.00% | 00.0% | 不變 |
| Aua Capital Management, LLC | 12 | $2,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 11 | $2,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 10 | $2,000 | 0.00% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 8 | $2,000 | 0.00% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 9 | $2,000 | 0.00% | +9 | 新進 |
| Trustcore Financial Services, LLC | 8 | $2,000 | 0.00% | +8 | 新進 |
| Ford Financial Group, LLC | 11 | $2,000 | 0.00% | +11 | 新進 |
| Ten Capital Wealth Advisors, LLC | 8 | $2,000 | 0.00% | +8 | 新進 |
| Sutton Wealth Advisors Inc. | 9 | $1,857 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 9 | $1,857 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 7 | $1,465 | 0.00% | +7 | 新進 |
| PEAK6 Investments LLC | 3 | $1,000 | 0.00% | −11,756−100.0% | 減碼 |
| Longfellow Investment Management Co LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | – | $206 | 0.00% | – | 新進 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −621,633−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −290,549−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −36,225−100.0% | 清倉 |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −13,681−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −12,545−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −12,271−100.0% | 清倉 |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −10,100−100.0% | 清倉 |
| SRB Corp | 0 | $0 | 0.00% | −8,701−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,678−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,881−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −6,586−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −6,428−100.0% | 清倉 |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −4,929−100.0% | 清倉 |
| Toews Corp | 0 | $0 | 0.00% | −4,900−100.0% | 清倉 |
| tru Independence LLC | 0 | $0 | 0.00% | −4,733−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,148−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,985−100.0% | 清倉 |
| Agf Investments Inc. | 0 | $0 | 0.00% | −3,934−100.0% | 清倉 |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −3,925−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,568−100.0% | 清倉 |
| Windsor Creek Advisors, LLC | 0 | $0 | 0.00% | −3,028−100.0% | 清倉 |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,458−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,380−100.0% | 清倉 |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −1,789−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −1,565−100.0% | 清倉 |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −1,459−100.0% | 清倉 |
| Clarus Wealth Advisors | 0 | $0 | 0.00% | −1,299−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −1,323−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,250−100.0% | 清倉 |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −1,228−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −1,101−100.0% | 清倉 |
| GQG Partners LLC | 0 | $0 | 0.00% | −1,073−100.0% | 清倉 |
| Globeflex Capital L P | 0 | $0 | 0.00% | −816−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −795−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −740−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −174−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Bokf, NA | – | – | – | – | 本季未申報 |
| OneAscent Wealth Management LLC | – | – | – | – | 本季未申報 |
| BBVA USA Bancshares, Inc. | – | – | – | – | 本季未申報 |
| OneAscent Financial Services LLC | – | – | – | – | 本季未申報 |
| CSat Investment Advisory, L.P. | – | – | – | – | 本季未申報 |
