| Raffa Wealth Management, LLC | 73 | $6,185 | 0.00% | 00.0% | 不變 |
| BBVA USA | 75 | $6,000 | 0.00% | −163−68.5% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 70 | $6,000 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 63 | $6,000 | 0.00% | +1+1.6% | 加碼 |
| Bedel Financial Consulting, Inc. | 65 | $6,000 | 0.00% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 74 | $6,000 | 0.00% | +74 | 新進 |
| Syverson Strege & Co | 69 | $6,000 | 0.00% | +69 | 新進 |
| Halpern Financial, Inc. | 70 | $5,930 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 59 | $5,000 | 0.00% | −21−26.3% | 減碼 |
| Plante Moran Financial Advisors, LLC | 59 | $5,000 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 60 | $5,000 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 55 | $5,000 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 85 | $5,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 55 | $5,000 | 0.00% | +3+5.8% | 加碼 |
| First Command Bank | 64 | $5,000 | 0.00% | +64 | 新進 |
| First Command Financial Services, Inc. | 64 | $5,000 | 0.00% | +64 | 新進 |
| Bell Investment Advisors, Inc | 57 | $5,000 | 0.00% | +57 | 新進 |
| Credit Agricole S A | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 48 | $4,000 | 0.00% | 00.0% | 不變 |
| Lenox Wealth Advisors, LLC | 53 | $4,000 | 0.00% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Freedman Financial Associates, Inc. | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 51 | $4,000 | 0.00% | +51 | 新進 |
| Reilly Financial Advisors, LLC | 38 | $3,000 | 0.00% | −250−86.8% | 減碼 |
| Adirondack Trust Co | 31 | $3,000 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 32 | $3,000 | 0.00% | 00.0% | 不變 |
| Evolution Wealth Advisors, LLC | 36 | $3,000 | 0.00% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 41 | $3,000 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 38 | $3,000 | 0.00% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 30 | $3,000 | 0.00% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 35 | $3,000 | 0.00% | +35 | 新進 |
| Capital Analysts, LLC | 24 | $2,000 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 22 | $1,903 | 0.00% | −1,814−98.8% | 減碼 |
| Column Capital Advisors, LLC | 11 | $1,000 | 0.00% | −1−8.3% | 減碼 |
| Bellwether Advisors, LLC | 14 | $1,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 15 | $1,000 | 0.00% | +1+7.1% | 加碼 |
| Prentice Wealth Management LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| Cordant, Inc. | 9 | $1,000 | 0.00% | +9 | 新進 |
| WestEnd Advisors, LLC | – | $338 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −548,627−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −214,330−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −111,362−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −100,613−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −85,268−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −75,707−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −72,556−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −17,558−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −45,854−100.0% | 清倉 |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −27,900−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,904−100.0% | 清倉 |
| Ulysses Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,791−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −15,472−100.0% | 清倉 |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −12,828−100.0% | 清倉 |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −11,043−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −9,712−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −8,527−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −8,492−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −6,990−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −6,918−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,800−100.0% | 清倉 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 0 | $0 | 0.00% | −5,547−100.0% | 清倉 |
| Everett Harris & Co | 0 | $0 | 0.00% | −5,317−100.0% | 清倉 |
| XR Securities LLC | 0 | $0 | 0.00% | −4,994−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,826−100.0% | 清倉 |
| Bluestein R H & Co | 0 | $0 | 0.00% | −3,475−100.0% | 清倉 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −3,376−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −3,317−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −3,148−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −2,880−100.0% | 清倉 |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −2,382−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −2,621−100.0% | 清倉 |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −2,609−100.0% | 清倉 |
| Sun Life Financial INC | 0 | $0 | 0.00% | −2,119−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,861−100.0% | 清倉 |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −583−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −323−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Denali Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Cordasco Financial Network | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −10,350−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| QS Investors, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
| Hoover Financial Advisors, Inc. | – | – | – | – | 本季未申報 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |