| Geneos Wealth Management Inc. | 400 | $7,000 | 0.00% | −7,879−95.2% | 減碼 |
| Montag A & Associates Inc | 400 | $7,000 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 400 | $7,000 | 0.01% | 00.0% | 不變 |
| Cambridge Trust Co | 367 | $7,000 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 380 | $7,000 | 0.00% | 00.0% | 不變 |
| Robbins Farley LLC | 400 | $7,000 | 0.01% | 00.0% | 不變 |
| Knott David M Jr | 400 | $7,000 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 375 | $6,874 | 0.00% | +375 | 新進 |
| Global Financial Private Client, LLC | 330 | $6,128 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 355 | $6,000 | 0.00% | +355 | 新進 |
| Hudock, Inc. | 328 | $5,000 | 0.00% | +7+2.2% | 加碼 |
| Abound Wealth Management | 250 | $4,555 | 0.00% | +250 | 新進 |
| Glassman Wealth Services | 238 | $4,000 | 0.00% | +6+2.6% | 加碼 |
| Quadrant Capital Group LLC | 229 | $4,000 | 0.00% | −25−9.8% | 減碼 |
| Brown Brothers Harriman & Co | 201 | $4,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 200 | $4,000 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 244 | $4,000 | 0.00% | +244 | 新進 |
| CFS Investment Advisory Services, LLC | 80,368 | $4,000 | 0.00% | +80,368 | 新進 |
| TD Ameritrade Investment Management, LLC | 139 | $3,000 | 0.00% | −34−19.7% | 減碼 |
| Lowe Wealth Advisors, LLC | 180 | $3,000 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 176 | $3,000 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 186 | $3,000 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 189 | $3,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 164 | $3,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 142 | $3,000 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 146 | $3,000 | 0.00% | +3+2.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 146 | $3,000 | 0.00% | +146 | 新進 |
| Tucker Asset Management LLC | 100 | $2,066 | 0.00% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 94 | $2,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 96 | $2,000 | 0.00% | +25+35.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 45 | $1,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 39 | $1,000 | 0.00% | −12−23.5% | 減碼 |
| Rise Advisors, LLC | 41 | $1,000 | 0.00% | +1+2.5% | 加碼 |
| Raffa Wealth Management, LLC | 44 | $802 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 16 | $0 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 21 | $0 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 46 | $0 | 0.00% | +1+2.2% | 加碼 |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Wolff Wiese Magana LLC | 10 | $0 | 0.00% | +10 | 新進 |
| SJS Investment Consulting Inc. | 27 | $0 | 0.00% | +27 | 新進 |
| Sofos Investments, Inc. | 324 | – | – | −54−14.3% | 減碼 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −226,661−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −173,685−100.0% | 清倉 |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −159,208−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −109,191−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −92,752−100.0% | 清倉 |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −72,000−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −65,726−100.0% | 清倉 |
| Citizens Business Bank | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −31,394−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −21,715−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −20,850−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −16,490−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,781−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −15,426−100.0% | 清倉 |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Balentine LLC | 0 | $0 | 0.00% | −13,200−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −13,095−100.0% | 清倉 |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −11,959−100.0% | 清倉 |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −11,939−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,578−100.0% | 清倉 |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −9,940−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,734−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −8,306−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −7,450−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −6,705−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −6,283−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −5,100−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −4,359−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −4,060−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,167−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,958−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,349−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Retirement Group, LLC | 0 | $0 | 0.00% | −928−100.0% | 清倉 |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −430−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −318−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −284−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| B. Riley Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| Icon Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| Corbenic Partners LLC | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
| Lake Point Wealth Management | – | – | – | – | 本季未申報 |
