| Householder Group Estate & Retirement Specialist, LLC | 511 | $9,888 | 0.00% | +511 | 新進 |
| Delta Asset Management LLC | 500 | $9,675 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 500 | $9,675 | 0.00% | 00.0% | 不變 |
| WFA of San Diego, LLC | 500 | $9,675 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 500 | $9,675 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 468 | $9,055 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 452 | $9,000 | 0.00% | +36+8.7% | 加碼 |
| JJJ Advisors Inc. | 428 | $8,361 | 0.00% | +3+0.7% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 400 | $8,000 | 0.01% | 00.0% | 不變 |
| Knott David M Jr | 400 | $8,000 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 400 | $7,932 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 400 | $7,740 | 0.00% | −52−11.5% | 減碼 |
| Barrett & Company, Inc. | 375 | $7,256 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7,024 | 0.00% | +363 | 新進 |
| AlphaMark Advisors, LLC | 380 | $7,000 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 330 | $6,230 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 298 | $5,766 | 0.00% | 00.0% | 不變 |
| Tanglewood Legacy Advisors, LLC | 279 | $5,399 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 278 | $5,380 | 0.00% | +38+15.8% | 加碼 |
| Abound Wealth Management | 250 | $4,838 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 244 | $4,721 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 236 | $4,567 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 232 | $4,489 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 212 | $3,886 | 0.00% | +12+6.0% | 加碼 |
| North Star Investment Management Corp. | 200 | $3,870 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $3,870 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 186 | $3,600 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 185 | $3,580 | 0.00% | +135+270.0% | 加碼 |
| Lowe Wealth Advisors, LLC | 180 | $3,483 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 176 | $3,406 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 174 | $3,367 | 0.00% | +174 | 新進 |
| Activest Wealth Management | 161 | $3,120 | 0.00% | +161 | 新進 |
| Resources Management Corp | 175 | $3,000 | 0.00% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 156 | $2,976 | 0.00% | +156 | 新進 |
| Earnest Partners LLC | 142 | $2,748 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 125 | $2,419 | 0.00% | +10+8.7% | 加碼 |
| Caldwell Sutter Capital, Inc. | 122 | $2,361 | 0.00% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 100 | $1,935 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 100 | $1,935 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 67 | $1,296 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 61 | $1,180 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 27 | $1,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 37 | $1,000 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 50 | $968 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 50 | $968 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 45 | $892 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 44 | $851 | 0.00% | 00.0% | 不變 |
| Denali Advisors LLC | 32 | $619 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 25 | $484 | 0.00% | +25 | 新進 |
| Baystate Wealth Management LLC | 24 | $468 | 0.00% | +1+4.3% | 加碼 |
| Gradient Investments LLC | 20 | $387 | 0.00% | +20 | 新進 |
| Assetmark, Inc | 12 | $232 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 0 | $3 | 0.00% | −44−100.0% | 減碼 |
| Avion Wealth | 30 | $0 | 0.00% | 00.0% | 不變 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −200,994−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −179,027−100.0% | 清倉 |
| Bell Bank | 0 | $0 | 0.00% | −173,181−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −150,707−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −124,575−100.0% | 清倉 |
| HST Ventures, LLC | 0 | $0 | 0.00% | −80,595−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −72,300−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −65,807−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −40,724−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −36,625−100.0% | 清倉 |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −34,311−100.0% | 清倉 |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −32,054−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −29,789−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −28,591−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −26,862−100.0% | 清倉 |
| Barr E S & Co | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Triumph Capital Management | 0 | $0 | 0.00% | −15,372−100.0% | 清倉 |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −15,053−100.0% | 清倉 |
| CastleKnight Management LP | 0 | $0 | 0.00% | −14,100−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −12,770−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,951−100.0% | 清倉 |
| Sykon Capital LLC | 0 | $0 | 0.00% | −10,830−100.0% | 清倉 |
| Graypoint LLC | 0 | $0 | 0.00% | −10,475−100.0% | 清倉 |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −10,369−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,342−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −10,336−100.0% | 清倉 |
| Greytown Advisors Inc. | 0 | $0 | 0.00% | −10,028−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| 25 LLC | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| NFC Investments, LLC | – | – | – | – | 本季未申報 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| BFT Financial Group, LLC | – | – | – | – | 本季未申報 |
| Endurance Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
