| Profund Advisors LLC | 12,106 | $2.90 萬 | 0.00% | +1,246+11.5% | 加碼 |
| Sovereign Financial Group, Inc. | 11,600 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 11,500 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Columbia Advisory Partners LLC | 11,500 | $2.70 萬 | 0.03% | +11,500 | 新進 |
| AE Wealth Management LLC | 11,032 | $2.60 萬 | 0.00% | +11,032 | 新進 |
| We Are One Seven, LLC | 11,045 | $2.60 萬 | 0.00% | +11,045 | 新進 |
| Byrne Asset Management LLC | 10,450 | $2.50 萬 | 0.02% | +10,450 | 新進 |
| Gofen & Glossberg LLC | 10,000 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 10,204 | $2.40 萬 | 0.00% | +40.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,851 | $2.40 萬 | 0.00% | +3,200+48.1% | 加碼 |
| Atom Investors LP | 10,015 | $2.40 萬 | 0.01% | +10,015 | 新進 |
| Jump Financial, LLC | 10,196 | $2.40 萬 | 0.00% | +10,196 | 新進 |
| Rockefeller Capital Management L.P. | 7,334 | $1.70 萬 | 0.00% | −400−5.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 6,650 | $1.60 萬 | 0.00% | −1,341−16.8% | 減碼 |
| Sandy Spring Bank | 6,021 | $1.40 萬 | 0.00% | +955+18.9% | 加碼 |
| CWM, LLC | 5,580 | $1.30 萬 | 0.00% | +118+2.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 5,250 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 5,500 | $1.30 萬 | 0.00% | +2,500+83.3% | 加碼 |
| Signaturefd, LLC | 5,091 | $1.20 萬 | 0.00% | +1,810+55.2% | 加碼 |
| Bangor Savings Bank | 3,525 | $8,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 3,100 | $7,409 | 0.00% | −4,100−56.9% | 減碼 |
| Column Capital Advisors, LLC | 3,000 | $7,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 3,000 | $7,000 | 0.00% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 3,029 | $7,000 | 0.00% | +3,029 | 新進 |
| Whittier Trust Co | 2,723 | $6,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,500 | $6,000 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,500 | $6,000 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 2,000 | $5,000 | 0.00% | −4,300−68.3% | 減碼 |
| Valley National Advisers Inc | 1,886 | $5,000 | 0.00% | +1,886 | 新進 |
| Parallel Advisors, LLC | 1,222 | $3,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,000 | $3,000 | 0.00% | +1,000 | 新進 |
| Geneos Wealth Management Inc. | 1,000 | $2,000 | 0.00% | −8,411−89.4% | 減碼 |
| Financial Management Professionals, Inc. | 900 | $2,000 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 980 | $2,000 | 0.00% | 00.0% | 不變 |
| American National Bank | 952 | $2,000 | 0.00% | +395+70.9% | 加碼 |
| Sargent Bickham Lagudis LLC | 990 | $2,000 | 0.00% | +990 | 新進 |
| Evoke Wealth, LLC | 851 | $2,000 | 0.00% | +851 | 新進 |
| TD Waterhouse Canada Inc. | 425 | $1,507 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 295 | $1,000 | 0.00% | −233−44.1% | 減碼 |
| Central Trust Co | 400 | $1,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 245 | $1,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 295 | $1,000 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 400 | $1,000 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 400 | $1,000 | 0.00% | +400 | 新進 |
| Lindbrook Capital, LLC | 232 | $1,000 | 0.00% | +232 | 新進 |
| Kelly Financial Services LLC | 300 | $717 | 0.00% | 00.0% | 不變 |
| Studio Investment Management LLC | 236 | $564 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 200 | $0 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 200 | $0 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 143 | $0 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 136 | $0 | 0.00% | +28+25.9% | 加碼 |
| Capital Advisors, Ltd. LLC | 44 | $0 | 0.00% | +44 | 新進 |
| Horan Securities, Inc. | 127 | $0 | 0.00% | +127 | 新進 |
| Covestor Ltd | 42 | $0 | 0.00% | +42 | 新進 |
| IFP Advisors, Inc | 17,000 | – | – | −1,800−9.6% | 減碼 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,250,588−100.0% | 清倉 |
| Yost Capital Management, LP | 0 | $0 | 0.00% | −1,062,400−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,003,824−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −950,000−100.0% | 清倉 |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −865,000−100.0% | 清倉 |
| Covalis Capital LLP | 0 | $0 | 0.00% | −721,483−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −668,096−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −554,401−100.0% | 清倉 |
| Hartree Partners, LP | 0 | $0 | 0.00% | −500,000−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −479,151−100.0% | 清倉 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −247,218−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −228,671−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −169,843−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −140,226−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −92,348−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −76,350−100.0% | 清倉 |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −53,187−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −40,440−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −40,349−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −34,654−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −34,243−100.0% | 清倉 |
| Crown Wealth Group, LLC | 0 | $0 | 0.00% | −25,400−100.0% | 清倉 |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −19,900−100.0% | 清倉 |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Teramo Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −12,280−100.0% | 清倉 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,959−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1,367−100.0% | 清倉 |
| ACG Wealth | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −675−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −183−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| B. Riley Wealth Management, Inc. | – | – | – | – | 本季未申報 |