| Bartlett & Co. Wealth Management LLC | 500 | $3,760 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Advisors LLC | 400 | $3,008 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 499 | $3,000 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 387 | $3,000 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 457 | $3,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 452 | $3,000 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 418 | $3,000 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 413 | $3,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 375 | $3,000 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 425 | $3,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 400 | $3,000 | 0.00% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 400 | $3,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 205 | $2,000 | 0.00% | −1,103−84.3% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 268 | $2,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 272 | $2,000 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 262 | $2,000 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 240 | $2,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 210 | $2,000 | 0.00% | −56−21.1% | 減碼 |
| Front Row Advisors LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 250 | $2,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| ACG Wealth | 260 | $2,000 | 0.00% | +260 | 新進 |
| Quintet Private Bank (Europe) S.A. | 201 | $1,500 | 0.00% | +201 | 新進 |
| Kelly Financial Services LLC | 140 | $1,053 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 170 | $1,000 | 0.00% | −803−82.5% | 減碼 |
| Webster Bank, N. A. | 175 | $1,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 100 | $1,000 | 0.00% | −95−48.7% | 減碼 |
| Capital Analysts, LLC | 196 | $1,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 143 | $1,000 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 93 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 194 | $1,000 | 0.00% | +108+125.6% | 加碼 |
| Iron Horse Wealth Management, LLC | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 118 | $1,000 | 0.00% | 00.0% | 不變 |
| Corsicana & Co. | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 149 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 185 | $1,000 | 0.00% | +185 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 122 | $1,000 | 0.00% | +122 | 新進 |
| New Millennium Group LLC | 85 | $1,000 | 0.00% | +85 | 新進 |
| Tucker Asset Management LLC | 100 | $752 | 0.00% | −900−90.0% | 減碼 |
| TD Private Client Wealth LLC | 38 | $286 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 54 | $0 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 55 | $0 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 66 | $0 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 44 | $0 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Norwood Financial Corp | 50 | $0 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 36 | $0 | 0.00% | +36 | 新進 |
| Westside Investment Management, Inc. | 7,020 | – | – | 00.0% | 不變 |
| IFP Advisors, Inc | 1,209 | – | – | −997−45.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −145,411−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −30,379−100.0% | 清倉 |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −26,500−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −23,643−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −18,576−100.0% | 清倉 |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −18,328−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −17,996−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −15,965−100.0% | 清倉 |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −15,611−100.0% | 清倉 |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −13,262−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −12,690−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −9,412−100.0% | 清倉 |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −5,900−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,934−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −3,571−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,620−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −2,578−100.0% | 清倉 |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −2,396−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −925−100.0% | 清倉 |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −880−100.0% | 清倉 |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −437−100.0% | 清倉 |
| Brewin Dolphin Wealth Management Ltd | 0 | $0 | 0.00% | −390−100.0% | 清倉 |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −199−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Enterprise Trust & Investment Co | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Exane Derivatives | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −5,662−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| PGGM Investments | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | 本季未申報 |
| SJS Investment Consulting Inc. | – | – | – | – | 本季未申報 |
