| Paradigm Financial Partners, LLC | 4,300 | $21.6 萬 | 0.05% | 00.0% | 不變 |
| Umb Bank N A | 4,300 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 4,284 | $21.2 萬 | 0.02% | +4,284 | 新進 |
| TCTC Holdings, LLC | 4,245 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 4,195 | $20.8 萬 | 0.09% | −139−3.2% | 減碼 |
| CIBC Asset Management Inc | 4,192 | $20.8 萬 | 0.00% | +4,192 | 新進 |
| Summit X, LLC | 4,120 | $20.4 萬 | 0.05% | +4,120 | 新進 |
| CoreFirst Bank & Trust | 3,245 | $16.1 萬 | 0.11% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 3,177 | $15.8 萬 | 0.10% | +57+1.8% | 加碼 |
| SRS Capital Advisors, Inc. | 3,089 | $15.3 萬 | 0.02% | +54+1.8% | 加碼 |
| Howe & Rusling Inc | 3,000 | $14.9 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 3,000 | $14.9 萬 | 0.00% | +3,000 | 新進 |
| Proequities, Inc. | 2,560 | $12.7 萬 | 0.01% | +9+0.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 2,507 | $12.4 萬 | 0.06% | +2,507 | 新進 |
| Exane Derivatives | 2,290 | $11.4 萬 | 0.03% | +2,290 | 新進 |
| Huntington National Bank | 2,199 | $10.9 萬 | 0.00% | −14,340−86.7% | 減碼 |
| Optimum Investment Advisors | 2,200 | $10.9 萬 | 0.05% | −700−24.1% | 減碼 |
| Captrust Financial Advisors | 2,068 | $10.3 萬 | 0.00% | −16−0.8% | 減碼 |
| Advocacy Wealth Management Services, LLC | 2,000 | $9.90 萬 | 0.02% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,000 | $9.90 萬 | 0.01% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 1,927 | $9.60 萬 | 0.01% | −230−10.7% | 減碼 |
| Twin Lakes Capital Management, LLC | 1,856 | $9.20 萬 | 0.05% | +33+1.8% | 加碼 |
| North Star Investment Management Corp. | 1,771 | $8.80 萬 | 0.01% | +30+1.7% | 加碼 |
| Sittner & Nelson, LLC | 1,750 | $8.70 萬 | 0.06% | +1,750 | 新進 |
| IFP Advisors, Inc | 1,650 | $8.10 萬 | 0.00% | +242+17.2% | 加碼 |
| Caldwell Trust Co | 1,528 | $7.58 萬 | 0.01% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,500 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,470 | $7.30 萬 | 0.00% | −400−21.4% | 減碼 |
| Sawyer & Company, Inc | 1,410 | $7.00 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 1,400 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,200 | $5.90 萬 | 0.01% | +200+20.0% | 加碼 |
| Fifth Third Bancorp | 1,150 | $5.70 萬 | 0.00% | −150−11.5% | 減碼 |
| Cutler Group LP | 1,129 | $5.50 萬 | 0.00% | −2,230−66.4% | 減碼 |
| City Holding Co | 1,000 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| HM Payson & Co | 1,000 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,000 | $5.00 萬 | 0.01% | +1,000 | 新進 |
| Private Capital Group, LLC | 930 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 900 | $4.50 萬 | 0.00% | −750−45.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 850 | $4.20 萬 | 0.01% | +266+45.5% | 加碼 |
| Barclays PLC | 769 | $3.80 萬 | 0.00% | +769 | 新進 |
| Glen Eagle Advisors, LLC | 750 | $3.72 萬 | 0.01% | 00.0% | 不變 |
| Pacitti Group Inc. | 723 | $3.60 萬 | 0.02% | 00.0% | 不變 |
| Asset Dedication, LLC | 700 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 696 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 700 | $3.50 萬 | 0.02% | +700 | 新進 |
| Truvestments Capital LLC | 689 | $3.40 萬 | 0.02% | +12+1.8% | 加碼 |
| Smithfield Trust Co | 600 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 600 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 500 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 504 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 478 | $2.40 萬 | 0.00% | +9+1.9% | 加碼 |
| Peoples Financial Services Corp. | 400 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 400 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 394 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 400 | $2.00 萬 | 0.00% | +400 | 新進 |
| Koshinski Asset Management, Inc. | 377 | $1.87 萬 | 0.00% | +377 | 新進 |
| Princeton Global Asset Management LLC | 319 | $1.60 萬 | 0.00% | +6+1.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 310 | $1.54 萬 | 0.00% | −230−42.6% | 減碼 |
| Delta Asset Management LLC | 310 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Newton One Investments LLC | 306 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 240 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Vectors Research Management, LLC | 229 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 218 | $1.10 萬 | 0.00% | +218 | 新進 |
| Kozak & Associates, Inc. | 204 | $1.10 萬 | 0.01% | +204 | 新進 |
| Valley National Advisers Inc | 195 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Sterling Financial Planning, Inc. | 200 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Spectrum Management Group, LLC | 199 | $1.00 萬 | 0.00% | +199 | 新進 |
| Whittier Trust Co of Nevada Inc | 159 | $8,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 155 | $8,000 | 0.00% | +3+2.0% | 加碼 |
| Sound Income Strategies, LLC | 101 | $5,000 | 0.00% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 100 | $4,000 | 0.00% | +100 | 新進 |
| Cedar Mountain Advisors, LLC | 62 | $3,000 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 47 | $3,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 4 | $0 | 0.00% | +4 | 新進 |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −73,776−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −36,270−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −25,950−100.0% | 清倉 |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −24,668−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −20,530−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −14,399−100.0% | 清倉 |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −13,169−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −10,750−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,304−100.0% | 清倉 |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −6,795−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −6,156−100.0% | 清倉 |
| SageGuard Financial Group, LLC | 0 | $0 | 0.00% | −5,376−100.0% | 清倉 |
| Credit Suisse AG | 0 | $0 | 0.00% | −5,126−100.0% | 清倉 |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −4,916−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,416−100.0% | 清倉 |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −645−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −475−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| GoalVest Advisory LLC | – | – | – | – | 本季未申報 |
| Western Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
