| Concord Wealth Partners | 315 | $1.80 萬 | 0.00% | −41−11.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 318 | $1.80 萬 | 0.00% | +1+0.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 301 | $1.70 萬 | 0.00% | −56−15.7% | 減碼 |
| McClarren Financial Advisors, Inc. | 295 | $1.60 萬 | 0.01% | −1−0.3% | 減碼 |
| Smithfield Trust Co | 256 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 257 | $1.50 萬 | 0.00% | +257 | 新進 |
| Money Concepts Capital Corp | 244 | $1.40 萬 | 0.00% | +244 | 新進 |
| Gemmer Asset Management LLC | 229 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 213 | $1.20 萬 | 0.00% | +127+147.7% | 加碼 |
| TCI Wealth Advisors, Inc. | 202 | $1.10 萬 | 0.00% | −79−28.1% | 減碼 |
| Endurance Wealth Management, Inc. | 180 | $1.00 萬 | 0.00% | +1+0.6% | 加碼 |
| Rocky Mountain Advisers, LLC | 166 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| American State Bank (Iowa) | 173 | $9,904 | 0.01% | 00.0% | 不變 |
| Quent Capital, LLC | 156 | $9,000 | 0.00% | −119−43.3% | 減碼 |
| Washington Trust Advisors, Inc. | 158 | $9,000 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 146 | $8,000 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 131 | $8,000 | 0.00% | −2−1.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 125 | $7,000 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 104 | $6,000 | 0.00% | −4,415−97.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 108 | $6,000 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 110 | $6,000 | 0.00% | −7−6.0% | 減碼 |
| O'Dell Group, LLC | 111 | $6,000 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| First Bank & Trust | 103 | $6,000 | 0.00% | +103 | 新進 |
| Covestor Ltd | 62 | $4,000 | 0.00% | −5−7.5% | 減碼 |
| Harbor Investment Advisory, LLC | 66 | $4,000 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 65 | $4,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 60 | $3,000 | 0.00% | −14−18.9% | 減碼 |
| Assetmark, Inc | 57 | $3,000 | 0.00% | +28+96.6% | 加碼 |
| Fieldpoint Private Securities, LLC | 45 | $3,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 44 | $3,000 | 0.00% | +44 | 新進 |
| Sageworth Trust Co of South Dakota | 37 | $2,000 | 0.00% | −180−82.9% | 減碼 |
| Fifth Third Bancorp | 34 | $2,000 | 0.00% | −153−81.8% | 減碼 |
| State of Wyoming | 42 | $2,000 | 0.00% | −8−16.0% | 減碼 |
| Clearstead Advisors, LLC | 41 | $2,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 29 | $2,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 31 | $2,000 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 42 | $2,000 | 0.00% | +9+27.3% | 加碼 |
| Kistler-Tiffany Companies, LLC | 38 | $2,000 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 36 | $2,000 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 33 | $2,000 | 0.00% | 00.0% | 不變 |
| Freedman Financial Associates, Inc. | 38 | $2,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 39 | $2,000 | 0.00% | +23+143.8% | 加碼 |
| First Horizon Advisors, Inc. | 24 | $1,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 12 | $1,000 | 0.00% | +2+20.0% | 加碼 |
| Washington Trust Co | 16 | $1,000 | 0.00% | +16 | 新進 |
| Global Retirement Partners, LLC | 18 | $1,000 | 0.00% | +18 | 新進 |
| Disciplined Investments, LLC | 11 | $1,000 | 0.00% | +11 | 新進 |
| Cordant, Inc. | 22 | $1,000 | 0.00% | +22 | 新進 |
| Steward Financial Group LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | 新進 |
| Allworth Financial LP | 6 | $0 | 0.00% | +6 | 新進 |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | 新進 |
| Kirr Marbach & Co LLC | 0 | $0 | 0.00% | −102,445−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −61,646−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −48,504−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −42,100−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −21,181−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,100−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −13,497−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −12,968−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −9,095−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −8,047−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −7,895−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,579−100.0% | 清倉 |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −7,063−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −4,530−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,075−100.0% | 清倉 |
| Ahl Investment Management, Inc. | 0 | $0 | 0.00% | −2,156−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −649−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −627−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −274−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −242−100.0% | 清倉 |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −233−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −224−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
