| Private Trust Co NA | 915 | $6.20 萬 | 0.01% | 00.0% | 不變 |
| Gables Capital Management Inc. | 900 | $6.10 萬 | 0.05% | −200−18.2% | 減碼 |
| Wipfli Financial Advisors LLC, | 898 | $6.10 萬 | 0.00% | +898 | 新進 |
| Archer Investment Corp | 900 | $6.08 萬 | 0.03% | 00.0% | 不變 |
| Meeder Asset Management Inc | 861 | $5.80 萬 | 0.00% | +385+80.9% | 加碼 |
| IFP Advisors, Inc | 809 | $5.70 萬 | 0.00% | +370+84.3% | 加碼 |
| Huntington National Bank | 709 | $4.80 萬 | 0.00% | +198+38.7% | 加碼 |
| CWM, LLC | 696 | $4.70 萬 | 0.00% | +187+36.7% | 加碼 |
| Twin Tree Management, LP | 683 | $4.60 萬 | 0.00% | +683 | 新進 |
| Newbridge Financial Services Group, Inc. | 619 | $4.20 萬 | 0.02% | 00.0% | 不變 |
| New Century Advisors, LLC | 564 | $3.80 萬 | 0.05% | −12−2.1% | 減碼 |
| Neo Ivy Capital Management | 515 | $3.50 萬 | 0.09% | +515 | 新進 |
| North Star Investment Management Corp. | 500 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 487 | $3.30 萬 | 0.02% | +54+12.5% | 加碼 |
| USA Financial Portformulas Corp | 452 | $3.10 萬 | 0.05% | +452 | 新進 |
| Capital Analysts, LLC | 450 | $3.00 萬 | 0.00% | +236+110.3% | 加碼 |
| Versant Capital Management, Inc | 425 | $2.90 萬 | 0.01% | +212+99.5% | 加碼 |
| Covestor Ltd | 907 | $2.80 萬 | 0.02% | +907 | 新進 |
| Sound Income Strategies, LLC | 405 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 400 | $2.70 萬 | 0.00% | +124+44.9% | 加碼 |
| Ronald Blue Trust, Inc. | 308 | $2.20 萬 | 0.00% | +8+2.7% | 加碼 |
| Parallel Advisors, LLC | 312 | $2.10 萬 | 0.00% | −15−4.6% | 減碼 |
| Ci Investments Inc. | 304 | $2.10 萬 | 0.00% | −14−4.4% | 減碼 |
| First Manhattan Co | 300 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 251 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 246 | $1.70 萬 | 0.00% | +246 | 新進 |
| Steward Partners Investment Advisory, LLC | 236 | $1.60 萬 | 0.00% | −50−17.5% | 減碼 |
| Whittier Trust Co | 227 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 213 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 210 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 206 | $1.40 萬 | 0.00% | +40+24.1% | 加碼 |
| Lee Financial Co | 200 | $1.40 萬 | 0.00% | +80+66.7% | 加碼 |
| Stephens Consulting, LLC | 200 | $1.35 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 196 | $1.30 萬 | 0.00% | +9+4.8% | 加碼 |
| Caldwell Trust Co | 150 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 150 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 154 | $1.00 萬 | 0.00% | +154 | 新進 |
| Plante Moran Financial Advisors, LLC | 100 | $7,000 | 0.00% | −13−11.5% | 減碼 |
| Lindbrook Capital, LLC | 102 | $7,000 | 0.00% | +14+15.9% | 加碼 |
| Global Retirement Partners, LLC | 108 | $7,000 | 0.00% | +44+68.8% | 加碼 |
| Howe & Rusling Inc | 92 | $6,000 | 0.00% | +36+64.3% | 加碼 |
| Front Row Advisors LLC | 78 | $5,000 | 0.00% | +24+44.4% | 加碼 |
| Pinnacle Financial Partners Inc | 80 | $5,000 | 0.00% | +80 | 新進 |
| Farmers & Merchants Investments Inc | 53 | $4,000 | 0.00% | −124−70.1% | 減碼 |
| Bell Investment Advisors, Inc | 65 | $4,000 | 0.00% | +7+12.1% | 加碼 |
| Ellevest, Inc. | 48 | $3,000 | 0.00% | −9−15.8% | 減碼 |
| Institutional & Family Asset Management, LLC | 47 | $3,000 | 0.00% | 00.0% | 不變 |
| American National Bank | 33 | $2,000 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 25 | $1,690 | 0.00% | −22−46.8% | 減碼 |
| Cetera Advisors LLC | 8,674 | $1,000 | 0.00% | +4,513+108.5% | 加碼 |
| RWM Asset Management, LLC | 21 | $1,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Covington Capital Management | 9 | $1,000 | 0.00% | +9 | 新進 |
| Stonebridge Capital Advisors LLC | 11 | $1,000 | 0.00% | +11 | 新進 |
| Glassman Wealth Services | 4 | $0 | 0.00% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 5 | $0 | 0.00% | +5 | 新進 |
| Northwestern Mutual Wealth Management Co | 6 | $0 | 0.00% | +6 | 新進 |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Sofos Investments, Inc. | 1,224 | – | – | +1,224 | 新進 |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −184,818−100.0% | 清倉 |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −170,000−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −148,107−100.0% | 清倉 |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −74,700−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −64,444−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −59,594−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −32,689−100.0% | 清倉 |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −23,013−100.0% | 清倉 |
| Citizens Business Bank | 0 | $0 | 0.00% | −22,900−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −16,700−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,456−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,518−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,330−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −9,984−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −7,588−100.0% | 清倉 |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −6,129−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −4,901−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,842−100.0% | 清倉 |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −3,474−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,593−100.0% | 清倉 |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −3,223−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,232−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −2,923−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −2,902−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,883−100.0% | 清倉 |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −2,778−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −572−100.0% | 清倉 |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −238−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Albion Financial Group | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Advisor Partners LLC | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |