| Eaton Vance Management | 3,152 | $7.40 萬 | 0.00% | −60−1.9% | 減碼 |
| Hudock, Inc. | 1,200 | $7.10 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 1,173 | $7.00 萬 | 0.00% | +238+25.5% | 加碼 |
| Financial Perspectives, Inc | 1,036 | $6.17 萬 | 0.03% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 856 | $5.10 萬 | 0.04% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 828 | $4.90 萬 | 0.01% | +222+36.6% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 832 | $4.90 萬 | 0.00% | +832 | 新進 |
| Consolidated Planning Corp | 606 | $3.60 萬 | 0.02% | +606 | 新進 |
| BerganKDV Wealth Management, LLC | 543 | $3.20 萬 | 0.00% | −999−64.8% | 減碼 |
| FourThought Financial, LLC | 494 | $2.90 萬 | 0.00% | −440−47.1% | 減碼 |
| American Portfolios Advisors | 441 | $2.62 萬 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 416 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 400 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Pacitti Group Inc. | 400 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 397 | $2.37 萬 | 0.00% | +397 | 新進 |
| Cohen & Steers, Inc. | 370 | $2.20 萬 | 0.00% | −140−27.5% | 減碼 |
| Private Capital Group, LLC | 363 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 333 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 326 | $1.94 萬 | 0.01% | −300−47.9% | 減碼 |
| Carroll Financial Associates, Inc. | 327 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 302 | $1.80 萬 | 0.00% | −31−9.3% | 減碼 |
| Hantz Financial Services, Inc. | 216 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 200 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 215 | $1.20 萬 | 0.00% | +1+0.5% | 加碼 |
| Zions Bancorporation, N.A. | 200 | $1.20 萬 | 0.00% | +200 | 新進 |
| Sandy Spring Bank | 156 | $9,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 150 | $9,000 | 0.00% | +15+11.1% | 加碼 |
| Sageworth Trust Co | 140 | $8,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 133 | $8,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 127 | $8,000 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 100 | $7,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 143 | $7,000 | 0.00% | +43+43.0% | 加碼 |
| Guidance Point Advisors, LLC | 126 | $7,000 | 0.00% | +126 | 新進 |
| Parallel Advisors, LLC | 97 | $6,000 | 0.00% | −132−57.6% | 減碼 |
| Manchester Capital Management LLC | 98 | $6,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 106 | $6,000 | 0.00% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 103 | $6,000 | 0.00% | +103 | 新進 |
| First Command Bank | 97 | $6,000 | 0.00% | +97 | 新進 |
| First Command Financial Services, Inc. | 97 | $6,000 | 0.00% | +97 | 新進 |
| Fifth Third Bancorp | 86 | $5,000 | 0.00% | −17−16.5% | 減碼 |
| Central Trust Co | 91 | $5,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 90 | $5,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 76 | $5,000 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 72 | $4,000 | 0.00% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 66 | $4,000 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 54 | $3,000 | 0.00% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 51 | $3,000 | 0.00% | +51 | 新進 |
| Bell Investment Advisors, Inc | 50 | $3,000 | 0.00% | +50 | 新進 |
| TD Private Client Wealth LLC | 36 | $2,143 | 0.00% | 00.0% | 不變 |
| Perkins Coie Trust Co | 38 | $2,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 39 | $2,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 32 | $2,000 | 0.00% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 35 | $2,000 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 26 | $2,000 | 0.00% | +1+4.0% | 加碼 |
| Glassman Wealth Services | 28 | $2,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 30 | $2,000 | 0.00% | +30 | 新進 |
| Red Tortoise LLC | 32 | $2,000 | 0.00% | +32 | 新進 |
| Bartlett & Co. Wealth Management LLC | 30 | $1,786 | 0.00% | +30 | 新進 |
| Northwestern Mutual Wealth Management Co | 16 | $1,000 | 0.00% | −92−85.2% | 減碼 |
| NEXT Financial Group, Inc | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 19 | $1,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 16 | $1,000 | 0.00% | 00.0% | 不變 |
| DB Wealth Management Group, LLC | 11 | $1,000 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 6 | $0 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 7 | $0 | 0.00% | +7 | 新進 |
| JJJ Advisors Inc. | 5 | $0 | 0.00% | +5 | 新進 |
| Meridian Wealth Partners, LLC | 7 | $0 | 0.00% | +7 | 新進 |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −33,882−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,264−100.0% | 清倉 |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −5,295−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,124−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,100−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,887−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,147−100.0% | 清倉 |
| Alerus Financial NA | 0 | $0 | 0.00% | −3,116−100.0% | 清倉 |
| Charter Research & Investment Group, Inc. | 0 | $0 | 0.00% | −3,003−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,880−100.0% | 清倉 |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Personal Wealth Partners | 0 | $0 | 0.00% | −266−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −151−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| QS Investors, LLC | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Elmwood Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| PNC Managed Account Solutions, Inc. | – | – | – | – | 本季未申報 |
