| Private Capital Group, LLC | 9,888 | $6.50 萬 | 0.01% | +1,504+17.9% | 加碼 |
| Assetmark, Inc | 9,638 | $6.40 萬 | 0.00% | +435+4.7% | 加碼 |
| Truehand, Inc | 8,949 | $5.90 萬 | 0.03% | 00.0% | 不變 |
| Sageworth Trust Co | 8,618 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,568 | $5.70 萬 | 0.00% | +922+12.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 8,508 | $5.60 萬 | 0.01% | +8,508 | 新進 |
| Credit Agricole S A | 8,064 | $5.30 萬 | 0.00% | +8,064 | 新進 |
| JJJ Advisors Inc. | 7,672 | $5.10 萬 | 0.02% | +1,842+31.6% | 加碼 |
| Hexagon Capital Partners LLC | 7,535 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 7,239 | $4.80 萬 | 0.01% | −1,181−14.0% | 減碼 |
| American Portfolios Advisors | 7,135 | $4.70 萬 | 0.00% | +2,631+58.4% | 加碼 |
| Storebrand Asset Management AS | 6,535 | $4.31 萬 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 6,315 | $4.20 萬 | 0.03% | +1,615+34.4% | 加碼 |
| Rockefeller Capital Management L.P. | 5,350 | $3.40 萬 | 0.00% | +3,205+149.4% | 加碼 |
| Evolution Wealth Advisors, LLC | 4,282 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 4,323 | $2.80 萬 | 0.01% | +923+27.1% | 加碼 |
| TD Ameritrade Investment Management, LLC | 9,590 | $2.60 萬 | 0.00% | +5,092+113.2% | 加碼 |
| Pinnacle Bancorp, Inc. | 3,965 | $2.60 萬 | 0.01% | −435−9.9% | 減碼 |
| Proequities, Inc. | 3,718 | $2.50 萬 | 0.00% | −180−4.6% | 減碼 |
| Schroder Investment Management Group | 3,457 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 3,482 | $2.30 萬 | 0.01% | +577+19.9% | 加碼 |
| Evoke Wealth, LLC | 2,954 | $1.90 萬 | 0.00% | +1,154+64.1% | 加碼 |
| Glassman Wealth Services | 2,787 | $1.80 萬 | 0.00% | +368+15.2% | 加碼 |
| Jacobi Capital Management LLC | 2,543 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 2,333 | $1.50 萬 | 0.00% | −297−11.3% | 減碼 |
| Pin Oak Investment Advisors Inc | 2,339 | $1.50 萬 | 0.02% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 2,347 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 2,179 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 2,204 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,113 | $1.40 萬 | 0.00% | +89+4.4% | 加碼 |
| FourThought Financial, LLC | 1,848 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 1,675 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 1,578 | $1.00 萬 | 0.00% | +215+15.8% | 加碼 |
| Syverson Strege & Co | 1,560 | $1.00 萬 | 0.01% | +1,560 | 新進 |
| McIlrath & Eck, LLC | 1,282 | $8,000 | 0.00% | 00.0% | 不變 |
| O'Dell Group, LLC | 1,200 | $8,000 | 0.00% | +1,200 | 新進 |
| Meridian Wealth Partners, LLC | 1,097 | $7,000 | 0.00% | +1,097 | 新進 |
| Column Capital Advisors, LLC | 976 | $6,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 933 | $6,000 | 0.00% | +22+2.4% | 加碼 |
| Global Retirement Partners, LLC | 870 | $6,000 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 968 | $6,000 | 0.00% | +968 | 新進 |
| HM Payson & Co | 808 | $5,000 | 0.00% | 00.0% | 不變 |
| Security National Trust Co | 853 | $5,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 778 | $5,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 699 | $5,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 691 | $5,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 800 | $5,000 | 0.00% | +800 | 新進 |
| Candriam Luxembourg S.C.A. | 602 | $4,000 | 0.00% | +295+96.1% | 加碼 |
| NEXT Financial Group, Inc | 664 | $4,000 | 0.00% | +336+102.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 549 | $3,618 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 498 | $3,282 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 477 | $3,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 461 | $3,000 | 0.00% | +32+7.5% | 加碼 |
| IFP Advisors, Inc | 299 | $3,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 492 | $3,000 | 0.00% | +492 | 新進 |
| Cahill Financial Advisors Inc | 452 | $3,000 | 0.00% | +452 | 新進 |
| McCarthy Grittinger Financial Group, LLC | 403 | $2,656 | 0.00% | +403 | 新進 |
| Johnson Financial Group, Inc. | 248 | $2,000 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 249 | $2,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 300 | $2,000 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 249 | $2,000 | 0.00% | +249 | 新進 |
| Sonora Investment Management, LLC | 369 | $2,000 | 0.00% | +369 | 新進 |
| Anchor Investment Management, LLC | 211 | $1,390 | 0.00% | 00.0% | 不變 |
| Eaton Vance Management | 50,260 | $1,000 | 0.00% | +15,928+46.4% | 加碼 |
| Deutsche Bank AG | 176 | $1,000 | 0.00% | −15,992−98.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 193 | $1,000 | 0.00% | −79−29.0% | 減碼 |
| Salem Investment Counselors Inc | 84 | $1,000 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 87 | $1,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 147 | $1,000 | 0.00% | +147 | 新進 |
| Raffa Wealth Management, LLC | 149 | $982 | 0.00% | 00.0% | 不變 |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −237,826−100.0% | 清倉 |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −201,391−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −114,479−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −101,794−100.0% | 清倉 |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −54,133−100.0% | 清倉 |
| Intercontinental Wealth Advisors, LLC | 0 | $0 | 0.00% | −24,726−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −20,285−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −17,417−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −15,087−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,214−100.0% | 清倉 |
| Park National Corp | 0 | $0 | 0.00% | −10,963−100.0% | 清倉 |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −10,909−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,097−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −5,161−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,325−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,125−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −1,114−100.0% | 清倉 |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −1,021−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −512−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −338−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |