| Assetmark, Inc | 8,013 | $3.60 萬 | 0.00% | −18,365−69.6% | 減碼 |
| Hexagon Capital Partners LLC | 7,535 | $3.40 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 7,495 | $3.40 萬 | 0.00% | +636+9.3% | 加碼 |
| Washington Trust Advisors, Inc. | 5,998 | $2.70 萬 | 0.00% | −377−5.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,997 | $2.30 萬 | 0.00% | −500−9.1% | 減碼 |
| Rockefeller Capital Management L.P. | 5,203 | $2.10 萬 | 0.00% | +1,436+38.1% | 加碼 |
| Private Capital Group, LLC | 4,210 | $1.90 萬 | 0.01% | −8,311−66.4% | 減碼 |
| Proequities, Inc. | 4,061 | $1.80 萬 | 0.00% | −342−7.8% | 減碼 |
| Pinnacle Bancorp, Inc. | 3,965 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,964 | $1.80 萬 | 0.00% | +260+7.0% | 加碼 |
| Bessemer Group Inc | 3,756 | $1.70 萬 | 0.00% | −1,330−26.2% | 減碼 |
| Glassman Wealth Services | 3,724 | $1.70 萬 | 0.00% | −340−8.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,119 | $1.40 萬 | 0.00% | +2,573+471.2% | 加碼 |
| Allworth Financial LP | 3,057 | $1.40 萬 | 0.00% | +3,057 | 新進 |
| Storebrand Asset Management AS | 3,017 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,802 | $1.30 萬 | 0.00% | −22,219−88.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,833 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 2,926 | $1.30 萬 | 0.03% | +1,705+139.6% | 加碼 |
| American Portfolios Advisors | 2,662 | $1.20 萬 | 0.00% | −3,974−59.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,641 | $1.20 萬 | 0.00% | −261−9.0% | 減碼 |
| Arlington Partners LLC | 2,609 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Standard Family Office LLC | 2,552 | $1.20 萬 | 0.12% | +2,552 | 新進 |
| Pin Oak Investment Advisors Inc | 2,339 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,450 | $1.10 萬 | 0.00% | +710+40.8% | 加碼 |
| Wolff Wiese Magana LLC | 2,303 | $1.00 萬 | 0.01% | −117−4.8% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,347 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,858 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 1,930 | $9,000 | 0.00% | −672−25.8% | 減碼 |
| Zions Bancorporation, N.A. | 1,990 | $9,000 | 0.00% | −211−9.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 2,059 | $9,000 | 0.00% | +163+8.6% | 加碼 |
| Macquarie Group Ltd | 1,884 | $9,000 | 0.00% | +209+12.5% | 加碼 |
| Evoke Wealth, LLC | 1,800 | $8,000 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,600 | $7,232 | 0.00% | −36,505−95.8% | 減碼 |
| CWM, LLC | 1,556 | $7,000 | 0.00% | −3,590−69.8% | 減碼 |
| Private Trust Co NA | 1,476 | $7,000 | 0.00% | +1,476 | 新進 |
| Oakworth Capital, Inc. | 1,481 | $7,000 | 0.00% | +1,481 | 新進 |
| O'Dell Group, LLC | 1,200 | $5,000 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 976 | $4,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 776 | $4,000 | 0.00% | +776 | 新進 |
| Venture Visionary Partners LLC | 819 | $3,701 | 0.00% | +819 | 新進 |
| Ronald Blue Trust, Inc. | 616 | $3,000 | 0.00% | +616 | 新進 |
| Federation des caisses Desjardins du Quebec | 549 | $2,481 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 409 | $2,000 | 0.00% | −1,439−77.9% | 減碼 |
| AdvisorNet Financial, Inc | 387 | $2,000 | 0.00% | −588−60.3% | 減碼 |
| TCTC Holdings, LLC | 477 | $2,000 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 480 | $2,000 | 0.00% | +45+10.3% | 加碼 |
| JNBA Financial Advisors | 344 | $2,000 | 0.00% | +344 | 新進 |
| Trustcore Financial Services, LLC | 533 | $2,000 | 0.00% | +533 | 新進 |
| Aquatic Capital Management LLC | 400 | $2,000 | 0.00% | +400 | 新進 |
| Front Row Advisors LLC | 171 | $1,000 | 0.00% | −752−81.5% | 減碼 |
| Spire Wealth Management | 300 | $1,000 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 133 | $1,000 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 118 | $1,000 | 0.00% | −118−50.0% | 減碼 |
| Investors Research Corp | 249 | $1,000 | 0.00% | 00.0% | 不變 |
| Cribstone Capital Management, LLC | 245 | $1,000 | 0.00% | +245 | 新進 |
| Steward Financial Group LLC | 281 | $1,000 | 0.00% | +281 | 新進 |
| Anchor Investment Management, LLC | 211 | $954 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 208 | $940 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 149 | $673 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 96 | $0 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 84 | $0 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 87 | $0 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 1,112 | $0 | 0.00% | +1,112 | 新進 |
| Bell Investment Advisors, Inc | 97 | $0 | 0.00% | +97 | 新進 |
| HighTower Trust Services, LTA | 8,864 | – | – | +8,864 | 新進 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,034,109−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −176,000−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −168,935−100.0% | 清倉 |
| GQG Partners LLC | 0 | $0 | 0.00% | −125,060−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −57,916−100.0% | 清倉 |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −55,466−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −40,310−100.0% | 清倉 |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −35,491−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −21,025−100.0% | 清倉 |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −14,895−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −14,725−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −13,582−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,070−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,837−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −11,668−100.0% | 清倉 |
| Wealth Management Partners, LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −10,082−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −8,064−100.0% | 清倉 |
| Cordasco Financial Network | 0 | $0 | 0.00% | −6,315−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −6,258−100.0% | 清倉 |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −4,951−100.0% | 清倉 |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −2,179−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,608−100.0% | 清倉 |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −1,528−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −637−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −690−100.0% | 清倉 |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −778−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −461−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −186−100.0% | 清倉 |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Americana Partners, LLC | 0 | $0 | 0.00% | −72,935−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −69,486−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Lesa Sroufe & Co | – | – | – | – | 本季未申報 |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | 本季未申報 |