| BDO Wealth Advisors, LLC | 293 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 279 | $1.40 萬 | 0.01% | +4+1.5% | 加碼 |
| Ironwood Financial, llc | 284 | $1.40 萬 | 0.00% | +114+67.1% | 加碼 |
| Allworth Financial LP | 258 | $1.30 萬 | 0.00% | +58+29.0% | 加碼 |
| Hexavest Inc. | 237 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| First Personal Financial Services | 250 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 253 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Savior LLC | 237 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 249 | $1.20 萬 | 0.00% | +249 | 新進 |
| Truvestments Capital LLC | 220 | $1.10 萬 | 0.01% | −1,085−83.1% | 減碼 |
| Concord Wealth Partners | 230 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Independence Bank of Kentucky | 230 | $1.10 萬 | 0.00% | +230 | 新進 |
| Capital Advisors, Ltd. LLC | 203 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 194 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 200 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Avion Wealth | 200 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 154 | $8,000 | 0.00% | −29−15.8% | 減碼 |
| Montag A & Associates Inc | 159 | $8,000 | 0.00% | 00.0% | 不變 |
| American State Bank (Iowa) | 157 | $7,743 | 0.01% | 00.0% | 不變 |
| Country Trust Bank | 150 | $7,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 136 | $7,000 | 0.00% | 00.0% | 不變 |
| Firestone Capital Management | 126 | $6,000 | 0.00% | 00.0% | 不變 |
| Lenox Wealth Advisors, LLC | 130 | $6,000 | 0.00% | +130 | 新進 |
| Arkadios Wealth Advisors | 102 | $5,000 | 0.00% | −271−72.7% | 減碼 |
| Charter Oak Capital Management, LLC | 100 | $5,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 107 | $5,000 | 0.00% | +8+8.1% | 加碼 |
| Front Row Advisors LLC | 80 | $4,000 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 72 | $3,551 | 0.00% | +72 | 新進 |
| Atlas Capital Advisors LLC | 68 | $3,353 | 0.00% | +68 | 新進 |
| Bartlett & Co. Wealth Management LLC | 67 | $3,351 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 67 | $3,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 62 | $3,000 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 57 | $3,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 61 | $3,000 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 70 | $3,000 | 0.00% | +70 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 43 | $2,000 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 41 | $2,000 | 0.00% | +14+51.9% | 加碼 |
| Creative Financial Designs Inc | 42 | $2,000 | 0.00% | +42 | 新進 |
| Manchester Capital Management LLC | 44 | $2,000 | 0.00% | +44 | 新進 |
| Sound Income Strategies, LLC | 12 | $1,000 | 0.00% | −391−97.0% | 減碼 |
| Rockbridge Investment Management, LCC | 20 | $1,000 | 0.00% | −100−83.3% | 減碼 |
| Earnest Partners LLC | 17 | $1,000 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 27 | $1,000 | 0.00% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 40 | $1,000 | 0.00% | +40 | 新進 |
| Kelly Financial Services LLC | 6,905 | $140 | 0.01% | +6,765+4,832.1% | 加碼 |
| Omers Administration Corp | 0 | $0 | 0.00% | −1,839,661−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −1,742,000−100.0% | 清倉 |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −349,004−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −153,539−100.0% | 清倉 |
| LSV Asset Management | 0 | $0 | 0.00% | −64,264−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,742−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −38,492−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −24,407−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −21,966−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −19,610−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,353−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −16,138−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −15,538−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,926−100.0% | 清倉 |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −13,327−100.0% | 清倉 |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −8,731−100.0% | 清倉 |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −7,625−100.0% | 清倉 |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −5,511−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,365−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −5,156−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −4,776−100.0% | 清倉 |
| Opus Capital Group, LLC | 0 | $0 | 0.00% | −4,646−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,153−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −38,846−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,713−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −1,076−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −1,038−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −684−100.0% | 清倉 |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −660−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −539−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −479−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −414−100.0% | 清倉 |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −390−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| Hoover Financial Advisors, Inc. | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Schafer Cullen Capital Management Inc | – | – | – | – | 本季未申報 |
| Camden National Bank | – | – | – | – | 本季未申報 |
| Diamant Asset Management, Inc. | – | – | – | – | 本季未申報 |
| Shorepoint Capital Partners LLC | – | – | – | – | 本季未申報 |
| Money Concepts Capital Corp | – | – | – | – | 本季未申報 |
| Elevated Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Rikoon Group, LLC | – | – | – | – | 本季未申報 |
| Bokf, NA | – | – | – | – | 本季未申報 |
| Tompkins Financial Corp | – | – | – | – | 本季未申報 |