| Fieldpoint Private Securities, LLC | 6,716 | $6.90 萬 | 0.02% | +1,126+20.1% | 加碼 |
| Huntington National Bank | 4,813 | $5.00 萬 | 0.00% | −7,906−62.2% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 4,636 | $4.80 萬 | 0.02% | +4,636 | 新進 |
| American Portfolios Advisors | 4,464 | $4.61 萬 | 0.00% | −466−9.5% | 減碼 |
| Private Capital Group, LLC | 4,408 | $4.60 萬 | 0.01% | +42+1.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,383 | $4.50 萬 | 0.01% | +781+21.7% | 加碼 |
| Parallel Advisors, LLC | 4,168 | $4.30 萬 | 0.00% | +1,373+49.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,067 | $4.20 萬 | 0.01% | +3,500+617.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 3,757 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 3,665 | $3.80 萬 | 0.00% | −106,187−96.7% | 減碼 |
| TD Ameritrade Investment Management, LLC | 7,479 | $3.70 萬 | 0.00% | +5,262+237.3% | 加碼 |
| Sonora Investment Management, LLC | 3,310 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 3,075 | $3.10 萬 | 0.00% | +294+10.6% | 加碼 |
| Advisors Asset Management, Inc. | 2,949 | $3.00 萬 | 0.00% | +2,949 | 新進 |
| Column Capital Advisors, LLC | 2,738 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,700 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 2,655 | $2.70 萬 | 0.00% | −17−0.6% | 減碼 |
| D'Orazio & Associates, Inc. | 2,632 | $2.70 萬 | 0.01% | +2,632 | 新進 |
| Sterling Financial Planning, Inc. | 2,397 | $2.50 萬 | 0.02% | −1,803−42.9% | 減碼 |
| Koshinski Asset Management, Inc. | 2,346 | $2.42 萬 | 0.00% | +2,346 | 新進 |
| Spire Wealth Management | 2,070 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 2,116 | $2.10 萬 | 0.00% | +2,116 | 新進 |
| Sargent Investment Group, LLC | 1,960 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 1,854 | $1.90 萬 | 0.00% | +568+44.2% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 1,788 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,677 | $1.70 萬 | 0.00% | +18+1.1% | 加碼 |
| Cahill Financial Advisors Inc | 1,542 | $1.60 萬 | 0.00% | +1,542 | 新進 |
| Glassman Wealth Services | 1,309 | $1.40 萬 | 0.00% | +362+38.2% | 加碼 |
| Liberty Wealth Management LLC | 1,410 | $1.40 萬 | 0.00% | +1,351+2,289.8% | 加碼 |
| Eagle Bay Advisors LLC | 1,340 | $1.40 萬 | 0.01% | +1,340 | 新進 |
| Kistler-Tiffany Companies, LLC | 1,272 | $1.30 萬 | 0.00% | +13+1.0% | 加碼 |
| Pacifica Partners Inc. | 1,300 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,163 | $1.20 萬 | 0.00% | −472−28.9% | 減碼 |
| Crewe Advisors LLC | 1,143 | $1.20 萬 | 0.00% | −200−14.9% | 減碼 |
| Carroll Financial Associates, Inc. | 1,259 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,097 | $1.10 萬 | 0.00% | +335+44.0% | 加碼 |
| First Horizon Advisors, Inc. | 1,030 | $1.10 萬 | 0.00% | +696+208.4% | 加碼 |
| Syverson Strege & Co | 1,106 | $1.10 萬 | 0.01% | +1,106 | 新進 |
| Enstar Group LTD | 1,000 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,000 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 963 | $1.00 萬 | 0.00% | +899+1,404.7% | 加碼 |
| Focused Wealth Management, Inc | 833 | $9,000 | 0.00% | 00.0% | 不變 |
| Schroder Investment Management Group | 3,285 | $8,000 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 725 | $7,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 714 | $7,000 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 700 | $7,000 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 659 | $7,000 | 0.00% | +659 | 新進 |
| Pinnacle Bancorp, Inc. | 534 | $6,000 | 0.00% | −110−17.1% | 減碼 |
| Meridian Wealth Partners, LLC | 575 | $6,000 | 0.00% | +575 | 新進 |
| Global Retirement Partners, LLC | 516 | $5,000 | 0.00% | +310+150.5% | 加碼 |
| Harbour Investments, Inc. | 385 | $4,000 | 0.00% | +132+52.2% | 加碼 |
| Bell Investment Advisors, Inc | 372 | $4,000 | 0.00% | +372 | 新進 |
| Endurance Wealth Management, Inc. | 322 | $3,000 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 300 | $3,000 | 0.00% | 00.0% | 不變 |
| McCarthy Grittinger Financial Group, LLC | 196 | $2,023 | 0.00% | +196 | 新進 |
| Financial Management Professionals, Inc. | 151 | $2,000 | 0.00% | −303−66.7% | 減碼 |
| Brown Brothers Harriman & Co | 215 | $2,000 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 168 | $2,000 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 203 | $2,000 | 0.00% | +2+1.0% | 加碼 |
| Crescent Capital Consulting, LLC | 152 | $2,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 123 | $1,269 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 134 | $1,000 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 110 | $1,000 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 27 | $0 | 0.00% | +1+3.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 17 | $0 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 44 | $0 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 32 | $0 | 0.00% | 00.0% | 不變 |
| Weather Gauge Advisory, LLC | 11,099 | – | – | +11,099 | 新進 |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −544,200−100.0% | 清倉 |
| Myriad Asset Management Ltd. | 0 | $0 | 0.00% | −196,300−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −150,251−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −71,192−100.0% | 清倉 |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −51,203−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −37,593−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −33,600−100.0% | 清倉 |
| Sanders Capital, LLC | 0 | $0 | 0.00% | −30,152−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −27,262−100.0% | 清倉 |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −27,199−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,600−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −14,248−100.0% | 清倉 |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −13,637−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −11,921−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,519−100.0% | 清倉 |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −3,696−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −578−100.0% | 清倉 |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −660−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −619−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −485−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −182−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| PNC Managed Account Solutions, Inc. | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
