| Pension & Wealth Management Advisors, Inc. | 1,898 | $2.95 萬 | 0.02% | +13+0.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,871 | $2.90 萬 | 0.00% | +1,039+124.9% | 加碼 |
| Umb Bank N A | 1,760 | $2.73 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,702 | $2.64 萬 | 0.00% | +1,141+203.4% | 加碼 |
| Allworth Financial LP | 1,693 | $2.63 萬 | 0.00% | +215+14.5% | 加碼 |
| IFP Advisors, Inc | 928 | $2.63 萬 | 0.00% | −284−23.4% | 減碼 |
| Webster Bank, N. A. | 1,502 | $2.33 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,243 | $1.93 萬 | 0.00% | 00.0% | 不變 |
| Goodman Advisory Group, LLC | 1,227 | $1.91 萬 | 0.01% | −632−34.0% | 減碼 |
| Eagle Bay Advisors LLC | 1,225 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,200 | $1.86 萬 | 0.00% | +1,200 | 新進 |
| Hexagon Capital Partners LLC | 1,106 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,000 | $1.55 萬 | 0.01% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,000 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 868 | $1.35 萬 | 0.00% | +481+124.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 820 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 767 | $1.19 萬 | 0.00% | −1,524−66.5% | 減碼 |
| Dividend Assets Capital, LLC | 1,000 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 570 | $8,852 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 531 | $8,000 | 0.00% | +7+1.3% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 439 | $7,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 416 | $6,460 | 0.00% | +416 | 新進 |
| TD Waterhouse Canada Inc. | 400 | $6,232 | 0.00% | +400 | 新進 |
| Wellington Shields Capital Management, LLC | 400 | $6,212 | 0.00% | −1,100−73.3% | 減碼 |
| AllSquare Wealth Management LLC | 400 | $6,212 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 400 | $6,000 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 380 | $5,901 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 367 | $5,700 | 0.00% | +296+416.9% | 加碼 |
| Antonetti Capital Management LLC | 360 | $5,591 | 0.01% | −1,515−80.8% | 減碼 |
| Global Retirement Partners, LLC | 339 | $5,456 | 0.00% | +8+2.4% | 加碼 |
| Private Trust Co NA | 350 | $5,436 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 317 | $4,923 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 300 | $4,659 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 269 | $4,178 | 0.00% | +136+102.3% | 加碼 |
| Piershale Financial Group, Inc. | 265 | $4,115 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 351 | $4,000 | 0.00% | +123+53.9% | 加碼 |
| M&R Capital Management Inc | 210 | $3,261 | 0.00% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 200 | $3,106 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 215 | $3,000 | 0.00% | +20+10.3% | 加碼 |
| Washington Trust Co | 170 | $2,640 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 153 | $2,376 | 0.00% | +36+30.8% | 加碼 |
| Red Tortoise LLC | 114 | $1,770 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 109 | $1,707 | 0.00% | +1+0.9% | 加碼 |
| McIlrath & Eck, LLC | 100 | $1,553 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 84 | $1,305 | 0.00% | +53+171.0% | 加碼 |
| Clearview Wealth Advisors LLC | 74 | $1,149 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 55 | $854 | 0.00% | +6+12.2% | 加碼 |
| Carolina Wealth Advisors, LLC | 50 | $777 | 0.00% | +50 | 新進 |
| Rosenberg Matthew Hamilton | 20 | $311 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 17 | $264 | 0.00% | −53−75.7% | 減碼 |
| Massmutual Trust Co FSB | 12 | $186 | 0.00% | −130−91.5% | 減碼 |
| Schubert & Co | 2 | $32 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 0 | $3 | 0.00% | 0 | 不變 |
| Capital Advisors, Ltd. LLC | 18 | $0 | 0.00% | +18 | 新進 |
| Steward Financial Group LLC | 57 | $0 | 0.00% | +57 | 新進 |
| Millennium Management LLC | 0 | $0 | 0.00% | −265,614−100.0% | 清倉 |
| Altrius Capital Management Inc | 0 | $0 | 0.00% | −258,222−100.0% | 清倉 |
| Triumph Capital Management | 0 | $0 | 0.00% | −99,752−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −86,859−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −76,683−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −68,184−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −65,619−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −54,468−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −38,294−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −30,337−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −26,755−100.0% | 清倉 |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −22,240−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,002−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,970−100.0% | 清倉 |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −16,478−100.0% | 清倉 |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −15,500−100.0% | 清倉 |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −15,463−100.0% | 清倉 |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −14,103−100.0% | 清倉 |
| WMS Partners, LLC | 0 | $0 | 0.00% | −11,602−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,888−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −10,606−100.0% | 清倉 |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −10,010−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −10,030−100.0% | 清倉 |
| Alterity Financial Group, LLC | 0 | $0 | 0.00% | −10,008−100.0% | 清倉 |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| WD Rutherford LLC | 0 | $0 | 0.00% | −8,310−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,100−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,338−100.0% | 清倉 |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,421−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,112−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −757−100.0% | 清倉 |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −742−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −90−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Capital Financial Services, LLC | – | – | – | – | 本季未申報 |
