| Moloney Securities Asset Management, LLC | 10,637 | $15.8 萬 | 0.03% | −5,340−33.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 10,601 | $15.7 萬 | 0.00% | +10,601 | 新進 |
| Montag A & Associates Inc | 9,904 | $14.7 萬 | 0.01% | −9,000−47.6% | 減碼 |
| TD Ameritrade Investment Management, LLC | 16,474 | $13.5 萬 | 0.00% | +16,474 | 新進 |
| Barrow Hanley Mewhinney & Strauss LLC | 8,796 | $13.1 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 8,700 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 7,364 | $10.9 萬 | 0.00% | +2,199+42.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,717 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 6,380 | $9.50 萬 | 0.00% | +1,000+18.6% | 加碼 |
| Macquarie Group Ltd | 6,255 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 6,000 | $8.90 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 5,584 | $8.20 萬 | 0.01% | −7,079−55.9% | 減碼 |
| IFP Advisors, Inc | 5,106 | $7.60 萬 | 0.00% | −2,501−32.9% | 減碼 |
| US Bancorp | 4,000 | $5.90 萬 | 0.00% | −2,489−38.4% | 減碼 |
| Walleye Trading LLC | 3,972 | $5.90 萬 | 0.00% | −336−7.8% | 減碼 |
| Farmers & Merchants Investments Inc | 4,000 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 3,735 | $5.50 萬 | 0.01% | +2,224+147.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,526 | $5.20 萬 | 0.00% | −9,569−73.1% | 減碼 |
| Carroll Financial Associates, Inc. | 3,000 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,800 | $4.16 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 2,754 | $4.10 萬 | 0.01% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 2,432 | $3.60 萬 | 0.01% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 2,453 | $3.60 萬 | 0.01% | +2,453 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 2,177 | $3.20 萬 | 0.00% | +2,177 | 新進 |
| AdvisorNet Financial, Inc | 2,005 | $3.00 萬 | 0.00% | +18+0.9% | 加碼 |
| Front Row Advisors LLC | 2,000 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 1,700 | $2.50 萬 | 0.00% | −283−14.3% | 減碼 |
| Global Retirement Partners, LLC | 1,500 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 1,385 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 1,400 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,338 | $2.00 萬 | 0.00% | +407+43.7% | 加碼 |
| Berman Capital Advisors, LLC | 1,334 | $1.90 萬 | 0.00% | +6+0.5% | 加碼 |
| Ellevest, Inc. | 1,251 | $1.90 萬 | 0.00% | +9+0.7% | 加碼 |
| Jacobi Capital Management LLC | 1,119 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1,100 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 1,000 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Lake Point Wealth Management | 1,000 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 1,000 | $1.50 萬 | 0.01% | +1,000 | 新進 |
| Rockefeller Capital Management L.P. | 1,001 | $1.40 萬 | 0.00% | +1,001 | 新進 |
| Brewin Dolphin Ltd | 660 | $9,801 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 600 | $9,000 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 511 | $8,000 | 0.00% | −409−44.5% | 減碼 |
| Bell Investment Advisors, Inc | 508 | $8,000 | 0.00% | +508 | 新進 |
| Peoples Financial Services Corp. | 500 | $7,000 | 0.00% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 478 | $7,000 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 489 | $7,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 416 | $6,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 319 | $5,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 321 | $5,000 | 0.00% | +7+2.2% | 加碼 |
| Atlas Private Wealth Advisors | 295 | $4,000 | 0.00% | −45,205−99.4% | 減碼 |
| Hudock, Inc. | 318 | $4,000 | 0.00% | +7+2.3% | 加碼 |
| Liberty Wealth Management LLC | 262 | $4,000 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 294 | $4,000 | 0.00% | +294 | 新進 |
| Meridian Wealth Partners, LLC | 300 | $4,000 | 0.00% | +300 | 新進 |
| Allworth Financial LP | 176 | $3,000 | 0.00% | +4+2.3% | 加碼 |
| JNBA Financial Advisors | 170 | $3,000 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 219 | $3,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 200 | $3,000 | 0.00% | +100+100.0% | 加碼 |
| Lee Financial Co | 211 | $3,000 | 0.00% | +211 | 新進 |
| PSI Advisors, LLC | 200 | $3,000 | 0.00% | +200 | 新進 |
| Massmutual Trust Co FSB | 146 | $2,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 129 | $2,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 116 | $2,000 | 0.00% | +24+26.1% | 加碼 |
| Tortoise Investment Management, LLC | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 39 | $1,000 | 0.00% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 100 | $1,000 | 0.00% | +100 | 新進 |
| Assetmark, Inc | 7 | $0 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 28 | $0 | 0.00% | +2+7.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −89,420−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −65,229−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −56,142−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −29,150−100.0% | 清倉 |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −15,762−100.0% | 清倉 |
| SageGuard Financial Group, LLC | 0 | $0 | 0.00% | −12,788−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,160−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,423−100.0% | 清倉 |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −10,363−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −10,172−100.0% | 清倉 |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −3,040−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,964−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Legacy Wealth Partners, Inc. | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
