| Better Money Decisions, LLC | 165 | $1.90 萬 | 0.02% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 160 | $1.80 萬 | 0.00% | +160 | 新進 |
| Zions Bancorporation, N.A. | 150 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Halpern Financial, Inc. | 145 | $1.66 萬 | 0.01% | +145 | 新進 |
| Prestige Wealth Management Group LLC | 144 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Lloyd Advisory Services, LLC. | 138 | $1.60 萬 | 0.01% | +61+79.2% | 加碼 |
| Kelly Financial Services LLC | 140 | $1.60 萬 | 0.01% | −16,187−99.1% | 減碼 |
| TCI Wealth Advisors, Inc. | 120 | $1.40 萬 | 0.00% | +58+93.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 111 | $1.30 萬 | 0.00% | −62−35.8% | 減碼 |
| Carolinas Wealth Consulting LLC | 115 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 108 | $1.20 萬 | 0.00% | +58+116.0% | 加碼 |
| D'Orazio & Associates, Inc. | 107 | $1.20 萬 | 0.00% | +107 | 新進 |
| Brown Brothers Harriman & Co | 99 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 97 | $1.10 萬 | 0.00% | +97 | 新進 |
| Parkside Financial Bank & Trust | 90 | $1.00 萬 | 0.00% | +14+18.4% | 加碼 |
| Farmers & Merchants Investments Inc | 79 | $9,000 | 0.00% | −37−31.9% | 減碼 |
| HM Payson & Co | 75 | $9,000 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 78 | $9,000 | 0.00% | 00.0% | 不變 |
| Financial Enhancement Group LLC | 75 | $9,000 | 0.00% | +75 | 新進 |
| Delta Asset Management LLC | 74 | $8,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 73 | $8,000 | 0.00% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 66 | $8,000 | 0.00% | +8+13.8% | 加碼 |
| American Portfolios Advisors | 62 | $7,082 | 0.00% | −358−85.2% | 減碼 |
| Evoke Wealth, LLC | 64 | $7,000 | 0.00% | 00.0% | 不變 |
| Resolute Partners Group | 48 | $6,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 45 | $5,000 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 41 | $5,000 | 0.00% | +14+51.9% | 加碼 |
| BerganKDV Wealth Management, LLC | 43 | $5,000 | 0.00% | +28+186.7% | 加碼 |
| West Paces Advisors Inc. | 36 | $4,112 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 31 | $4,000 | 0.00% | +6+24.0% | 加碼 |
| Dividend Assets Capital, LLC | 30 | $3,000 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 26 | $3,000 | 0.00% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 28 | $3,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 25 | $3,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 27 | $3,000 | 0.00% | +9+50.0% | 加碼 |
| Syverson Strege & Co | 28 | $3,000 | 0.00% | +28 | 新進 |
| Raffa Wealth Management, LLC | 23 | $2,627 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 19 | $2,000 | 0.00% | −6,926−99.7% | 減碼 |
| Versant Capital Management, Inc | 21 | $2,000 | 0.00% | 00.0% | 不變 |
| Covington Capital Management | 16 | $2,000 | 0.00% | +16 | 新進 |
| Bell Investment Advisors, Inc | 14 | $2,000 | 0.00% | +14 | 新進 |
| Sutton Wealth Advisors Inc. | 15 | $1,713 | 0.00% | +2+15.4% | 加碼 |
| Fieldpoint Private Securities, LLC | 11 | $1,000 | 0.00% | −35−76.1% | 減碼 |
| C M Bidwell & Associates Ltd | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $1,000 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 6 | $1,000 | 0.00% | +6 | 新進 |
| Atlas Capital Advisors LLC | 6 | $685 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | – | $228 | 0.00% | – | – |
| Carmichael Hill & Associates, Inc. | 1 | $0 | 0.00% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −115,682−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −29,994−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −24,586−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,627−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,948−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,934−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −4,520−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −4,334−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −4,235−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,049−100.0% | 清倉 |
| Terry L. Blaker | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,810−100.0% | 清倉 |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −3,748−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,593−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,184−100.0% | 清倉 |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −3,127−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,810−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,702−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,397−100.0% | 清倉 |
| Capital Investment Counsel, Inc | 0 | $0 | 0.00% | −2,342−100.0% | 清倉 |
| Wharton Business Group, LLC | 0 | $0 | 0.00% | −2,300−100.0% | 清倉 |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −2,018−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −1,907−100.0% | 清倉 |
| Conning Inc. | 0 | $0 | 0.00% | −1,899−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,880−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −1,780−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,205−100.0% | 清倉 |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −654−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Monumental Financial Group Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Bel Air Investment Advisors LLC | – | – | – | – | 本季未申報 |
| Quantitative Value Technologies, LLC | – | – | – | – | 本季未申報 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |
| QS Investors, LLC | – | – | – | – | 本季未申報 |
| Horan Securities, Inc. | – | – | – | – | 本季未申報 |
| Pinnacle Wealth Advisors | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | 本季未申報 |
| FormulaFolio Investments, LLC | – | – | – | – | 本季未申報 |
