| TD Waterhouse Canada Inc. | 2,000 | $2,080 | 0.00% | −1,000−33.3% | 減碼 |
| CWM, LLC | 1,778 | $2,000 | 0.00% | −630−26.2% | 減碼 |
| Adirondack Trust Co | 1,739 | $1,999 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 1,551 | $1,799 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,450 | $1,682 | 0.00% | +700+93.3% | 加碼 |
| Winch Advisory Services, LLC | 1,350 | $1,566 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 1,277 | $1,481 | 0.00% | −2,426−65.5% | 減碼 |
| Riggs Asset Managment Co. Inc. | 1,000 | $1,160 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 1,000 | $1,160 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,000 | $1,160 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $1,160 | 0.00% | +1,000 | 新進 |
| IFP Advisors, Inc | 987 | $1,145 | 0.00% | 00.0% | 不變 |
| Close Asset Management Ltd | 1,120 | $1,000 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 451 | $1,000 | 0.00% | +59+15.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 800 | $928 | 0.00% | 00.0% | 不變 |
| Old Point Trust & Financial Services N A | 642 | $745 | 0.00% | +642 | 新進 |
| GPS Wealth Strategies Group, LLC | 638 | $740 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 800 | $736 | 0.00% | +800 | 新進 |
| Farther Finance Advisors, LLC | 639 | $716 | 0.00% | −1,762−73.4% | 減碼 |
| Trust Co of Vermont | 500 | $580 | 0.00% | +500 | 新進 |
| SOA Wealth Advisors, LLC. | 490 | $568 | 0.00% | −3,000−86.0% | 減碼 |
| Prestige Wealth Management Group LLC | 458 | $532 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 395 | $458 | 0.00% | +395 | 新進 |
| Tucker Asset Management LLC | 370 | $429 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 316 | $367 | 0.00% | −397−55.7% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 300 | $348 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 300 | $348 | 0.00% | +300 | 新進 |
| Clearstead Advisors, LLC | 410 | $345 | 0.00% | +110+36.7% | 加碼 |
| C M Bidwell & Associates Ltd | 234 | $271 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 231 | $270 | 0.00% | +207+862.5% | 加碼 |
| Gen-Wealth Partners Inc | 231 | $268 | 0.00% | +231 | 新進 |
| Cambridge Trust Co | 200 | $232 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 200 | $232 | 0.00% | +200 | 新進 |
| Quadrant Capital Group LLC | 186 | $216 | 0.00% | −4,002−95.6% | 減碼 |
| Carmichael Hill & Associates, Inc. | 120 | $140 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 115 | $134 | 0.00% | +95+475.0% | 加碼 |
| Baldwin Brothers Inc | 100 | $116 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 100 | $116 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 192 | $0 | 0.00% | +32+20.0% | 加碼 |
| SageView Advisory Group, LLC | 6,566 | – | – | +6,566 | 新進 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −1,737,853−100.0% | 清倉 |
| Three Bridge Wealth Advisors, LLC | 0 | $0 | 0.00% | −833,802−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −601,501−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −352,381−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −310,839−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −270,230−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −256,300−100.0% | 清倉 |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −172,850−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −140,935−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −130,233−100.0% | 清倉 |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −126,667−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −105,758−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −60,050−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −39,218−100.0% | 清倉 |
| Botty Investors LLC | 0 | $0 | 0.00% | −31,208−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −27,706−100.0% | 清倉 |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −27,123−100.0% | 清倉 |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −24,932−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −21,260−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −19,235−100.0% | 清倉 |
| 626 Financial, LLC | 0 | $0 | 0.00% | −19,112−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −23,802−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −18,043−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −17,099−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,682−100.0% | 清倉 |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| Facet Wealth, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −14,870−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −14,749−100.0% | 清倉 |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −12,331−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −11,430−100.0% | 清倉 |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −11,045−100.0% | 清倉 |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −10,074−100.0% | 清倉 |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Windsor Advisory Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −3,632−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,718−100.0% | 清倉 |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −3,018−100.0% | 清倉 |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −2,110−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −958−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −621−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −388−100.0% | 清倉 |
| TSFG, LLC | 0 | $0 | 0.00% | −442−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Ritter Daniher Financial Advisory LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| LM Advisors LLC | 0 | $0 | 0.00% | −495−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Putnam Investments LLC | – | – | – | – | 本季未申報 |
| Sawtooth Solutions, LLC | – | – | – | – | 本季未申報 |
