| TSFG, LLC | 117 | $7,000 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 107 | $6,538 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 100 | $6,110 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 100 | $6,110 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 100 | $6,110 | 0.00% | +100 | 新進 |
| Smithfield Trust Co | 87 | $6,000 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 97 | $5,927 | 0.00% | +97 | 新進 |
| Gradient Investments LLC | 91 | $5,560 | 0.00% | −763−89.3% | 減碼 |
| Creative Financial Designs Inc | 87 | $5,316 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 87 | $5,316 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $5,071 | 0.00% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 82 | $5,010 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 90 | $5,000 | 0.00% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 79 | $4,827 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 78 | $4,766 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 77 | $4,705 | 0.00% | −11,475−99.3% | 減碼 |
| Sandy Spring Bank | 75 | $4,583 | 0.00% | 00.0% | 不變 |
| Breakwater Investment Management | 64 | $3,911 | 0.00% | +64 | 新進 |
| Caldwell Sutter Capital, Inc. | 60 | $3,666 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 58 | $3,544 | 0.00% | −9−13.4% | 減碼 |
| Riggs Asset Managment Co. Inc. | 58 | $3,544 | 0.00% | +58 | 新進 |
| St Germain D J Co Inc | 50 | $3,055 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 50 | $3,055 | 0.00% | 00.0% | 不變 |
| CGC Financial Services, LLC | 50 | $3,055 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 50 | $3,000 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 54 | $3,000 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 49 | $2,994 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 49 | $2,994 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 45 | $2,750 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 50 | $2,740 | 0.00% | 00.0% | 不變 |
| LifeSteps Financial, Inc. | 41 | $2,505 | 0.00% | +41 | 新進 |
| Ritter Daniher Financial Advisory LLC | 34 | $2,078 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 34 | $2,077 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 33 | $2,016 | 0.00% | +33 | 新進 |
| Avion Wealth | 32 | $2,000 | 0.00% | 00.0% | 不變 |
| Legend Financial Advisors, Inc. | 32 | $1,955 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 30 | $1,833 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 25 | $1,528 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 25 | $1,528 | 0.00% | +25 | 新進 |
| Albion Financial Group | 23 | $1,406 | 0.00% | 00.0% | 不變 |
| Core Alternative Capital | 22 | $1,344 | 0.00% | −204−90.3% | 減碼 |
| Zions Bancorporation, N.A. | 22 | $1,344 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 23 | $1,268 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 17 | $1,039 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 13 | $1,000 | 0.00% | +13 | 新進 |
| Ruedi Wealth Management, Inc. | 13 | $794 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 12 | $733 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 10 | $611 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 9 | $557 | 0.00% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 30,600 | $500 | 0.02% | +30,600 | 新進 |
| DiNuzzo Private Wealth, Inc. | 8 | $489 | 0.00% | −2−20.0% | 減碼 |
| Bokf, NA | 7 | $428 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 6 | $367 | 0.00% | −29−82.9% | 減碼 |
| Truvestments Capital LLC | 5 | $306 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $305 | 0.00% | +5 | 新進 |
| Sofos Investments, Inc. | 4 | $251 | 0.00% | +4 | 新進 |
| Caitlin John, LLC | 4 | $249 | 0.00% | −1−20.0% | 減碼 |
| Valued Wealth Advisors LLC | 4 | $248 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 4 | $245 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 3 | $183 | 0.00% | −1−25.0% | 減碼 |
| Global Financial Private Client, LLC | 2 | $122 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 2 | $122 | 0.00% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 1 | $62 | 0.00% | +1 | 新進 |
| Raleigh Capital Management Inc. | 1 | $61 | 0.00% | +1 | 新進 |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −866,094−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −72,187−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −41,614−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −25,291−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −20,561−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −18,291−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,226−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,064−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −8,900−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,618−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −5,238−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,146−100.0% | 清倉 |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −4,245−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,122−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,699−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,049−100.0% | 清倉 |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −457−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −345−100.0% | 清倉 |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −165−100.0% | 清倉 |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −93−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −72−100.0% | 清倉 |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | – | – | – | – | 本季未申報 |
| Strategic Investment Solutions, Inc. | – | – | – | – | 本季未申報 |
