| Edmond de Rothschild Holding S.A. | 6,100 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 4,923 | $13.6 萬 | 0.01% | +111+2.3% | 加碼 |
| Parallel Advisors, LLC | 3,385 | $9.40 萬 | 0.00% | +482+16.6% | 加碼 |
| Eaton Vance Management | 3,410 | $9.40 萬 | 0.00% | +215+6.7% | 加碼 |
| Spire Wealth Management | 3,127 | $8.60 萬 | 0.00% | +2,327+290.9% | 加碼 |
| Captrust Financial Advisors | 2,564 | $7.10 萬 | 0.00% | +2,251+719.2% | 加碼 |
| Lindbrook Capital, LLC | 2,508 | $6.90 萬 | 0.01% | +398+18.9% | 加碼 |
| Bessemer Group Inc | 2,061 | $5.70 萬 | 0.00% | −102−4.7% | 減碼 |
| Barclays PLC | 1,935 | $5.40 萬 | 0.00% | −9,027−82.3% | 減碼 |
| JPMorgan Chase & Co | 1,705 | $4.60 萬 | 0.00% | +276+19.3% | 加碼 |
| Aquatic Capital Management LLC | 1,400 | $3.90 萬 | 0.08% | +1,400 | 新進 |
| Whittier Trust Co of Nevada Inc | 1,303 | $3.60 萬 | 0.00% | +488+59.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,274 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,255 | $3.50 萬 | 0.00% | +1,255 | 新進 |
| Fieldpoint Private Securities, LLC | 1,100 | $3.00 萬 | 0.01% | +535+94.7% | 加碼 |
| Standard Family Office LLC | 966 | $2.70 萬 | 0.24% | +966 | 新進 |
| Rockefeller Capital Management L.P. | 920 | $2.50 萬 | 0.00% | +562+157.0% | 加碼 |
| CWM, LLC | 822 | $2.30 萬 | 0.00% | +822 | 新進 |
| Smith Group Asset Management, LLC | 654 | $1.80 萬 | 0.00% | +110+20.2% | 加碼 |
| Glassman Wealth Services | 642 | $1.80 萬 | 0.00% | +218+51.4% | 加碼 |
| Bedel Financial Consulting, Inc. | 500 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 482 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 483 | $1.30 萬 | 0.00% | +155+47.3% | 加碼 |
| Umb Bank N A | 423 | $1.20 萬 | 0.00% | +423 | 新進 |
| Castle Financial & Retirement Planning Associates, Inc. | 400 | $1.20 萬 | 0.04% | +400 | 新進 |
| Wolff Wiese Magana LLC | 388 | $1.10 萬 | 0.01% | −47−10.8% | 減碼 |
| Private Capital Group, LLC | 393 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 348 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 323 | $9,000 | 0.00% | +14+4.5% | 加碼 |
| JJJ Advisors Inc. | 317 | $9,000 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 300 | $8,000 | 0.00% | 00.0% | 不變 |
| Arlington Partners LLC | 300 | $8,000 | 0.00% | +300 | 新進 |
| RGT Wealth Advisors, LLC | 276 | $8,000 | 0.00% | +276 | 新進 |
| Column Capital Advisors, LLC | 243 | $7,000 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 200 | $6,000 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 211 | $5,834 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 165 | $5,000 | 0.00% | +149+931.3% | 加碼 |
| AdvisorNet Financial, Inc | 164 | $5,000 | 0.00% | +164 | 新進 |
| American Portfolios Advisors | 172 | $4,756 | 0.00% | +117+212.7% | 加碼 |
| Legacy Bridge, LLC | 138 | $4,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 130 | $4,000 | 0.00% | +130 | 新進 |
| Endurance Wealth Management, Inc. | 96 | $3,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 110 | $3,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 97 | $3,000 | 0.00% | +97 | 新進 |
| First Horizon Advisors, Inc. | 143 | $3,000 | 0.00% | +143 | 新進 |
| McDonald Partners LLC | 84 | $2,323 | 0.00% | +84 | 新進 |
| Absolute Capital Management, LLC | 84 | $2,323 | 0.00% | +84 | 新進 |
| Brown Brothers Harriman & Co | 78 | $2,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 57 | $2,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 74 | $2,000 | 0.00% | −37−33.3% | 減碼 |
| NEXT Financial Group, Inc | 70 | $2,000 | 0.00% | +70 | 新進 |
| IFP Advisors, Inc | 62 | $2,000 | 0.00% | +62 | 新進 |
| Raffa Wealth Management, LLC | 44 | $1,217 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 39 | $1,078 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 49 | $1,000 | 0.00% | −49−50.0% | 減碼 |
| First Manhattan Co | 43 | $1,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 22 | $1,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 54 | $1,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 48 | $1,000 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 28 | $1,000 | 0.00% | +28 | 新進 |
| Snowden Capital Advisors LLC | 45 | $1,000 | 0.00% | +45 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 44 | $1,000 | 0.00% | +44 | 新進 |
| Key Financial Inc | 4 | $0 | 0.00% | 00.0% | 不變 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −130,883−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −67,464−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −23,021−100.0% | 清倉 |
| American National Insurance Co | 0 | $0 | 0.00% | −22,475−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,400−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,185−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −12,986−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,751−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2,138−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −759−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −546−100.0% | 清倉 |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −309−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
