| TD Private Client Wealth LLC | 538 | $6,585 | 0.00% | +233+76.4% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 500 | $6,000 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 453 | $6,000 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 443 | $5,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 462 | $5,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 442 | $5,000 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 400 | $5,000 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 400 | $5,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 473 | $5,000 | 0.00% | −8−1.7% | 減碼 |
| Mascoma Wealth Management LLC | 429 | $5,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 405 | $5,000 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 500 | $5,000 | 0.00% | +500 | 新進 |
| Sittner & Nelson, LLC | 300 | $4,000 | 0.00% | −300−50.0% | 減碼 |
| Geneos Wealth Management Inc. | 400 | $4,000 | 0.00% | −100−20.0% | 減碼 |
| Central Trust Co | 300 | $4,000 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 321 | $4,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 298 | $4,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 330 | $4,000 | 0.00% | 00.0% | 不變 |
| Islay Capital Management, LLC | 300 | $4,000 | 0.00% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 333 | $4,000 | 0.00% | +333 | 新進 |
| CWM, LLC | 283 | $3,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 244 | $3,000 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 250 | $3,000 | 0.00% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 220 | $3,000 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 210 | $3,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 315 | $3,000 | 0.00% | +137+77.0% | 加碼 |
| Allworth Financial LP | 136 | $2,000 | 0.00% | −214−61.1% | 減碼 |
| Ronald Blue Trust, Inc. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 179 | $2,000 | 0.00% | −30−14.4% | 減碼 |
| GHP Investment Advisors, Inc. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 140 | $2,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 156 | $2,000 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 125 | $2,000 | 0.00% | +50+66.7% | 加碼 |
| Global Trust Asset Management, LLC | 126 | $2,000 | 0.00% | +126 | 新進 |
| AdvisorNet Financial, Inc | 95 | $1,000 | 0.00% | −450−82.6% | 減碼 |
| Cutler Group LP | 100 | $1,000 | 0.00% | −300−75.0% | 減碼 |
| Montag A & Associates Inc | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 55 | $1,000 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 95 | $1,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 98 | $1,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 120 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 86 | $1,000 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 77 | $1,000 | 0.00% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 97 | $1,000 | 0.00% | +97 | 新進 |
| Raffa Wealth Management, LLC | 19 | $233 | 0.00% | 00.0% | 不變 |
| Estabrook Capital Management | 13 | $159 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 6 | $73 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 25 | $0 | 0.00% | −200−88.9% | 減碼 |
| Creative Financial Designs Inc | 40 | $0 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 38 | $0 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 22 | $0 | 0.00% | −1−4.3% | 減碼 |
| Harbor Investment Advisory, LLC | 20 | $0 | 0.00% | 00.0% | 不變 |
| Close Asset Management Ltd | 10 | $0 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 11 | $0 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 20 | $0 | 0.00% | +20 | 新進 |
| Maryland Capital Advisors Inc. | 5 | $0 | 0.00% | +5 | 新進 |
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Westside Investment Management, Inc. | 1,850 | – | – | −300−14.0% | 減碼 |
| IFP Advisors, Inc | 974 | – | – | 00.0% | 不變 |
| Financial Advocates Investment Management | 7,882 | – | – | +7,882 | 新進 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,016,891−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −452,140−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −76,098−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −41,687−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −17,101−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −10,515−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,391−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −10,285−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −5,220−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −2,300−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,925−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,643−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,249−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,165−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −780−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −393−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Pacific Center for Financial Services | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Cordasco Financial Network | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
| Corbenic Partners LLC | – | – | – | – | 本季未申報 |
