| Stephens Consulting, LLC | 1,000 | $2.87 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 898 | $2.60 萬 | 0.00% | −172−16.1% | 減碼 |
| Money Concepts Capital Corp | 850 | $2.40 萬 | 0.00% | +850 | 新進 |
| Geneos Wealth Management Inc. | 741 | $2.10 萬 | 0.00% | −1,999−73.0% | 減碼 |
| Meeder Asset Management Inc | 732 | $2.10 萬 | 0.00% | +436+147.3% | 加碼 |
| State of Wyoming | 741 | $2.10 萬 | 0.01% | +741 | 新進 |
| BDO Wealth Advisors, LLC | 700 | $2.00 萬 | 0.00% | −800−53.3% | 減碼 |
| Elequin Capital LP | 711 | $2.00 萬 | 0.00% | +711 | 新進 |
| Focused Wealth Management, Inc | 666 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 633 | $1.80 萬 | 0.00% | −120−15.9% | 減碼 |
| Banque Cantonale Vaudoise | 615 | $1.80 萬 | 0.00% | +345+127.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 500 | $1.40 萬 | 0.00% | −8,975−94.7% | 減碼 |
| Ancora Advisors, LLC | 500 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 502 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 481 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 400 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 400 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 379 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 370 | $1.10 萬 | 0.00% | +32+9.5% | 加碼 |
| American Portfolios Advisors | 370 | $1.06 萬 | 0.00% | +170+85.0% | 加碼 |
| Freedman Financial Associates, Inc. | 333 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 300 | $9,000 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 300 | $9,000 | 0.00% | 00.0% | 不變 |
| Herold Advisors, Inc. | 300 | $8,607 | 0.00% | +300 | 新進 |
| Koshinski Asset Management, Inc. | 251 | $7,201 | 0.00% | +200+392.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 260 | $7,000 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 240 | $6,886 | 0.00% | 00.0% | 不變 |
| Barrow Hanley Mewhinney & Strauss LLC | 209 | $6,000 | 0.00% | −2,079−90.9% | 減碼 |
| Huntington National Bank | 225 | $6,000 | 0.00% | 00.0% | 不變 |
| Covington Capital Management | 225 | $6,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 200 | $6,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 220 | $6,000 | 0.00% | +51+30.2% | 加碼 |
| TCWP LLC | 217 | $6,000 | 0.00% | +217 | 新進 |
| Private Capital Group, LLC | 144 | $4,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 127 | $4,000 | 0.00% | +95+296.9% | 加碼 |
| Harbor Investment Advisory, LLC | 150 | $4,000 | 0.00% | +150 | 新進 |
| Fieldpoint Private Securities, LLC | 110 | $3,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 119 | $3,000 | 0.00% | +21+21.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 98 | $3,000 | 0.00% | +98 | 新進 |
| Sageworth Trust Co of South Dakota | 58 | $2,000 | 0.00% | −271−82.4% | 減碼 |
| Zullo Investment Group, Inc. | 80 | $2,000 | 0.00% | −99−55.3% | 減碼 |
| Bessemer Group Inc | 75 | $2,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 86 | $2,000 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 30 | $1,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 22 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 49 | $1,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 45 | $1,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 30 | $1,000 | 0.00% | +6+25.0% | 加碼 |
| Covestor Ltd | 22 | $1,000 | 0.00% | −10−31.3% | 減碼 |
| MBM Wealth Consultants, LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 26 | $1,000 | 0.00% | +26 | 新進 |
| Cordant, Inc. | 52 | $1,000 | 0.00% | +52 | 新進 |
| CFS Investment Advisory Services, LLC | 15,062 | $1,000 | 0.00% | +15,062 | 新進 |
| Toronto Dominion Bank | 16 | $0 | 0.00% | −15−48.4% | 減碼 |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | −11−68.8% | 減碼 |
| Princeton Global Asset Management LLC | 14 | $0 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | 00.0% | 不變 |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −211,700−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −151,800−100.0% | 清倉 |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −125,137−100.0% | 清倉 |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −40,970−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −35,716−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −25,845−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −23,838−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −22,069−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −20,209−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −15,198−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −11,392−100.0% | 清倉 |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −9,650−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −8,740−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −8,566−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,468−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −371−100.0% | 清倉 |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
