| JFS Wealth Advisors, LLC | 186 | $1.25 萬 | 0.00% | −5−2.6% | 減碼 |
| Quent Capital, LLC | 179 | $1.20 萬 | 0.00% | +8+4.7% | 加碼 |
| Private Trust Co NA | 179 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 158 | $1.06 萬 | 0.01% | +1+0.6% | 加碼 |
| Parkside Financial Bank & Trust | 152 | $1.02 萬 | 0.00% | +28+22.6% | 加碼 |
| Point72 Asset Management, L.P. | 151 | $1.02 萬 | 0.00% | +151 | 新進 |
| Massmutual Trust Co FSB | 146 | $1.00 萬 | 0.00% | −39−21.1% | 減碼 |
| Carolinas Wealth Consulting LLC | 148 | $9,954 | 0.00% | −44−22.9% | 減碼 |
| Investors Research Corp | 147 | $9,887 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 162 | $9,712 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 144 | $9,685 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 133 | $8,946 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 129 | $8,690 | 0.01% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 120 | $8,071 | 0.00% | +120 | 新進 |
| Jones Financial Companies LLLP | 113 | $8,000 | 0.00% | +113 | 新進 |
| West Branch Capital LLC | 115 | $7,735 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 112 | $7,533 | 0.00% | +112 | 新進 |
| TD Waterhouse Canada Inc. | 108 | $7,332 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 99 | $7,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 96 | $6,457 | 0.00% | +17+21.5% | 加碼 |
| Schubert & Co | 90 | $6,053 | 0.01% | +9+11.1% | 加碼 |
| Capital Advisors, Ltd. LLC | 82 | $6,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 80 | $5,381 | 0.00% | −60−42.9% | 減碼 |
| Creative Financial Designs Inc | 78 | $5,246 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 78 | $5,246 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 76 | $5,112 | 0.00% | +76 | 新進 |
| Earnest Partners LLC | 75 | $5,045 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 88 | $5,000 | 0.00% | +33+60.0% | 加碼 |
| Versant Capital Management, Inc | 70 | $4,708 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 68 | $4,574 | 0.00% | −18−20.9% | 減碼 |
| Manchester Capital Management LLC | 62 | $4,170 | 0.00% | −1−1.6% | 減碼 |
| Glass Jacobson Investment Advisors llc | 60 | $4,036 | 0.00% | +60 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 54 | $4,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 52 | $3,498 | 0.00% | −41−44.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 48 | $3,228 | 0.00% | +48 | 新進 |
| Simplex Trading, LLC | 49 | $3,000 | 0.00% | +49 | 新進 |
| Concord Wealth Partners | 43 | $2,892 | 0.00% | +43 | 新進 |
| Glassman Wealth Services | 40 | $2,690 | 0.00% | +5+14.3% | 加碼 |
| Harbour Investments, Inc. | 39 | $2,623 | 0.00% | +38+3,800.0% | 加碼 |
| SJS Investment Consulting Inc. | 35 | $2,354 | 0.00% | +18+105.9% | 加碼 |
| Disciplined Investments, LLC | 28 | $1,883 | 0.00% | −4−12.5% | 減碼 |
| Pinnacle Financial Partners Inc | 28 | $1,883 | 0.00% | +28 | 新進 |
| Cornerstone Planning Group LLC | 28 | $1,862 | 0.00% | +28 | 新進 |
| TFC Financial Management | 27 | $1,816 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 21 | $1,412 | 0.00% | −20−48.8% | 減碼 |
| Farther Finance Advisors, LLC | 21 | $1,412 | 0.00% | +21 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 19 | $1,278 | 0.00% | +19 | 新進 |
| TCI Wealth Advisors, Inc. | 17 | $1,143 | 0.00% | −1−5.6% | 減碼 |
| Park Place Capital Corp | 19 | $1,000 | 0.00% | +19 | 新進 |
| Federation des caisses Desjardins du Quebec | 13 | $874 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 12,941 | $870 | 0.00% | −2,891−18.3% | 減碼 |
| Baker Avenue Asset Management, LP | 12 | $807 | 0.00% | +12 | 新進 |
| Longfellow Investment Management Co LLC | 10 | $673 | 0.00% | +4+66.7% | 加碼 |
| True Wealth Design, LLC | 4 | $269 | 0.00% | +4 | 新進 |
| Tfo-TDC, LLC | 2 | $149 | 0.00% | +2 | 新進 |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 0 | $0 | 0.00% | −11,227−100.0% | 清倉 |
| 2Xideas AG | 0 | $0 | 0.00% | −119,909−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −72,647−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −35,257−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −28,262−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −20,711−100.0% | 清倉 |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −18,501−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −18,404−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,410−100.0% | 清倉 |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −13,662−100.0% | 清倉 |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −9,879−100.0% | 清倉 |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −8,817−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,518−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,405−100.0% | 清倉 |
| BMS Financial Advisors, LLC | 0 | $0 | 0.00% | −6,910−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,412−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −5,050−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −4,055−100.0% | 清倉 |
| Choate Investment Advisors | 0 | $0 | 0.00% | −3,830−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −3,743−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,502−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,346−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,683−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −2,322−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −2,298−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −841−100.0% | 清倉 |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −551−100.0% | 清倉 |
| Tobam | 0 | $0 | 0.00% | −545−100.0% | 清倉 |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −547−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −488−100.0% | 清倉 |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −202−100.0% | 清倉 |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| Hudock, Inc. | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Atlanta Capital Management Co L L C | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Jefferies Group LLC | – | – | – | – | 本季未申報 |
| Spearhead Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| H. L. Ormond & Company, LLC | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |