| Jones Financial Companies LLLP | 2,887 | $1.96 萬 | 0.00% | +2,887 | 新進 |
| CoreCap Advisors, LLC | 2,902 | $1.94 萬 | 0.00% | +2,902 | 新進 |
| Smartleaf Asset Management LLC | 2,735 | $1.86 萬 | 0.00% | +1,482+118.3% | 加碼 |
| GeoWealth Management, LLC | 2,635 | $1.76 萬 | 0.00% | +2,635 | 新進 |
| TSFG, LLC | 2,400 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 2,031 | $1.35 萬 | 0.00% | +2,031 | 新進 |
| Bryn Mawr Trust Co | 2,000 | $1.33 萬 | 0.00% | +2,000 | 新進 |
| Huntington National Bank | 1,862 | $1.24 萬 | 0.00% | +199+12.0% | 加碼 |
| Lindbrook Capital, LLC | 1,732 | $1.16 萬 | 0.00% | +1,370+378.5% | 加碼 |
| Trust Co of Vermont | 1,500 | $1.00 萬 | 0.00% | +1,500 | 新進 |
| Parallel Advisors, LLC | 1,162 | $7,751 | 0.00% | +155+15.4% | 加碼 |
| ORG Partners LLC | 1,150 | $7,671 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,149 | $7,664 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1,000 | $6,670 | 0.00% | +1,000 | 新進 |
| Rosenberg Matthew Hamilton | 991 | $6,610 | 0.00% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 980 | $6,537 | 0.00% | +980 | 新進 |
| DAGCO, Inc. | 969 | $6,465 | 0.00% | −49−4.8% | 減碼 |
| Private Wealth Management Group, LLC | 937 | $6,250 | 0.00% | +564+151.2% | 加碼 |
| Beacon Capital Management, LLC | 928 | $6,190 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 750 | $5,003 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 661 | $4,409 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 655 | $4,369 | 0.00% | +370+129.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 625 | $4,168 | 0.00% | +617+7,712.5% | 加碼 |
| Geneos Wealth Management Inc. | 601 | $4,009 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 645 | $4,000 | 0.00% | +645 | 新進 |
| Versant Capital Management, Inc | 596 | $3,975 | 0.00% | +288+93.5% | 加碼 |
| GAMMA Investing LLC | 575 | $3,835 | 0.00% | −248−30.1% | 減碼 |
| Old Point Trust & Financial Services N A | 557 | $3,715 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 556 | $3,709 | 0.00% | +235+73.2% | 加碼 |
| Meeder Asset Management Inc | 524 | $3,495 | 0.00% | +59+12.7% | 加碼 |
| Tucker Asset Management LLC | 520 | $3,469 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 512 | $3,415 | 0.00% | +512 | 新進 |
| GPS Wealth Strategies Group, LLC | 500 | $3,335 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 469 | $3,128 | 0.00% | +469 | 新進 |
| Farther Finance Advisors, LLC | 454 | $3,054 | 0.00% | +24+5.6% | 加碼 |
| Bell Investment Advisors, Inc | 456 | $3,042 | 0.00% | 00.0% | 不變 |
| Peoples Bank | 450 | $3,001 | 0.00% | +200+80.0% | 加碼 |
| Capital Performance Advisors LLP | 450 | $2,999 | 0.00% | +450 | 新進 |
| Quarry LP | 423 | $2,821 | 0.00% | +423 | 新進 |
| JFS Wealth Advisors, LLC | 398 | $2,655 | 0.00% | +84+26.8% | 加碼 |
| Nemes Rush Group LLC | 521 | $2,507 | 0.00% | −1−0.2% | 減碼 |
| Fortitude Family Office, LLC | 358 | $2,388 | 0.00% | +104+40.9% | 加碼 |
| Oakworth Capital, Inc. | 310 | $2,068 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 323 | $2,000 | 0.00% | +323 | 新進 |
| Global Retirement Partners, LLC | 230 | $1,534 | 0.00% | +31+15.6% | 加碼 |
| Motco | 208 | $1,387 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 200 | $1,334 | 0.00% | +100+100.0% | 加碼 |
| Proequities, Inc. | 198 | $1,320 | 0.00% | −608−75.4% | 減碼 |
| New England Capital Financial Advisors LLC | 125 | $834 | 0.00% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 122 | $812 | 0.00% | +115+1,642.9% | 加碼 |
| SJS Investment Consulting Inc. | 119 | $794 | 0.00% | 00.0% | 不變 |
| Fairscale Capital, LLC | 116 | $774 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 116 | $774 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 103 | $690 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 100 | $667 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 100 | $667 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 90 | $600 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 82 | $547 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 69 | $460 | 0.00% | 00.0% | 不變 |
| Claris Advisors, LLC | 45 | $300 | 0.00% | +45 | 新進 |
| Pension & Wealth Management Advisors, Inc. | 29 | $194 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 6 | $41 | 0.00% | 00.0% | 不變 |
| Briaud Financial Planning, Inc | 108 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 31 | $0 | 0.00% | −11−26.2% | 減碼 |
| Jamison Private Wealth Management, Inc. | 10,708 | $0 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 10,205 | – | – | +495+5.1% | 加碼 |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −4,064,844−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −202,379−100.0% | 清倉 |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −163,543−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −157,152−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −138,158−100.0% | 清倉 |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −93,269−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −52,748−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −52,665−100.0% | 清倉 |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −49,741−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −35,402−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −31,783−100.0% | 清倉 |
| HTLF Bank | 0 | $0 | 0.00% | −26,965−100.0% | 清倉 |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −21,500−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −18,760−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −16,510−100.0% | 清倉 |
| Orion Resource Partners LP | 0 | $0 | 0.00% | −16,074−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −13,889−100.0% | 清倉 |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −13,725−100.0% | 清倉 |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −8,373−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −7,246−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −2,847−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,708−100.0% | 清倉 |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −2,300−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,206−100.0% | 清倉 |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −637−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −253−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |