| Central Trust Co | 741 | $2.30 萬 | 0.00% | +41+5.9% | 加碼 |
| Brewin Dolphin Ltd | 725 | $2.22 萬 | 0.00% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 700 | $2.10 萬 | 0.00% | −46−6.2% | 減碼 |
| Glassman Wealth Services | 692 | $2.10 萬 | 0.00% | +104+17.7% | 加碼 |
| HSBC Holdings PLC | 694 | $2.10 萬 | 0.00% | +186+36.6% | 加碼 |
| D'Orazio & Associates, Inc. | 641 | $2.00 萬 | 0.00% | +641 | 新進 |
| Berman Capital Advisors, LLC | 618 | $1.80 萬 | 0.00% | +29+4.9% | 加碼 |
| Front Row Advisors LLC | 556 | $1.70 萬 | 0.01% | +95+20.6% | 加碼 |
| Wolff Wiese Magana LLC | 564 | $1.70 萬 | 0.01% | +218+63.0% | 加碼 |
| Concord Wealth Partners | 533 | $1.60 萬 | 0.01% | −2,582−82.9% | 減碼 |
| Financial Management Professionals, Inc. | 532 | $1.60 萬 | 0.00% | +451+556.8% | 加碼 |
| Barclays PLC | 483 | $1.50 萬 | 0.00% | −690−58.8% | 減碼 |
| CBIZ Investment Advisory Services, LLC | – | $1.50 萬 | 0.00% | – | – |
| Ten Capital Wealth Advisors, LLC | 443 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Syverson Strege & Co | 458 | $1.40 萬 | 0.01% | +458 | 新進 |
| IFP Advisors, Inc | 448 | $1.30 萬 | 0.00% | +48+12.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 448 | $1.30 萬 | 0.00% | +448 | 新進 |
| Koshinski Asset Management, Inc. | 398 | $1.22 萬 | 0.00% | +398 | 新進 |
| Winch Advisory Services, LLC | 395 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 429 | $1.20 萬 | 0.00% | −12−2.7% | 減碼 |
| Hudock, Inc. | 400 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 400 | $1.20 萬 | 0.01% | +400 | 新進 |
| Mascoma Wealth Management LLC | 360 | $1.10 萬 | 0.00% | +360 | 新進 |
| Farmers & Merchants Investments Inc | 341 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 342 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 321 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 278 | $9,000 | 0.00% | −504−64.5% | 減碼 |
| Carmichael Hill & Associates, Inc. | 300 | $9,000 | 0.01% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 305 | $9,000 | 0.00% | +305 | 新進 |
| Bell Investment Advisors, Inc | 304 | $9,000 | 0.00% | +304 | 新進 |
| Cullen/Frost Bankers, Inc. | 263 | $8,000 | 0.00% | 00.0% | 不變 |
| Holloway Wealth Management, LLC | – | $8,000 | 0.00% | – | – |
| BNP Paribas Arbitrage, SA | 239 | $7,330 | 0.00% | +2+0.8% | 加碼 |
| Clearview Wealth Advisors LLC | 219 | $7,000 | 0.00% | 00.0% | 不變 |
| Eaton Vance Management | 8,260 | $6,000 | 0.00% | −9,797−54.3% | 減碼 |
| Hoertkorn Richard Charles | 200 | $6,000 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 200 | $5,000 | 0.00% | −1,613−89.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 176 | $5,000 | 0.00% | −636−78.3% | 減碼 |
| Nisa Investment Advisors, LLC | 179 | $5,000 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 158 | $5,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 144 | $4,000 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 119 | $4,000 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 141 | $4,000 | 0.00% | +141 | 新進 |
| Meridian Wealth Partners, LLC | 122 | $4,000 | 0.00% | +122 | 新進 |
| Financial Perspectives, Inc | 100 | $3,067 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 145 | $3,000 | 0.00% | +36+33.0% | 加碼 |
| Arkadios Wealth Advisors | 130 | $3,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 97 | $3,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 78 | $3,000 | 0.00% | +1+1.3% | 加碼 |
| McCarthy Grittinger Financial Group, LLC | 70 | $2,147 | 0.00% | +70 | 新進 |
| Gemmer Asset Management LLC | 78 | $2,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 42 | $2,000 | 0.00% | +21+100.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 50 | $1,558 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 36 | $1,104 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 40 | $1,000 | 0.00% | −11−21.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $1,000 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 54 | $1,000 | 0.00% | +54 | 新進 |
| Key Financial Inc | 25 | $1,000 | 0.00% | +25 | 新進 |
| Glen Eagle Advisors, LLC | 1 | $31 | 0.00% | +1 | 新進 |
| Clearstead Advisors, LLC | 7 | $0 | 0.00% | +3+75.0% | 加碼 |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 9 | $0 | 0.00% | +9 | 新進 |
| Carroll Financial Associates, Inc. | 10 | $0 | 0.00% | +10 | 新進 |
| Kowal Investment Group, LLC | 12 | $0 | 0.00% | +12 | 新進 |
| Aft, Forsyth & Company, Inc. | 1,202 | – | – | 00.0% | 不變 |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | 不變 |
| FourThought Financial, LLC | 3 | – | – | 00.0% | 不變 |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −353,281−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −82,971−100.0% | 清倉 |
| Kempner Capital Management Inc. | 0 | $0 | 0.00% | −81,363−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −66,287−100.0% | 清倉 |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −60,810−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −43,211−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −28,851−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −17,403−100.0% | 清倉 |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −14,647−100.0% | 清倉 |
| Capital Investment Counsel, Inc | 0 | $0 | 0.00% | −11,500−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −9,922−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,558−100.0% | 清倉 |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −6,431−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,118−100.0% | 清倉 |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −1,521−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −735−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −559−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −339−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −320−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −318−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −175−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −137−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
