| Adirondack Trust Co | 607 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 638 | $1.80 萬 | 0.01% | +18+2.9% | 加碼 |
| Sandy Spring Bank | 577 | $1.70 萬 | 0.00% | +430+292.5% | 加碼 |
| Hanson & Doremus Investment Management | 809 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Truehand, Inc | 566 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 567 | $1.60 萬 | 0.01% | +567 | 新進 |
| Proequities, Inc. | 450 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 426 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 400 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 409 | $1.18 萬 | 0.00% | +409 | 新進 |
| Arkadios Wealth Advisors | 404 | $1.10 萬 | 0.00% | +10+2.5% | 加碼 |
| First PREMIER Bank | 353 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 297 | $9,000 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 312 | $9,000 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 328 | $9,000 | 0.00% | +328 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 277 | $8,000 | 0.00% | +277 | 新進 |
| Bartlett & Co. Wealth Management LLC | 254 | $7,328 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 227 | $7,000 | 0.00% | −267−54.0% | 減碼 |
| Bartlett & Co. LLC | 254 | $7,000 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 241 | $7,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 242 | $7,000 | 0.00% | 00.0% | 不變 |
| Firestone Capital Management | 226 | $7,000 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 219 | $6,000 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 208 | $6,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 213 | $6,000 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 201 | $6,000 | 0.00% | +101+101.0% | 加碼 |
| Brown Brothers Harriman & Co | 208 | $6,000 | 0.00% | +208 | 新進 |
| Hantz Financial Services, Inc. | 171 | $5,000 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 163 | $5,000 | 0.00% | 00.0% | 不變 |
| American Research & Management Co. | 150 | $4,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 140 | $4,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 143 | $4,000 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 125 | $4,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 131 | $4,000 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 121 | $3,491 | 0.00% | +16+15.2% | 加碼 |
| American Portfolios Advisors | 113 | $3,260 | 0.00% | +50+79.4% | 加碼 |
| Valley National Advisers Inc | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 110 | $3,000 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 92 | $3,000 | 0.00% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 90 | $3,000 | 0.00% | +90 | 新進 |
| Sutton Wealth Advisors Inc. | 81 | $2,337 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 80 | $2,000 | 0.00% | 00.0% | 不變 |
| Joseph P. Lucia & Associates, LLC | 55 | $2,000 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 61 | $1,760 | 0.00% | +61 | 新進 |
| Raffa Wealth Management, LLC | 57 | $1,644 | 0.00% | +8+16.3% | 加碼 |
| Endurance Wealth Management, Inc. | 64 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 56 | $1,000 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 27 | $1,000 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 51 | $1,000 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 46 | $1,000 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 39 | $1,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 21 | $1,000 | 0.00% | 00.0% | 不變 |
| PNC Managed Account Solutions, Inc. | 23 | $1,000 | 0.00% | +23 | 新進 |
| Evoke Wealth, LLC | 29 | $1,000 | 0.00% | +29 | 新進 |
| Lazard Asset Management LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 17 | $0 | 0.00% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 13 | $0 | 0.00% | +13 | 新進 |
| Sofos Investments, Inc. | 1 | – | – | +1 | 新進 |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −426,000−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −306,284−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −283,296−100.0% | 清倉 |
| Carlson Capital L P | 0 | $0 | 0.00% | −169,800−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −163,584−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −56,873−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,709−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −18,516−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,400−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,085−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,763−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −9,608−100.0% | 清倉 |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −9,181−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −7,240−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,874−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −6,684−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,240−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,324−100.0% | 清倉 |
| Cowa, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −984−100.0% | 清倉 |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −817−100.0% | 清倉 |
| Enterprise Trust & Investment Co | 0 | $0 | 0.00% | −501−100.0% | 清倉 |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Lederer & Associates Investment Counsel | 0 | $0 | 0.00% | −334−100.0% | 清倉 |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −307−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −316−100.0% | 清倉 |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −247−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| WealthStone, Inc. | – | – | – | – | 本季未申報 |
| Pillar Pacific Capital Management LLC | – | – | – | – | 本季未申報 |