| Telemus Capital, LLC | 10,000 | $16.4 萬 | 0.02% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 10,000 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Cedar Wealth Management, LLC | 9,759 | $16.0 萬 | 0.06% | 00.0% | 不變 |
| Comerica Bank | 8,465 | $13.9 萬 | 0.00% | +8,465 | 新進 |
| Private Ocean, LLC | 7,505 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 7,272 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 6,705 | $11.0 萬 | 0.06% | +6,705 | 新進 |
| ORG Partners LLC | 6,410 | $10.5 萬 | 0.03% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 5,800 | $9.52 萬 | 0.00% | +5,800 | 新進 |
| Chilton Capital Management LLC | 4,305 | $7.07 萬 | 0.00% | 00.0% | 不變 |
| Orion Capital Management LLC | 4,000 | $6.57 萬 | 0.04% | +4,000 | 新進 |
| Nomura Asset Management Co Ltd | 3,786 | $6.22 萬 | 0.00% | +2,164+133.4% | 加碼 |
| CWM, LLC | 3,673 | $6.00 萬 | 0.00% | −966−20.8% | 減碼 |
| Highlander Capital Management, LLC | 3,532 | $5.80 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,306 | $5.43 萬 | 0.00% | +3,120+1,677.4% | 加碼 |
| Tradewinds Capital Management, LLC | 3,201 | $5.26 萬 | 0.02% | +75+2.4% | 加碼 |
| Jefferies Financial Group Inc. | 3,114 | $5.11 萬 | 0.00% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 2,803 | $4.60 萬 | 0.04% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 2,950 | $4.54 萬 | 0.01% | +1,842+166.2% | 加碼 |
| C M Bidwell & Associates Ltd | 2,730 | $4.48 萬 | 0.03% | −5−0.2% | 減碼 |
| Deutsche Bank AG | 2,719 | $4.46 萬 | 0.00% | +76+2.9% | 加碼 |
| Signaturefd, LLC | 2,593 | $4.26 萬 | 0.00% | +546+26.7% | 加碼 |
| Coppell Advisory Solutions LLC | 3,159 | $4.18 萬 | 0.02% | +3,147+26,225.0% | 加碼 |
| Hollencrest Capital Management | 2,522 | $4.14 萬 | 0.00% | 00.0% | 不變 |
| FIL Ltd | 2,468 | $4.11 萬 | 0.00% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 2,400 | $3.90 萬 | 0.00% | −33,200−93.3% | 減碼 |
| Delta Asset Management LLC | 2,338 | $3.84 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,244 | $3.68 萬 | 0.01% | +243+12.1% | 加碼 |
| Harbour Investments, Inc. | 2,217 | $3.64 萬 | 0.00% | +53+2.4% | 加碼 |
| Plante Moran Financial Advisors, LLC | 2,081 | $3.42 萬 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 2,084 | $3.31 萬 | 0.01% | +49+2.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,000 | $3.28 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 1,939 | $3.18 萬 | 0.02% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 1,832 | $3.01 萬 | 0.03% | +43+2.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,832 | $3.01 萬 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 1,817 | $2.98 萬 | 0.01% | +51+2.9% | 加碼 |
| Armstrong Advisory Group, Inc | 1,800 | $2.96 萬 | 0.00% | −1,300−41.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,732 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 1,687 | $2.80 萬 | 0.01% | −771−31.4% | 減碼 |
| Macroview Investment Management LLC | 1,693 | $2.78 萬 | 0.04% | +564+50.0% | 加碼 |
| Ancora Advisors, LLC | 1,250 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,214 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1,137 | $1.87 萬 | 0.00% | +1,026+924.3% | 加碼 |
| Pathway Financial Advisers, LLC | 1,125 | $1.85 萬 | 0.01% | +1,125 | 新進 |
| Cary Street Partner Investment Advisory LLC | 1,000 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,000 | $1.64 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 1,030 | $1.60 萬 | 0.00% | +1,030 | 新進 |
| First Manhattan Co | 825 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 787 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 795 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 681 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 650 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 640 | $1.05 萬 | 0.01% | 00.0% | 不變 |
| Tucker Asset Management LLC | 564 | $9,261 | 0.00% | 00.0% | 不變 |
| West Oak Capital, LLC | 500 | $8,000 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 442 | $7,258 | 0.00% | +50+12.8% | 加碼 |
| PFS Partners, LLC | 413 | $6,782 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 335 | $5,503 | 0.00% | +4+1.2% | 加碼 |
| Legacy Financial Group LLC | 200 | $3,284 | 0.00% | +200 | 新進 |
| Asset Dedication, LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 180 | $2,956 | 0.00% | +180 | 新進 |
| Valley National Advisers Inc | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 100 | $1,642 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 100 | $1,642 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $558 | 0.00% | +34 | 新進 |
| FMR LLC | 2 | $33 | 0.00% | +2 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −374,324−100.0% | 清倉 |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −28,020−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,877−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −21,937−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −16,299−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −15,916−100.0% | 清倉 |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −13,194−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −12,177−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −606−100.0% | 清倉 |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −353−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
