| James Investment Research Inc | 2,458 | $5.40 萬 | 0.01% | −6−0.2% | 減碼 |
| Fieldpoint Private Securities, LLC | 2,355 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 2,180 | $4.90 萬 | 0.00% | −468−17.7% | 減碼 |
| RWM Asset Management, LLC | 2,128 | $4.70 萬 | 0.01% | +2,128 | 新進 |
| Johnson Financial Group, Inc. | 2,085 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,976 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,794 | $3.99 萬 | 0.00% | +1,707+1,962.1% | 加碼 |
| Huntington National Bank | 1,752 | $3.90 萬 | 0.00% | +191+12.2% | 加碼 |
| Tradewinds Capital Management, LLC | 1,600 | $3.60 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,552 | $3.50 萬 | 0.00% | +74+5.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,600 | $3.50 萬 | 0.00% | +1,600 | 新進 |
| Glassman Wealth Services | 1,308 | $2.90 萬 | 0.01% | +81+6.6% | 加碼 |
| American Portfolios Advisors | 1,199 | $2.67 萬 | 0.00% | +560+87.6% | 加碼 |
| Howe & Rusling Inc | 1,045 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 979 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 984 | $2.20 萬 | 0.01% | +984 | 新進 |
| Cutler Group LP | 987 | $2.10 萬 | 0.00% | −13,868−93.4% | 減碼 |
| Geneos Wealth Management Inc. | 916 | $2.00 萬 | 0.00% | +916 | 新進 |
| Private Capital Group, LLC | 810 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 800 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 745 | $1.70 萬 | 0.00% | −15−2.0% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 700 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 709 | $1.60 萬 | 0.01% | +709 | 新進 |
| Evoke Wealth, LLC | 709 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 697 | $1.50 萬 | 0.00% | +53+8.2% | 加碼 |
| Clearstead Advisors, LLC | 674 | $1.50 萬 | 0.00% | +488+262.4% | 加碼 |
| Bell Investment Advisors, Inc | 655 | $1.50 萬 | 0.00% | +655 | 新進 |
| Meridian Wealth Partners, LLC | 625 | $1.40 萬 | 0.00% | +625 | 新進 |
| Laurel Wealth Planning LLC | 575 | $1.30 萬 | 0.01% | +575 | 新進 |
| State of Wyoming | 529 | $1.20 萬 | 0.01% | −387−42.2% | 減碼 |
| Eagle Bay Advisors LLC | 560 | $1.20 萬 | 0.01% | −62−10.0% | 減碼 |
| Solstein Capital, LLC | 550 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 496 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 500 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 482 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 453 | $1.00 萬 | 0.00% | −300−39.8% | 減碼 |
| Professional Financial Advisors, LLC | 403 | $9,000 | 0.01% | +3+0.8% | 加碼 |
| Concord Wealth Partners | 359 | $8,000 | 0.00% | −1,924−84.3% | 減碼 |
| Global Retirement Partners, LLC | 378 | $8,000 | 0.00% | +217+134.8% | 加碼 |
| Bogart Wealth, LLC | 272 | $6,000 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 227 | $5,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 212 | $5,000 | 0.00% | −23−9.8% | 減碼 |
| Hexagon Capital Partners LLC | 232 | $5,000 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 224 | $5,000 | 0.00% | +64+40.0% | 加碼 |
| Annapolis Financial Services, LLC | 192 | $4,000 | 0.00% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 183 | $4,000 | 0.00% | +183 | 新進 |
| Carroll Financial Associates, Inc. | 149 | $3,000 | 0.00% | −377−71.7% | 減碼 |
| Raffa Wealth Management, LLC | 108 | $2,403 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 106 | $2,359 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 90 | $2,000 | 0.00% | −29,298−99.7% | 減碼 |
| Focused Wealth Management, Inc | 101 | $2,000 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 75 | $2,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 35 | $0 | 0.00% | +35 | 新進 |
| Kowal Investment Group, LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Sofos Investments, Inc. | 143 | – | – | −1−0.7% | 減碼 |
| Fiera Capital Corp | 0 | $0 | 0.00% | −410,600−100.0% | 清倉 |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −317,985−100.0% | 清倉 |
| Nationwide Asset Management LLC | 0 | $0 | 0.00% | −281,936−100.0% | 清倉 |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −194,929−100.0% | 清倉 |
| Theleme Partners LLP | 0 | $0 | 0.00% | −173,600−100.0% | 清倉 |
| Glovista Investments LLC | 0 | $0 | 0.00% | −125,352−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −73,238−100.0% | 清倉 |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −36,379−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −36,309−100.0% | 清倉 |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −30,461−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −28,696−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −28,468−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −28,364−100.0% | 清倉 |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −24,001−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,665−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −20,263−100.0% | 清倉 |
| Alta Capital Management LLC | 0 | $0 | 0.00% | −19,600−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,022−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −16,934−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −16,239−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −13,800−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,600−100.0% | 清倉 |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −12,854−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,842−100.0% | 清倉 |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −10,717−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −2,574−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,074−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,811−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −622−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| Accel Wealth Management | 0 | $0 | 0.00% | −210−100.0% | 清倉 |
| Sonora Investment Management, LLC | 0 | $0 | 0.00% | −124−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |