| Sageworth Trust Co | 263 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 258 | $1.50 萬 | 0.00% | +82+46.6% | 加碼 |
| Larson Financial Group LLC | 247 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 238 | $1.40 萬 | 0.00% | +38+19.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 250 | $1.40 萬 | 0.00% | +250 | 新進 |
| Riverview Trust Co | 250 | $1.40 萬 | 0.01% | +250 | 新進 |
| Proequities, Inc. | 200 | $1.20 萬 | 0.00% | −40−16.7% | 減碼 |
| Solstein Capital, LLC | 202 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| West Financial Advisors, LLC | 200 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| West Oak Capital, LLC | 175 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 177 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Aua Capital Management, LLC | 168 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 150 | $9,000 | 0.00% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 150 | $9,000 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 150 | $8,000 | 0.00% | +150 | 新進 |
| JFS Wealth Advisors, LLC | 129 | $7,000 | 0.00% | −18−12.2% | 減碼 |
| Atticus Wealth Management, LLC | 136 | $7,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 125 | $7,000 | 0.00% | 00.0% | 不變 |
| Arrow Financial Corp | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 102 | $6,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 105 | $6,000 | 0.01% | +33+45.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 101 | $6,000 | 0.00% | +101 | 新進 |
| Amundi | 81 | $5,000 | 0.00% | −1,408−94.6% | 減碼 |
| Country Trust Bank | 80 | $5,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 79 | $5,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 83 | $5,000 | 0.00% | +29+53.7% | 加碼 |
| Raleigh Capital Management Inc. | 85 | $5,000 | 0.00% | +85 | 新進 |
| Colonial Trust Co | 90 | $5,000 | 0.00% | +90 | 新進 |
| Earnest Partners LLC | 75 | $4,000 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 70 | $4,000 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 65 | $4,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 76 | $4,000 | 0.00% | +13+20.6% | 加碼 |
| Farmers & Merchants Investments Inc | 65 | $4,000 | 0.00% | +65 | 新進 |
| Hantz Financial Services, Inc. | 60 | $3,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 45 | $3,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 56 | $3,000 | 0.00% | +12+27.3% | 加碼 |
| Parkside Financial Bank & Trust | 44 | $3,000 | 0.00% | +19+76.0% | 加碼 |
| Loomis Sayles & Co L P | 31 | $2,000 | 0.00% | −5,340−99.4% | 減碼 |
| Disciplined Investments, LLC | 37 | $2,000 | 0.00% | +4+12.1% | 加碼 |
| Capital Advisors, Ltd. LLC | 36 | $2,000 | 0.00% | +28+350.0% | 加碼 |
| First Horizon Advisors, Inc. | 37 | $2,000 | 0.00% | +37 | 新進 |
| Harbour Investments, Inc. | 27 | $1,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 10 | $1,000 | 0.00% | −15−60.0% | 減碼 |
| TCI Wealth Advisors, Inc. | 15 | $1,000 | 0.00% | +11+275.0% | 加碼 |
| Versant Capital Management, Inc | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 13 | $1,000 | 0.00% | +13 | 新進 |
| Asset Dedication, LLC | 17 | $1,000 | 0.00% | +17 | 新進 |
| Stonebridge Capital Advisors LLC | 18 | $1,000 | 0.00% | +18 | 新進 |
| SJS Investment Consulting Inc. | 30 | $1,000 | 0.00% | +30 | 新進 |
| Raffa Wealth Management, LLC | 15 | $866 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 7 | $404 | 0.00% | −3−30.0% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 5 | $289 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 4 | $0 | 0.00% | −66−94.3% | 減碼 |
| Trustcore Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| RWM Asset Management, LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Sofos Investments, Inc. | 522 | – | – | +63+13.7% | 加碼 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −210,771−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −186,438−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −130,622−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −46,353−100.0% | 清倉 |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −38,865−100.0% | 清倉 |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −23,681−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −22,978−100.0% | 清倉 |
| Towle & Co | 0 | $0 | 0.00% | −12,810−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −12,818−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,378−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −11,247−100.0% | 清倉 |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −7,626−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,542−100.0% | 清倉 |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −5,516−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,690−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,629−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,599−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,220−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,790−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −643−100.0% | 清倉 |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −503−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −477−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| Surevest, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Retirement Group, LLC | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Sciencast Management LP | – | – | – | – | 本季未申報 |
| Intersect Capital LLC | – | – | – | – | 本季未申報 |
| Brewin Dolphin Ltd | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
