| Strategic Investment Solutions, Inc. | 500 | $3,280 | 0.00% | −5,116−91.1% | 減碼 |
| Hexagon Capital Partners LLC | 492 | $3,228 | 0.00% | −26−5.0% | 減碼 |
| Centerpoint Advisors, LLC | 500 | $3,000 | 0.00% | −216−30.2% | 減碼 |
| Sawyer & Company, Inc | 400 | $3,000 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 400 | $2,624 | 0.00% | +400 | 新進 |
| Tucker Asset Management LLC | 319 | $2,093 | 0.00% | −290−47.6% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 350 | $2,000 | 0.00% | −50−12.5% | 減碼 |
| Harbour Investments, Inc. | 285 | $1,870 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 283 | $1,856 | 0.00% | +281+14,050.0% | 加碼 |
| Principal Securities, Inc. | 247 | $1,620 | 0.00% | +247 | 新進 |
| JFS Wealth Advisors, LLC | 233 | $1,529 | 0.00% | +7+3.1% | 加碼 |
| Farmers & Merchants Investments Inc | 225 | $1,476 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 203 | $1,331 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 200 | $1,312 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 182 | $1,194 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 160 | $1,050 | 0.00% | +75+88.2% | 加碼 |
| Resources Management Corp | 95 | $1,000 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 299 | $1,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 139 | $1,000 | 0.00% | +139 | 新進 |
| Geneos Wealth Management Inc. | 144 | $945 | 0.00% | +144 | 新進 |
| Armstrong Advisory Group, Inc | 100 | $656 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 95 | $624 | 0.00% | −26−21.5% | 減碼 |
| SJS Investment Consulting Inc. | 87 | $571 | 0.00% | +23+35.9% | 加碼 |
| Assetmark, Inc | 85 | $558 | 0.00% | +85 | 新進 |
| Riggs Asset Managment Co. Inc. | 84 | $552 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 75 | $492 | 0.00% | −377−83.4% | 減碼 |
| Prestige Wealth Management Group LLC | 69 | $453 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 65 | $427 | 0.00% | +31+91.2% | 加碼 |
| Glen Eagle Advisors, LLC | 60 | $394 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 58 | $372 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 50 | $328 | 0.00% | 00.0% | 不變 |
| American National Bank | 50 | $328 | 0.00% | +50 | 新進 |
| DiNuzzo Private Wealth, Inc. | 44 | $289 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 43 | $282 | 0.00% | +43 | 新進 |
| TFC Financial Management | 42 | $276 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 40 | $263 | 0.00% | −14−25.9% | 減碼 |
| Salem Investment Counselors Inc | 40 | $263 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 33 | $217 | 0.00% | 00.0% | 不變 |
| Mendota Financial Group, LLC | 24 | $158 | 0.00% | +24 | 新進 |
| Claris Advisors, LLC | 19 | $125 | 0.00% | +19 | 新進 |
| Cornerstone Planning Group LLC | 16 | $97 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3 | $20 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3 | $20 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 2 | $13 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 2 | $13 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 138 | $0 | 0.00% | +138 | 新進 |
| International Assets Investment Management, LLC | 82,623 | – | – | +66,028+397.9% | 加碼 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −1,211,565−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −583,449−100.0% | 清倉 |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −573,660−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −478,695−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −332,251−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −188,756−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −124,569−100.0% | 清倉 |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −92,743−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −67,807−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −67,807−100.0% | 清倉 |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −63,400−100.0% | 清倉 |
| Colony Group, LLC | 0 | $0 | 0.00% | −54,926−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −54,095−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −40,574−100.0% | 清倉 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −34,995−100.0% | 清倉 |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −31,970−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −22,413−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −18,125−100.0% | 清倉 |
| Total Investment Management Inc | 0 | $0 | 0.00% | −17,727−100.0% | 清倉 |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −16,548−100.0% | 清倉 |
| Sanibel Captiva Trust Company, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −11,970−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −11,393−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −10,276−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,116−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,111−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −809−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −308−100.0% | 清倉 |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −235−100.0% | 清倉 |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
