| North Star Investment Management Corp. | 450 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 431 | $2.40 萬 | 0.00% | +331+331.0% | 加碼 |
| Focused Wealth Management, Inc | 400 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| IMA Wealth, Inc. | 375 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 326 | $1.70 萬 | 0.00% | +6+1.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 270 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Advisors | 229 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 206 | $1.20 萬 | 0.00% | +185+881.0% | 加碼 |
| Kings Point Capital Management | 200 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 195 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 200 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 200 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 210 | $1.10 萬 | 0.00% | +50+31.3% | 加碼 |
| Parkside Financial Bank & Trust | 188 | $1.00 萬 | 0.00% | +4+2.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 180 | $1.00 萬 | 0.00% | +29+19.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 172 | $9,000 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 156 | $9,000 | 0.00% | +156 | 新進 |
| Sentry Investment Management LLC | 151 | $8,000 | 0.00% | −2,205−93.6% | 減碼 |
| Proequities, Inc. | 144 | $8,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 134 | $7,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 128 | $7,000 | 0.00% | +13+11.3% | 加碼 |
| Sugarloaf Wealth Management, LLC | 123 | $7,000 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 121 | $7,000 | 0.00% | +33+37.5% | 加碼 |
| Versant Capital Management, Inc | 110 | $6,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 108 | $6,000 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 107 | $6,000 | 0.00% | +107 | 新進 |
| Earnest Partners LLC | 100 | $5,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 96 | $5,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 96 | $5,000 | 0.00% | 00.0% | 不變 |
| San Francisco Sentry Investment Group (Ca) | 86 | $5,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 95 | $5,000 | 0.00% | +23+31.9% | 加碼 |
| Ford Financial Group, LLC | 100 | $5,000 | 0.00% | +100 | 新進 |
| Dark Forest Capital Management LP | 89 | $5,000 | 0.00% | +89 | 新進 |
| Sonora Investment Management, LLC | 73 | $4,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 77 | $4,000 | 0.00% | +31+67.4% | 加碼 |
| Strategic Blueprint, LLC | 75 | $4,000 | 0.00% | +75 | 新進 |
| Sutton Wealth Advisors Inc. | 56 | $3,060 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 68 | $3,000 | 0.00% | −442−86.7% | 減碼 |
| Jones Financial Companies LLLP | 62 | $3,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 54 | $3,000 | 0.00% | 00.0% | 不變 |
| Lenox Wealth Advisors, LLC | 62 | $3,000 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 61 | $3,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 50 | $3,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 55 | $3,000 | 0.00% | +12+27.9% | 加碼 |
| Clearstead Advisors, LLC | 49 | $3,000 | 0.00% | +49 | 新進 |
| Wealth Quarterback LLC | 51 | $3,000 | 0.00% | +51 | 新進 |
| JJJ Advisors Inc. | 36 | $2,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 38 | $2,000 | 0.00% | 00.0% | 不變 |
| Sierra Capital LLC | 32 | $2,000 | 0.00% | −10−23.8% | 減碼 |
| Cedar Mountain Advisors, LLC | 43 | $2,000 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 53 | $2,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 30 | $2,000 | 0.00% | 00.0% | 不變 |
| Standard Family Office LLC | 29 | $2,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 39 | $2,000 | 0.00% | +39 | 新進 |
| Raffa Wealth Management, LLC | 35 | $1,913 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| FormulaFolio Investments, LLC | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 14 | $1,000 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 29 | $1,000 | 0.00% | +3+11.5% | 加碼 |
| Atlas Capital Advisors LLC | 12 | $655 | 0.00% | +12 | 新進 |
| WestEnd Advisors, LLC | – | $109 | 0.00% | – | 新進 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 8 | $0 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 8 | $0 | 0.00% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 5 | $0 | 0.00% | +5 | 新進 |
| Beacon Financial Group | 20,982 | – | – | −17,826−45.9% | 減碼 |
| America First Investment Advisors, LLC | 0 | $0 | 0.00% | −343,805−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −55,920−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −54,833−100.0% | 清倉 |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −8,309−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,676−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −7,616−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −7,414−100.0% | 清倉 |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | – | 清倉 |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −6,641−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,686−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −5,634−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,658−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,100−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,115−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,427−100.0% | 清倉 |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −1,710−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −538−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| Sun Life Financial INC | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Psagot Investment House Ltd. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
