| Riverview Trust Co | 143 | $1.30 萬 | 0.01% | +143 | 新進 |
| Montag A & Associates Inc | 141 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 135 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Monolith Advisors | 122 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Peregrine Capital Management LLC | 110 | $1.00 萬 | 0.00% | +110 | 新進 |
| Salem Investment Counselors Inc | 110 | $1.00 萬 | 0.00% | +110 | 新進 |
| Private Capital Group, LLC | 107 | $9,000 | 0.01% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 91 | $8,000 | 0.00% | +64+237.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 95 | $8,000 | 0.00% | +79+493.8% | 加碼 |
| Exchange Traded Concepts, LLC | 95 | $8,000 | 0.00% | +95 | 新進 |
| 1832 Asset Management L.P. | 82 | $7,000 | 0.00% | −3−3.5% | 減碼 |
| Valley National Advisers Inc | 75 | $7,000 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 80 | $7,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 66 | $6,000 | 0.00% | −90−57.7% | 減碼 |
| Sound Income Strategies, LLC | 69 | $6,000 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 63 | $6,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 63 | $6,000 | 0.01% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 69 | $6,000 | 0.00% | +69 | 新進 |
| Ronald Blue Trust, Inc. | 54 | $6,000 | 0.00% | +54 | 新進 |
| Bank of New Hampshire | 56 | $5,000 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 52 | $5,000 | 0.00% | +52 | 新進 |
| GPS Wealth Strategies Group, LLC | 55 | $5,000 | 0.00% | +55 | 新進 |
| Aspire Private Capital, LLC | 48 | $4,000 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 42 | $4,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 44 | $4,000 | 0.00% | +14+46.7% | 加碼 |
| ACG Wealth | 42 | $4,000 | 0.00% | +42 | 新進 |
| Bogart Wealth, LLC | 50 | $4,000 | 0.00% | +50 | 新進 |
| Earnest Partners LLC | 35 | $3,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 31 | $3,000 | 0.00% | 00.0% | 不變 |
| Neo Ivy Capital Management | 42 | $3,000 | 0.01% | +42 | 新進 |
| FSC Wealth Advisors, LLC | 39 | $3,000 | 0.03% | +39 | 新進 |
| Aua Capital Management, LLC | 25 | $2,000 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 27 | $2,000 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 22 | $2,000 | 0.00% | +7+46.7% | 加碼 |
| Prestige Wealth Management Group LLC | 19 | $2,000 | 0.00% | 00.0% | 不變 |
| CX Institutional | 18 | $2,000 | 0.00% | +18 | 新進 |
| Bell Investment Advisors, Inc | 24 | $2,000 | 0.00% | +24 | 新進 |
| Leonteq Securities AG | 17 | $1,495 | 0.00% | +3+21.4% | 加碼 |
| Sutton Wealth Advisors Inc. | 15 | $1,320 | 0.00% | +10+200.0% | 加碼 |
| Howe & Rusling Inc | 16 | $1,000 | 0.00% | −4−20.0% | 減碼 |
| CVA Family Office, LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Certified Advisory Corp | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 15 | $1,000 | 0.00% | +15 | 新進 |
| Glassman Wealth Services | 14 | $1,000 | 0.00% | +14 | 新進 |
| Lindbrook Capital, LLC | 6 | $1,000 | 0.00% | +6 | 新進 |
| Carolinas Wealth Consulting LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 2 | $0 | 0.00% | +2 | 新進 |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | 新進 |
| EverSource Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | 新進 |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −71,453−100.0% | 清倉 |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −60,871−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,380−100.0% | 清倉 |
| Schwartz Investment Counsel Inc | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Advent Capital Management | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,628−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −5,400−100.0% | 清倉 |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −5,315−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,129−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,475−100.0% | 清倉 |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −1,772−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,735−100.0% | 清倉 |
| EHP Funds Inc. | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −2,158−100.0% | 清倉 |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −2,050−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,051−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,006−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,930−100.0% | 清倉 |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −1,847−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,859−100.0% | 清倉 |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −1,835−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −1,735−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −290−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −61−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| American Portfolios Advisors | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| People's United Financial, Inc. | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |
| Virginia Retirement Systems Et Al | – | – | – | – | 本季未申報 |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | 本季未申報 |
| Orrstown Financial Services Inc | – | – | – | – | 本季未申報 |
| NN Investment Partners Holdings N.V. | – | – | – | – | 本季未申報 |
| American National Registered Investment Advisor, Inc. | – | – | – | – | 本季未申報 |
| Kings Point Capital Management | – | – | – | – | 本季未申報 |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | 本季未申報 |
