| Sargent Bickham Lagudis LLC | 150 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 146 | $4.60 萬 | 0.00% | +6+4.3% | 加碼 |
| New Century Advisors, LLC | 140 | $4.40 萬 | 0.04% | +140 | 新進 |
| FourThought Financial, LLC | 130 | $4.10 萬 | 0.01% | −32−19.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 125 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 123 | $3.90 萬 | 0.00% | +123 | 新進 |
| IronBridge Private Wealth, LLC | 109 | $3.40 萬 | 0.02% | −224−67.3% | 減碼 |
| Truvestments Capital LLC | 91 | $2.90 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 85 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 63 | $1.90 萬 | 0.00% | +63 | 新進 |
| National Bank of Canada | 56 | $1.80 萬 | 0.00% | +56 | 新進 |
| Sageworth Trust Co of South Dakota | 57 | $1.80 萬 | 0.03% | +57 | 新進 |
| Adirondack Trust Co | 50 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Investors Research Corp | 50 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 43 | $1.40 萬 | 0.00% | +30+230.8% | 加碼 |
| Peoples Financial Services Corp. | 38 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 37 | $1.16 萬 | 0.00% | −34−47.9% | 減碼 |
| Hoese & Co LLP | 32 | $1.00 萬 | 0.01% | +32 | 新進 |
| Dark Forest Capital Management LP | 31 | $1.00 萬 | 0.00% | +31 | 新進 |
| Lindbrook Capital, LLC | 29 | $9,000 | 0.00% | −6−17.1% | 減碼 |
| Carolinas Wealth Consulting LLC | 28 | $9,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 28 | $9,000 | 0.00% | +3+12.0% | 加碼 |
| Private Capital Group, LLC | 27 | $9,000 | 0.00% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 30 | $9,000 | 0.00% | +30 | 新進 |
| Tucker Asset Management LLC | 27 | $8,469 | 0.00% | +27 | 新進 |
| Geneos Wealth Management Inc. | 27 | $8,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 26 | $8,000 | 0.00% | +26 | 新進 |
| Confluence Wealth Services, Inc. | 26 | $8,000 | 0.00% | +26 | 新進 |
| Sageworth Trust Co | 18 | $6,000 | 0.00% | −62−77.5% | 減碼 |
| Harbour Investments, Inc. | 20 | $6,000 | 0.00% | −50−71.4% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 19 | $6,000 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 15 | $5,000 | 0.00% | −2−11.8% | 減碼 |
| Solstein Capital, LLC | 17 | $5,000 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 17 | $5,000 | 0.00% | +7+70.0% | 加碼 |
| Delos Wealth Advisors, LLC | 17 | $5,000 | 0.00% | +17 | 新進 |
| EverSource Wealth Advisors, LLC | 12 | $4,000 | 0.00% | +12 | 新進 |
| Global Financial Private Client, LLC | 10 | $3,147 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 8 | $3,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 9 | $3,000 | 0.00% | +8+800.0% | 加碼 |
| Albion Financial Group | 10 | $3,000 | 0.00% | +10 | 新進 |
| Motley Fool Asset Management LLC | 10 | $3,000 | 0.00% | +10 | 新進 |
| Fortitude Advisory Group L.L.C. | 8 | $3,000 | 0.00% | +8 | 新進 |
| TD Private Client Wealth LLC | 9 | $2,832 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 7 | $2,000 | 0.00% | −2−22.2% | 減碼 |
| JFS Wealth Advisors, LLC | 6 | $2,000 | 0.00% | +6 | 新進 |
| Mechanics Financial Corp | 6 | $2,000 | 0.00% | +6 | 新進 |
| Schubert & Co | 5 | $2,000 | 0.00% | +5 | 新進 |
| Financial Management Professionals, Inc. | 2 | $1,000 | 0.00% | +1+100.0% | 加碼 |
| Allworth Financial LP | 2 | $1,000 | 0.00% | +2 | 新進 |
| Raffa Wealth Management, LLC | 3 | $944 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 3 | $944 | 0.00% | +3 | 新進 |
| Johnson Financial Group, Inc. | 1 | $0 | 0.00% | −1−50.0% | 減碼 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −48,279−100.0% | 清倉 |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −31,339−100.0% | 清倉 |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −28,922−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −24,026−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −23,454−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −19,107−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −13,249−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,299−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,742−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,645−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,858−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −2,079−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,082−100.0% | 清倉 |
| Cigna Investments Inc | 0 | $0 | 0.00% | −848−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −836−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −828−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −707−100.0% | 清倉 |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −138−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −121−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Country Trust Bank | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| HighPoint Advisor Group LLC | – | – | – | – | 本季未申報 |
| World Asset Management Inc | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
