| Simon Quick Advisors, LLC | 10,029 | $2.14 萬 | 0.00% | +10,029 | 新進 |
| GM Advisory Group, Inc. | 10,000 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 10,000 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 9,659 | $2.10 萬 | 0.00% | −3,383−25.9% | 減碼 |
| AlphaMark Advisors, LLC | 9,572 | $2.00 萬 | 0.01% | +9,572 | 新進 |
| First Manhattan Co | 9,229 | $1.97 萬 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 8,126 | $1.70 萬 | 0.00% | +8,126 | 新進 |
| TD Waterhouse Canada Inc. | 7,100 | $1.69 萬 | 0.00% | −874−11.0% | 減碼 |
| Fifth Third Bancorp | 6,580 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 6,470 | $1.38 萬 | 0.01% | −8,308−56.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 4,338 | $9,240 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 4,000 | $8,520 | 0.00% | +4,000 | 新進 |
| Russell Investments Group, Ltd. | 3,322 | $7,076 | 0.00% | +1,447+77.2% | 加碼 |
| Private Trust Co NA | 3,131 | $6,669 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,090 | $6,581 | 0.00% | −2,553−45.2% | 減碼 |
| HHM Wealth Advisors, LLC | 2,877 | $6,129 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 2,865 | $6,103 | 0.00% | −352−10.9% | 減碼 |
| Raffa Wealth Management, LLC | 2,712 | $5,777 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2,638 | $5,619 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 2,450 | $5,219 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 2,538 | $5,000 | 0.00% | +2,538 | 新進 |
| Investors Research Corp | 2,135 | $4,548 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 2,050 | $4,367 | 0.00% | −15,467−88.3% | 減碼 |
| GW&K Investment Management, LLC | 1,677 | $4,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,667 | $3,551 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 1,547 | $3,295 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,231 | $2,623 | 0.00% | +172+16.2% | 加碼 |
| Jones Financial Companies LLLP | 1,206 | $2,569 | 0.00% | +1,206 | 新進 |
| HighMark Wealth Management LLC | 1,047 | $2,229 | 0.00% | +11+1.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 967 | $2,060 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 824 | $1,755 | 0.00% | −11,139−93.1% | 減碼 |
| TFC Financial Management | 800 | $1,704 | 0.00% | +800 | 新進 |
| Umb Bank N A | 718 | $1,529 | 0.00% | −8,280−92.0% | 減碼 |
| Farther Finance Advisors, LLC | 636 | $1,355 | 0.00% | +168+35.9% | 加碼 |
| Bellevue Asset Management, LLC | 630 | $1,341 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 540 | $1,151 | 0.00% | +540 | 新進 |
| HBC Financial Services, PLLC | 500 | $1,000 | 0.00% | +500 | 新進 |
| Antonetti Capital Management LLC | 454 | $968 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 450 | $959 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 375 | $799 | 0.00% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 322 | $686 | 0.00% | +322 | 新進 |
| Sofos Investments, Inc. | 317 | $617 | 0.00% | +315+15,750.0% | 加碼 |
| Abound Wealth Management | 251 | $535 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 250 | $533 | 0.00% | +140+127.3% | 加碼 |
| Bell Investment Advisors, Inc | 249 | $531 | 0.00% | 00.0% | 不變 |
| Norwood Financial Corp | 205 | $434 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 174 | $371 | 0.00% | +174 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 142 | $304 | 0.00% | +142 | 新進 |
| Rosenberg Matthew Hamilton | 44 | $94 | 0.00% | 00.0% | 不變 |
| Intrepid Capital Management Inc | 34 | $72 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $2 | 0.00% | −1,102−99.9% | 減碼 |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −4,282,360−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −232,318−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −216,301−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −204,998−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −133,788−100.0% | 清倉 |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −68,834−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −66,604−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −54,030−100.0% | 清倉 |
| Palladiem, LLC | 0 | $0 | 0.00% | −46,195−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −42,781−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −32,647−100.0% | 清倉 |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −31,520−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −27,591−100.0% | 清倉 |
| McDonald Partners LLC | 0 | $0 | 0.00% | −18,348−100.0% | 清倉 |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −18,311−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −14,890−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −13,902−100.0% | 清倉 |
| Avenue 1 Advisors, LLC | 0 | $0 | 0.00% | −12,866−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −11,716−100.0% | 清倉 |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −11,449−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −11,251−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −10,919−100.0% | 清倉 |
| Blue Investment Partners LLC | 0 | $0 | 0.00% | −10,474−100.0% | 清倉 |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −10,372−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −10,101−100.0% | 清倉 |
| SFE Investment Counsel | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,072−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −9,328−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5,307−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −3,631−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,168−100.0% | 清倉 |
| Bollard Group LLC | 0 | $0 | 0.00% | −2,637−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,604−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −498−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −168−100.0% | 清倉 |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Kistler-Tiffany Companies, LLC | – | – | – | – | 本季未申報 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
