| Hall Laurie J Trustee | 750 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 750 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 758 | $1.50 萬 | 0.00% | +8+1.1% | 加碼 |
| First PREMIER Bank | 765 | $1.50 萬 | 0.00% | +765 | 新進 |
| Private Capital Group, LLC | 699 | $1.40 萬 | 0.00% | −570−44.9% | 減碼 |
| Asset Dedication, LLC | 742 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 689 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 729 | $1.40 萬 | 0.00% | +338+86.4% | 加碼 |
| Personal Wealth Partners | 696 | $1.40 萬 | 0.01% | +696 | 新進 |
| Tradition Wealth Management, LLC | 727 | $1.40 萬 | 0.00% | +727 | 新進 |
| Adirondack Trust Co | 645 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 661 | $1.30 萬 | 0.01% | +661 | 新進 |
| Rockefeller Capital Management L.P. | 617 | $1.10 萬 | 0.00% | −206−25.0% | 減碼 |
| Clearstead Advisors, LLC | 579 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| CNB Bank | 580 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 568 | $1.10 萬 | 0.00% | +5+0.9% | 加碼 |
| Phoenix Wealth Advisors | 560 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 492 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 502 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 493 | $1.00 萬 | 0.00% | +68+16.0% | 加碼 |
| Semmax Financial Advisors Inc. | 496 | $1.00 萬 | 0.00% | +496 | 新進 |
| Brendel Financial Advisors LLC | 500 | $1.00 萬 | 0.01% | +500 | 新進 |
| Valley National Advisers Inc | 462 | $9,000 | 0.00% | 00.0% | 不變 |
| Norway Savings Bank | 480 | $9,000 | 0.00% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 436 | $9,000 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 480 | $9,000 | 0.00% | +480 | 新進 |
| JJJ Advisors Inc. | 446 | $9,000 | 0.00% | +446 | 新進 |
| JFS Wealth Advisors, LLC | 400 | $8,000 | 0.00% | −200−33.3% | 減碼 |
| Financial Management Professionals, Inc. | 395 | $8,000 | 0.00% | −86−17.9% | 減碼 |
| Versant Capital Management, Inc | 384 | $8,000 | 0.00% | 00.0% | 不變 |
| Vectors Research Management, LLC | 392 | $8,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 373 | $7,000 | 0.00% | −36−8.8% | 減碼 |
| Filbrandt Wealth Management, LLC | 368 | $7,000 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 350 | $7,000 | 0.00% | +201+134.9% | 加碼 |
| McCarthy Asset Management, Inc. | 330 | $7,000 | 0.00% | +330 | 新進 |
| Crewe Advisors LLC | 290 | $6,000 | 0.00% | −162−35.8% | 減碼 |
| Optimum Investment Advisors | 312 | $6,000 | 0.00% | 00.0% | 不變 |
| Savior LLC | 316 | $6,000 | 0.01% | 00.0% | 不變 |
| Trust Co of Vermont | 265 | $5,000 | 0.00% | 00.0% | 不變 |
| American Research & Management Co. | 268 | $5,000 | 0.00% | 00.0% | 不變 |
| Arrow Financial Corp | 236 | $5,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 239 | $5,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 247 | $5,000 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 265 | $5,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 236 | $5,000 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 238 | $5,000 | 0.00% | +238 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 225 | $4,000 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 218 | $4,000 | 0.00% | +117+115.8% | 加碼 |
| Parisi Gray Wealth Management | 203 | $4,000 | 0.00% | +203 | 新進 |
| Kelly Financial Services LLC | 74,043 | $3,759 | 0.15% | +70,290+1,872.9% | 加碼 |
| Carroll Financial Associates, Inc. | 196 | $3,000 | 0.00% | 00.0% | 不變 |
| Leelyn Smith, LLC | 164 | $3,000 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 129 | $3,000 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 85 | $2,000 | 0.00% | −85−50.0% | 減碼 |
| Harbor Investment Advisory, LLC | 83 | $2,000 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 118 | $2,000 | 0.00% | +1+0.9% | 加碼 |
| Prestige Wealth Management Group LLC | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 110 | $2,000 | 0.00% | +110 | 新進 |
| Raffa Wealth Management, LLC | 51 | $1,005 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 75 | $1,000 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 40 | $1,000 | 0.00% | 00.0% | 不變 |
| Ford Financial Group, LLC | 81 | $1,000 | 0.00% | +81 | 新進 |
| Paragon Wealth Strategies, LLC | 6 | $0 | 0.00% | +6 | 新進 |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −627,360−100.0% | 清倉 |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −415,290−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −380,948−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −204,464−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −83,200−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −34,142−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −29,678−100.0% | 清倉 |
| Colony Group LLC | 0 | $0 | 0.00% | −25,401−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Park National Corp | 0 | $0 | 0.00% | −14,423−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −14,275−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,514−100.0% | 清倉 |
| Opus Capital Group, LLC | 0 | $0 | 0.00% | −10,883−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −9,883−100.0% | 清倉 |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −9,825−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −9,727−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −9,603−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −7,669−100.0% | 清倉 |
| Rowland & Co Investment Counsel | 0 | $0 | 0.00% | −5,063−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −3,715−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,399−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −1,960−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −1,723−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −907−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −839−100.0% | 清倉 |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −642−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −599−100.0% | 清倉 |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −512−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −283−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −242−100.0% | 清倉 |
| Sage Financial Management Group, Inc. | 0 | $0 | 0.00% | −147−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| Burleson & Company, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Ade, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |