| CarsonAllaria Wealth Management, Ltd. | 208 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Retirement Group, LLC | 169 | $9,000 | 0.00% | 00.0% | 不變 |
| Burleson & Company, LLC | 168 | $8,435 | 0.00% | +168 | 新進 |
| Asset Dedication, LLC | 160 | $8,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 166 | $8,000 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 154 | $8,000 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 148 | $7,431 | 0.00% | −80−35.1% | 減碼 |
| New Millennium Group LLC | 134 | $6,749 | 0.01% | +2+1.5% | 加碼 |
| Castleview Partners, LLC | 133 | $6,690 | 0.01% | +133 | 新進 |
| Cary Street Partner Investment Advisory LLC | 129 | $6,477 | 0.00% | +129 | 新進 |
| Delta Asset Management LLC | 125 | $6,276 | 0.00% | +125 | 新進 |
| Colonial Trust Co | 125 | $6,276 | 0.00% | +125 | 新進 |
| Community Bank, N.A. | 113 | $5,672 | 0.00% | +113 | 新進 |
| Newbridge Financial Services Group, Inc. | 111 | $5,594 | 0.00% | +90+428.6% | 加碼 |
| Richard W. Paul & Associates, LLC | 106 | $5,322 | 0.00% | +106 | 新進 |
| Global Financial Private Client, LLC | 100 | $5,021 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 100 | $5,021 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 100 | $5,021 | 0.00% | +100 | 新進 |
| Coppell Advisory Solutions Corp. | 100 | $5,021 | 0.00% | +100 | 新進 |
| Citizens National Bank Trust Department | 90 | $5,000 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 100 | $5,000 | 0.00% | +100 | 新進 |
| RFP Financial Group LLC | 72 | $3,612 | 0.00% | +72 | 新進 |
| McIlrath & Eck, LLC | 69 | $3,464 | 0.00% | +69 | 新進 |
| Baldrige Asset Management LLC | 50 | $3,000 | 0.00% | +50 | 新進 |
| Syverson Strege & Co | 30 | $1,523 | 0.00% | +30 | 新進 |
| Private Advisor Group, LLC | 27,933 | $1,403 | 0.00% | −1,138−3.9% | 減碼 |
| Semmax Financial Advisors Inc. | 14 | $1,000 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 5,300 | $266 | 0.00% | 00.0% | 不變 |
| Cottage Street Advisors LLC | 3,499,828 | – | – | +3,410,731+3,828.1% | 加碼 |
| Salient Capital Advisors, LLC | 0 | $0 | 0.00% | −836,631−100.0% | 清倉 |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −470,898−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −195,139−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −88,600−100.0% | 清倉 |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −82,158−100.0% | 清倉 |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −45,777−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −33,362−100.0% | 清倉 |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −28,000−100.0% | 清倉 |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −25,888−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,850−100.0% | 清倉 |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −13,992−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −11,644−100.0% | 清倉 |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −10,666−100.0% | 清倉 |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −8,625−100.0% | 清倉 |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −8,081−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −8,020−100.0% | 清倉 |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −7,700−100.0% | 清倉 |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −7,200−100.0% | 清倉 |
| Partners Group Holding AG | 0 | $0 | 0.00% | −6,461−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −6,318−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −6,257−100.0% | 清倉 |
| PCG Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Sterling Manor Financial, LLC | 0 | $0 | 0.00% | −5,750−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,096−100.0% | 清倉 |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,915−100.0% | 清倉 |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −4,664−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −4,486−100.0% | 清倉 |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −4,400−100.0% | 清倉 |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −2,136−100.0% | 清倉 |
| Credit Suisse AG | 0 | $0 | 0.00% | −1,995−100.0% | 清倉 |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −1,644−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,103−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −903−100.0% | 清倉 |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −763−100.0% | 清倉 |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −565−100.0% | 清倉 |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −268−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −202−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −149−100.0% | 清倉 |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −63−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Kore Private Wealth LLC | – | – | – | – | 本季未申報 |
| American Research & Management Co. | – | – | – | – | 本季未申報 |
| Surevest, LLC | – | – | – | – | 本季未申報 |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | 本季未申報 |
| CPWM, LLC | – | – | – | – | 本季未申報 |
| Enhancing Capital LLC | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
| Corsicana & Co. | – | – | – | – | 本季未申報 |
| Pacific Center for Financial Services | – | – | – | – | 本季未申報 |
| Monolith Advisors | – | – | – | – | 本季未申報 |
| Covington Capital Management | – | – | – | – | 本季未申報 |
| Strategic Asset Management, LLC | – | – | – | – | 本季未申報 |
