| Autumn Glory Partners, LLC | 10,126 | $16.3 萬 | 0.07% | +10,126 | 新進 |
| Callan Capital, LLC | 10,000 | $16.1 萬 | 0.02% | +10,000 | 新進 |
| Harbor Investment Advisory, LLC | 9,850 | $15.9 萬 | 0.02% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 9,678 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| Vestor Capital, LLC | 9,319 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 9,083 | $14.6 萬 | 0.01% | +28+0.3% | 加碼 |
| Snowden Capital Advisors LLC | 8,979 | $14.4 萬 | 0.01% | +8,979 | 新進 |
| First Command Financial Services, Inc. | 8,771 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| First Command Bank | 8,771 | $13.7 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 8,519 | $13.7 萬 | 0.01% | +1,271+17.5% | 加碼 |
| AdvisorNet Financial, Inc | 8,081 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Operose Advisors LLC | 7,527 | $12.1 萬 | 0.10% | +7,527 | 新進 |
| Arcadia Investment Management Corp | 7,335 | $11.8 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 7,344 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 7,303 | $11.8 萬 | 0.00% | +7,303 | 新進 |
| Delta Asset Management LLC | 7,000 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| TCTC Holdings, LLC | 6,833 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 6,600 | $10.6 萬 | 0.02% | +6,600 | 新進 |
| FAI Wealth Management | 5,999 | $9.60 萬 | 0.08% | 00.0% | 不變 |
| Exane Derivatives | 5,537 | $8.92 萬 | 0.02% | −2,863−34.1% | 減碼 |
| Creative Financial Designs Inc | 5,195 | $8.40 萬 | 0.01% | 00.0% | 不變 |
| Sandy Spring Bank | 5,001 | $8.10 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 5,018 | $8.10 萬 | 0.01% | 00.0% | 不變 |
| Chilton Capital Management LLC | 4,545 | $7.30 萬 | 0.00% | +4,545 | 新進 |
| Signaturefd, LLC | 4,340 | $7.00 萬 | 0.00% | −2,301−34.6% | 減碼 |
| Andrew Hill Investment Advisors, Inc. | 4,304 | $6.90 萬 | 0.06% | +4,304 | 新進 |
| Johnson Midwest Financial, LLC | 3,921 | $6.30 萬 | 0.05% | +15+0.4% | 加碼 |
| Proequities, Inc. | 3,688 | $5.90 萬 | 0.00% | −765−17.2% | 減碼 |
| Webster Bank, N. A. | 3,456 | $5.60 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,217 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 3,035 | $4.90 萬 | 0.02% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 3,000 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,887 | $4.70 萬 | 0.00% | +4+0.1% | 加碼 |
| MUFG Americas Holdings Corp | 2,676 | $4.30 萬 | 0.00% | +2,676 | 新進 |
| Bessemer Group Inc | 2,478 | $4.00 萬 | 0.00% | +2,478 | 新進 |
| Kistler-Tiffany Companies, LLC | 2,362 | $3.80 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 2,290 | $3.70 萬 | 0.00% | +2,290 | 新進 |
| Confluence Wealth Services, Inc. | 2,347 | $3.70 萬 | 0.01% | +2,347 | 新進 |
| Allworth Financial LP | 2,221 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 2,240 | $3.60 萬 | 0.01% | 00.0% | 不變 |
| Signet Financial Management, LLC | 2,199 | $3.50 萬 | 0.01% | +2,199 | 新進 |
| Covington Capital Management | 2,100 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 2,075 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Surevest, LLC | 1,624 | $2.60 萬 | 0.01% | +1,624 | 新進 |
| Ahrens Investment Partners LLC | 1,600 | $2.60 萬 | 0.01% | +1,600 | 新進 |
| Glassman Wealth Services | 1,400 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 1,405 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 1,233 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Segantii Capital Management Ltd | 1,250 | $2.00 萬 | 0.00% | +1,250 | 新進 |
| Montag A & Associates Inc | 1,143 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,028 | $1.70 萬 | 0.00% | −501−32.8% | 減碼 |
| Plante Moran Financial Advisors, LLC | 1,000 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Founders Capital Management | 1,000 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| TFC Financial Management | 1,020 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 1,007 | $1.60 萬 | 0.01% | +1,007 | 新進 |
| Sterling Investment Advisors, Ltd. | 955 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 953 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 843 | $1.40 萬 | 0.00% | +843 | 新進 |
| TAP Consulting, LLC | 568 | $9,000 | 0.00% | +568 | 新進 |
| Eaton Vance Management | 514 | $8,000 | 0.00% | 00.0% | 不變 |
| Norway Savings Bank | 514 | $8,000 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 467 | $8,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $7,000 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 393 | $6,000 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 301 | $5,000 | 0.00% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 325 | $5,000 | 0.00% | +325 | 新進 |
| Northern Trust Corp | 24,869 | $4,000 | 0.00% | −44,073−63.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 225 | $4,000 | 0.00% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 114 | $2,000 | 0.00% | 00.0% | 不變 |
| Sawyer & Company, Inc | 149 | $2,000 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 69 | $1,000 | 0.00% | +69 | 新進 |
| Carroll Investors, Inc | 24 | $0 | 0.00% | +24 | 新進 |
| Natixis | 0 | $0 | 0.00% | −129,546−100.0% | 清倉 |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −44,155−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −15,967−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −15,545−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −15,178−100.0% | 清倉 |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −11,712−100.0% | 清倉 |
| First Foundation Advisors | 0 | $0 | 0.00% | −10,771−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −10,663−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −10,077−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −7,829−100.0% | 清倉 |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −7,090−100.0% | 清倉 |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −3,595−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,556−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −224−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| BFT Financial Group, LLC | – | – | – | – | 本季未申報 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |