| FinTrust Capital Advisors, LLC | 396 | $2.60 萬 | 0.01% | +396 | 新進 |
| Rockefeller Capital Management L.P. | 381 | $2.30 萬 | 0.00% | −56−12.8% | 減碼 |
| Simplex Trading, LLC | 350 | $2.10 萬 | 0.00% | +350 | 新進 |
| AGF Investments LLC | 330 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 286 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 285 | $1.80 萬 | 0.00% | +85+42.5% | 加碼 |
| Loomis Sayles & Co L P | 266 | $1.60 萬 | 0.00% | +184+224.4% | 加碼 |
| MBM Wealth Consultants, LLC | 200 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 195 | $1.20 萬 | 0.01% | −2,629−93.1% | 減碼 |
| Clearstead Advisors, LLC | 200 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 199 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 200 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 190 | $1.20 萬 | 0.00% | +90+90.0% | 加碼 |
| Crewe Advisors LLC | 182 | $1.10 萬 | 0.00% | +73+67.0% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 190 | $1.10 萬 | 0.00% | +190 | 新進 |
| Ogorek Anthony Joseph | 173 | $1.00 萬 | 0.00% | +68+64.8% | 加碼 |
| Versant Capital Management, Inc | 149 | $9,000 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 142 | $9,000 | 0.01% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 138 | $9,000 | 0.00% | +1+0.7% | 加碼 |
| FourThought Financial, LLC | 121 | $7,000 | 0.00% | 00.0% | 不變 |
| Absolute Capital Management, LLC | 109 | $6,853 | 0.01% | +109 | 新進 |
| Anchor Investment Management, LLC | 100 | $6,155 | 0.00% | +100 | 新進 |
| First Financial Corp | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 61 | $4,000 | 0.00% | −18−22.8% | 減碼 |
| Blume Capital Management, Inc. | 70 | $4,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 65 | $4,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 64 | $4,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 56 | $4,000 | 0.00% | −4−6.7% | 減碼 |
| Quent Capital, LLC | 58 | $4,000 | 0.00% | +34+141.7% | 加碼 |
| Sofos Investments, Inc. | 62 | $3,000 | 0.00% | −4−6.1% | 減碼 |
| Washington Trust Advisors, Inc. | 53 | $3,000 | 0.00% | −8−13.1% | 減碼 |
| TCTC Holdings, LLC | 50 | $3,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 50 | $3,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 47 | $3,000 | 0.00% | +36+327.3% | 加碼 |
| WR Wealth Planners, LLC | 47 | $2,893 | 0.00% | +47 | 新進 |
| Cambridge Trust Co | 33 | $2,000 | 0.00% | −35−51.5% | 減碼 |
| JJJ Advisors Inc. | 27 | $2,000 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 25 | $2,000 | 0.00% | +25 | 新進 |
| Ronald Blue Trust, Inc. | 25 | $2,000 | 0.00% | +25 | 新進 |
| Key Financial Inc | 23 | $1,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 23 | $1,000 | 0.00% | −5−17.9% | 減碼 |
| Disciplined Investments, LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 23 | $1,000 | 0.00% | +23 | 新進 |
| Bourgeon Capital Management LLC | 10 | $1,000 | 0.00% | +10 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1,000 | 0.00% | +22 | 新進 |
| Sutton Wealth Advisors Inc. | 10 | $616 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 4 | $0 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 12 | $0 | 0.00% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 6 | $0 | 0.00% | +1+20.0% | 加碼 |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | 新進 |
| Hexagon Capital Partners LLC | 4 | $0 | 0.00% | +4 | 新進 |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | 新進 |
| Old Republic International Corporation | 0 | $0 | 0.00% | −576,500−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −80,136−100.0% | 清倉 |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −20,842−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −16,611−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −11,013−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,418−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −7,033−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −6,280−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,348−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,194−100.0% | 清倉 |
| EHP Funds Inc. | 0 | $0 | 0.00% | −5,200−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,081−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,481−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −4,425−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −3,923−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −4,045−100.0% | 清倉 |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −3,665−100.0% | 清倉 |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −3,484−100.0% | 清倉 |
| Cypress Capital Group | 0 | $0 | 0.00% | −3,424−100.0% | 清倉 |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −3,164−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −3,160−100.0% | 清倉 |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −3,036−100.0% | 清倉 |
| Whitcomb & Hess, Inc. | 0 | $0 | 0.00% | −3,045−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,832−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,359−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −335−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −64−100.0% | 清倉 |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Dorsey Wright & Associates | – | – | – | – | 本季未申報 |
| Advisor Partners LLC | – | – | – | – | 本季未申報 |
| Coldstream Capital Management Inc | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
