| Manchester Capital Management LLC | 448 | $2,000 | 0.00% | +448 | 新進 |
| Stonebridge Capital Advisors LLC | 700 | $2,000 | 0.00% | +700 | 新進 |
| Lindbrook Capital, LLC | 470 | $2,000 | 0.00% | +470 | 新進 |
| Beaird Harris Wealth Management, LLC | 488 | $2,000 | 0.00% | +488 | 新進 |
| Stephens Consulting, LLC | 500 | $1,760 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 375 | $1,000 | 0.00% | −73,329−99.5% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 419 | $1,000 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 387 | $1,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 400 | $1,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 155 | $1,000 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 235 | $1,000 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 213 | $1,000 | 0.00% | 00.0% | 不變 |
| Clear Investment Research, LLC | 205 | $1,000 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 150 | $1,000 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 150 | $1,000 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 150 | $1,000 | 0.00% | 00.0% | 不變 |
| Leelyn Smith, LLC | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 268 | $1,000 | 0.00% | 00.0% | 不變 |
| BCR Wealth Strategies, LLC | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 265 | $1,000 | 0.00% | 00.0% | 不變 |
| City State Bank | 260 | $1,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 200 | $1,000 | 0.00% | +200 | 新進 |
| Asset Dedication, LLC | 220 | $1,000 | 0.00% | +220 | 新進 |
| Ellevest, Inc. | 206 | $1,000 | 0.00% | +206 | 新進 |
| Wipfli Financial Advisors LLC, | 300 | $1,000 | 0.00% | +300 | 新進 |
| FourThought Financial, LLC | 150 | $1,000 | 0.00% | +150 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 450 | $1,000 | 0.00% | +450 | 新進 |
| Archer Investment Corp | 200 | $704 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 125 | $440 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 172 | $0 | 0.00% | −1,073−86.2% | 減碼 |
| Brown Brothers Harriman & Co | 18 | $0 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 41 | $0 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 102 | $0 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 20 | $0 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 70 | $0 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 50 | $0 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 58 | $0 | 0.00% | +52+866.7% | 加碼 |
| St. Johns Investment Management Company, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 40 | $0 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 100 | $0 | 0.00% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 50 | $0 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 100 | $0 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 65 | $0 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 16 | $0 | 0.00% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 220 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 37 | $0 | 0.00% | −7−15.9% | 減碼 |
| Castle Wealth Management LLC | 100 | $0 | 0.00% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 25 | $0 | 0.00% | +25 | 新進 |
| Signaturefd, LLC | 64 | $0 | 0.00% | +64 | 新進 |
| SJS Investment Consulting Inc. | 24 | $0 | 0.00% | +24 | 新進 |
| Macquarie Group Ltd | 1,251 | – | – | −1,163−48.2% | 減碼 |
| Trust Co | 60 | – | – | 00.0% | 不變 |
| IFP Advisors, Inc | 6,951 | – | – | +690+11.0% | 加碼 |
| Financial Advocates Investment Management | 6,742 | – | – | +6,742 | 新進 |
| Inclusive Capital Partners, L.P. | 0 | $0 | 0.00% | −7,474,130−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −514,596−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −303,192−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −135,098−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −99,900−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −96,155−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −51,807−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −23,229−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | – | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,114−100.0% | 清倉 |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −16,462−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,986−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,691−100.0% | 清倉 |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −56,480−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,235−100.0% | 清倉 |
| Northeast Financial Group, Inc. | 0 | $0 | 0.00% | −10,020−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,964−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,432−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,352−100.0% | 清倉 |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Adirondack Trust Co | 0 | $0 | 0.00% | −865−100.0% | 清倉 |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −690−100.0% | 清倉 |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −525−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −333−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −291−100.0% | 清倉 |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| ACG Wealth | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Corbenic Partners LLC | – | – | – | – | 本季未申報 |
| Brewin Dolphin Ltd | – | – | – | – | 本季未申報 |
| Lake Point Wealth Management | – | – | – | – | 本季未申報 |
