| Marquette Asset Management, LLC | 4,772 | $6.30 萬 | 0.02% | +4,772 | 新進 |
| Allworth Financial LP | 4,530 | $5.90 萬 | 0.00% | +48+1.1% | 加碼 |
| Ahrens Investment Partners LLC | 4,150 | $5.40 萬 | 0.02% | −742−15.2% | 減碼 |
| Tortoise Investment Management, LLC | 4,077 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 4,000 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Chilton Capital Management LLC | 3,967 | $5.20 萬 | 0.00% | +3,967 | 新進 |
| Rocky Mountain Advisers, LLC | 3,915 | $5.10 萬 | 0.06% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 3,800 | $4.90 萬 | 0.04% | −700−15.6% | 減碼 |
| Plante Moran Financial Advisors, LLC | 3,521 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| First Command Bank | 3,301 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 3,301 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| Community Bank, N.A. | 3,000 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 3,003 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Asset Dedication, LLC | 2,888 | $3.80 萬 | 0.01% | +2,888 | 新進 |
| ACG Wealth | 2,905 | $3.80 萬 | 0.01% | +2,905 | 新進 |
| Cambridge Trust Co | 2,808 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,718 | $3.60 萬 | 0.01% | +2,718 | 新進 |
| Pinnacle Financial Partners Inc | 2,510 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,500 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 2,118 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 2,045 | $2.70 萬 | 0.04% | +28+1.4% | 加碼 |
| High Net Worth Advisory Group LLC | 2,000 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 1,931 | $2.50 萬 | 0.01% | −1,186−38.0% | 減碼 |
| Albion Financial Group | 1,925 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,843 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,497 | $2.00 萬 | 0.01% | +1,497 | 新進 |
| Financial Management Professionals, Inc. | 1,355 | $1.80 萬 | 0.00% | +18+1.3% | 加碼 |
| Washington Trust Co | 1,300 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Orion Capital Management LLC | 1,264 | $1.70 萬 | 0.01% | +1,264 | 新進 |
| Exane Derivatives | 1,231 | $1.61 萬 | 0.01% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 1,230 | $1.60 萬 | 0.01% | −1,328−51.9% | 減碼 |
| Sound Income Strategies, LLC | 1,133 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,152 | $1.50 萬 | 0.00% | +235+25.6% | 加碼 |
| Clean Yield Group | 1,072 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 969 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 978 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 936 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 866 | $1.10 萬 | 0.00% | −4,013−82.3% | 減碼 |
| Field & Main Bank | 866 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 842 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 711 | $9,000 | 0.01% | −2,079−74.5% | 減碼 |
| Leelyn Smith, LLC | 655 | $9,000 | 0.00% | 00.0% | 不變 |
| CX Institutional | 678 | $9,000 | 0.00% | +678 | 新進 |
| FourThought Financial, LLC | 608 | $8,000 | 0.00% | +608 | 新進 |
| M&R Capital Management Inc | 604 | $7,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 435 | $6,000 | 0.00% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 481 | $6,000 | 0.00% | +481 | 新進 |
| Bartlett & Co. Wealth Management LLC | 435 | $5,731 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 241 | $3,000 | 0.00% | +4+1.7% | 加碼 |
| Global Retirement Partners, LLC | 258 | $3,000 | 0.00% | +1+0.4% | 加碼 |
| Financial Perspectives, Inc | 195 | $2,556 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 38 | $1,000 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | −2−66.7% | 減碼 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −428,619−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −179,018−100.0% | 清倉 |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −78,002−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −55,372−100.0% | 清倉 |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −45,603−100.0% | 清倉 |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −31,003−100.0% | 清倉 |
| Parsec Financial Management, Inc. | 0 | $0 | 0.00% | −23,310−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −22,549−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −20,538−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −17,271−100.0% | 清倉 |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| TrueWealth Advisors, LLC | 0 | $0 | 0.00% | −12,144−100.0% | 清倉 |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,563−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −12,021−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −11,887−100.0% | 清倉 |
| Charter Trust Co | 0 | $0 | 0.00% | −11,053−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −10,725−100.0% | 清倉 |
| SevenBridge Financial Group, LLC | 0 | $0 | 0.00% | −10,709−100.0% | 清倉 |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −10,673−100.0% | 清倉 |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −10,616−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,209−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −5,195−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −2,580−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,264−100.0% | 清倉 |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −1,325−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −950−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −409−100.0% | 清倉 |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −121−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Breiter Capital Management Inc | – | – | – | – | 本季未申報 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
