| Harbor Investment Advisory, LLC | 3,560 | $8.70 萬 | 0.01% | +113+3.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,178 | $7.70 萬 | 0.00% | −2,995−48.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,716 | $6.62 萬 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 2,658 | $6.48 萬 | 0.02% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 2,530 | $6.20 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 2,452 | $6.00 萬 | 0.01% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 2,290 | $5.60 萬 | 0.02% | −1,227−34.9% | 減碼 |
| Prospera Financial Services Inc | 1,971 | $4.80 萬 | 0.00% | +1,971 | 新進 |
| Focused Wealth Management, Inc | 1,799 | $4.40 萬 | 0.01% | +304+20.3% | 加碼 |
| Evermay Wealth Management LLC | 1,500 | $3.70 萬 | 0.01% | +1,500 | 新進 |
| Webster Bank, N. A. | 1,459 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,423 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,428 | $3.50 萬 | 0.00% | +26+1.9% | 加碼 |
| TCWP LLC | 1,384 | $3.30 萬 | 0.01% | +1,384 | 新進 |
| Cambridge Trust Co | 1,227 | $3.00 萬 | 0.00% | +1,227 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 1,156 | $2.80 萬 | 0.00% | −1,355−54.0% | 減碼 |
| Pinnacle Financial Partners Inc | 1,145 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 1,100 | $2.70 萬 | 0.00% | −19,291−94.6% | 減碼 |
| Huntington National Bank | 1,000 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 930 | $2.30 萬 | 0.00% | +930 | 新進 |
| US Bancorp | 849 | $2.10 萬 | 0.00% | +380+81.0% | 加碼 |
| AdvisorNet Financial, Inc | 815 | $2.00 萬 | 0.00% | −985−54.7% | 減碼 |
| First Manhattan Co | 818 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 818 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 800 | $1.90 萬 | 0.03% | +206+34.7% | 加碼 |
| Heritage Wealth Management, LLC | 665 | $1.60 萬 | 0.00% | +665 | 新進 |
| AlphaMark Advisors, LLC | 583 | $1.40 萬 | 0.01% | +10+1.7% | 加碼 |
| Financial Management Professionals, Inc. | 572 | $1.40 萬 | 0.00% | +372+186.0% | 加碼 |
| Covington Capital Management | 320 | $8,000 | 0.00% | 00.0% | 不變 |
| Estabrook Capital Management | 327 | $7,969 | 0.00% | 00.0% | 不變 |
| Creative Planning | 284 | $7,000 | 0.00% | −23,921−98.8% | 減碼 |
| Ellis Investment Partners, LLC | 287 | $7,000 | 0.00% | −327−53.3% | 減碼 |
| Allworth Financial LP | 200 | $5,000 | 0.00% | −632−76.0% | 減碼 |
| Trustcore Financial Services, LLC | 200 | $5,000 | 0.00% | +200 | 新進 |
| Spectrum Management Group, LLC | 163 | $4,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 163 | $4,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 163 | $3,000 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 33 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 6 | $0 | 0.00% | +2+50.0% | 加碼 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −113,954−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −44,758−100.0% | 清倉 |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −37,444−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −34,176−100.0% | 清倉 |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −32,449−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,811−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,247−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −25,705−100.0% | 清倉 |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −24,129−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −21,822−100.0% | 清倉 |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −20,363−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −18,040−100.0% | 清倉 |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −16,860−100.0% | 清倉 |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −16,291−100.0% | 清倉 |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −15,879−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,600−100.0% | 清倉 |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −13,567−100.0% | 清倉 |
| Callan Capital, LLC | 0 | $0 | 0.00% | −13,014−100.0% | 清倉 |
| Cypress Capital Group | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −11,903−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −11,019−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −9,662−100.0% | 清倉 |
| Clifford Swan Investment Counsel LLC | 0 | $0 | 0.00% | −9,092−100.0% | 清倉 |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,720−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −8,629−100.0% | 清倉 |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −8,263−100.0% | 清倉 |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −8,169−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −7,983−100.0% | 清倉 |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −7,905−100.0% | 清倉 |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −6,938−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −4,745−100.0% | 清倉 |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −2,980−100.0% | 清倉 |
| CKW Financial Group | 0 | $0 | 0.00% | −2,590−100.0% | 清倉 |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,104−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −937−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −759−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −739−100.0% | 清倉 |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −616−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −12,960−100.0% | 清倉 |
| First Personal Financial Services | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Clear Perspectives Financial Planning, LLC | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Strategic Wealth Management Inc | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Biltmore Capital Advisors LLC | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Crescent Capital Consulting, LLC | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |
