| Bartlett & Co. Wealth Management LLC | 115 | $1.51 萬 | 0.00% | +115 | 新進 |
| Lee Financial Co | 115 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 115 | $1.50 萬 | 0.00% | +115 | 新進 |
| First PREMIER Bank | 104 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 104 | $1.40 萬 | 0.00% | +104 | 新進 |
| Financial Perspectives, Inc | 103 | $1.35 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 100 | $1.30 萬 | 0.02% | −100−50.0% | 減碼 |
| Versant Capital Management, Inc | 95 | $1.20 萬 | 0.00% | −30−24.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 78 | $1.00 萬 | 0.00% | −1,797−95.8% | 減碼 |
| TCI Wealth Advisors, Inc. | 73 | $1.00 萬 | 0.00% | −3−3.9% | 減碼 |
| Quent Capital, LLC | 60 | $8,000 | 0.00% | +60 | 新進 |
| Parkside Financial Bank & Trust | 50 | $7,000 | 0.00% | −13−20.6% | 減碼 |
| Sageworth Trust Co of South Dakota | 54 | $7,000 | 0.01% | −10−15.6% | 減碼 |
| Stephens Inc | 50 | $7,000 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 52 | $7,000 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 54 | $7,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 53 | $7,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 54 | $7,000 | 0.00% | +2+3.8% | 加碼 |
| Signaturefd, LLC | 52 | $7,000 | 0.00% | +42+420.0% | 加碼 |
| Smithfield Trust Co | 48 | $6,000 | 0.00% | −2−4.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $6,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 43 | $6,000 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 40 | $5,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 41 | $5,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 43 | $5,000 | 0.00% | +13+43.3% | 加碼 |
| IFP Advisors, Inc | 26 | $5,000 | 0.00% | +26 | 新進 |
| First Community Trust NA | 34 | $4,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 34 | $4,000 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 28 | $4,000 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 32 | $4,000 | 0.00% | +32 | 新進 |
| US Asset Management LLC | 28 | $4,000 | 0.00% | +28 | 新進 |
| McCarthy Grittinger Financial Group, LLC | 23 | $3,019 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 25 | $3,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 20 | $3,000 | 0.00% | 00.0% | 不變 |
| Surevest, LLC | 24 | $3,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 19 | $2,000 | 0.00% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 15 | $2,000 | 0.00% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 12 | $2,000 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 12 | $2,000 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 16 | $2,000 | 0.00% | +16 | 新進 |
| Laurel Wealth Advisors LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 8 | $1,000 | 0.00% | −2−20.0% | 減碼 |
| Concorde Financial Corp | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 10 | $1,000 | 0.00% | +10 | 新進 |
| Disciplined Investments, LLC | 4 | $1,000 | 0.00% | +4 | 新進 |
| Cordant, Inc. | 8 | $1,000 | 0.00% | +8 | 新進 |
| Global Financial Private Client, LLC | 4 | $525 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1 | $131 | 0.00% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2 | $0 | 0.00% | +2 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | 新進 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −18,090−100.0% | 清倉 |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −13,123−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,051−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −9,029−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −3,727−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,970−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −2,462−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,724−100.0% | 清倉 |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −1,469−100.0% | 清倉 |
| Washington Trust Bank | 0 | $0 | 0.00% | −1,435−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,415−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −1,359−100.0% | 清倉 |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −1,352−100.0% | 清倉 |
| Canandaigua National Corp | 0 | $0 | 0.00% | −1,335−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,309−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −1,361−100.0% | 清倉 |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −1,271−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | 清倉 |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,249−100.0% | 清倉 |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,245−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,210−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,206−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −1,162−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,140−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −668−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −545−100.0% | 清倉 |
| CKW Financial Group | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| 6 Meridian | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
