| Toronto Dominion Bank | 1,091 | $9.60 萬 | 0.00% | −7−0.6% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $8.80 萬 | 0.00% | 00.0% | 不變 |
| William Blair Investment Management, LLC | 1,000 | $8.80 萬 | 0.00% | +1,000 | 新進 |
| Montag A & Associates Inc | 755 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 658 | $5.80 萬 | 0.01% | +658 | 新進 |
| Proequities, Inc. | 648 | $5.70 萬 | 0.00% | −7−1.1% | 減碼 |
| Red Door Wealth Management, LLC | 639 | $5.60 萬 | 0.02% | +639 | 新進 |
| BDO Wealth Advisors, LLC | 615 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 609 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| John W. Brooker & Co., CPAs | 573 | $5.10 萬 | 0.03% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 571 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 526 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 470 | $4.10 萬 | 0.00% | +176+59.9% | 加碼 |
| Aspire Private Capital, LLC | 453 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 446 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 404 | $3.60 萬 | 0.00% | −36−8.2% | 減碼 |
| Berman Capital Advisors, LLC | 388 | $3.30 萬 | 0.01% | +100+34.7% | 加碼 |
| Acadian Asset Management LLC | 360 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 309 | $2.70 萬 | 0.00% | −131−29.8% | 減碼 |
| City Holding Co | 300 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Founders Capital Management | 300 | $2.60 萬 | 0.02% | 00.0% | 不變 |
| Versant Capital Management, Inc | 286 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 260 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Lee Financial Co | 250 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 254 | $2.20 萬 | 0.00% | +17+7.2% | 加碼 |
| American Portfolios Advisors | 228 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 210 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 150 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 141 | $1.20 萬 | 0.00% | −104−42.4% | 減碼 |
| Farmers & Merchants Investments Inc | 128 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 121 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 114 | $1.00 萬 | 0.00% | +5+4.6% | 加碼 |
| Front Row Advisors LLC | 96 | $9,000 | 0.00% | 00.0% | 不變 |
| IronBridge Private Wealth, LLC | 104 | $9,000 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 100 | $9,000 | 0.00% | +41+69.5% | 加碼 |
| KB Financial Partners, LLC | 95 | $8,000 | 0.00% | −19−16.7% | 減碼 |
| FMR LLC | 84 | $7,000 | 0.00% | +43+104.9% | 加碼 |
| Ancora Advisors, LLC | 83 | $7,000 | 0.00% | +83 | 新進 |
| Earnest Partners LLC | 65 | $6,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 65 | $6,000 | 0.00% | −7−9.7% | 減碼 |
| Quadrant Capital Group LLC | 64 | $6,000 | 0.00% | +9+16.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 70 | $6,000 | 0.00% | +70 | 新進 |
| Howe & Rusling Inc | 62 | $5,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 60 | $5,000 | 0.00% | +18+42.9% | 加碼 |
| Parallel Advisors, LLC | 51 | $5,000 | 0.00% | +36+240.0% | 加碼 |
| Harbour Investments, Inc. | 48 | $4,000 | 0.00% | +13+37.1% | 加碼 |
| Central Trust Co | 30 | $3,000 | 0.00% | −40−57.1% | 減碼 |
| TD Private Client Wealth LLC | 23 | $2,031 | 0.00% | 00.0% | 不變 |
| Standard Family Office LLC | 28 | $2,000 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 17 | $2,000 | 0.00% | +2+13.3% | 加碼 |
| Baystate Wealth Management LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 10 | $1,000 | 0.00% | +10 | 新進 |
| Glassman Wealth Services | 2 | $0 | 0.00% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −110,514−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −86,127−100.0% | 清倉 |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −77,834−100.0% | 清倉 |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −74,875−100.0% | 清倉 |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −58,700−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −44,103−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −39,804−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −29,948−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −23,739−100.0% | 清倉 |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Second Curve Capital LLC | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −12,573−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −10,024−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −8,160−100.0% | 清倉 |
| Hayden Royal, LLC | 0 | $0 | 0.00% | −4,778−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,679−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,559−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,162−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,121−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −2,852−100.0% | 清倉 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −2,642−100.0% | 清倉 |
| IBM Retirement Fund | 0 | $0 | 0.00% | −2,553−100.0% | 清倉 |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −2,330−100.0% | 清倉 |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,273−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Seven Springs Wealth Group, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Waddell & Reed Financial Inc | – | – | – | – | 本季未申報 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
