| Howe & Rusling Inc | 795 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 821 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 676 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 642 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 609 | $2.00 萬 | 0.00% | +11+1.8% | 加碼 |
| Atlas Capital Advisors LLC | 587 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 557 | $1.80 萬 | 0.00% | +557 | 新進 |
| Meeder Asset Management Inc | 536 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 498 | $1.60 萬 | 0.00% | −146−22.7% | 減碼 |
| Washington Trust Co | 482 | $1.60 萬 | 0.00% | +29+6.4% | 加碼 |
| Arlington Partners LLC | 476 | $1.60 萬 | 0.00% | +476 | 新進 |
| EverSource Wealth Advisors, LLC | 478 | $1.60 萬 | 0.00% | +478 | 新進 |
| Cambridge Trust Co | 457 | $1.50 萬 | 0.00% | +457 | 新進 |
| Snowden Capital Advisors LLC | 435 | $1.40 萬 | 0.00% | −13,665−96.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 444 | $1.40 萬 | 0.00% | −9−2.0% | 減碼 |
| Parkside Financial Bank & Trust | 433 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 415 | $1.40 萬 | 0.00% | +103+33.0% | 加碼 |
| Bell Investment Advisors, Inc | 413 | $1.30 萬 | 0.00% | +114+38.1% | 加碼 |
| KB Financial Partners, LLC | 382 | $1.20 萬 | 0.00% | +382 | 新進 |
| Raffa Wealth Management, LLC | 341 | $1.11 萬 | 0.00% | +24+7.6% | 加碼 |
| Brown Brothers Harriman & Co | 342 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 291 | $9,000 | 0.00% | −2−0.7% | 減碼 |
| RGT Wealth Advisors, LLC | 287 | $9,000 | 0.00% | +287 | 新進 |
| Delos Wealth Advisors, LLC | 291 | $9,000 | 0.01% | +291 | 新進 |
| Zullo Investment Group, Inc. | 268 | $9,000 | 0.00% | +268 | 新進 |
| Plante Moran Financial Advisors, LLC | 250 | $8,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 251 | $8,000 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 249 | $8,000 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 227 | $7,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 210 | $7,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 196 | $6,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 172 | $6,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 180 | $6,000 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 143 | $5,000 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 143 | $5,000 | 0.00% | +143 | 新進 |
| Financial Management Professionals, Inc. | 120 | $4,000 | 0.00% | −102−45.9% | 減碼 |
| Sandy Spring Bank | 128 | $4,000 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 129 | $4,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 132 | $4,000 | 0.00% | +132 | 新進 |
| CoreCap Advisors, LLC | 116 | $4,000 | 0.00% | +116 | 新進 |
| Koshinski Asset Management, Inc. | 98 | $3,196 | 0.00% | +40+69.0% | 加碼 |
| First Horizon Advisors, Inc. | 126 | $3,000 | 0.00% | +8+6.8% | 加碼 |
| Allworth Financial LP | 79 | $3,000 | 0.00% | +79 | 新進 |
| Quent Capital, LLC | 107 | $3,000 | 0.00% | +107 | 新進 |
| McDonald Partners LLC | 63 | $2,054 | 0.00% | +63 | 新進 |
| Absolute Capital Management, LLC | 63 | $2,054 | 0.00% | +63 | 新進 |
| Deutsche Bank AG | 54 | $2,000 | 0.00% | −22−28.9% | 減碼 |
| Gemmer Asset Management LLC | 76 | $2,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 53 | $2,000 | 0.00% | +20+60.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 61 | $2,000 | 0.00% | +61 | 新進 |
| Albion Financial Group | 54 | $2,000 | 0.00% | +54 | 新進 |
| First Bank & Trust | 54 | $2,000 | 0.00% | +54 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 49 | $2,000 | 0.00% | +49 | 新進 |
| Rise Advisors, LLC | 54 | $1,750 | 0.00% | +54 | 新進 |
| Focused Wealth Management, Inc | 36 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 21 | $1,000 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $1,000 | 0.00% | +23 | 新進 |
| Baystate Wealth Management LLC | 14 | $0 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 7 | $0 | 0.00% | +7 | 新進 |
| Sofos Investments, Inc. | 33 | – | – | +32+3,200.0% | 加碼 |
| MWG Management Limited | 0 | $0 | 0.00% | −40,254,832−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −38,385−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −25,238−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,572−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,507−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −8,074−100.0% | 清倉 |
| Absher Wealth Management, LLC | 0 | $0 | 0.00% | −7,756−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −7,635−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,570−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,131−100.0% | 清倉 |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −582−100.0% | 清倉 |
| Red Tortoise LLC | 0 | $0 | 0.00% | −691−100.0% | 清倉 |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −338−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −229−100.0% | 清倉 |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Landsberg, Bennett, & Dubbaneh LLC | – | – | – | – | 本季未申報 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Marshall Wace North America L.P. | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
