| State of Wyoming | 217 | $4.00 萬 | 0.02% | +217 | 新進 |
| National Bank of Canada | 201 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Denali Advisors LLC | 200 | $3.70 萬 | 0.01% | +100+100.0% | 加碼 |
| Lindbrook Capital, LLC | 183 | $3.40 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 167 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Burleson & Company, LLC | 164 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 156 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 150 | $2.80 萬 | 0.00% | +50+50.0% | 加碼 |
| Worth Asset Management, LLC | 150 | $2.80 萬 | 0.02% | +150 | 新進 |
| FinTrust Capital Advisors, LLC | 149 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 137 | $2.50 萬 | 0.01% | +1+0.7% | 加碼 |
| Smithfield Trust Co | 120 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 107 | $2.00 萬 | 0.00% | +107 | 新進 |
| Carolinas Wealth Consulting LLC | 101 | $1.90 萬 | 0.00% | −6−5.6% | 減碼 |
| Lazard Asset Management LLC | 107 | $1.90 萬 | 0.00% | +107 | 新進 |
| CIBC Private Wealth Group, LLC | 103 | $1.90 萬 | 0.00% | +103 | 新進 |
| Whittier Trust Co | 100 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 100 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 100 | $1.80 萬 | 0.00% | +100 | 新進 |
| Gemmer Asset Management LLC | 98 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 91 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 90 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 86 | $1.50 萬 | 0.00% | +1+1.2% | 加碼 |
| Sageworth Trust Co of South Dakota | 66 | $1.20 萬 | 0.02% | −138−67.6% | 減碼 |
| Fortitude Advisory Group L.L.C. | 53 | $9,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 50 | $9,000 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 50 | $9,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 46 | $8,000 | 0.00% | −31−40.3% | 減碼 |
| Umb Bank N A | 41 | $8,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 38 | $7,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 40 | $7,000 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 32 | $6,000 | 0.00% | −2−5.9% | 減碼 |
| Cordant, Inc. | 29 | $5,000 | 0.00% | +29 | 新進 |
| Karlinski Andrew C | 25 | $5,000 | 0.01% | +25 | 新進 |
| Global Financial Private Client, LLC | 23 | $4,250 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 23 | $4,000 | 0.00% | +4+21.1% | 加碼 |
| Clearstead Advisors, LLC | 17 | $3,000 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 15 | $3,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 17 | $3,000 | 0.00% | +3+21.4% | 加碼 |
| Tyler-Stone Wealth Management | 15 | $3,000 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 19 | $3,000 | 0.00% | +19 | 新進 |
| TSFG, LLC | 14 | $3,000 | 0.00% | +14 | 新進 |
| Disciplined Investments, LLC | 16 | $3,000 | 0.00% | +16 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 14 | $3,000 | 0.00% | +14 | 新進 |
| First Horizon Advisors, Inc. | 13 | $2,000 | 0.00% | +3+30.0% | 加碼 |
| Laurel Wealth Advisors LLC | 10 | $2,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 12 | $2,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 12 | $2,000 | 0.00% | +12 | 新進 |
| Bessemer Group Inc | 10 | $2,000 | 0.00% | +10 | 新進 |
| Logan Capital Management Inc | 12 | $2,000 | 0.00% | +12 | 新進 |
| Prospera Financial Services Inc | 13 | $2,000 | 0.00% | +13 | 新進 |
| Toronto Dominion Bank | 6 | $1,000 | 0.00% | −8,651−99.9% | 減碼 |
| Washington Trust Co | 7 | $1,000 | 0.00% | −3−30.0% | 減碼 |
| ClariVest Asset Management LLC | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 7 | $1,000 | 0.00% | +5+250.0% | 加碼 |
| Sutton Wealth Advisors Inc. | 5 | $917 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 2 | $367 | 0.00% | −20−90.9% | 減碼 |
| Parkside Financial Bank & Trust | 1 | $0 | 0.00% | +1 | 新進 |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Global Retirement Partners, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −33,174−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −23,300−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −13,686−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −12,100−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −11,203−100.0% | 清倉 |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −11,046−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −10,774−100.0% | 清倉 |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −5,516−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,195−100.0% | 清倉 |
| Citizens Business Bank | 0 | $0 | 0.00% | −4,660−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,299−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,682−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,550−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,405−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −2,250−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −1,563−100.0% | 清倉 |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −1,503−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,416−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,395−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −950−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −914−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −560−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −197−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| First Quadrant L P | 0 | $0 | 0.00% | −108−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Tdam USA Inc. | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
