| Global Financial Private Client, LLC | 224 | $2.11 萬 | 0.01% | +224 | 新進 |
| Antonetti Capital Management LLC | 200 | $1.88 萬 | 0.03% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 200 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 200 | $1.88 萬 | 0.01% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 200 | $1.88 萬 | 0.01% | +200 | 新進 |
| Exchange Traded Concepts, LLC | 195 | $1.83 萬 | 0.00% | −106−35.2% | 減碼 |
| SRS Capital Advisors, Inc. | 186 | $1.75 萬 | 0.00% | −657−77.9% | 減碼 |
| FinTrust Capital Advisors, LLC | 182 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 180 | $1.60 萬 | 0.00% | −3,941−95.6% | 減碼 |
| JNBA Financial Advisors | 160 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 159 | $1.50 萬 | 0.01% | +1+0.6% | 加碼 |
| Proequities, Inc. | 155 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 150 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 150 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 135 | $1.27 萬 | 0.01% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 135 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 133 | $1.25 萬 | 0.01% | 00.0% | 不變 |
| Schubert & Co | 130 | $1.22 萬 | 0.01% | −74−36.3% | 減碼 |
| Nisa Investment Advisors, LLC | 130 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 105 | $9,869 | 0.00% | +105 | 新進 |
| High Net Worth Advisory Group LLC | 100 | $9,402 | 0.00% | 00.0% | 不變 |
| Thomas White International Ltd | 98 | $9,214 | 0.00% | −19,402−99.5% | 減碼 |
| Zullo Investment Group, Inc. | 97 | $9,120 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 100 | $9,004 | 0.00% | 00.0% | 不變 |
| Arrow Financial Corp | 100 | $9,000 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 100 | $9,000 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 100 | $9,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 94 | $8,838 | 0.00% | +11+13.3% | 加碼 |
| Larson Financial Group LLC | 92 | $8,648 | 0.00% | +1+1.1% | 加碼 |
| Horan Securities, Inc. | 91 | $8,556 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 90 | $8,462 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 87 | $8,000 | 0.01% | +87 | 新進 |
| Laurel Wealth Planning LLC | 78 | $7,334 | 0.00% | 00.0% | 不變 |
| My Personal CFO, LLC | 77 | $7,240 | 0.01% | +77 | 新進 |
| Wolff Wiese Magana LLC | 75 | $7,052 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 76 | $7,000 | 0.00% | +76 | 新進 |
| Cary Street Partners Asset Management LLC | 68 | $6,393 | 0.00% | 00.0% | 不變 |
| Clear Investment Research, LLC | 68 | $6,000 | 0.01% | +68 | 新進 |
| Carolinas Wealth Consulting LLC | 57 | $5,359 | 0.00% | −65−53.3% | 減碼 |
| Carmichael Hill & Associates, Inc. | 54 | $5,077 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 53 | $4,983 | 0.00% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 48 | $4,512 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 43 | $4,043 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 40 | $3,761 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $3,478 | 0.00% | −8−17.8% | 減碼 |
| DecisionPoint Financial, LLC | 36 | $3,385 | 0.00% | +36 | 新進 |
| Versant Capital Management, Inc | 35 | $3,291 | 0.00% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 33 | $3,102 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 29 | $3,000 | 0.00% | +1+3.6% | 加碼 |
| Fortis Capital Advisors, LLC | 25 | $2,351 | 0.00% | +25 | 新進 |
| Maryland Capital Advisors Inc. | 25 | $2,350 | 0.00% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 23 | $2,162 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 22 | $2,068 | 0.00% | −91−80.5% | 減碼 |
| FWL Investment Management, LLC | 22 | $2,068 | 0.00% | +22 | 新進 |
| New England Capital Financial Advisors LLC | 17 | $1,712 | 0.00% | +17 | 新進 |
| Quantbot Technologies LP | 12 | $1,128 | 0.00% | +12 | 新進 |
| Sofos Investments, Inc. | 94 | $634 | 0.01% | −86−47.8% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 1 | $94 | 0.00% | 00.0% | 不變 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −52,900−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −29,946−100.0% | 清倉 |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −21,746−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −21,470−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −11,670−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,871−100.0% | 清倉 |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −6,260−100.0% | 清倉 |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −5,025−100.0% | 清倉 |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −4,604−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −4,459−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,904−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −2,892−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,848−100.0% | 清倉 |
| Knott David M Jr | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −2,336−100.0% | 清倉 |
| BCR Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,497−100.0% | 清倉 |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,190−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −753−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −201−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −161−100.0% | 清倉 |
| Smithfield Trust Co | 0 | $0 | 0.00% | −63−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Agf Investments Inc. | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Andrew Hill Investment Advisors, Inc. | – | – | – | – | 本季未申報 |
| Brightworth | – | – | – | – | 本季未申報 |
| Wealthsimple Inc. | – | – | – | – | 本季未申報 |
| H. L. Ormond & Company, LLC | – | – | – | – | 本季未申報 |
| Shikiar Asset Management Inc | – | – | – | – | 本季未申報 |
| Bluestein R H & Co | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| Corient Capital Partners, LLC | – | – | – | – | 本季未申報 |
| DRW Securities, L.L.C. | – | – | – | – | 本季未申報 |
| ACG Wealth | – | – | – | – | 本季未申報 |
| Covington Capital Management | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
| Pacific Center for Financial Services | – | – | – | – | 本季未申報 |