| South State Corp. | 4,899 | $20.1 萬 | 0.01% | +399+8.9% | 加碼 |
| Sunbelt Securities, Inc. | 4,660 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,619 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 4,220 | $17.3 萬 | 0.01% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 4,000 | $16.4 萬 | 1.01% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 3,820 | $15.7 萬 | 0.03% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 3,224 | $13.2 萬 | 0.04% | 00.0% | 不變 |
| Sachetta, LLC | 2,925 | $12.0 萬 | 0.07% | −250−7.9% | 減碼 |
| SageView Advisory Group, LLC | 2,893 | $11.9 萬 | 0.00% | +2,893 | 新進 |
| Security National Bank | 2,750 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,712 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 2,651 | $10.9 萬 | 0.04% | +100+3.9% | 加碼 |
| GHP Investment Advisors, Inc. | 2,647 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 2,561 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Garton & Associates Financial Advisors LLC | 2,536 | $10.4 萬 | 0.06% | +2,536 | 新進 |
| Coston, McIsaac & Partners | 2,414 | $9.90 萬 | 0.02% | −4,430−64.7% | 減碼 |
| First Pacific Financial | 2,396 | $9.84 萬 | 0.01% | −992−29.3% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 2,111 | $8.67 萬 | 0.03% | −1,054−33.3% | 減碼 |
| Center for Financial Planning, Inc. | 2,100 | $8.63 萬 | 0.01% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 2,062 | $8.47 萬 | 0.03% | +1,062+106.2% | 加碼 |
| High Point Wealth Management, LLC | 2,000 | $8.22 萬 | 0.08% | +2,000 | 新進 |
| NBT Bank N A | 41 | $7.40 萬 | 0.00% | +4+10.8% | 加碼 |
| WFA of San Diego, LLC | 1,765 | $7.25 萬 | 0.05% | −817−31.6% | 減碼 |
| Root Financial Partners, LLC | 1,500 | $6.16 萬 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,350 | $5.55 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,303 | $5.35 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,255 | $5.16 萬 | 0.00% | 00.0% | 不變 |
| Trust Co | 1,250 | $5.13 萬 | 0.00% | +1,250 | 新進 |
| Nvest Wealth Strategies, Inc. | 1,250 | $5.13 萬 | 0.04% | +1,250 | 新進 |
| Signature Equity Partners, LLC | 1,198 | $4.92 萬 | 0.03% | +1,198 | 新進 |
| Eastern Bank | 1,145 | $4.70 萬 | 0.00% | +1,145 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,100 | $4.52 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 1,020 | $4.19 萬 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 1,000 | $4.11 萬 | 0.01% | 00.0% | 不變 |
| Crewe Advisors LLC | 992 | $4.08 萬 | 0.00% | +128+14.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 758 | $3.11 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 642 | $2.66 萬 | 0.00% | +642 | 新進 |
| NBC Securities, Inc. | 645 | $2.65 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 585 | $2.40 萬 | 0.00% | +375+178.6% | 加碼 |
| Lodestone Wealth Management LLC | 539 | $2.21 萬 | 0.01% | +539 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $2.05 萬 | 0.01% | +500 | 新進 |
| Sound Income Strategies, LLC | 420 | $1.83 萬 | 0.00% | −470−52.8% | 減碼 |
| Vision Retirement, LLC | 446 | $1.83 萬 | 0.00% | +446 | 新進 |
| Assetmark, Inc | 439 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 419 | $1.72 萬 | 0.01% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 413 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 400 | $1.64 萬 | 0.00% | +400 | 新進 |
| Modus Advisors, LLC | 370 | $1.52 萬 | 0.00% | +370 | 新進 |
| Pittenger & Anderson Inc | 350 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 330 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 250 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 209 | $8,951 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 197 | $8,093 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 200 | $8,000 | 0.00% | 00.0% | 不變 |
| Evolution Wealth Management Inc. | 183 | $7,518 | 0.01% | 00.0% | 不變 |
| Bullock Wealth Management Group | 174 | $7,148 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 123 | $5,053 | 0.00% | +123 | 新進 |
| JFS Wealth Advisors, LLC | 114 | $4,684 | 0.00% | 00.0% | 不變 |
| Perkins Coie Trust Co | 100 | $4,107 | 0.00% | 00.0% | 不變 |
| Scarborough Advisors, LLC | 93 | $3,820 | 0.00% | +15+19.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 75 | $3,081 | 0.00% | +75 | 新進 |
| DT Investment Partners, LLC | 55 | $2,260 | 0.00% | +55 | 新進 |
| Atlantic Union Bankshares Corp | 30 | $1,233 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 30 | $1,232 | 0.00% | +30 | 新進 |
| American Capital Advisory, LLC | 27 | $1,110 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 19 | $781 | 0.00% | +15+375.0% | 加碼 |
| TCTC Holdings, LLC | 13 | $534 | 0.00% | 00.0% | 不變 |
| Meramec Financial Planners, LLC | 5 | $236 | 0.00% | +5 | 新進 |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −645,630−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −32,952−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,435−100.0% | 清倉 |
| Nadler Financial Group, Inc. | 0 | $0 | 0.00% | −13,660−100.0% | 清倉 |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −11,700−100.0% | 清倉 |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −9,169−100.0% | 清倉 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −7,020−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −6,847−100.0% | 清倉 |
| Northstar Financial Companies, Inc. | 0 | $0 | 0.00% | −6,138−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −5,924−100.0% | 清倉 |
| Main Street Group, LTD | 0 | $0 | 0.00% | −2,345−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −963−100.0% | 清倉 |
| JDM Financial Group LLC | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −638−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −19,111−100.0% | 清倉 |
| Synovus Financial Corp | – | – | – | – | 本季未申報 |
| Wolverine Trading, LLC | – | – | – | – | 本季未申報 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Promus Capital, LLC | – | – | – | – | 本季未申報 |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| Creekmur Asset Management LLC | – | – | – | – | 本季未申報 |
| Guerra Advisors Inc | – | – | – | – | 本季未申報 |
