| Naviter Wealth, LLC | 10,000 | $7,000 | 0.00% | 00.0% | 不變 |
| Buckingham Strategic Partners | 11,000 | $7,000 | 0.00% | +500+4.8% | 加碼 |
| SJS Investment Consulting Inc. | 10,000 | $7,000 | 0.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 10,000 | $7,000 | 0.00% | +10,000 | 新進 |
| Advisor Resource Council | 10,000 | $7,000 | 0.00% | +10,000 | 新進 |
| Independent Wealth Network Inc. | 10,000 | $7,000 | 0.00% | +10,000 | 新進 |
| Forum Financial Management, LP | 10,755 | $7,000 | 0.00% | +10,755 | 新進 |
| Spire Wealth Management | 8,480 | $6,000 | 0.00% | −747−8.1% | 減碼 |
| SkyView Investment Advisors, LLC | 12,879 | $6,000 | 0.00% | +12,879 | 新進 |
| Addison Advisors LLC | 7,000 | $5,000 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 6,000 | $4,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,501 | $4,000 | 0.00% | +4,451+423.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 4,190 | $3,000 | 0.00% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 2,805 | $2,000 | 0.00% | 00.0% | 不變 |
| O'Dell Group, LLC | 3,235 | $2,000 | 0.00% | 00.0% | 不變 |
| Mechanics Financial Corp | 3,000 | $2,000 | 0.00% | 00.0% | 不變 |
| Westchester Capital Management, Inc. | 2,900 | $2,000 | 0.00% | +2,900 | 新進 |
| San Luis Wealth Advisors LLC | 3,000 | $2,000 | 0.00% | +3,000 | 新進 |
| Toronto Dominion Bank | 799 | $1,000 | 0.00% | −9,938−92.6% | 減碼 |
| AdvisorNet Financial, Inc | 1,000 | $1,000 | 0.00% | −4,000−80.0% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $1,000 | 0.00% | −3,000−75.0% | 減碼 |
| Valley National Advisers Inc | 1,000 | $1,000 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 1,000 | $1,000 | 0.00% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 1,000 | $1,000 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,650 | $1,000 | 0.00% | −270−14.1% | 減碼 |
| CWM, LLC | 1,500 | $1,000 | 0.00% | −300−16.7% | 減碼 |
| Focused Wealth Management, Inc | 1,308 | $1,000 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 1,000 | $1,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,250 | $1,000 | 0.00% | −600−21.1% | 減碼 |
| Lake Point Wealth Management | 1,000 | $1,000 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 1,670 | $1,000 | 0.00% | 00.0% | 不變 |
| Tevis Investment Management | 2,000 | $1,000 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 1,200 | $1,000 | 0.00% | +1,000+500.0% | 加碼 |
| Asset Dedication, LLC | 1,000 | $1,000 | 0.00% | 00.0% | 不變 |
| Clear Street LLC | 1,400 | $1,000 | 0.00% | +1,400 | 新進 |
| Joseph P. Lucia & Associates, LLC | 1,450 | $1,000 | 0.00% | +1,450 | 新進 |
| Rockbridge Investment Management, LCC | 675 | $473 | 0.00% | +375+125.0% | 加碼 |
| Financial Perspectives, Inc | 160 | $112 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 30 | $21 | 0.00% | +30 | 新進 |
| First Manhattan Co | 983 | $0 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 11 | $0 | 0.00% | 00.0% | 不變 |
| BlackRock Inc. | 167 | $0 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 600 | $0 | 0.00% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 300 | $0 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 350 | $0 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 400 | $0 | 0.00% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 40 | $0 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 200 | $0 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 40 | $0 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 500 | $0 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 96 | $0 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 200 | $0 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Blue Bell Private Wealth Management, LLC | 400 | $0 | 0.00% | +400 | 新進 |
| GHP Investment Advisors, Inc. | 109 | $0 | 0.00% | +109 | 新進 |
| MCF Advisors LLC | 200 | $0 | 0.00% | +200 | 新進 |
| PrairieView Partners, LLC | 102 | $0 | 0.00% | +102 | 新進 |
| FNY Investment Advisers, LLC | 600 | $0 | 0.00% | +600 | 新進 |
| Advisor Group Holdings, Inc. | 79,204 | – | – | −6,401−7.5% | 減碼 |
| IFP Advisors, Inc | 23,660 | – | – | +4,835+25.7% | 加碼 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,840,308−100.0% | 清倉 |
| Murchinson Ltd. | 0 | $0 | 0.00% | −616,990−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −335,500−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −157,600−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −114,957−100.0% | 清倉 |
| Integrity Capital Management (HK) Ltd | 0 | $0 | 0.00% | −73,900−100.0% | 清倉 |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −69,415−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −31,957−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −27,463−100.0% | 清倉 |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −24,000−100.0% | 清倉 |
| Emfo, LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −14,560−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,754−100.0% | 清倉 |
| Tamar Securities, LLC | 0 | $0 | 0.00% | −11,295−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,662−100.0% | 清倉 |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −9,650−100.0% | 清倉 |
| Global Strategic Investment Solutions, LLC | 0 | $0 | 0.00% | −10,020−100.0% | 清倉 |
| Kellett Schaffner Wealth Advisors LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −186−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −506−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
