| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $11.3 萬 | 0.05% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 2,049 | $11.3 萬 | 0.01% | +2,049 | 新進 |
| EverSource Wealth Advisors, LLC | 1,884 | $10.3 萬 | 0.01% | +300+18.9% | 加碼 |
| HHM Wealth Advisors, LLC | 1,650 | $9.33 萬 | 0.01% | +1,650 | 新進 |
| Clearstead Advisors, LLC | 1,467 | $8.29 萬 | 0.00% | +1,467 | 新進 |
| Front Row Advisors LLC | 1,350 | $7.63 萬 | 0.03% | +600+80.0% | 加碼 |
| Jones Financial Companies LLLP | 1,329 | $7.52 萬 | 0.00% | +1,094+465.5% | 加碼 |
| IFP Advisors, Inc | 1,295 | $7.32 萬 | 0.00% | +1,295 | 新進 |
| Estabrook Capital Management | 1,250 | $7.07 萬 | 0.01% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 1,200 | $6.78 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,142 | $6.50 萬 | 0.00% | +1,142 | 新進 |
| GPS Wealth Strategies Group, LLC | 1,094 | $6.18 萬 | 0.01% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 1,081 | $6.11 萬 | 0.01% | +200+22.7% | 加碼 |
| Quent Capital, LLC | 1,031 | $5.83 萬 | 0.01% | +184+21.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,004 | $5.68 萬 | 0.00% | +876+684.4% | 加碼 |
| Allworth Financial LP | 982 | $5.67 萬 | 0.00% | +282+40.3% | 加碼 |
| Register Financial Advisors LLC | 928 | $5.25 萬 | 0.03% | +15+1.6% | 加碼 |
| Key Financial Inc | 912 | $5.16 萬 | 0.01% | +15+1.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 901 | $5.10 萬 | 0.00% | +901 | 新進 |
| Global Retirement Partners, LLC | 845 | $4.78 萬 | 0.00% | +845 | 新進 |
| Redwood Wealth Management Group, LLC | 810 | $4.58 萬 | 0.03% | +810 | 新進 |
| Compass Wealth Management LLC | 800 | $4.52 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 784 | $4.43 萬 | 0.01% | +784 | 新進 |
| Harbour Investments, Inc. | 731 | $4.13 萬 | 0.00% | −241−24.8% | 減碼 |
| Principal Securities, Inc. | 677 | $3.83 萬 | 0.00% | +224+49.4% | 加碼 |
| First Horizon Advisors, Inc. | 666 | $3.77 萬 | 0.00% | +666 | 新進 |
| Private Trust Co NA | 650 | $3.68 萬 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 650 | $3.67 萬 | 0.01% | +650 | 新進 |
| Parallel Advisors, LLC | 634 | $3.58 萬 | 0.00% | +9+1.4% | 加碼 |
| Longfellow Investment Management Co LLC | 574 | $3.25 萬 | 0.01% | +574 | 新進 |
| Central Trust Co | 560 | $3.17 萬 | 0.00% | +560 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $2.83 萬 | 0.00% | 00.0% | 不變 |
| CNB Bank | 500 | $2.83 萬 | 0.01% | 00.0% | 不變 |
| Avalon Trust Co | 500 | $2.83 萬 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 500 | $2.83 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 425 | $2.40 萬 | 0.00% | +350+466.7% | 加碼 |
| Huntington National Bank | 331 | $1.87 萬 | 0.00% | −200−37.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 330 | $1.87 萬 | 0.00% | 00.0% | 不變 |
| Cypress Capital, LLC | 305 | $1.72 萬 | 0.00% | +305 | 新進 |
| CIBC Private Wealth Group, LLC | 300 | $1.69 萬 | 0.00% | +100+50.0% | 加碼 |
| Naples Money Management LLC | 280 | $1.58 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 261 | $1.48 萬 | 0.01% | +261 | 新進 |
| Farmers & Merchants Investments Inc | 257 | $1.45 萬 | 0.00% | +257 | 新進 |
| Geneos Wealth Management Inc. | 218 | $1.23 萬 | 0.00% | +3+1.4% | 加碼 |
| Byrne Asset Management LLC | 200 | $1.14 萬 | 0.01% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 200 | $1.13 萬 | 0.00% | +200 | 新進 |
| RFP Financial Group LLC | 200 | $1.13 萬 | 0.00% | +200 | 新進 |
| Armstrong Advisory Group, Inc | 198 | $1.12 萬 | 0.00% | −180−47.6% | 減碼 |
| Financial Network Wealth Advisors LLC | 163 | $9,216 | 0.01% | +163 | 新進 |
| Pineridge Advisors LLC | 162 | $9,170 | 0.00% | +2+1.3% | 加碼 |
| Eagle Bay Advisors LLC | 161 | $9,103 | 0.01% | +81+101.3% | 加碼 |
| ORG Partners LLC | 160 | $9,016 | 0.00% | +160 | 新進 |
| Boyd Watterson Asset Management LLC | 146 | $8,255 | 0.00% | +146 | 新進 |
| Glen Eagle Advisors, LLC | 143 | $8,085 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 135 | $7,443 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 120 | $6,785 | 0.00% | −79−39.7% | 減碼 |
| CWM, LLC | 106 | $6,000 | 0.00% | +2+1.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 100 | $5,654 | 0.00% | −250−71.4% | 減碼 |
| Cedar Mountain Advisors, LLC | 93 | $5,258 | 0.00% | +40+75.5% | 加碼 |
| Umb Bank N A | 90 | $5,089 | 0.00% | +90 | 新進 |
| NBC Securities, Inc. | 100 | $5,000 | 0.00% | +100 | 新進 |
| Hilltop National Bank | 80 | $4,523 | 0.00% | +80 | 新進 |
| CVA Family Office, LLC | 79 | $4,467 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 76 | $4,297 | 0.00% | −24−24.0% | 減碼 |
| Wolff Wiese Magana LLC | 67 | $3,789 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 48 | $2,714 | 0.00% | −10,717−99.6% | 減碼 |
| Gables Capital Management Inc. | 40 | $2,262 | 0.00% | +40 | 新進 |
| Venturi Wealth Management, LLC | 36 | $2,036 | 0.00% | +36 | 新進 |
| Rudius Management LP | 33 | $1,866 | 0.00% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 33 | $1,866 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 28 | $1,583 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 27 | $1,527 | 0.00% | +27 | 新進 |
| Kelly Financial Services LLC | 14 | $796 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 10 | $583 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 9 | $509 | 0.00% | 00.0% | 不變 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −202,965−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −24,163−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −11,542−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −11,305−100.0% | 清倉 |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,154−100.0% | 清倉 |
| F&V Capital Management, LLC | 0 | $0 | 0.00% | −8,250−100.0% | 清倉 |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −6,952−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −4,443−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,918−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −3,793−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −3,625−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,560−100.0% | 清倉 |
| Retirement Income Solutions, Inc | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −3,474−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Tortoise Index Solutions, LLC | – | – | – | – | 本季未申報 |
| CWA Asset Management Group, LLC | – | – | – | – | 本季未申報 |
| InterOcean Capital Group, LLC | – | – | – | – | 本季未申報 |
