| Caldwell Trust Co | 115 | $3,871 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 111 | $3,736 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 109 | $3,669 | 0.00% | +20+22.5% | 加碼 |
| Community Bank, N.A. | 108 | $3,634 | 0.00% | +108 | 新進 |
| Prestige Wealth Management Group LLC | 107 | $3,602 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 106 | $3,568 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 100 | $3,366 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 100 | $3,366 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 100 | $3,366 | 0.00% | +100 | 新進 |
| Aquatic Capital Management LLC | 100 | $3,000 | 0.00% | −4,400−97.8% | 減碼 |
| Money Concepts Capital Corp | 78 | $2,626 | 0.00% | −20−20.4% | 減碼 |
| Riggs Asset Managment Co. Inc. | 68 | $2,289 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 64 | $2,154 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 62 | $2,087 | 0.00% | +62 | 新進 |
| Stonebridge Capital Advisors LLC | 60 | $2,020 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 75 | $2,000 | 0.00% | −2,840−97.4% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 78 | $2,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 64 | $2,000 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 58 | $1,952 | 0.00% | +58 | 新進 |
| Cary Street Partner Investment Advisory LLC | 56 | $1,885 | 0.00% | +56 | 新進 |
| Key Financial Inc | 59 | $1,833 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 53 | $1,784 | 0.00% | 00.0% | 不變 |
| First Financial Corp | 53 | $1,783 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $1,683 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 48 | $1,616 | 0.00% | +26+118.2% | 加碼 |
| National Bank of Canada | 45 | $1,513 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 44 | $1,481 | 0.00% | +6+15.8% | 加碼 |
| TFC Financial Management | 41 | $1,380 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 38 | $1,279 | 0.00% | +22+137.5% | 加碼 |
| Sound Income Strategies, LLC | 36 | $1,212 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 38 | $1,180 | 0.00% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 35 | $1,178 | 0.00% | +35 | 新進 |
| Storebrand Asset Management AS | 32 | $1,077 | 0.00% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 32 | $1,056 | 0.00% | +32 | 新進 |
| Cambridge Trust Co | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 29 | $976 | 0.00% | +29 | 新進 |
| Earnest Partners LLC | 28 | $942 | 0.00% | 00.0% | 不變 |
| Ruedi Wealth Management, Inc. | 28 | $942 | 0.00% | +28 | 新進 |
| Larson Financial Group LLC | 24 | $808 | 0.00% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 24 | $808 | 0.00% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 22 | $741 | 0.00% | +22 | 新進 |
| Sutton Wealth Advisors Inc. | 21 | $707 | 0.00% | +1+5.0% | 加碼 |
| First Manhattan Co | 20 | $673 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 20 | $673 | 0.00% | +20 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 21 | $652 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 18 | $606 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 17 | $572 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 14 | $471 | 0.00% | −1−6.7% | 減碼 |
| TD Capital Management LLC | 13 | $421 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 12 | $404 | 0.00% | −111−90.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 12 | $404 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 12 | $404 | 0.00% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 12 | $404 | 0.00% | +12 | 新進 |
| McIlrath & Eck, LLC | 10 | $337 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 7 | $236 | 0.00% | +7 | 新進 |
| Salem Investment Counselors Inc | 6 | $202 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 5 | $168 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 5 | $167 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 4 | $135 | 0.00% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 1 | $45 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | −12−52.2% | 減碼 |
| Front Row Advisors LLC | 12 | $0 | 0.00% | +12 | 新進 |
| Steward Financial Group LLC | 16 | $0 | 0.00% | +16 | 新進 |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −9,083,064−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −199,075−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −65,250−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −62,904−100.0% | 清倉 |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −43,620−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −38,436−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −27,712−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −24,037−100.0% | 清倉 |
| Hartford Investment Management Co | 0 | $0 | 0.00% | −18,603−100.0% | 清倉 |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −16,900−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −12,247−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,607−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,578−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,851−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,416−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −6,866−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −6,600−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −4,539−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,344−100.0% | 清倉 |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −997−100.0% | 清倉 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −930−100.0% | 清倉 |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −264−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −124−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| PYA Waltman Capital, LLC | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Jefferies Group LLC | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| Pacific Center for Financial Services | – | – | – | – | 本季未申報 |
