| TD Waterhouse Canada Inc. | 200 | $7,084 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 216 | $7,000 | 0.01% | −23−9.6% | 減碼 |
| Costello Asset Management, INC | 200 | $7,000 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 175 | $6,000 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 180 | $6,000 | 0.00% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 148 | $5,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 146 | $5,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 118 | $5,000 | 0.00% | +23+24.2% | 加碼 |
| BerganKDV Wealth Management, LLC | 140 | $5,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 132 | $4,504 | 0.00% | +10+8.2% | 加碼 |
| Pacific Center for Financial Services | 110 | $4,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 112 | $4,000 | 0.00% | +9+8.7% | 加碼 |
| Evoke Wealth, LLC | 112 | $4,000 | 0.00% | 00.0% | 不變 |
| Belmont Capital, LLC | 120 | $4,000 | 0.00% | +120 | 新進 |
| Atlas Capital Advisors LLC | 103 | $3,514 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 110 | $3,000 | 0.00% | −178−61.8% | 減碼 |
| Glassman Wealth Services | 102 | $3,000 | 0.00% | −19−15.7% | 減碼 |
| Level Financial Advisors, Inc. | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 88 | $3,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 88 | $3,000 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 78 | $3,000 | 0.00% | +78 | 新進 |
| Valley National Advisers Inc | 51 | $2,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 62 | $2,000 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 55 | $2,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 72 | $2,000 | 0.00% | +9+14.3% | 加碼 |
| Stonebridge Capital Advisors LLC | 59 | $2,000 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 49 | $2,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 54 | $2,000 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 65 | $2,000 | 0.00% | +32+97.0% | 加碼 |
| Center for Financial Planning, Inc. | 48 | $2,000 | 0.00% | +48 | 新進 |
| Leonteq Securities AG | 58 | $1,979 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 44 | $1,501 | 0.00% | +4+10.0% | 加碼 |
| Geneos Wealth Management Inc. | 57 | $1,000 | 0.00% | −363−86.4% | 減碼 |
| Umb Bank N A | 30 | $1,000 | 0.00% | −270−90.0% | 減碼 |
| McIlrath & Eck, LLC | 40 | $1,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 26 | $1,000 | 0.00% | +7+36.8% | 加碼 |
| Central Trust Co | 19 | $1,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 37 | $1,000 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 38 | $1,000 | 0.00% | +1+2.7% | 加碼 |
| PSI Advisors, LLC | 17 | $1,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 15 | $1,000 | 0.00% | +1+7.1% | 加碼 |
| Bourgeon Capital Management LLC | 15 | $1,000 | 0.00% | +15 | 新進 |
| Covington Capital Management | 40 | $1,000 | 0.00% | +40 | 新進 |
| Axiom Investment Management LLC | 43 | $1,000 | 0.00% | +43 | 新進 |
| Kelly Financial Services LLC | 10 | $341 | 0.00% | 00.0% | 不變 |
| Estabrook Capital Management | 7 | $239 | 0.00% | +7 | 新進 |
| Manchester Capital Management LLC | 7 | $0 | 0.00% | −35−83.3% | 減碼 |
| Disciplined Investments, LLC | 10 | $0 | 0.00% | +4+66.7% | 加碼 |
| Bell Investment Advisors, Inc | 9 | $0 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1 | $0 | 0.00% | +1 | 新進 |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | 新進 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Sofos Investments, Inc. | 238 | – | – | +238 | 新進 |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −503,574−100.0% | 清倉 |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −109,434−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −68,405−100.0% | 清倉 |
| Putnam Investments LLC | 0 | $0 | 0.00% | −64,531−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −59,605−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −49,000−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −46,857−100.0% | 清倉 |
| Bowling Portfolio Management LLC | 0 | $0 | 0.00% | −33,118−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −27,707−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −26,991−100.0% | 清倉 |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −26,557−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −20,285−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −19,462−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −15,423−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,800−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,854−100.0% | 清倉 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −8,647−100.0% | 清倉 |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −7,896−100.0% | 清倉 |
| Dodge & Cox | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −6,772−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −6,648−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −5,915−100.0% | 清倉 |
| Encompass Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,845−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −5,808−100.0% | 清倉 |
| Rather & Kittrell, Inc. | 0 | $0 | 0.00% | −5,578−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −5,453−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −4,375−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,180−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,722−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,418−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −576−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −495−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −89−100.0% | 清倉 |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Fure Financial Corp | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −61−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Advisor Partners LLC | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
| Lake Point Wealth Management | – | – | – | – | 本季未申報 |
