| Principal Securities, Inc. | 1,484 | $10.4 萬 | 0.00% | −7−0.5% | 減碼 |
| GoalVest Advisory LLC | 1,443 | $10.1 萬 | 0.03% | 00.0% | 不變 |
| Arlington Trust Co LLC | 1,356 | $9.48 萬 | 0.02% | 00.0% | 不變 |
| Royal Bank of Canada | 1,162 | $8.10 萬 | 0.00% | −600−34.1% | 減碼 |
| Atticus Wealth Management, LLC | 1,154 | $8.07 萬 | 0.03% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,145 | $8.01 萬 | 0.00% | −500−30.4% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 1,125 | $7.87 萬 | 0.03% | 00.0% | 不變 |
| Cypress Capital Management LLC (WY) | 1,090 | $7.62 萬 | 0.08% | −30−2.7% | 減碼 |
| US Bancorp | 1,076 | $7.52 萬 | 0.00% | −285−20.9% | 減碼 |
| Fifth Third Bancorp | 1,000 | $6.99 萬 | 0.00% | −875−46.7% | 減碼 |
| Ronald Blue Trust, Inc. | 685 | $5.45 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 600 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 600 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 598 | $4.18 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 570 | $3.99 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 565 | $3.95 萬 | 0.00% | −200−26.1% | 減碼 |
| Hollencrest Capital Management | 552 | $3.86 萬 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 549 | $3.84 萬 | 0.03% | 00.0% | 不變 |
| Larson Financial Group LLC | 531 | $3.71 萬 | 0.00% | −2,617−83.1% | 減碼 |
| Signaturefd, LLC | 500 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 13,347 | $3.48 萬 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 492 | $3.44 萬 | 0.02% | 00.0% | 不變 |
| WealthCollab, LLC | 487 | $3.41 萬 | 0.02% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 437 | $3.06 萬 | 0.00% | +437 | 新進 |
| Federation des caisses Desjardins du Quebec | 412 | $2.88 萬 | 0.00% | +100+32.1% | 加碼 |
| Westside Investment Management, Inc. | 387 | $2.71 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 343 | $2.40 萬 | 0.00% | −50,000−99.3% | 減碼 |
| Creative Financial Designs Inc | 315 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 305 | $2.13 萬 | 0.01% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 300 | $2.10 萬 | 0.00% | −200−40.0% | 減碼 |
| St Germain D J Co Inc | 300 | $2.10 萬 | 0.00% | +300 | 新進 |
| TruNorth Capital Management, LLC | 192 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 187 | $1.31 萬 | 0.00% | −100−34.8% | 減碼 |
| Insight Financial Services | 150 | $1.05 萬 | 0.01% | 00.0% | 不變 |
| CNB Bank | 135 | $9,439 | 0.00% | +5+3.8% | 加碼 |
| Jones Financial Companies LLLP | 133 | $9,346 | 0.00% | +132+13,200.0% | 加碼 |
| Plante Moran Financial Advisors, LLC | 126 | $8,810 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 125 | $8,740 | 0.00% | 00.0% | 不變 |
| Compass Wealth Management LLC | 125 | $8,740 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 125 | $8,740 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 102 | $7,132 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 100 | $6,992 | 0.00% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 100 | $6,992 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 100 | $6,992 | 0.00% | +100 | 新進 |
| Aspire Private Capital, LLC | 92 | $6,433 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 87 | $6,083 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 75 | $5,347 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 75 | $5,244 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 75 | $5,244 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 72 | $5,059 | 0.00% | −20−21.7% | 減碼 |
| Financial Management Professionals, Inc. | 70 | $5,000 | 0.00% | 00.0% | 不變 |
| Aviso Financial Inc. | 70 | $4,894 | 0.00% | 00.0% | 不變 |
| Safe Harbor Fiduciary, LLC | 50 | $3,496 | 0.00% | +50 | 新進 |
| Farther Finance Advisors, LLC | 42 | $2,937 | 0.00% | −5−10.6% | 減碼 |
| Archer Investment Corp | 40 | $2,797 | 0.00% | 00.0% | 不變 |
| WFA Asset Management Corp | 35 | $2,448 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 31 | $2,168 | 0.00% | −1−3.1% | 減碼 |
| Rothschild Investment LLC | 31 | $2,168 | 0.00% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 30 | $2,098 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 12 | $839 | 0.00% | 00.0% | 不變 |
| FMR LLC | 7 | $489 | 0.00% | 00.0% | 不變 |
| Legacy Investment Solutions, LLC | 5 | $354 | 0.00% | +5 | 新進 |
| Legacy Wealth Managment, LLC | 5 | $354 | 0.00% | +5 | 新進 |
| Game Plan Financial Advisors, LLC | 2 | $140 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2 | $139 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 1 | $70 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −357,102−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −175,784−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −140,166−100.0% | 清倉 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −90,434−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −90,434−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −42,033−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −36,021−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −25,248−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −17,998−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −12,787−100.0% | 清倉 |
| SMART Wealth LLC | 0 | $0 | 0.00% | −12,455−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −5,594−100.0% | 清倉 |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −4,845−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,599−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −3,319−100.0% | 清倉 |
| All Terrain Financial Advisors, LLC | 0 | $0 | 0.00% | −2,657−100.0% | 清倉 |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −2,627−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −2,603−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,553−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,508−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −259−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −15,708−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | – | – | – | – | 本季未申報 |
| Emfo, LLC | – | – | – | – | 本季未申報 |