| Financial Perspectives, Inc | 151 | $2,331 | 0.00% | −5,271−97.2% | 減碼 |
| Ancora Advisors, LLC | 118 | $2,000 | 0.00% | −703−85.6% | 減碼 |
| Sawyer & Company, Inc | 132 | $2,000 | 0.00% | −197−59.9% | 減碼 |
| TD Ameritrade Investment Management, LLC | 173 | $2,000 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 153 | $2,000 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 156 | $2,000 | 0.00% | +5+3.3% | 加碼 |
| Atlas Private Wealth Advisors | 108 | $2,000 | 0.00% | −39−26.5% | 減碼 |
| Hoese & Co LLP | 150 | $2,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 137 | $2,000 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 118 | $2,000 | 0.00% | 00.0% | 不變 |
| Gleason Group, Inc. | 105 | $2,000 | 0.00% | +3+2.9% | 加碼 |
| Clearview Wealth Advisors LLC | 117 | $2,000 | 0.00% | 00.0% | 不變 |
| McClarren Financial Advisors, Inc. | 149 | $2,000 | 0.00% | +4+2.8% | 加碼 |
| SOA Wealth Advisors, LLC. | 157 | $2,000 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 99 | $2,000 | 0.00% | +99 | 新進 |
| Archer Investment Corp | 94 | $1,452 | 0.00% | −216−69.7% | 減碼 |
| Global Financial Private Client, LLC | 78 | $1,222 | 0.00% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 118 | $1,000 | 0.00% | −2,500−95.5% | 減碼 |
| Sageworth Trust Co | 60 | $1,000 | 0.00% | −107−64.1% | 減碼 |
| Country Trust Bank | 95 | $1,000 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 64 | $1,000 | 0.00% | −69−51.9% | 減碼 |
| First Financial Corp | 39 | $1,000 | 0.00% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 64 | $1,000 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 57 | $1,000 | 0.00% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 71 | $1,000 | 0.00% | +16+29.1% | 加碼 |
| Baystate Wealth Management LLC | 57 | $1,000 | 0.00% | +2+3.6% | 加碼 |
| GPS Wealth Strategies Group, LLC | 87 | $1,000 | 0.00% | 00.0% | 不變 |
| John W. Brooker & Co., CPAs | 47 | $1,000 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 61 | $1,000 | 0.00% | 00.0% | 不變 |
| Freedman Financial Associates, Inc. | 76 | $1,000 | 0.00% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 76 | $1,000 | 0.00% | +76 | 新進 |
| Capital Analysts, LLC | 59 | $1,000 | 0.00% | +59 | 新進 |
| Centerpoint Advisors, LLC | 64 | $1,000 | 0.00% | +64 | 新進 |
| Meridian Wealth Partners, LLC | 68 | $1,000 | 0.00% | +68 | 新進 |
| Kowal Investment Group, LLC | 33 | $1,000 | 0.00% | +33 | 新進 |
| Arrow Financial Corp | 18 | $0 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| Logan Capital Management Inc | 3 | $0 | 0.00% | −10−76.9% | 減碼 |
| Contravisory Investment Management, Inc. | 9 | $0 | 0.00% | 00.0% | 不變 |
| Lake Point Wealth Management | 6 | $0 | 0.00% | 00.0% | 不變 |
| Consolidated Planning Corp | 3 | $0 | 0.00% | +3 | 新進 |
| HBC Financial Services, PLLC | 2,360 | – | – | +2,359+235,900.0% | 加碼 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −283,327−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −526,000−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −132,400−100.0% | 清倉 |
| AMG National Trust Bank | 0 | $0 | 0.00% | −95,406−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −37,816−100.0% | 清倉 |
| Qtron Investments LLC | 0 | $0 | 0.00% | −28,157−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −26,383−100.0% | 清倉 |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −26,100−100.0% | 清倉 |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −25,186−100.0% | 清倉 |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −21,058−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,421−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −19,247−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −18,942−100.0% | 清倉 |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −18,291−100.0% | 清倉 |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −15,990−100.0% | 清倉 |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −16,369−100.0% | 清倉 |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −15,419−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −13,319−100.0% | 清倉 |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −12,452−100.0% | 清倉 |
| Thomasville National Bank | 0 | $0 | 0.00% | −11,877−100.0% | 清倉 |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −11,794−100.0% | 清倉 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −11,808−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −11,260−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −11,033−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,879−100.0% | 清倉 |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −10,598−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −4,306−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −2,583−100.0% | 清倉 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −1,815−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,607−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,263−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −466−100.0% | 清倉 |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −327−100.0% | 清倉 |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −152−100.0% | 清倉 |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| Enterprise Trust & Investment Co | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Paradigm, Strategies in Wealth Management, LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |
