| Estabrook Capital Management | 3,000 | $20.3 萬 | 0.03% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 3,000 | $20.3 萬 | 0.00% | +3,000 | 新進 |
| Checchi Capital Advisers, LLC | 3,000 | $20.3 萬 | 0.03% | +3,000 | 新進 |
| Franklin Resources Inc | 2,955 | $20.0 萬 | 0.00% | +2,955 | 新進 |
| First Trust Advisors LP | 2,955 | $20.0 萬 | 0.00% | +2,955 | 新進 |
| New York State Common Retirement Fund | 2,723 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,568 | $17.4 萬 | 0.01% | +371+16.9% | 加碼 |
| Jacobi Capital Management LLC | 2,500 | $16.9 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,318 | $15.7 萬 | 0.00% | −95−3.9% | 減碼 |
| Lindbrook Capital, LLC | 1,492 | $10.1 萬 | 0.02% | −27−1.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,445 | $9.80 萬 | 0.00% | −42−2.8% | 減碼 |
| Harbour Investments, Inc. | 1,376 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,242 | $8.40 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,081 | $7.40 萬 | 0.00% | +20+1.9% | 加碼 |
| Huntington National Bank | 984 | $6.70 萬 | 0.00% | −240−19.6% | 減碼 |
| Spire Wealth Management | 980 | $6.60 萬 | 0.00% | −173−15.0% | 減碼 |
| Global Retirement Partners, LLC | 842 | $5.70 萬 | 0.01% | −14−1.6% | 減碼 |
| Geneos Wealth Management Inc. | 691 | $4.70 萬 | 0.00% | +70+11.3% | 加碼 |
| JPMorgan Chase & Co | 661 | $4.50 萬 | 0.00% | +207+45.6% | 加碼 |
| Anfield Capital Management, LLC | 595 | $4.00 萬 | 0.02% | +595 | 新進 |
| Montag A & Associates Inc | 550 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 516 | $3.50 萬 | 0.00% | +516 | 新進 |
| JJJ Advisors Inc. | 487 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 475 | $3.20 萬 | 0.01% | −169−26.2% | 減碼 |
| JFS Wealth Advisors, LLC | 461 | $3.10 萬 | 0.00% | −7−1.5% | 減碼 |
| First Horizon Advisors, Inc. | 371 | $2.50 萬 | 0.00% | +39+11.7% | 加碼 |
| Bessemer Group Inc | 352 | $2.40 萬 | 0.00% | +104+41.9% | 加碼 |
| Zions Bancorporation, N.A. | 342 | $2.30 萬 | 0.00% | +2+0.6% | 加碼 |
| Tortoise Investment Management, LLC | 308 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 271 | $1.90 萬 | 0.00% | −3,188−92.2% | 減碼 |
| Berman Capital Advisors, LLC | 285 | $1.90 萬 | 0.00% | +8+2.9% | 加碼 |
| NEXT Financial Group, Inc | 251 | $1.70 萬 | 0.00% | −3−1.2% | 減碼 |
| Advisory Services Network, LLC | 253 | $1.70 萬 | 0.00% | +253 | 新進 |
| Bedel Financial Consulting, Inc. | 200 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 188 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 170 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Deutsche Bank AG | 164 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 121 | $8,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 101 | $7,000 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 104 | $7,000 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 108 | $7,000 | 0.00% | 00.0% | 不變 |
| Sterling Financial Planning, Inc. | 97 | $7,000 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 89 | $7,000 | 0.00% | +89 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 95 | $6,000 | 0.00% | +18+23.4% | 加碼 |
| Private Capital Group, LLC | 85 | $6,000 | 0.00% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 67 | $5,000 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 65 | $4,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 59 | $4,000 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 60 | $4,000 | 0.00% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 54 | $4,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 62 | $4,000 | 0.00% | +62 | 新進 |
| FourThought Financial, LLC | 59 | $3,000 | 0.00% | −110−65.1% | 減碼 |
| McCarthy Asset Management, Inc. | 50 | $3,000 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $3,000 | 0.00% | +50 | 新進 |
| Capital Analysts, LLC | 39 | $3,000 | 0.00% | +39 | 新進 |
| Column Capital Advisors, LLC | 36 | $2,000 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 27 | $2,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 34 | $2,000 | 0.00% | +9+36.0% | 加碼 |
| Savior LLC | 26 | $2,000 | 0.00% | 00.0% | 不變 |
| Sierra Capital LLC | 25 | $2,000 | 0.00% | +5+25.0% | 加碼 |
| IFP Advisors, Inc | 36 | $2,000 | 0.00% | +31+620.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 25 | $1,695 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 20 | $1,375 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Sawyer & Company, Inc | 22 | $1,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 18 | $1,000 | 0.00% | +18 | 新進 |
| Raffa Wealth Management, LLC | 14 | $949 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 3 | $0 | 0.00% | +3 | 新進 |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −29,119−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −24,955−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −22,104−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −22,018−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,972−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −8,801−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,398−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −6,225−100.0% | 清倉 |
| Credit Suisse AG | 0 | $0 | 0.00% | −4,754−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,570−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −4,206−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −995−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| WealthStone, Inc. | – | – | – | – | 本季未申報 |