| Advisory Services Network, LLC | 368 | $3.85 萬 | 0.00% | +368 | 新進 |
| First Horizon Advisors, Inc. | 283 | $2.96 萬 | 0.00% | +65+29.8% | 加碼 |
| Optimum Investment Advisors | 225 | $2.35 萬 | 0.01% | −250−52.6% | 減碼 |
| CWM, LLC | 202 | $2.10 萬 | 0.00% | −43−17.6% | 減碼 |
| HHM Wealth Advisors, LLC | 200 | $2.09 萬 | 0.00% | 00.0% | 不變 |
| Fred Alger Management, LLC | 198 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 196 | $2.05 萬 | 0.00% | +196 | 新進 |
| Bell Investment Advisors, Inc | 193 | $2.02 萬 | 0.01% | +62+47.3% | 加碼 |
| Global Retirement Partners, LLC | 182 | $1.90 萬 | 0.00% | +4+2.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 176 | $1.84 萬 | 0.00% | −121−40.7% | 減碼 |
| Dark Forest Capital Management LP | 166 | $1.74 萬 | 0.00% | +1+0.6% | 加碼 |
| Massmutual Trust Co FSB | 153 | $1.60 萬 | 0.00% | +56+57.7% | 加碼 |
| Farther Finance Advisors, LLC | 147 | $1.54 萬 | 0.01% | +147 | 新進 |
| Atlas Capital Advisors LLC | 125 | $1.31 萬 | 0.00% | −38−23.3% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 93 | $9,725 | 0.00% | +41+78.8% | 加碼 |
| Prestige Wealth Management Group LLC | 92 | $9,620 | 0.00% | +22+31.4% | 加碼 |
| Sofos Investments, Inc. | 105 | $9,057 | 0.10% | −723−87.3% | 減碼 |
| ClariVest Asset Management LLC | 73 | $8,000 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 70 | $8,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 73 | $7,634 | 0.00% | +30+69.8% | 加碼 |
| Glassman Wealth Services | 72 | $7,529 | 0.00% | +28+63.6% | 加碼 |
| JJJ Advisors Inc. | 66 | $7,402 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 66 | $6,902 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 54 | $5,647 | 0.00% | +54 | 新進 |
| Cornerstone Planning Group LLC | 45 | $5,100 | 0.00% | +45 | 新進 |
| Bessemer Group Inc | 49 | $5,000 | 0.00% | −102−67.5% | 減碼 |
| CVA Family Office, LLC | 45 | $4,706 | 0.00% | −5−10.0% | 減碼 |
| Hoey Investments, Inc | 39 | $4,078 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 37 | $4,000 | 0.00% | +26+236.4% | 加碼 |
| Schubert & Co | 33 | $3,451 | 0.00% | −6−15.4% | 減碼 |
| Brown Brothers Harriman & Co | 32 | $3,346 | 0.00% | 00.0% | 不變 |
| Estabrook Capital Management | 32 | $3,346 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 29 | $3,033 | 0.00% | −2−6.5% | 減碼 |
| Parkside Financial Bank & Trust | 20 | $2,091 | 0.00% | +11+122.2% | 加碼 |
| Jones Financial Companies LLLP | 20 | $2,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 21 | $2,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 19 | $1,987 | 0.00% | +5+35.7% | 加碼 |
| BerganKDV Wealth Management, LLC | 18 | $1,882 | 0.00% | −8−30.8% | 減碼 |
| SJS Investment Consulting Inc. | 18 | $1,882 | 0.00% | −1−5.3% | 減碼 |
| ICA Group Wealth Management, LLC | 18 | $1,882 | 0.00% | +18 | 新進 |
| AdvisorNet Financial, Inc | 17 | $1,778 | 0.00% | +17 | 新進 |
| MinichMacGregor Wealth Management, LLC | 16 | $1,673 | 0.00% | +16 | 新進 |
| Disciplined Investments, LLC | 13 | $1,359 | 0.00% | +2+18.2% | 加碼 |
| Harbour Investments, Inc. | 12 | $1,255 | 0.00% | +12 | 新進 |
| Bourgeon Capital Management LLC | 10 | $1,046 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 15 | $1,000 | 0.00% | +15 | 新進 |
| Money Concepts Capital Corp | 9 | $941 | 0.00% | +9 | 新進 |
| RFP Financial Group LLC | 9 | $941 | 0.00% | +9 | 新進 |
| Raffa Wealth Management, LLC | 8 | $837 | 0.00% | −14−63.6% | 減碼 |
| Accel Wealth Management | 8 | $837 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 6 | $627 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 6 | $627 | 0.00% | +6 | 新進 |
| Tfo-TDC, LLC | 1 | $69 | 0.00% | +1 | 新進 |
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | 不變 |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −462,073−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −232,580−100.0% | 清倉 |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −211,200−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −37,289−100.0% | 清倉 |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −32,449−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −21,549−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −17,898−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −15,399−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −13,610−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −13,554−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,483−100.0% | 清倉 |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −10,250−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,293−100.0% | 清倉 |
| Polianta Ltd | 0 | $0 | 0.00% | −6,600−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −6,521−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,166−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,074−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,410−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −3,609−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,504−100.0% | 清倉 |
| Hartford Investment Management Co | 0 | $0 | 0.00% | −3,345−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,999−100.0% | 清倉 |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −2,750−100.0% | 清倉 |
| Coastline Trust Co | 0 | $0 | 0.00% | −2,485−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,685−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −1,572−100.0% | 清倉 |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −345−100.0% | 清倉 |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −132−100.0% | 清倉 |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −63−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Regentatlantic Capital LLC | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| AGF Investments LLC | – | – | – | – | 本季未申報 |
| Balasa Dinverno & Foltz LLC | – | – | – | – | 本季未申報 |
| Redpoint Investment Management Pty Ltd | – | – | – | – | 本季未申報 |
| Bowling Portfolio Management LLC | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
