| N.E.W. Advisory Services LLC | 11,128 | $19.0 萬 | 0.03% | +272+2.5% | 加碼 |
| Financial Planning & Information Services, Inc. | 11,029 | $18.9 萬 | 0.04% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 10,670 | $17.7 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 10,253 | $17.5 萬 | 0.00% | +10,253 | 新進 |
| CWM, LLC | 10,219 | $17.5 萬 | 0.00% | −1,566−13.3% | 減碼 |
| Savant Capital, LLC | 10,227 | $17.5 萬 | 0.00% | +7+0.1% | 加碼 |
| Kowal Investment Group, LLC | 10,124 | $17.3 萬 | 0.05% | +103+1.0% | 加碼 |
| Insight 2811, Inc. | 10,000 | $17.1 萬 | 0.10% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 8,722 | $14.9 萬 | 0.01% | +443+5.4% | 加碼 |
| Covestor Ltd | 8,341 | $14.3 萬 | 0.11% | +1,109+15.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,649 | $11.4 萬 | 0.00% | −3,933−37.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,782 | $9.89 萬 | 0.00% | −62−1.1% | 減碼 |
| NBC Securities, Inc. | 5,579 | $9.50 萬 | 0.01% | +5,579 | 新進 |
| Qube Research & Technologies Ltd | 4,829 | $8.26 萬 | 0.00% | −72,975−93.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 4,767 | $8.16 萬 | 0.00% | +4,767 | 新進 |
| Tradition Wealth Management, LLC | 4,649 | $8.00 萬 | 0.01% | +54+1.2% | 加碼 |
| Public Employees Retirement System of Ohio | 3,219 | $5.50 萬 | 0.00% | −83,269−96.3% | 減碼 |
| Coppell Advisory Solutions LLC | 2,037 | $4.70 萬 | 0.02% | +2,037 | 新進 |
| Operose Advisors LLC | 2,300 | $3.94 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 2,095 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,882 | $3.22 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 1,817 | $3.10 萬 | 0.00% | +1,817 | 新進 |
| First Command Advisory Services, Inc. | 1,715 | $2.93 萬 | 0.00% | +1,715 | 新進 |
| Ci Investments Inc. | 1,566 | $2.70 萬 | 0.00% | −13−0.8% | 減碼 |
| Nomura Asset Management Co Ltd | 1,560 | $2.67 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,396 | $2.39 萬 | 0.00% | +60+4.5% | 加碼 |
| Quent Capital, LLC | 1,334 | $2.28 萬 | 0.00% | −114−7.9% | 減碼 |
| Glassman Wealth Services | 1,288 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,250 | $2.14 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,038 | $1.78 萬 | 0.00% | +487+88.4% | 加碼 |
| Quadrant Capital Group LLC | 1,010 | $1.73 萬 | 0.00% | −73−6.7% | 減碼 |
| Atlantic Trust, LLC | 990 | $1.69 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 961 | $1.64 萬 | 0.00% | +194+25.3% | 加碼 |
| Smithfield Trust Co | 910 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 593 | $1.01 萬 | 0.00% | +400+207.3% | 加碼 |
| Hallmark Capital Management Inc | 376 | $6,433 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 386 | $6,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 335 | $5,732 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 318 | $5,000 | 0.00% | +2+0.6% | 加碼 |
| Winch Advisory Services, LLC | 265 | $5,000 | 0.00% | +4+1.5% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 283 | $5,000 | 0.00% | +283 | 新進 |
| Lindbrook Capital, LLC | 271 | $4,637 | 0.00% | +32+13.4% | 加碼 |
| Stephenson National Bank & Trust | 205 | $3,508 | 0.00% | +205 | 新進 |
| Private Trust Co NA | 191 | $3,268 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 189 | $3,234 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 174 | $2,977 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 150 | $2,567 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 129 | $2,207 | 0.00% | +81+168.8% | 加碼 |
| Allworth Financial LP | 122 | $2,088 | 0.00% | −1,528−92.6% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 122 | $2,088 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 117 | $2,002 | 0.00% | +33+39.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 112 | $1,916 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 100 | $1,711 | 0.00% | +100 | 新進 |
| IFP Advisors, Inc | 95 | $1,625 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 88 | $1,506 | 0.00% | +22+33.3% | 加碼 |
| Farmers & Merchants Investments Inc | 67 | $1,146 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 34 | $1,000 | 0.00% | −60−63.8% | 減碼 |
| Steward Financial Group LLC | 115 | $1,000 | 0.00% | +115 | 新進 |
| Whittier Trust Co | 40 | $684 | 0.00% | +40 | 新進 |
| SJS Investment Consulting Inc. | 37 | $634 | 0.00% | +14+60.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 36 | $616 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 34 | $582 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 30 | $513 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 28 | $480 | 0.00% | −268−90.5% | 減碼 |
| Tfo-TDC, LLC | 29 | $471 | 0.00% | +20+222.2% | 加碼 |
| Baker Avenue Asset Management, LP | 22 | $376 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 22 | $361 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 15 | $257 | 0.00% | +7+87.5% | 加碼 |
| Hexagon Capital Partners LLC | 13 | $222 | 0.00% | −4−23.5% | 減碼 |
| Toronto Dominion Bank | 4 | $68 | 0.00% | +4 | 新進 |
| Huntington National Bank | 2 | $34 | 0.00% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −395,239−100.0% | 清倉 |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −297,936−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −208,131−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −97,876−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −90,968−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −43,466−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −36,600−100.0% | 清倉 |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −35,479−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −29,470−100.0% | 清倉 |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −23,600−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,621−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,885−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −16,100−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −16,054−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −13,382−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,160−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,533−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,376−100.0% | 清倉 |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −10,983−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,400−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| First Command Bank | – | – | – | – | 本季未申報 |
| First Command Financial Services, Inc. | – | – | – | – | 本季未申報 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |