| Geneos Wealth Management Inc. | 293 | $3.15 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 290 | $3.12 萬 | 0.00% | 00.0% | 不變 |
| Corrado Advisors, LLC | 286 | $3.08 萬 | 0.02% | +286 | 新進 |
| Pension & Wealth Management Advisors, Inc. | 280 | $3.01 萬 | 0.03% | +280 | 新進 |
| Close Asset Management Ltd | 275 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 295 | $2.80 萬 | 0.00% | +82+38.5% | 加碼 |
| Bollard Group LLC | 219 | $2.40 萬 | 0.00% | +1+0.5% | 加碼 |
| Ci Investments Inc. | 209 | $2.20 萬 | 0.00% | −493−70.2% | 減碼 |
| Montag A & Associates Inc | 200 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 200 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 200 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 218 | $2.10 萬 | 0.00% | +218 | 新進 |
| Parkside Financial Bank & Trust | 188 | $2.02 萬 | 0.01% | +170+944.4% | 加碼 |
| Advisory Services Network, LLC | 163 | $1.76 萬 | 0.00% | +163 | 新進 |
| Parallel Advisors, LLC | 149 | $1.60 萬 | 0.00% | +3+2.1% | 加碼 |
| Quarry LP | 145 | $1.56 萬 | 0.02% | +145 | 新進 |
| CWM, LLC | 143 | $1.50 萬 | 0.00% | −7−4.7% | 減碼 |
| Quadrant Capital Group LLC | 133 | $1.43 萬 | 0.00% | +2+1.5% | 加碼 |
| Baystate Wealth Management LLC | 125 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 128 | $1.30 萬 | 0.00% | +128 | 新進 |
| Glass Jacobson Investment Advisors llc | 115 | $1.24 萬 | 0.01% | +115 | 新進 |
| AdvisorNet Financial, Inc | 114 | $1.23 萬 | 0.00% | +12+11.8% | 加碼 |
| Money Concepts Capital Corp | 111 | $1.19 萬 | 0.00% | +111 | 新進 |
| Cary Street Partner Investment Advisory LLC | 106 | $1.14 萬 | 0.00% | +106 | 新進 |
| First Horizon Advisors, Inc. | 104 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 104 | $1.12 萬 | 0.00% | +82+372.7% | 加碼 |
| Umb Bank N A | 100 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 100 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| CNB Bank | 100 | $1.08 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 99 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 93 | $1.00 萬 | 0.00% | −170−64.6% | 減碼 |
| Covestor Ltd | 92 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 92 | $9,893 | 0.00% | +92 | 新進 |
| MCF Advisors LLC | 86 | $9,209 | 0.00% | +1+1.2% | 加碼 |
| Washington Trust Advisors, Inc. | 84 | $9,033 | 0.00% | 00.0% | 不變 |
| Goodwin Investment Advisory | 79 | $8,495 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 70 | $8,000 | 0.00% | 00.0% | 不變 |
| Old North State Trust, LLC | 66 | $7,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 61 | $6,559 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 69 | $6,553 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 55 | $6,000 | 0.00% | +13+31.0% | 加碼 |
| BBJS Financial Advisors, LLC | 55 | $5,926 | 0.00% | +55 | 新進 |
| Bell Investment Advisors, Inc | 52 | $5,592 | 0.00% | +7+15.6% | 加碼 |
| Cornerstone Planning Group LLC | 49 | $5,357 | 0.00% | +49 | 新進 |
| Miller Wealth Advisors, LLC | 50 | $5,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 43 | $4,624 | 0.00% | +27+168.8% | 加碼 |
| JFS Wealth Advisors, LLC | 40 | $4,301 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 38 | $4,086 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 37 | $3,979 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 33 | $3,548 | 0.00% | −3−8.3% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 32 | $3,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 25 | $3,000 | 0.00% | +25 | 新進 |
| Caldwell Sutter Capital, Inc. | 27 | $2,903 | 0.00% | +27 | 新進 |
| Farmers & Merchants Investments Inc | 22 | $2,366 | 0.00% | −1−4.3% | 減碼 |
| Steward Financial Group LLC | 22 | $2,000 | 0.00% | +22 | 新進 |
| Blue Bell Private Wealth Management, LLC | 18 | $1,936 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 16 | $1,720 | 0.00% | +6+60.0% | 加碼 |
| Disciplined Investments, LLC | 13 | $1,398 | 0.00% | −1−7.1% | 減碼 |
| Quent Capital, LLC | 13 | $1,398 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 6 | $1,076 | 0.00% | +6 | 新進 |
| TD Ameritrade Investment Management, LLC | 10 | $1,000 | 0.00% | −3−23.1% | 減碼 |
| Financial Management Professionals, Inc. | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 9 | $968 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 8 | $860 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7 | $753 | 0.00% | +7 | 新進 |
| Baker Avenue Asset Management, LP | 7 | $753 | 0.00% | +7 | 新進 |
| TCI Wealth Advisors, Inc. | 4 | $430 | 0.00% | −1−20.0% | 減碼 |
| Global Retirement Partners, LLC | 4 | $430 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 0 | $18 | 0.00% | 0 | 新進 |
| Capital Advisors, Ltd. LLC | 178 | $0 | 0.00% | +178 | 新進 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −142−100.0% | 清倉 |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −76,278−100.0% | 清倉 |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −67,973−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −49,205−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −32,000−100.0% | 清倉 |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −22,622−100.0% | 清倉 |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −21,615−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −13,421−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,395−100.0% | 清倉 |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −7,108−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,698−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −6,676−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −4,900−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,802−100.0% | 清倉 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,702−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,448−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,339−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,192−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,021−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −292−100.0% | 清倉 |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Cowa, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Eos Focused Equity Management, L.P. | – | – | – | – | 本季未申報 |