| Cambridge Trust Co | 1,078 | $4.50 萬 | 0.00% | +1,078 | 新進 |
| Wolverine Asset Management LLC | 1,022 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 1,010 | $4.30 萬 | 0.00% | +10+1.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 1,000 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 1,000 | $4.10 萬 | 0.00% | −43−4.1% | 減碼 |
| State of Wyoming | 840 | $3.60 萬 | 0.02% | +840 | 新進 |
| Cedar Mountain Advisors, LLC | 768 | $3.30 萬 | 0.01% | +1+0.1% | 加碼 |
| Financial Perspectives, Inc | 768 | $3.26 萬 | 0.02% | 00.0% | 不變 |
| Private Capital Group, LLC | 722 | $3.10 萬 | 0.01% | +35+5.1% | 加碼 |
| First Horizon Advisors, Inc. | 639 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 630 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Delta Asset Management LLC | 600 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 600 | $2.50 萬 | 0.00% | −2−0.3% | 減碼 |
| Lazard Asset Management LLC | 554 | $2.30 萬 | 0.00% | +554 | 新進 |
| Princeton Global Asset Management LLC | 500 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 463 | $1.90 萬 | 0.00% | +463 | 新進 |
| TCI Wealth Advisors, Inc. | 416 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 400 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 406 | $1.70 萬 | 0.00% | +136+50.4% | 加碼 |
| Simplex Trading, LLC | 400 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 393 | $1.60 萬 | 0.00% | +99+33.7% | 加碼 |
| West Financial Advisors, LLC | 283 | $1.20 萬 | 0.00% | +283 | 新進 |
| Private Ocean, LLC | 263 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 251 | $1.10 萬 | 0.00% | +42+20.1% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 225 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 236 | $1.00 萬 | 0.00% | +38+19.2% | 加碼 |
| Rockefeller Capital Management L.P. | 214 | $9,000 | 0.00% | −90−29.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 223 | $9,000 | 0.00% | +223 | 新進 |
| Parkside Financial Bank & Trust | 196 | $8,000 | 0.00% | −16−7.5% | 減碼 |
| Allworth Financial LP | 199 | $8,000 | 0.00% | +2+1.0% | 加碼 |
| FinTrust Capital Advisors, LLC | 197 | $8,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 193 | $8,000 | 0.00% | +1+0.5% | 加碼 |
| PrairieView Partners, LLC | 200 | $8,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 178 | $8,000 | 0.00% | +32+21.9% | 加碼 |
| Umb Bank N A | 200 | $8,000 | 0.00% | +200 | 新進 |
| NEXT Financial Group, Inc | 196 | $8,000 | 0.00% | +196 | 新進 |
| Northwestern Mutual Wealth Management Co | 140 | $6,000 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 120 | $5,000 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 118 | $5,000 | 0.00% | 00.0% | 不變 |
| Outfitter Financial LLC | 120 | $5,000 | 0.00% | +120 | 新進 |
| Delos Wealth Advisors, LLC | 129 | $5,000 | 0.00% | +129 | 新進 |
| Howe & Rusling Inc | 100 | $4,000 | 0.00% | +100 | 新進 |
| Sageworth Trust Co of South Dakota | 101 | $4,000 | 0.01% | +101 | 新進 |
| American Portfolios Advisors | 73 | $3,102 | 0.00% | +10+15.9% | 加碼 |
| Harbour Investments, Inc. | 77 | $3,000 | 0.00% | −1,082−93.4% | 減碼 |
| Key Financial Inc | 62 | $3,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 70 | $3,000 | 0.00% | +70 | 新進 |
| Federated Hermes, Inc. | 56 | $2,000 | 0.00% | +5+9.8% | 加碼 |
| Signet Financial Management, LLC | 52 | $2,000 | 0.00% | +52 | 新進 |
| Canada Pension Plan Investment Board | 10 | $1,000 | 0.00% | −31,000−100.0% | 減碼 |
| Sageworth Trust Co | 32 | $1,000 | 0.00% | −108−77.1% | 減碼 |
| Proequities, Inc. | 19 | $1,000 | 0.00% | −6−24.0% | 減碼 |
| Prestige Wealth Management Group LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 13 | $1,000 | 0.00% | +13 | 新進 |
| Spire Wealth Management | 25 | $1,000 | 0.00% | +25 | 新進 |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | −69−92.0% | 減碼 |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 8 | $0 | 0.00% | +8 | 新進 |
| Addison Advisors LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Schubert & Co | 5 | $0 | 0.00% | +5 | 新進 |
| First Washington CORP | 0 | $0 | 0.00% | −122,010−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −56,739−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −38,819−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −33,537−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,227−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,250−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,767−100.0% | 清倉 |
| Groesbeck Investment Management Corp | 0 | $0 | 0.00% | −12,675−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,734−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,121−100.0% | 清倉 |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −9,078−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,695−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,918−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,937−100.0% | 清倉 |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,701−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,607−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,060−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −5,162−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2,961−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −580−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −560−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Symons Capital Management Inc | – | – | – | – | 本季未申報 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
