| Global Retirement Partners, LLC | 2,551 | $1.30 萬 | 0.00% | +101+4.1% | 加碼 |
| Arlington Partners LLC | 2,609 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,680 | $1.20 萬 | 0.00% | +690+34.7% | 加碼 |
| Standard Family Office LLC | 2,552 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 2,486 | $1.10 萬 | 0.00% | +2,486 | 新進 |
| Manchester Capital Management LLC | 2,565 | $1.10 萬 | 0.00% | +2,565 | 新進 |
| Allworth Financial LP | 2,332 | $1.00 萬 | 0.00% | −725−23.7% | 減碼 |
| Pin Oak Investment Advisors Inc | 2,339 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 2,347 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,858 | $9,000 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,939 | $9,000 | 0.00% | +55+2.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 1,720 | $8,000 | 0.00% | −339−16.5% | 減碼 |
| Evoke Wealth, LLC | 1,800 | $8,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,791 | $8,000 | 0.00% | +1,175+190.7% | 加碼 |
| Wolff Wiese Magana LLC | 1,534 | $7,000 | 0.01% | −769−33.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,223 | $6,000 | 0.00% | −1,579−56.4% | 減碼 |
| Private Trust Co NA | 1,315 | $6,000 | 0.00% | −161−10.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 1,269 | $6,000 | 0.00% | +1,269 | 新進 |
| Washington Trust Advisors, Inc. | 1,079 | $5,000 | 0.00% | −4,919−82.0% | 減碼 |
| O'Dell Group, LLC | 1,200 | $5,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 1,068 | $5,000 | 0.00% | +292+37.6% | 加碼 |
| HHM Wealth Advisors, LLC | 1,112 | $5,000 | 0.00% | 00.0% | 不變 |
| Cowa, LLC | 1,040 | $5,000 | 0.00% | +1,040 | 新進 |
| TD Ameritrade Investment Management, LLC | 841 | $4,000 | 0.00% | −1,089−56.4% | 減碼 |
| Column Capital Advisors, LLC | 976 | $4,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 889 | $4,000 | 0.00% | +889 | 新進 |
| Community Bank, N.A. | 597 | $3,000 | 0.00% | +597 | 新進 |
| American Portfolios Advisors | 660 | $2,937 | 0.00% | −2,002−75.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 549 | $2,443 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 511 | $2,000 | 0.00% | −16,337−97.0% | 減碼 |
| TCTC Holdings, LLC | 477 | $2,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 498 | $2,000 | 0.00% | +498 | 新進 |
| Asset Dedication, LLC | 133 | $1,000 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 249 | $1,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 300 | $1,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 126 | $1,000 | 0.00% | +29+29.9% | 加碼 |
| Group One Trading, L.P. | 292 | $1,000 | 0.00% | +292 | 新進 |
| Rosenberg Matthew Hamilton | 193 | $1,000 | 0.00% | +193 | 新進 |
| Anchor Investment Management, LLC | 211 | $939 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 208 | $926 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 149 | $663 | 0.00% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 22,099 | $0 | 0.00% | +7,927+55.9% | 加碼 |
| FourThought Financial, LLC | 11 | $0 | 0.00% | −398−97.3% | 減碼 |
| Salem Investment Counselors Inc | 84 | $0 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 87 | $0 | 0.00% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 105 | $0 | 0.00% | +105 | 新進 |
| Capital International Investors | 0 | $0 | 0.00% | −4,507,970−100.0% | 清倉 |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −1,506,786−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −223,838−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −111,600−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −75,254−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −74,009−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −54,453−100.0% | 清倉 |
| Wrapmanager Inc | 0 | $0 | 0.00% | −48,408−100.0% | 清倉 |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −47,805−100.0% | 清倉 |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −38,517−100.0% | 清倉 |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −31,207−100.0% | 清倉 |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −24,173−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −22,196−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −20,246−100.0% | 清倉 |
| Veracity Capital LLC | 0 | $0 | 0.00% | −19,460−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −18,184−100.0% | 清倉 |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −16,415−100.0% | 清倉 |
| Sierra Capital LLC | 0 | $0 | 0.00% | −14,834−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −14,659−100.0% | 清倉 |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −14,699−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −14,111−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −12,978−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −12,322−100.0% | 清倉 |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −11,719−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −11,381−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,669−100.0% | 清倉 |
| BSW Wealth Partners | 0 | $0 | 0.00% | −10,180−100.0% | 清倉 |
| Wolf Group Capital Advisors | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −8,013−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,833−100.0% | 清倉 |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −2,926−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −2,641−100.0% | 清倉 |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −1,481−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −819−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −387−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −480−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −344−100.0% | 清倉 |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −533−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −245−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −171−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −281−100.0% | 清倉 |
| Albion Financial Group | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −8,864−100.0% | 清倉 |
| Dorsey Wright & Associates | – | – | – | – | 本季未申報 |
| Advisor Partners LLC | – | – | – | – | 本季未申報 |
| Altium Wealth Management LLC | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |