| GAMMA Investing LLC | 460 | $1.50 萬 | 0.00% | +379+467.9% | 加碼 |
| Caitlin John, LLC | 500 | $1.50 萬 | 0.01% | +500 | 新進 |
| EverSource Wealth Advisors, LLC | 449 | $1.47 萬 | 0.00% | +80+21.7% | 加碼 |
| Oarsman Capital, Inc. | 427 | $1.39 萬 | 0.00% | +427 | 新進 |
| Atticus Wealth Management, LLC | 414 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 411 | $1.34 萬 | 0.00% | +411 | 新進 |
| TruNorth Capital Management, LLC | 378 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 344 | $1.12 萬 | 0.00% | +344 | 新進 |
| Continuum Advisory, LLC | 344 | $1.04 萬 | 0.00% | +310+911.8% | 加碼 |
| Parkside Financial Bank & Trust | 313 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 306 | $1.00 萬 | 0.01% | −5−1.6% | 減碼 |
| Avalon Trust Co | 300 | $9,798 | 0.00% | 00.0% | 不變 |
| Financial Freedom, LLC | 293 | $9,583 | 0.01% | +3+1.0% | 加碼 |
| Main Street Group, LTD | 288 | $9,406 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 262 | $8,557 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 261 | $8,524 | 0.00% | +90+52.6% | 加碼 |
| Ronald Blue Trust, Inc. | 282 | $8,003 | 0.00% | +266+1,662.5% | 加碼 |
| AllSquare Wealth Management LLC | 225 | $7,349 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 234 | $7,000 | 0.00% | −25−9.7% | 減碼 |
| Mather Group, LLC. | 213 | $6,956 | 0.00% | +5+2.4% | 加碼 |
| Coppell Advisory Solutions LLC | 157 | $5,164 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 151 | $4,932 | 0.00% | −5−3.2% | 減碼 |
| Manchester Capital Management LLC | 150 | $4,899 | 0.00% | +9+6.4% | 加碼 |
| Bell Investment Advisors, Inc | 140 | $4,573 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 124 | $4,050 | 0.00% | +119+2,380.0% | 加碼 |
| GeoWealth Management, LLC | 115 | $3,756 | 0.00% | +115 | 新進 |
| Colonial Trust Advisors | 104 | $3,406 | 0.00% | +1+1.0% | 加碼 |
| CoreCap Advisors, LLC | 100 | $3,266 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 100 | $3,266 | 0.00% | +100 | 新進 |
| NBC Securities, Inc. | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 130 | $3,000 | 0.00% | +130 | 新進 |
| Beacon Capital Management, LLC | 76 | $2,482 | 0.00% | +76 | 新進 |
| First Horizon Advisors, Inc. | 74 | $2,416 | 0.00% | +18+32.1% | 加碼 |
| Zions Bancorporation, N.A. | 72 | $2,352 | 0.00% | −29−28.7% | 減碼 |
| JFS Wealth Advisors, LLC | 69 | $2,254 | 0.00% | +25+56.8% | 加碼 |
| Advisors Asset Management, Inc. | 64 | $2,090 | 0.00% | −4,786−98.7% | 減碼 |
| Tidemark, LLC | 55 | $1,796 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 44 | $1,437 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 43 | $1,405 | 0.00% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 42 | $1,372 | 0.00% | +42 | 新進 |
| Albion Financial Group | 41 | $1,340 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 39 | $1,274 | 0.00% | +39 | 新進 |
| Bruce G. Allen Investments, LLC | 38 | $1,241 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 37 | $1,209 | 0.00% | +37 | 新進 |
| Venturi Wealth Management, LLC | 32 | $1,046 | 0.00% | −23−41.8% | 減碼 |
| Geneos Wealth Management Inc. | 32 | $1,045 | 0.00% | +32 | 新進 |
| Skopos Labs, Inc. | 31 | $1,013 | 0.00% | +31 | 新進 |
| First PREMIER Bank | 28 | $1,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 16 | $1,000 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 32 | $1,000 | 0.00% | +32 | 新進 |
| SJS Investment Consulting Inc. | 26 | $850 | 0.00% | +8+44.4% | 加碼 |
| Center for Financial Planning, Inc. | 22 | $719 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 21 | $686 | 0.00% | +6+40.0% | 加碼 |
| Capital Performance Advisors LLP | 16 | $523 | 0.00% | +16 | 新進 |
| Pittenger & Anderson Inc | 15 | $490 | 0.00% | 00.0% | 不變 |
| Fairman Group, LLC | 14 | $457 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 18 | $442 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 10 | $327 | 0.00% | 00.0% | 不變 |
| Aspect Partners, LLC | 10 | $327 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 10 | $327 | 0.00% | 00.0% | 不變 |
| Claris Advisors, LLC | 8 | $261 | 0.00% | +8 | 新進 |
| True Wealth Design, LLC | 6 | $196 | 0.00% | −2−25.0% | 減碼 |
| Heritage Wealth Advisors | 3 | $98 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 1 | $33 | 0.00% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −346,412−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −89,467−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −86,458−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −82,330−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −79,246−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −72,150−100.0% | 清倉 |
| Bamco Inc | 0 | $0 | 0.00% | −68,643−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −34,772−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −21,835−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −21,764−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,094−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −18,500−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −18,194−100.0% | 清倉 |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −17,139−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −16,662−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,331−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −13,542−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,375−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −11,551−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −11,593−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,043−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,866−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,656−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −5,519−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,845−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Tacita Capital Inc | 0 | $0 | 0.00% | −957−100.0% | 清倉 |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −608−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −515−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| Family Firm, Inc. | 0 | $0 | 0.00% | −129−100.0% | 清倉 |
| Magellan Asset Management Ltd | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Karpas Strategies, LLC | – | – | – | – | 本季未申報 |
