| Banque Cantonale Vaudoise | 5,361 | $14.5 萬 | 0.01% | −6,936−56.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 5,082 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,986 | $13.6 萬 | 0.00% | +376+8.2% | 加碼 |
| Nisa Investment Advisors, LLC | 4,445 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 3,882 | $10.5 萬 | 0.00% | +3,882 | 新進 |
| Private Capital Group, LLC | 2,924 | $7.90 萬 | 0.02% | +61+2.1% | 加碼 |
| Captrust Financial Advisors | 2,635 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 2,505 | $6.80 萬 | 0.00% | −259−9.4% | 減碼 |
| Lazard Asset Management LLC | 2,215 | $6.00 萬 | 0.00% | −111,583−98.1% | 減碼 |
| Sutton Wealth Advisors Inc. | 2,175 | $5.90 萬 | 0.02% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 2,070 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,914 | $5.20 萬 | 0.01% | −28−1.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,925 | $5.20 萬 | 0.01% | +1,925 | 新進 |
| STRS Ohio | 1,800 | $4.80 萬 | 0.00% | +1,800 | 新進 |
| C M Bidwell & Associates Ltd | 1,540 | $4.20 萬 | 0.03% | −6,315−80.4% | 減碼 |
| Key Financial Inc | 1,552 | $3.90 萬 | 0.02% | +1,552 | 新進 |
| US Bancorp | 1,406 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 1,282 | $3.50 萬 | 0.00% | +1,282 | 新進 |
| Versant Capital Management, Inc | 1,209 | $3.30 萬 | 0.01% | +13+1.1% | 加碼 |
| Arlington Partners LLC | 1,069 | $2.90 萬 | 0.01% | −1,435−57.3% | 減碼 |
| Huntington National Bank | 971 | $2.60 萬 | 0.00% | −191−16.4% | 減碼 |
| Hexagon Capital Partners LLC | 800 | $2.20 萬 | 0.01% | +91+12.8% | 加碼 |
| Accel Wealth Management | 800 | $2.20 萬 | 0.01% | +400+100.0% | 加碼 |
| CWM, LLC | 506 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 480 | $1.30 萬 | 0.00% | +480 | 新進 |
| Neo Ivy Capital Management | 481 | $1.30 萬 | 0.01% | +481 | 新進 |
| Farmers & Merchants Investments Inc | 430 | $1.20 萬 | 0.00% | −97−18.4% | 減碼 |
| First Horizon Corp | 450 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 439 | $1.20 萬 | 0.00% | +4+0.9% | 加碼 |
| BDO Wealth Advisors, LLC | 352 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 352 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| FMR LLC | 362 | $1.00 萬 | 0.00% | +362 | 新進 |
| Fifth Third Bancorp | 300 | $8,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 313 | $8,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 308 | $8,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 289 | $8,000 | 0.00% | +17+6.3% | 加碼 |
| TCI Wealth Advisors, Inc. | 296 | $8,000 | 0.00% | +26+9.6% | 加碼 |
| Hanseatic Management Services Inc | 228 | $6,000 | 0.01% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 215 | $5,835 | 0.00% | +215 | 新進 |
| Parkside Financial Bank & Trust | 188 | $5,000 | 0.00% | +20+11.9% | 加碼 |
| Signaturefd, LLC | 136 | $4,000 | 0.00% | +4+3.0% | 加碼 |
| Tarbox Family Office, Inc. | 131 | $4,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 150 | $4,000 | 0.00% | +11+7.9% | 加碼 |
| Central Trust Co | 100 | $3,000 | 0.00% | −150−60.0% | 減碼 |
| IFP Advisors, Inc | 78 | $2,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 77 | $2,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 39 | $1,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 54 | $1,000 | 0.00% | +54 | 新進 |
| Strategic Blueprint, LLC | 32 | $1,000 | 0.00% | +32 | 新進 |
| Raffa Wealth Management, LLC | 35 | $950 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 1 | $0 | 0.00% | −38,909−100.0% | 減碼 |
| Clearfield Capital Management LP | 0 | $0 | 0.00% | −845,400−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −381,400−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −179,100−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −148,169−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −123,736−100.0% | 清倉 |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −106,917−100.0% | 清倉 |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −90,269−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −80,850−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −75,389−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −66,250−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −64,299−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −55,855−100.0% | 清倉 |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −51,490−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −32,239−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −30,482−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,664−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −30,304−100.0% | 清倉 |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −27,270−100.0% | 清倉 |
| G&S Capital LLC | 0 | $0 | 0.00% | −24,365−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −21,799−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −19,700−100.0% | 清倉 |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −19,015−100.0% | 清倉 |
| Mackay Shields LLC | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,320−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −13,290−100.0% | 清倉 |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −12,405−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,218−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,679−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,176−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,057−100.0% | 清倉 |
| Minot Wealth Management LLC | 0 | $0 | 0.00% | −7,525−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,061−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,533−100.0% | 清倉 |
| Cowa, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −501−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −261−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −169−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| WealthStone, Inc. | – | – | – | – | 本季未申報 |