| CWM, LLC | 17,968 | $18.4 萬 | 0.00% | +17,968 | 新進 |
| Janus Henderson Group PLC | 17,209 | $17.6 萬 | 0.00% | +17,209 | 新進 |
| Plotkin Financial Advisors, LLC | 16,837 | $17.3 萬 | 0.11% | −3,472−17.1% | 減碼 |
| Teacher Retirement System of Texas | 16,245 | $16.7 萬 | 0.00% | +2,596+19.0% | 加碼 |
| Envestnet Asset Management Inc | 15,762 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 14,531 | $14.9 萬 | 0.01% | −2,638−15.4% | 減碼 |
| Harbour Investments, Inc. | 14,546 | $14.9 萬 | 0.01% | +1,012+7.5% | 加碼 |
| Advisors Asset Management, Inc. | 14,402 | $14.8 萬 | 0.00% | −3,062−17.5% | 減碼 |
| Squarepoint Ops LLC | 14,332 | $14.7 萬 | 0.00% | +14,332 | 新進 |
| Western Wealth Management, LLC | 14,463 | $14.7 萬 | 0.01% | +14,463 | 新進 |
| Steward Partners Investment Advisory, LLC | 14,102 | $14.5 萬 | 0.00% | +12,127+614.0% | 加碼 |
| Quadrature Capital Ltd | 13,998 | $14.4 萬 | 0.01% | −9,023−39.2% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 14,000 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| Cerity Partners LLC | 13,539 | $13.9 萬 | 0.00% | +13,539 | 新進 |
| CoreCap Advisors, LLC | 13,240 | $13.6 萬 | 0.01% | +13,240 | 新進 |
| Aigen Investment Management, LP | 12,558 | $12.5 萬 | 0.01% | −1,210−8.8% | 減碼 |
| Visionary Wealth Advisors | 11,750 | $12.1 萬 | 0.01% | +11,750 | 新進 |
| Amalgamated Bank | 11,434 | $11.7 萬 | 0.00% | −350−3.0% | 減碼 |
| EPG Wealth Management LLC | 11,147 | $11.4 萬 | 0.04% | −4,500−28.8% | 減碼 |
| Advisory Services Network, LLC | 11,097 | $11.4 萬 | 0.00% | −592−5.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,704 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 10,588 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 9,660 | $9.90 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 8,447 | $8.70 萬 | 0.01% | −761−8.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,440 | $7.60 萬 | 0.00% | −529−6.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,877 | $7.10 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 6,908 | $7.10 萬 | 0.03% | +6,908 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 6,100 | $6.30 萬 | 0.00% | +6,100 | 新進 |
| BerganKDV Wealth Management, LLC | 5,094 | $5.20 萬 | 0.01% | −300−5.6% | 減碼 |
| Public Employees Retirement System of Ohio | 4,871 | $5.00 萬 | 0.00% | +1,433+41.7% | 加碼 |
| Cambridge Trust Co | 3,660 | $3.80 萬 | 0.00% | +3,660 | 新進 |
| Lake Point Wealth Management | 3,039 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| Quantbot Technologies LP | 2,095 | $2.10 萬 | 0.00% | −9,605−82.1% | 減碼 |
| Kozak & Associates, Inc. | 2,326 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 1,905 | $2.00 萬 | 0.01% | −1,747−47.8% | 減碼 |
| Concord Wealth Partners | 1,967 | $2.00 萬 | 0.00% | +1,967 | 新進 |
| Newbridge Financial Services Group, Inc. | 1,766 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 1,566 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 1,502 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,140 | $1.20 萬 | 0.00% | −876−43.5% | 減碼 |
| Allworth Financial LP | 1,206 | $1.20 萬 | 0.00% | +19+1.6% | 加碼 |
| Clear Perspectives Financial Planning, LLC | 969 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 877 | $9,000 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 833 | $9,000 | 0.01% | 00.0% | 不變 |
| Ellevest, Inc. | 789 | $8,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 736 | $7,000 | 0.00% | +12+1.7% | 加碼 |
| Anchor Investment Management, LLC | 592 | $6,074 | 0.00% | +592 | 新進 |
| Spectrum Management Group, LLC | 580 | $6,000 | 0.00% | 00.0% | 不變 |
| Curi Capital | 647 | $6,000 | 0.00% | +647 | 新進 |
| TCI Wealth Advisors, Inc. | 378 | $4,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 257 | $3,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 273 | $2,801 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 165 | $2,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 90 | $1,000 | 0.00% | −2,800−96.9% | 減碼 |
| Versant Capital Management, Inc | 43 | $0 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | 新進 |
| Toronto Dominion Bank | 10 | $0 | 0.00% | +10 | 新進 |
| Covestor Ltd | 45 | $0 | 0.00% | +45 | 新進 |
| Federated Hermes, Inc. | 1 | – | – | +1 | 新進 |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −716,895−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −487,017−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −426,175−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −151,000−100.0% | 清倉 |
| First Foundation Advisors | 0 | $0 | 0.00% | −94,825−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −72,402−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −41,989−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −39,040−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −35,451−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −34,141−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −23,452−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −17,793−100.0% | 清倉 |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −14,206−100.0% | 清倉 |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −13,702−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,432−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,650−100.0% | 清倉 |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −1,165−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −338−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −332−100.0% | 清倉 |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| HighPoint Advisor Group LLC | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
