| Accel Wealth Management | 16 | $1,096 | 0.00% | 00.0% | 不變 |
| American National Bank | 17 | $1,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 16 | $1,000 | 0.00% | +16 | 新進 |
| SOA Wealth Advisors, LLC. | 14 | $971 | 0.00% | −4−22.2% | 減碼 |
| Newbridge Financial Services Group, Inc. | 12 | $822 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 12 | $811 | 0.00% | 00.0% | 不變 |
| My Personal CFO, LLC | 10 | $676 | 0.00% | +10 | 新進 |
| Fiduciary Alliance LLC | 10 | $676 | 0.00% | +10 | 新進 |
| Accurate Wealth Management, LLC | 10 | $674 | 0.00% | +10 | 新進 |
| Abound Wealth Management | 9 | $615 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $405 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 6 | $405 | 0.00% | +6 | 新進 |
| Assetmark, Inc | 5 | $338 | 0.00% | −21−80.8% | 減碼 |
| JJJ Advisors Inc. | 4 | $289 | 0.00% | −106−96.4% | 減碼 |
| Money Concepts Capital Corp | 4 | $270 | 0.00% | +4 | 新進 |
| Sofos Investments, Inc. | 68 | $46 | 0.00% | +68 | 新進 |
| Capital Advisors, Ltd. LLC | 101 | $0 | 0.00% | +62+159.0% | 加碼 |
| Lazard Asset Management LLC | 10 | $0 | 0.00% | +4+66.7% | 加碼 |
| TSFG, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| TCI Fund Management Ltd大師TCI 兒童投資基金 | 0 | $0 | 0.00% | −5,220,997−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −1,410,884−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −980,231−100.0% | 清倉 |
| Troy Asset Management Ltd | 0 | $0 | 0.00% | −225,675−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −150,637−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −98,038−100.0% | 清倉 |
| Leeward Investments, LLC - MA | 0 | $0 | 0.00% | −87,000−100.0% | 清倉 |
| Forward Management, LLC | 0 | $0 | 0.00% | −47,700−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −40,265−100.0% | 清倉 |
| Engine Capital Management, LP | 0 | $0 | 0.00% | −29,882−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −28,375−100.0% | 清倉 |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −26,812−100.0% | 清倉 |
| PFS Investments Inc. | 0 | $0 | 0.00% | −25,190−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,009−100.0% | 清倉 |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −13,365−100.0% | 清倉 |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −11,745−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,100−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,117−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −9,477−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −8,466−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −6,974−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −6,477−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −6,236−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,031−100.0% | 清倉 |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −5,241−100.0% | 清倉 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −5,030−100.0% | 清倉 |
| Arden Trust Co | 0 | $0 | 0.00% | −4,835−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −4,594−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −4,555−100.0% | 清倉 |
| YorkBridge Wealth Partners, LLC | 0 | $0 | 0.00% | −4,479−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −4,224−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −4,071−100.0% | 清倉 |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,978−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,932−100.0% | 清倉 |
| Meritage Group LP | 0 | $0 | 0.00% | −3,932−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,411−100.0% | 清倉 |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −3,221−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −3,100−100.0% | 清倉 |
| O'Rourke & Company, Inc | 0 | $0 | 0.00% | −2,881−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,759−100.0% | 清倉 |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −2,734−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −2,713−100.0% | 清倉 |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −2,707−100.0% | 清倉 |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,666−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,092−100.0% | 清倉 |
| Thomas White International Ltd | 0 | $0 | 0.00% | −1,585−100.0% | 清倉 |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −1,409−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −889−100.0% | 清倉 |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −867−100.0% | 清倉 |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −813−100.0% | 清倉 |
| De Burlo Group Inc | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −174−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| TFC Financial Management | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Redpoint Investment Management Pty Ltd | – | – | – | – | 本季未申報 |
| Kore Private Wealth LLC | – | – | – | – | 本季未申報 |
| Jefferies Group LLC | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Covington Capital Management | – | – | – | – | 本季未申報 |
