| HM Payson & Co | 50 | $3,844 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 46 | $3,536 | 0.00% | +46 | 新進 |
| Sutton Wealth Advisors Inc. | 45 | $3,459 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 43 | $3,306 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 37 | $2,844 | 0.00% | +21+131.3% | 加碼 |
| Crewe Advisors LLC | 36 | $2,767 | 0.00% | −141−79.7% | 減碼 |
| Abound Wealth Management | 33 | $2,542 | 0.00% | +13+65.0% | 加碼 |
| Lee Financial Co | 27 | $2,075 | 0.00% | −14−34.1% | 減碼 |
| PrairieView Partners, LLC | 36 | $2,000 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 18 | $2,000 | 0.00% | +9+100.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 26 | $1,999 | 0.00% | +3+13.0% | 加碼 |
| Bell Investment Advisors, Inc | 26 | $1,999 | 0.00% | 00.0% | 不變 |
| My Personal CFO, LLC | 25 | $1,922 | 0.00% | +25 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 23 | $1,768 | 0.00% | 00.0% | 不變 |
| Paragon Wealth Strategies, LLC | 21 | $1,614 | 0.00% | +21 | 新進 |
| Cary Street Partner Investment Advisory LLC | 21 | $1,614 | 0.00% | +21 | 新進 |
| Trifecta Capital Advisors, LLC | 20 | $1,537 | 0.00% | +20 | 新進 |
| Fiduciary Alliance LLC | 17 | $1,307 | 0.00% | +17 | 新進 |
| Motco | 15 | $1,153 | 0.00% | −150−90.9% | 減碼 |
| PSI Advisors, LLC | 15 | $1,153 | 0.00% | −130−89.7% | 減碼 |
| Ellevest, Inc. | 15 | $1,153 | 0.00% | +15 | 新進 |
| Penserra Capital Management LLC | 14 | $1,000 | 0.00% | −13,297−99.9% | 減碼 |
| Carolinas Wealth Consulting LLC | 10 | $774 | 0.00% | 00.0% | 不變 |
| Barrow Hanley Mewhinney & Strauss LLC | 10 | $769 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 10 | $769 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 9 | $692 | 0.00% | +9 | 新進 |
| TFC Financial Management | 8 | $615 | 0.00% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 5 | $384 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 4 | $284 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | 3 | $231 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 1 | $93 | 0.00% | +1 | 新進 |
| TD Capital Management LLC | 1 | $75 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Equity Investment Corp | 0 | $0 | 0.00% | −1,149,347−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −353,008−100.0% | 清倉 |
| Clearline Capital LP | 0 | $0 | 0.00% | −201,024−100.0% | 清倉 |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −161,131−100.0% | 清倉 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −116,819−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −59,962−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −49,614−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −56,244−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −37,714−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −34,287−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −32,211−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −26,228−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −25,951−100.0% | 清倉 |
| Asio Capital, LLC | 0 | $0 | 0.00% | −24,560−100.0% | 清倉 |
| Kempner Capital Management Inc. | 0 | $0 | 0.00% | −22,306−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −19,753−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −18,230−100.0% | 清倉 |
| Asset Allocation & Management Company, LLC | 0 | $0 | 0.00% | −18,192−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −16,784−100.0% | 清倉 |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −14,648−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,259−100.0% | 清倉 |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −13,009−100.0% | 清倉 |
| Towle & Co | 0 | $0 | 0.00% | −12,280−100.0% | 清倉 |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −12,259−100.0% | 清倉 |
| Beacon Financial Group | 0 | $0 | 0.00% | −12,005−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,620−100.0% | 清倉 |
| Shell Asset Management Co | 0 | $0 | 0.00% | −9,869−100.0% | 清倉 |
| Insight 2811, Inc. | 0 | $0 | 0.00% | −9,854−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −6,906−100.0% | 清倉 |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −6,781−100.0% | 清倉 |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −6,700−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,177−100.0% | 清倉 |
| Coastwise Capital Group, LLC | 0 | $0 | 0.00% | −5,869−100.0% | 清倉 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −5,276−100.0% | 清倉 |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −4,738−100.0% | 清倉 |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −4,422−100.0% | 清倉 |
| IMS Capital Management | 0 | $0 | 0.00% | −4,416−100.0% | 清倉 |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −4,404−100.0% | 清倉 |
| Perpetual Investment Management Ltd | 0 | $0 | 0.00% | −3,981−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,868−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,850−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,716−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,513−100.0% | 清倉 |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −3,506−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,440−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −3,211−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,064−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,030−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −2,818−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −1,569−100.0% | 清倉 |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −301−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Sage Private Wealth Group, LLC | 0 | $0 | 0.00% | −201−100.0% | 清倉 |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −162−100.0% | 清倉 |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −168−100.0% | 清倉 |
| Clear Street LLC | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −124−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −61−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Roosevelt Investment Group LLC | – | – | – | – | 本季未申報 |
| Bowling Portfolio Management LLC | – | – | – | – | 本季未申報 |