| GPS Wealth Strategies Group, LLC | 175 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 176 | $2.20 萬 | 0.00% | +176 | 新進 |
| Gemmer Asset Management LLC | 162 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 154 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 157 | $2.00 萬 | 0.00% | +157 | 新進 |
| First Horizon Advisors, Inc. | 150 | $1.90 萬 | 0.00% | −2−1.3% | 減碼 |
| Close Asset Management Ltd | 145 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 122 | $1.60 萬 | 0.00% | +42+52.5% | 加碼 |
| Sageworth Trust Co of South Dakota | 111 | $1.40 萬 | 0.02% | +111 | 新進 |
| Adirondack Trust Co | 100 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 102 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 100 | $1.30 萬 | 0.00% | +100 | 新進 |
| TD Private Client Wealth LLC | 85 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 72 | $9,389 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 66 | $9,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 70 | $9,000 | 0.00% | +70 | 新進 |
| Jones Financial Companies LLLP | 64 | $8,000 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 60 | $7,756 | 0.00% | +60 | 新進 |
| Rise Advisors, LLC | 56 | $7,337 | 0.01% | +56 | 新進 |
| Farmers & Merchants Investments Inc | 55 | $7,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 50 | $7,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 54 | $7,000 | 0.00% | +23+74.2% | 加碼 |
| Motley Fool Asset Management LLC | 50 | $7,000 | 0.00% | +50 | 新進 |
| Parkside Financial Bank & Trust | 47 | $6,000 | 0.00% | +3+6.8% | 加碼 |
| Zions Bancorporation, N.A. | 45 | $6,000 | 0.00% | +4+9.8% | 加碼 |
| Versant Capital Management, Inc | 39 | $5,000 | 0.00% | −3−7.1% | 減碼 |
| Earnest Partners LLC | 36 | $5,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 37 | $5,000 | 0.00% | +9+32.1% | 加碼 |
| Plante Moran Financial Advisors, LLC | 36 | $5,000 | 0.00% | +36 | 新進 |
| EverSource Wealth Advisors, LLC | 35 | $5,000 | 0.00% | +35 | 新進 |
| Concorde Financial Corp | 39 | $5,000 | 0.00% | +39 | 新進 |
| Sageworth Trust Co | 34 | $4,000 | 0.00% | −116−77.3% | 減碼 |
| Bell Investment Advisors, Inc | 32 | $4,000 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 34 | $4,000 | 0.00% | +34 | 新進 |
| Amplius Wealth Advisors, LLC | 35 | $4,000 | 0.00% | +35 | 新進 |
| Financial Management Professionals, Inc. | 21 | $3,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 21 | $3,000 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 28 | $3,000 | 0.00% | +21+300.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 16 | $2,000 | 0.00% | 00.0% | 不變 |
| Sage Private Wealth Group, LLC | 2,517 | $2,000 | 0.00% | +2,497+12,485.0% | 加碼 |
| Massmutual Trust Co FSB | 16 | $2,000 | 0.00% | +7+77.8% | 加碼 |
| MV Capital Management, Inc. | 13 | $2,000 | 0.00% | +3+30.0% | 加碼 |
| Signet Financial Management, LLC | 12 | $2,000 | 0.00% | +12 | 新進 |
| Schubert & Co | 16 | $2,000 | 0.00% | +16 | 新進 |
| CoreCap Advisors, LLC | 19 | $2,000 | 0.00% | +19 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 12 | $2,000 | 0.00% | +12 | 新進 |
| Raffa Wealth Management, LLC | 10 | $1,304 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Lenox Wealth Advisors, LLC | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Aua Capital Management, LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 6 | $1,000 | 0.00% | −3−33.3% | 減碼 |
| Lloyd Advisory Services, LLC. | 9 | $1,000 | 0.00% | +9 | 新進 |
| Confluence Wealth Services, Inc. | 15 | $1,000 | 0.00% | +15 | 新進 |
| WestEnd Advisors, LLC | 1 | $130 | 0.00% | – | – |
| Allworth Financial LP | 3 | $0 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Evoke Wealth, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Addison Advisors LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Senator Investment Group LP | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −264,879−100.0% | 清倉 |
| Truvvo Partners LLC | 0 | $0 | 0.00% | −151,072−100.0% | 清倉 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −46,627−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −39,143−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −33,014−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −19,839−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −12,864−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −8,506−100.0% | 清倉 |
| Rational Advisors LLC | 0 | $0 | 0.00% | −6,999−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −4,174−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −3,392−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −3,059−100.0% | 清倉 |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −2,387−100.0% | 清倉 |
| Pendal Group Limited | 0 | $0 | 0.00% | −2,344−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,215−100.0% | 清倉 |
| Regentatlantic Capital LLC | 0 | $0 | 0.00% | −1,809−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,757−100.0% | 清倉 |
| Globeflex Capital L P | 0 | $0 | 0.00% | −1,635−100.0% | 清倉 |
| Adalta Capital Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,391−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −317−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −239−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Marshall Wace Asia Ltd | – | – | – | – | 本季未申報 |
| Old Dominion Capital Management Inc | – | – | – | – | 本季未申報 |
| Optimal Asset Management, Inc. | – | – | – | – | 本季未申報 |
| HighPoint Advisor Group LLC | – | – | – | – | 本季未申報 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |
| World Asset Management Inc | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
