| First Community Trust NA | 137 | $1.80 萬 | 0.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 134 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 122 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 106 | $1.42 萬 | 0.00% | +2+1.9% | 加碼 |
| Riverview Trust Co | 108 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 101 | $1.35 萬 | 0.01% | +101 | 新進 |
| Zions Bancorporation, N.A. | 100 | $1.34 萬 | 0.00% | +100 | 新進 |
| My Personal CFO, LLC | 94 | $1.26 萬 | 0.01% | +94 | 新進 |
| Jones Financial Companies LLLP | 83 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 85 | $1.10 萬 | 0.01% | −1−1.2% | 減碼 |
| Macroview Investment Management LLC | 76 | $1.02 萬 | 0.02% | −13−14.6% | 減碼 |
| Colonial Trust Advisors | 76 | $1.02 萬 | 0.00% | +76 | 新進 |
| Hexagon Capital Partners LLC | 60 | $8,022 | 0.00% | +40+200.0% | 加碼 |
| JFS Wealth Advisors, LLC | 59 | $7,888 | 0.00% | +3+5.4% | 加碼 |
| Zullo Investment Group, Inc. | 58 | $7,804 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 50 | $6,685 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 38 | $5,081 | 0.00% | −4−9.5% | 減碼 |
| Montag A & Associates Inc | 37 | $4,947 | 0.00% | +37 | 新進 |
| CNB Bank | 34 | $4,546 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 33 | $4,412 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 31 | $4,145 | 0.00% | −11−26.2% | 減碼 |
| Parkside Financial Bank & Trust | 30 | $4,011 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 30 | $4,011 | 0.00% | +5+20.0% | 加碼 |
| Glassman Wealth Services | 30 | $4,011 | 0.00% | +5+20.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 27 | $4,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 28 | $3,744 | 0.00% | −267−90.5% | 減碼 |
| Red Tortoise LLC | 28 | $3,744 | 0.00% | +28 | 新進 |
| Amundi | 24 | $3,187 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 22 | $2,941 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 20 | $2,674 | 0.00% | −53−72.6% | 減碼 |
| DT Investment Partners, LLC | 20 | $2,674 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 20 | $2,674 | 0.00% | +10+100.0% | 加碼 |
| Tortoise Investment Management, LLC | 17 | $2,273 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 15 | $2,006 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 15 | $2,006 | 0.00% | +15 | 新進 |
| VitalStone Financial, LLC | 12 | $2,000 | 0.00% | +12 | 新進 |
| Tfo-TDC, LLC | 71 | $1,886 | 0.00% | +71 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 13 | $1,738 | 0.00% | +1+8.3% | 加碼 |
| Creative Financial Designs Inc | 12 | $1,604 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 12 | $1,604 | 0.00% | −4−25.0% | 減碼 |
| Abound Wealth Management | 12 | $1,546 | 0.00% | −4−25.0% | 減碼 |
| Accurate Wealth Management, LLC | 11 | $1,454 | 0.00% | +11 | 新進 |
| Cary Street Partner Investment Advisory LLC | 9 | $1,203 | 0.00% | +9 | 新進 |
| Concord Wealth Partners | 9 | $1,203 | 0.00% | +9 | 新進 |
| Sutton Wealth Advisors Inc. | 8 | $1,070 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 7 | $1,000 | 0.00% | +7 | 新進 |
| Allworth Financial LP | 6 | $802 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 6 | $802 | 0.00% | +6 | 新進 |
| Farther Finance Advisors, LLC | 5 | $669 | 0.00% | +5 | 新進 |
| TCI Wealth Advisors, Inc. | 4 | $535 | 0.00% | −1−20.0% | 減碼 |
| First Horizon Advisors, Inc. | 3 | $401 | 0.00% | −39−92.9% | 減碼 |
| Gradient Investments LLC | 3 | $401 | 0.00% | +3 | 新進 |
| Financial Synergies Wealth Advisors, Inc. | 1 | $134 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 1 | $134 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −297,760−100.0% | 清倉 |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −42,884−100.0% | 清倉 |
| Carlson Capital L P | 0 | $0 | 0.00% | −36,500−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −31,025−100.0% | 清倉 |
| South Dakota Investment Council | 0 | $0 | 0.00% | −14,132−100.0% | 清倉 |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −12,793−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −7,610−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −7,300−100.0% | 清倉 |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −6,539−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −4,900−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,433−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,819−100.0% | 清倉 |
| Somerset Trust Co | 0 | $0 | 0.00% | −3,650−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −3,509−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,790−100.0% | 清倉 |
| Shell Asset Management Co | 0 | $0 | 0.00% | −2,648−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,568−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,139−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,960−100.0% | 清倉 |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −1,875−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −919−100.0% | 清倉 |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −1,736−100.0% | 清倉 |
| LGL Partners, LLC | 0 | $0 | 0.00% | −1,581−100.0% | 清倉 |
| First National Advisers, LLC | 0 | $0 | 0.00% | −1,178−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −920−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −488−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −321−100.0% | 清倉 |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| HWG Holdings LP | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| 17 Capital Partners, LLC | – | – | – | – | 本季未申報 |
| Corient Capital Partners, LLC | – | – | – | – | 本季未申報 |
| Corsicana & Co. | – | – | – | – | 本季未申報 |