| Thomas J. Herzfeld Advisors, Inc. | 27 | $5,406 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 26 | $5,350 | 0.00% | +26 | 新進 |
| ZRC Wealth Management, LLC | 25 | $5,006 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 25 | $5,006 | 0.00% | +25 | 新進 |
| Financial Management Professionals, Inc. | 26 | $5,000 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 24 | $4,805 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 23 | $4,659 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 23 | $4,605 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 23 | $4,605 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 20 | $4,295 | 0.00% | −165−89.2% | 減碼 |
| HighMark Wealth Management LLC | 21 | $4,205 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 20 | $3,918 | 0.00% | −6−23.1% | 減碼 |
| Tfo-TDC, LLC | 21 | $3,891 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 17 | $3,404 | 0.00% | +1+6.3% | 加碼 |
| USA Financial Portformulas Corp | 16 | $3,204 | 0.00% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 15 | $3,004 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 15 | $3,003 | 0.00% | −745−98.0% | 減碼 |
| Longfellow Investment Management Co LLC | 15 | $3,003 | 0.00% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 15 | $3,003 | 0.00% | +15 | 新進 |
| GoalVest Advisory LLC | 15 | $3,003 | 0.00% | +15 | 新進 |
| SkyView Investment Advisors, LLC | 15 | $3,000 | 0.00% | −1,304−98.9% | 減碼 |
| Avion Wealth | 20 | $3,000 | 0.00% | +10+100.0% | 加碼 |
| Macroview Investment Management LLC | 14 | $2,804 | 0.00% | +14 | 新進 |
| American National Bank | 14 | $2,803 | 0.00% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 12 | $2,620 | 0.00% | +12 | 新進 |
| Buck Wealth Strategies, LLC | 12 | $2,487 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 10 | $2,013 | 0.00% | +10 | 新進 |
| Washington Trust Co | 10 | $2,002 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1,202 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 5 | $1,029 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 5 | $1,002 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 1 | $200 | 0.00% | +1 | 新進 |
| ClariVest Asset Management LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Quilter Plc | 855 | – | – | −1,288−60.1% | 減碼 |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −383−100.0% | 清倉 |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −456,041−100.0% | 清倉 |
| Canoe Financial LP | 0 | $0 | 0.00% | −329,338−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −160,449−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −59,694−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −50,813−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −42,848−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −38,909−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −28,327−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −21,344−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −15,846−100.0% | 清倉 |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −14,677−100.0% | 清倉 |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −13,977−100.0% | 清倉 |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −9,948−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −9,804−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,405−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,004−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,770−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −5,622−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,100−100.0% | 清倉 |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −3,910−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,383−100.0% | 清倉 |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −3,335−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −3,110−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −2,701−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,470−100.0% | 清倉 |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −1,975−100.0% | 清倉 |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −1,765−100.0% | 清倉 |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −1,695−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,387−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,367−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,264−100.0% | 清倉 |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −1,236−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,209−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,192−100.0% | 清倉 |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −1,131−100.0% | 清倉 |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,115−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,105−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −667−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −471−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −347−100.0% | 清倉 |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −286−100.0% | 清倉 |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −286−100.0% | 清倉 |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −277−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −268−100.0% | 清倉 |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −146−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −129−100.0% | 清倉 |
| Cambridge Trust Co | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Spence Asset Management | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Bollard Group LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Sandy Spring Bank | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Kames Capital plc | – | – | – | – | 本季未申報 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| Efg Capital International Corp. | – | – | – | – | 本季未申報 |
| Sabadell Asset Management, S.A S.G.I.I.C | – | – | – | – | 本季未申報 |
| Ascension Asset Management LLC | – | – | – | – | 本季未申報 |
