| Alberta Investment Management Corp | 1,609 | $22.8 萬 | 0.00% | +1,609 | 新進 |
| Raymond James Trust N.A. | 1,579 | $22.4 萬 | 0.01% | −2−0.1% | 減碼 |
| Mackenzie Financial Corp | 1,572 | $22.3 萬 | 0.00% | −132−7.7% | 減碼 |
| ARGI Investment Services, LLC | 1,537 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| Veriti Management LLC | 1,532 | $21.7 萬 | 0.03% | +1,532 | 新進 |
| Bollard Group LLC | 1,408 | $20.0 萬 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,160 | $16.4 萬 | 0.04% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 934 | $13.2 萬 | 0.02% | +934 | 新進 |
| Tower Research Capital LLC (TRC) | 918 | $13.1 萬 | 0.00% | −598−39.4% | 減碼 |
| State of Wyoming | 915 | $13.0 萬 | 0.06% | −31−3.3% | 減碼 |
| Captrust Financial Advisors | 889 | $12.6 萬 | 0.00% | −344−27.9% | 減碼 |
| AdvisorNet Financial, Inc | 800 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 637 | $9.00 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 586 | $8.31 萬 | 0.00% | +268+84.3% | 加碼 |
| FMR LLC | 440 | $6.30 萬 | 0.00% | +15+3.5% | 加碼 |
| Sutton Wealth Advisors Inc. | 436 | $6.18 萬 | 0.02% | +7+1.6% | 加碼 |
| Private Capital Group, LLC | 368 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 350 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 336 | $4.80 萬 | 0.00% | +336 | 新進 |
| Thompson Siegel & Walmsley LLC | 300 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 252 | $3.60 萬 | 0.00% | +75+42.4% | 加碼 |
| Brown Brothers Harriman & Co | 250 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| FIL Ltd | 250 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 232 | $3.30 萬 | 0.00% | −8−3.3% | 減碼 |
| Confluence Wealth Services, Inc. | 228 | $3.20 萬 | 0.01% | +228 | 新進 |
| Whittier Trust Co | 214 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 197 | $2.80 萬 | 0.00% | +1+0.5% | 加碼 |
| Parkside Financial Bank & Trust | 194 | $2.80 萬 | 0.01% | +103+113.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 170 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 165 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 155 | $2.20 萬 | 0.01% | +155 | 新進 |
| Rockefeller Capital Management L.P. | 160 | $2.10 萬 | 0.00% | +125+357.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 143 | $2.00 萬 | 0.00% | +31+27.7% | 加碼 |
| Versant Capital Management, Inc | 121 | $1.70 萬 | 0.01% | +12+11.0% | 加碼 |
| Umb Bank N A | 122 | $1.70 萬 | 0.00% | +122 | 新進 |
| Cubist Systematic Strategies, LLC | 107 | $1.50 萬 | 0.00% | +24+28.9% | 加碼 |
| Central Trust Co | 100 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 90 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 95 | $1.30 萬 | 0.00% | +77+427.8% | 加碼 |
| Carolinas Wealth Consulting LLC | 70 | $1.00 萬 | 0.00% | −1−1.4% | 減碼 |
| FourThought Financial, LLC | 60 | $9,000 | 0.00% | −68−53.1% | 減碼 |
| Quadrant Capital Group LLC | 66 | $9,000 | 0.00% | −7−9.6% | 減碼 |
| Dark Forest Capital Management LP | 67 | $9,000 | 0.00% | +67 | 新進 |
| CWM, LLC | 59 | $8,000 | 0.00% | +59 | 新進 |
| Tarbox Family Office, Inc. | 48 | $7,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 41 | $6,000 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 41 | $6,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 40 | $5,000 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 33 | $5,000 | 0.00% | +33 | 新進 |
| GPS Wealth Strategies Group, LLC | 22 | $3,000 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 22 | $3,000 | 0.00% | +22 | 新進 |
| Signaturefd, LLC | 24 | $3,000 | 0.00% | +24 | 新進 |
| Elequin Capital LP | 21 | $3,000 | 0.00% | +21 | 新進 |
| Concord Wealth Partners | 21 | $3,000 | 0.00% | +21 | 新進 |
| TD Private Client Wealth LLC | 20 | $2,835 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 16 | $2,000 | 0.00% | −55−77.5% | 減碼 |
| Koshinski Asset Management, Inc. | 13 | $1,843 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 10 | $1,000 | 0.00% | +6+150.0% | 加碼 |
| Institutional & Family Asset Management, LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 5 | $1,000 | 0.00% | +5 | 新進 |
| Schubert & Co | 4 | $1,000 | 0.00% | +4 | 新進 |
| Covestor Ltd | 8 | $1,000 | 0.00% | +8 | 新進 |
| Arena Investors LP | 3 | $425 | 0.00% | +3 | 新進 |
| Sofos Investments, Inc. | 426 | – | – | +401+1,604.0% | 加碼 |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −152,109−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −110,571−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −86,197−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −40,304−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −27,607−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −24,090−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −19,445−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −19,324−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −11,647−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −8,487−100.0% | 清倉 |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −7,293−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,220−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −3,407−100.0% | 清倉 |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −1,949−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,887−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,717−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,672−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,640−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,285−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −745−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −314−100.0% | 清倉 |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Wealth Quarterback LLC | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
