| Quilter Plc | 12,499 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 12,348 | $11.8 萬 | 0.00% | −5,221−29.7% | 減碼 |
| Whittier Trust Co | 11,876 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 11,180 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 11,128 | $10.7 萬 | 0.06% | +11,128 | 新進 |
| Corient Capital Partners, LLC | 10,785 | $10.3 萬 | 0.01% | +10,785 | 新進 |
| Parametrica Management Ltd | 10,480 | $10.0 萬 | 0.07% | −15,510−59.7% | 減碼 |
| Edge Wealth Management LLC | 10,000 | $9.60 萬 | 0.02% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 10,000 | $9.60 萬 | 0.02% | +10,000 | 新進 |
| Cornerstone Wealth Group, LLC | 10,781 | $8.30 萬 | 0.02% | −1,119−9.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,090 | $7.80 萬 | 0.00% | −5,417−40.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 7,866 | $7.50 萬 | 0.00% | +880+12.6% | 加碼 |
| Acadian Asset Management LLC | 7,600 | $7.30 萬 | 0.00% | +1,900+33.3% | 加碼 |
| Advisor Group Holdings, Inc. | 6,557 | $6.40 萬 | 0.00% | −9,395−58.9% | 減碼 |
| Harbor Investment Advisory, LLC | 6,125 | $5.90 萬 | 0.01% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 5,717 | $5.48 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 5,326 | $4.40 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,823 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 3,790 | $3.63 萬 | 0.00% | −253−6.3% | 減碼 |
| Lindbrook Capital, LLC | 3,535 | $3.40 萬 | 0.01% | −79−2.2% | 減碼 |
| Washington Trust Co | 3,388 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 3,267 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| American State Bank (Iowa) | 3,000 | $2.87 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,000 | $1.92 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 2,000 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,577 | $1.50 萬 | 0.00% | +525+49.9% | 加碼 |
| Spire Wealth Management | 1,475 | $1.40 萬 | 0.00% | −227−13.3% | 減碼 |
| Gables Capital Management Inc. | 1,400 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,371 | $1.30 萬 | 0.00% | +2+0.1% | 加碼 |
| Blume Capital Management, Inc. | 1,310 | $1.30 萬 | 0.00% | +710+118.3% | 加碼 |
| Enterprise Financial Services Corp | 1,119 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,034 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 1,045 | $1.00 萬 | 0.00% | +1,045 | 新進 |
| BDO Wealth Advisors, LLC | 1,000 | $1.00 萬 | 0.00% | +1,000 | 新進 |
| American Portfolios Advisors | 1,012 | $9,696 | 0.00% | +61+6.4% | 加碼 |
| Gemmer Asset Management LLC | 922 | $9,000 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 900 | $9,000 | 0.01% | 00.0% | 不變 |
| Tacita Capital Inc | 960 | $9,000 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 901 | $9,000 | 0.00% | +217+31.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 882 | $8,438 | 0.00% | 00.0% | 不變 |
| Cardinal Capital Management, Inc. | 844 | $8,000 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 817 | $8,000 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 700 | $7,000 | 0.00% | +700 | 新進 |
| Pacifica Partners Inc. | 700 | $7,000 | 0.01% | +700 | 新進 |
| CWM, LLC | 606 | $6,000 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 722 | $6,000 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 550 | $5,000 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 285 | $3,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 218 | $2,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 218 | $2,000 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 269 | $2,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 187 | $2,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 186 | $2,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 172 | $2,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 200 | $2,000 | 0.00% | +200 | 新進 |
| Reilly Financial Advisors, LLC | 146 | $1,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 134 | $1,000 | 0.00% | +134 | 新進 |
| North Star Investment Management Corp. | 2 | $0 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 95 | $0 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 82,000 | – | – | +82,000 | 新進 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −7,384,535−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,837,106−100.0% | 清倉 |
| NewGen Asset Management Ltd | 0 | $0 | 0.00% | −600,000−100.0% | 清倉 |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −410,000−100.0% | 清倉 |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −386,753−100.0% | 清倉 |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −244,607−100.0% | 清倉 |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −208,238−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −196,630−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −71,973−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −69,400−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −45,899−100.0% | 清倉 |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −43,379−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −37,303−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −33,749−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −33,828−100.0% | 清倉 |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −17,376−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −11,750−100.0% | 清倉 |
| SCP Investment, LP | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −10,187−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −12,886−100.0% | 清倉 |
| Allworth Financial LP | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −546−100.0% | 清倉 |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −510−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −353−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| WealthStone, Inc. | – | – | – | – | 本季未申報 |
