| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54 | $1.97 萬 | 0.00% | −421−88.6% | 減碼 |
| Geneos Wealth Management Inc. | 52 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 52 | $1.90 萬 | 0.00% | +17+48.6% | 加碼 |
| Archer Investment Corp | 51 | $1.86 萬 | 0.01% | −15−22.7% | 減碼 |
| WR Wealth Planners, LLC | 47 | $1.72 萬 | 0.01% | −11−19.0% | 減碼 |
| Continuum Advisory, LLC | 45 | $1.64 萬 | 0.00% | −6−11.8% | 減碼 |
| REAP Financial Group, LLC | 44 | $1.61 萬 | 0.00% | −4−8.3% | 減碼 |
| Planning Capital Management Corp | 44 | $1.61 萬 | 0.01% | −18−29.0% | 減碼 |
| Richard W. Paul & Associates, LLC | 43 | $1.57 萬 | 0.01% | +43 | 新進 |
| Contravisory Investment Management, Inc. | 42 | $1.53 萬 | 0.00% | +42 | 新進 |
| Pacific Center for Financial Services | 41 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 39 | $1.41 萬 | 0.00% | −6−13.3% | 減碼 |
| Cornerstone Planning Group LLC | 38 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 35 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 34 | $1.24 萬 | 0.00% | +34 | 新進 |
| Jones Financial Companies LLLP | 32 | $1.17 萬 | 0.00% | +20+166.7% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 31 | $1.10 萬 | 0.00% | +31 | 新進 |
| Sound Income Strategies, LLC | 25 | $9,149 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 25 | $9,127 | 0.00% | 00.0% | 不變 |
| Abich Financial Wealth Management LLC | 24 | $8,597 | 0.01% | +11+84.6% | 加碼 |
| SJS Investment Consulting Inc. | 20 | $7,303 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 19 | $6,937 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 19 | $6,937 | 0.00% | +17+850.0% | 加碼 |
| Crewe Advisors LLC | 17 | $6,207 | 0.00% | +17 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 16 | $5,842 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 15 | $5,476 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 14 | $5,111 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 14 | $5,111 | 0.00% | +14 | 新進 |
| DiNuzzo Private Wealth, Inc. | 13 | $4,747 | 0.00% | +2+18.2% | 加碼 |
| Lynx Investment Advisory | 12 | $4,381 | 0.00% | +12 | 新進 |
| Natixis | 11 | $4,016 | 0.00% | +11 | 新進 |
| Ridgewood Investments LLC | 10 | $3,756 | 0.00% | +10 | 新進 |
| Quent Capital, LLC | 10 | $3,651 | 0.00% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 10 | $3,651 | 0.00% | +3+42.9% | 加碼 |
| Altshuler Shaham Ltd | 10 | $3,651 | 0.00% | +10 | 新進 |
| Bell Investment Advisors, Inc | 8 | $2,921 | 0.00% | +1+14.3% | 加碼 |
| Sachetta, LLC | 8 | $2,868 | 0.00% | +4+100.0% | 加碼 |
| Horizon Investments, LLC | 7 | $2,554 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 6 | $2,222 | 0.00% | +6 | 新進 |
| Spire Wealth Management | 5 | $1,825 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 4 | $1,460 | 0.00% | −28−87.5% | 減碼 |
| True Wealth Design, LLC | 3 | $1,096 | 0.00% | +3 | 新進 |
| Glen Eagle Advisors, LLC | 3 | $1,095 | 0.00% | +3 | 新進 |
| Avion Wealth | 4 | $1,000 | 0.00% | +1+33.3% | 加碼 |
| Capital Advisors, Ltd. LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 2 | $795 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $366 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 1 | $366 | 0.00% | +1 | 新進 |
| American International Group, Inc. | 0 | $0 | 0.00% | −62,403−100.0% | 清倉 |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −41,172−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −19,307−100.0% | 清倉 |
| Symmetry Investments LP | 0 | $0 | 0.00% | −15,986−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −13,218−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −10,925−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −8,190−100.0% | 清倉 |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −5,965−100.0% | 清倉 |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −3,768−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −3,540−100.0% | 清倉 |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −3,537−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,513−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −3,400−100.0% | 清倉 |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −3,400−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,652−100.0% | 清倉 |
| Edge Financial Advisors LLC | 0 | $0 | 0.00% | −2,498−100.0% | 清倉 |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −2,262−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,863−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −1,282−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,135−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,126−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −989−100.0% | 清倉 |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −899−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −849−100.0% | 清倉 |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −745−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −744−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −671−100.0% | 清倉 |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −661−100.0% | 清倉 |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −656−100.0% | 清倉 |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −653−100.0% | 清倉 |
| Meadow Creek Wealth Advisors LLC | 0 | $0 | 0.00% | −644−100.0% | 清倉 |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −598−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −591−100.0% | 清倉 |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −582−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −237−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −209−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| United Community Bank | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| Shell Asset Management Co | – | – | – | – | 本季未申報 |
| Grey Street Capital, LLC | – | – | – | – | 本季未申報 |
