| Bartlett & Co. Wealth Management LLC | 1,036 | $4.05 萬 | 0.00% | +1,036 | 新進 |
| Bartlett & Co. LLC | 1,036 | $4.00 萬 | 0.00% | +1,036 | 新進 |
| Whittier Trust Co | 803 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 800 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Monetary Management Group Inc | 800 | $3.10 萬 | 0.01% | +500+166.7% | 加碼 |
| Rockefeller Capital Management L.P. | 724 | $2.80 萬 | 0.00% | +51+7.6% | 加碼 |
| First Manhattan Co | 700 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 700 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 638 | $2.50 萬 | 0.00% | +132+26.1% | 加碼 |
| Lazard Asset Management LLC | 531 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 500 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 524 | $2.00 萬 | 0.00% | +52+11.0% | 加碼 |
| FourThought Financial, LLC | 469 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 441 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 407 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 397 | $1.60 萬 | 0.00% | +40+11.2% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 385 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 308 | $1.20 萬 | 0.00% | −426−58.0% | 減碼 |
| Rosenberg Matthew Hamilton | 296 | $1.20 萬 | 0.00% | −1,085−78.6% | 減碼 |
| Harbour Investments, Inc. | 305 | $1.20 萬 | 0.00% | −472−60.7% | 減碼 |
| HM Payson & Co | 300 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 300 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Security National Trust Co | 285 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 275 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 253 | $1.00 萬 | 0.00% | −862−77.3% | 減碼 |
| Coastal Capital Group, Inc. | 251 | $1.00 萬 | 0.00% | +2+0.8% | 加碼 |
| Wolff Wiese Magana LLC | 264 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 199 | $8,000 | 0.00% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 200 | $8,000 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 179 | $7,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 149 | $6,000 | 0.00% | −25−14.4% | 減碼 |
| Column Capital Advisors, LLC | 150 | $6,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 105 | $4,000 | 0.00% | −82−43.9% | 減碼 |
| Bedel Financial Consulting, Inc. | 101 | $4,000 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 83 | $3,000 | 0.00% | −14−14.4% | 減碼 |
| Signaturefd, LLC | 74 | $3,000 | 0.00% | +10+15.6% | 加碼 |
| Sageworth Trust Co | 70 | $3,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 74 | $3,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 71 | $3,000 | 0.00% | +1+1.4% | 加碼 |
| IFP Advisors, Inc | 40 | $2,000 | 0.00% | −13−24.5% | 減碼 |
| Carolinas Wealth Consulting LLC | 46 | $2,000 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 32 | $2,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 53 | $2,000 | 0.00% | +26+96.3% | 加碼 |
| Manchester Capital Management LLC | 52 | $2,000 | 0.00% | +23+79.3% | 加碼 |
| Bell Investment Advisors, Inc | 48 | $2,000 | 0.00% | +48 | 新進 |
| NEXT Financial Group, Inc | 15 | $1,000 | 0.00% | −6,726−99.8% | 減碼 |
| Evoke Wealth, LLC | 49 | $1,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 33 | $1,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 45 | $1,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 26 | $1,000 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 23 | $1,000 | 0.00% | +23 | 新進 |
| TD Private Client Wealth LLC | 22 | $859 | 0.00% | −72−76.6% | 減碼 |
| Versant Capital Management, Inc | 11 | $0 | 0.00% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,869,654−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −188,967−100.0% | 清倉 |
| Kehrs Ridge Capital,LLC | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −88,493−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −79,641−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −40,067−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −35,500−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −25,769−100.0% | 清倉 |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −17,488−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −14,829−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,503−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −12,850−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,944−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,779−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −10,470−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −8,616−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,163−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,074−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,900−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −5,674−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,288−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −5,161−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,784−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −4,764−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,666−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −4,194−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,908−100.0% | 清倉 |
| Exos Asset Management LLC | 0 | $0 | 0.00% | −1,930−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,735−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −1,740−100.0% | 清倉 |
| Country Trust Bank | 0 | $0 | 0.00% | −1,607−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −911−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −348−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −139−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
