| Evermay Wealth Management LLC | 1,928 | $5.50 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 1,644 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,543 | $4.30 萬 | 0.00% | +5+0.3% | 加碼 |
| MUFG Americas Holdings Corp | 1,224 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,194 | $3.40 萬 | 0.00% | +413+52.9% | 加碼 |
| CX Institutional | 1,119 | $3.20 萬 | 0.00% | +1,119 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 1,020 | $2.90 萬 | 0.03% | +4+0.4% | 加碼 |
| Meeder Asset Management Inc | 961 | $2.70 萬 | 0.00% | +728+312.4% | 加碼 |
| Monetary Management Group Inc | 800 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 803 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 627 | $2.00 萬 | 0.00% | +627 | 新進 |
| First Manhattan Co | 700 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 638 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 255 | $1.60 萬 | 0.00% | −712−73.6% | 減碼 |
| Signaturefd, LLC | 577 | $1.60 萬 | 0.00% | −309−34.9% | 減碼 |
| Duncker Streett & Co Inc | 500 | $1.40 萬 | 0.00% | −350−41.2% | 減碼 |
| Salem Investment Counselors Inc | 500 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 480 | $1.30 萬 | 0.00% | +86+21.8% | 加碼 |
| Nomura Asset Management Co Ltd | 450 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 441 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Barrow Hanley Mewhinney & Strauss LLC | 408 | $1.20 萬 | 0.00% | −12−2.9% | 減碼 |
| Clearstead Advisors, LLC | 434 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 385 | $1.10 萬 | 0.00% | +182+89.7% | 加碼 |
| FourThought Financial, LLC | 357 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 359 | $1.00 萬 | 0.01% | +359 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 335 | $9,000 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 300 | $9,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 300 | $9,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 300 | $9,000 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 296 | $9,000 | 0.00% | 00.0% | 不變 |
| Monolith Advisors | 287 | $8,000 | 0.01% | −287−50.0% | 減碼 |
| Fifth Third Bancorp | 293 | $8,000 | 0.00% | −106−26.6% | 減碼 |
| Farmers & Merchants Investments Inc | 275 | $8,000 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 267 | $8,000 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 259 | $7,000 | 0.00% | +3+1.2% | 加碼 |
| Wolff Wiese Magana LLC | 264 | $7,000 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 199 | $7,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 242 | $7,000 | 0.00% | +182+303.3% | 加碼 |
| St. Johns Investment Management Company, LLC | 200 | $6,000 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 172 | $5,000 | 0.00% | +172 | 新進 |
| American Portfolios Advisors | 158 | $4,479 | 0.00% | −150−48.7% | 減碼 |
| PFS Partners, LLC | 150 | $4,246 | 0.00% | +2+1.4% | 加碼 |
| Northwest Investment Counselors, LLC | 142 | $4,000 | 0.00% | −59−29.4% | 減碼 |
| Column Capital Advisors, LLC | 150 | $4,000 | 0.00% | 00.0% | 不變 |
| RWM Asset Management, LLC | 108 | $3,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 97 | $3,000 | 0.00% | +97 | 新進 |
| Harbour Investments, Inc. | 100 | $3,000 | 0.00% | +100 | 新進 |
| HighMark Wealth Management LLC | 73 | $2,000 | 0.00% | +1+1.4% | 加碼 |
| Charter Oak Capital Management, LLC | 32 | $2,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 60 | $2,000 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 44 | $1,235 | 0.00% | +1+2.3% | 加碼 |
| Mechanics Financial Corp | 27 | $1,000 | 0.00% | −148−84.6% | 減碼 |
| Earnest Partners LLC | 33 | $1,000 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 26 | $1,000 | 0.00% | 00.0% | 不變 |
| Professional Financial Advisors, LLC | 22 | $1,000 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 19 | $1,000 | 0.00% | −4−17.4% | 減碼 |
| JFS Wealth Advisors, LLC | 45 | $1,000 | 0.00% | +40+800.0% | 加碼 |
| Schubert & Co | 25 | $1,000 | 0.00% | +18+257.1% | 加碼 |
| First Horizon Advisors, Inc. | 45 | $1,000 | 0.00% | +45 | 新進 |
| Ellevest, Inc. | 25 | $1,000 | 0.00% | +25 | 新進 |
| Bell Investment Advisors, Inc | 48 | $1,000 | 0.00% | +48 | 新進 |
| TD Private Client Wealth LLC | 22 | $624 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 9 | $255 | 0.00% | +9 | 新進 |
| TCI Wealth Advisors, Inc. | 9 | $0 | 0.00% | −589−98.5% | 減碼 |
| Albion Financial Group | 1 | $0 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 11 | $0 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 11 | $0 | 0.00% | +3+37.5% | 加碼 |
| Sittner & Nelson, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 6 | $0 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 17 | $0 | 0.00% | +17 | 新進 |
| Steward Financial Group LLC | 23 | $0 | 0.00% | +23 | 新進 |
| Leeward Investments, LLC - MA | 0 | $0 | 0.00% | −163,521−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −93,476−100.0% | 清倉 |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −55,700−100.0% | 清倉 |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −48,700−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −29,857−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −24,165−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −22,320−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,053−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,831−100.0% | 清倉 |
| Legacy Wealth Management, LLC | 0 | $0 | 0.00% | −12,430−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −12,002−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,997−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −9,709−100.0% | 清倉 |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −9,040−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −7,464−100.0% | 清倉 |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −6,934−100.0% | 清倉 |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −6,594−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −469−100.0% | 清倉 |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −407−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −188−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
| IndexIQ Advisors LLC | – | – | – | – | 本季未申報 |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | 本季未申報 |
