| Northwestern Mutual Wealth Management Co | 206 | $2.04 萬 | 0.00% | +90+77.6% | 加碼 |
| Sageworth Trust Co | 199 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 187 | $1.86 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 181 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 170 | $1.68 萬 | 0.01% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 160 | $1.59 萬 | 0.00% | +4+2.6% | 加碼 |
| First Manhattan Co | 158 | $1.57 萬 | 0.00% | +158 | 新進 |
| Tower Research Capital LLC (TRC) | 151 | $1.50 萬 | 0.00% | −5,360−97.3% | 減碼 |
| Trust Co of Vermont | 140 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 130 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 127 | $1.26 萬 | 0.01% | +127 | 新進 |
| Massmutual Trust Co FSB | 109 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 110 | $1.09 萬 | 0.00% | +110 | 新進 |
| Leonteq Securities AG | 109 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 90 | $8,918 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 82 | $8,125 | 0.00% | −74−47.4% | 減碼 |
| Bell Investment Advisors, Inc | 82 | $8,125 | 0.00% | +38+86.4% | 加碼 |
| Copeland Capital Management, LLC | 57 | $6,000 | 0.00% | +57 | 新進 |
| Advisory Services Network, LLC | 58 | $5,747 | 0.00% | +58 | 新進 |
| Vigilant Capital Management, LLC | 53 | $5,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 53 | $5,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 47 | $5,000 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 50 | $4,955 | 0.00% | +50 | 新進 |
| TD Waterhouse Canada Inc. | 50 | $4,954 | 0.00% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 47 | $4,657 | 0.00% | −25,047−99.8% | 減碼 |
| Ellevest, Inc. | 47 | $4,657 | 0.00% | −29−38.2% | 減碼 |
| CVA Family Office, LLC | 47 | $4,657 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 46 | $4,558 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 44 | $4,360 | 0.00% | −10−18.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 44 | $4,360 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 42 | $4,162 | 0.00% | −3−6.7% | 減碼 |
| KB Financial Partners, LLC | 40 | $4,000 | 0.00% | −12−23.1% | 減碼 |
| Farmers & Merchants Investments Inc | 37 | $3,666 | 0.00% | +2+5.7% | 加碼 |
| Fiduciary Alliance LLC | 36 | $3,567 | 0.00% | +36 | 新進 |
| Farther Finance Advisors, LLC | 35 | $3,468 | 0.00% | +35 | 新進 |
| Harbour Investments, Inc. | 34 | $3,369 | 0.00% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 34 | $3,369 | 0.00% | +34 | 新進 |
| Schubert & Co | 29 | $2,874 | 0.00% | +2+7.4% | 加碼 |
| Prestige Wealth Management Group LLC | 25 | $2,477 | 0.00% | +25 | 新進 |
| Cornerstone Planning Group LLC | 24 | $2,376 | 0.00% | +24 | 新進 |
| Capital Advisors, Ltd. LLC | 16 | $2,000 | 0.00% | +3+23.1% | 加碼 |
| Steward Financial Group LLC | 26 | $2,000 | 0.00% | +26 | 新進 |
| JFS Wealth Advisors, LLC | 18 | $1,829 | 0.00% | −313−94.6% | 減碼 |
| SJS Investment Consulting Inc. | 10 | $991 | 0.00% | +6+150.0% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 9 | $892 | 0.00% | +9 | 新進 |
| Disciplined Investments, LLC | 7 | $694 | 0.00% | +2+40.0% | 加碼 |
| AdvisorNet Financial, Inc | 7 | $694 | 0.00% | +7 | 新進 |
| Carolinas Wealth Consulting LLC | 7 | $694 | 0.00% | +7 | 新進 |
| Tfo-TDC, LLC | 1 | $16 | 0.00% | +1 | 新進 |
| Baystate Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | 新進 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −170,525−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −152,607−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,490−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,556−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,441−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −13,078−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −11,193−100.0% | 清倉 |
| Fiera Capital Corp | 0 | $0 | 0.00% | −10,592−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,116−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,805−100.0% | 清倉 |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −5,090−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,441−100.0% | 清倉 |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −4,020−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,945−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,600−100.0% | 清倉 |
| Fort, L.P. | 0 | $0 | 0.00% | −3,594−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,142−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −3,523−100.0% | 清倉 |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −2,689−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,560−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,495−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,347−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,044−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −1,576−100.0% | 清倉 |
| De Burlo Group Inc | 0 | $0 | 0.00% | −616−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −513−100.0% | 清倉 |
| Harding Loevner LP | 0 | $0 | 0.00% | −284−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −207−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −89−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Atlanta Capital Management Co L L C | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Keebeck Alpha, LP | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
| American Research & Management Co. | – | – | – | – | 本季未申報 |
| Surevest, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |