| AE Wealth Management LLC | 10,108 | $25.4 萬 | 0.00% | +10,108 | 新進 |
| Crossmark Global Holdings, Inc. | 9,967 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 9,600 | $24.1 萬 | 0.01% | +800+9.1% | 加碼 |
| Western Wealth Management, LLC | 9,530 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| STRS Ohio | 9,400 | $23.6 萬 | 0.00% | −900−8.7% | 減碼 |
| JustInvest LLC | 9,274 | $23.3 萬 | 0.01% | −7,040−43.2% | 減碼 |
| Point72 Asset Management, L.P. | 9,068 | $22.8 萬 | 0.00% | +9,068 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 9,062 | $22.8 萬 | 0.00% | +9,062 | 新進 |
| Perigon Wealth Management, LLC | 9,000 | $22.6 萬 | 0.01% | −67−0.7% | 減碼 |
| Adams Asset Advisors, LLC | 8,760 | $22.0 萬 | 0.03% | 00.0% | 不變 |
| Captrust Financial Advisors | 8,716 | $21.9 萬 | 0.00% | +542+6.6% | 加碼 |
| AlphaMark Advisors, LLC | 8,167 | $20.5 萬 | 0.09% | +8,167 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 8,146 | $20.5 萬 | 0.00% | +8,146 | 新進 |
| Profund Advisors LLC | 8,026 | $20.2 萬 | 0.01% | −1,977−19.8% | 減碼 |
| Metropolitan Life Insurance Co | 7,507 | $18.9 萬 | 0.01% | +265+3.7% | 加碼 |
| Briaud Financial Planning, Inc | 5,876 | $14.7 萬 | 0.12% | +5,876 | 新進 |
| Shell Asset Management Co | 5,637 | $14.2 萬 | 0.01% | −89−1.6% | 減碼 |
| Crewe Advisors LLC | 4,845 | $12.2 萬 | 0.02% | 00.0% | 不變 |
| Headlands Technologies LLC | 4,596 | $11.5 萬 | 0.06% | +4,596 | 新進 |
| Tower Research Capital LLC (TRC) | 4,451 | $11.2 萬 | 0.00% | −742−14.3% | 減碼 |
| Chilton Capital Management LLC | 3,424 | $8.60 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 3,289 | $8.26 萬 | 0.03% | +2,986+985.5% | 加碼 |
| Covestor Ltd | 3,244 | $8.10 萬 | 0.06% | +16+0.5% | 加碼 |
| US Bancorp | 2,994 | $7.52 萬 | 0.00% | +109+3.8% | 加碼 |
| Signaturefd, LLC | 2,676 | $6.72 萬 | 0.00% | +703+35.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,343 | $5.89 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,135 | $5.36 萬 | 0.01% | −1,915−47.3% | 減碼 |
| Allworth Financial LP | 2,130 | $5.35 萬 | 0.00% | +225+11.8% | 加碼 |
| KBC Group NV | 2,056 | $5.20 萬 | 0.00% | +2,056 | 新進 |
| Financial Management Professionals, Inc. | 1,928 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,732 | $4.35 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 1,597 | $4.01 萬 | 0.00% | +1,597 | 新進 |
| Ci Investments Inc. | 1,345 | $3.40 萬 | 0.00% | +7+0.5% | 加碼 |
| Simplex Trading, LLC | 1,285 | $3.20 萬 | 0.00% | +758+143.8% | 加碼 |
| Massmutual Trust Co FSB | 1,241 | $3.12 萬 | 0.00% | +969+356.3% | 加碼 |
| Parallel Advisors, LLC | 1,180 | $2.96 萬 | 0.00% | +243+25.9% | 加碼 |
| Steward Financial Group LLC | 1,172 | $2.90 萬 | 0.01% | −40−3.3% | 減碼 |
| Nisa Investment Advisors, LLC | 1,140 | $2.86 萬 | 0.00% | −20−1.7% | 減碼 |
| First Command Advisory Services, Inc. | 1,048 | $2.63 萬 | 0.00% | +1,048 | 新進 |
| Global Retirement Partners, LLC | 1,001 | $2.42 萬 | 0.00% | +159+18.9% | 加碼 |
| Acadian Asset Management LLC | 808 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 778 | $2.00 萬 | 0.00% | +73+10.4% | 加碼 |
| Fifth Third Bancorp | 608 | $1.53 萬 | 0.00% | +338+125.2% | 加碼 |
| Spire Wealth Management | 520 | $1.31 萬 | 0.00% | −211−28.9% | 減碼 |
| Bokf, NA | 473 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 399 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 388 | $9,747 | 0.00% | −308−44.3% | 減碼 |
| Nomura Asset Management Co Ltd | 330 | $8,290 | 0.00% | 00.0% | 不變 |
| Quarry LP | 286 | $7,184 | 0.00% | +286 | 新進 |
| Investment Research & Advisory Group, Inc. | 250 | $6,280 | 0.00% | +250 | 新進 |
| Parkside Financial Bank & Trust | 247 | $6,205 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 246 | $6,180 | 0.01% | +246 | 新進 |
| Northwestern Mutual Wealth Management Co | 230 | $5,778 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 180 | $5,000 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 200 | $5,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 180 | $4,554 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 145 | $3,642 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 118 | $2,964 | 0.00% | +56+90.3% | 加碼 |
| Cutler Group LP | 100 | $2,000 | 0.00% | −900−90.0% | 減碼 |
| Harbour Investments, Inc. | 60 | $1,507 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 55 | $1,382 | 0.00% | −4−6.8% | 減碼 |
| JFS Wealth Advisors, LLC | 52 | $1,307 | 0.00% | −11−17.5% | 減碼 |
| IFP Advisors, Inc | 48 | $1,206 | 0.00% | +48 | 新進 |
| Farther Finance Advisors, LLC | 46 | $1,156 | 0.00% | +46 | 新進 |
| Central Trust Co | 37 | $930 | 0.00% | +37 | 新進 |
| Group One Trading, L.P. | 36 | $904 | 0.00% | +36 | 新進 |
| Bell Investment Advisors, Inc | 29 | $729 | 0.00% | −28−49.1% | 減碼 |
| SRS Capital Advisors, Inc. | 28 | $704 | 0.00% | −15−34.9% | 減碼 |
| SJS Investment Consulting Inc. | 28 | $704 | 0.00% | +7+33.3% | 加碼 |
| Baker Avenue Asset Management, LP | 19 | $477 | 0.00% | +11+137.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 9 | $214 | 0.00% | −132−93.6% | 減碼 |
| Glassman Wealth Services | 8 | $201 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 2 | $51 | 0.00% | +1+100.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −46,992−100.0% | 清倉 |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −46,465−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −45,300−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −36,215−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −26,021−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −25,434−100.0% | 清倉 |
| Retireful, LLC | 0 | $0 | 0.00% | −20,692−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,200−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −17,177−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −9,660−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,252−100.0% | 清倉 |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −8,204−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,931−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −8,421−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,346−100.0% | 清倉 |
| McDaniel Terry & Co | 0 | $0 | 0.00% | −7,336−100.0% | 清倉 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0 | $0 | 0.00% | −6,276−100.0% | 清倉 |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −7,083−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| First Command Bank | – | – | – | – | 本季未申報 |
| First Command Financial Services, Inc. | – | – | – | – | 本季未申報 |
