| NBT Bank N A | 5 | $2,080 | 0.00% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 5 | $2,080 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 5 | $2,080 | 0.00% | +5 | 新進 |
| Bellevue Asset Management, LLC | 5 | $2,079 | 0.00% | +5 | 新進 |
| Abound Wealth Management | 5 | $2,018 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 4 | $1,697 | 0.00% | +2+100.0% | 加碼 |
| 1015 Capital Partners, LLC | 4 | $1,664 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 4 | $1,664 | 0.00% | +2+100.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4 | $1,664 | 0.00% | +4 | 新進 |
| Whipplewood Advisors, LLC | 3 | $1,248 | 0.00% | −51−94.4% | 減碼 |
| Alerus Financial NA | 3 | $1,248 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 3 | $1,248 | 0.00% | 00.0% | 不變 |
| Key Capital Management, INC | 3 | $1,248 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 3 | $1,248 | 0.00% | +3 | 新進 |
| Ameriflex Group, Inc. | 3 | $1,248 | 0.00% | +3 | 新進 |
| Cornerstone Planning Group LLC | 3 | $1,202 | 0.00% | 00.0% | 不變 |
| Navigoe, LLC | 3 | $1,000 | 0.00% | +3 | 新進 |
| Activest Wealth Management | 2 | $832 | 0.00% | −6−75.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 2 | $832 | 0.00% | 00.0% | 不變 |
| Seneschal Advisors, LLC | 2 | $832 | 0.00% | 00.0% | 不變 |
| Nvest Wealth Strategies, Inc. | 2 | $832 | 0.00% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 2 | $832 | 0.00% | +1+100.0% | 加碼 |
| Provenance Wealth Advisors, LLC | 2 | $832 | 0.00% | +2 | 新進 |
| Planning Strategies Inc. | 2 | $832 | 0.00% | +2 | 新進 |
| Cassaday & Co Wealth Management LLC | 1 | $416 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 1 | $416 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | 1 | $416 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 1 | $416 | 0.00% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 1 | $416 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 1 | $416 | 0.00% | +1 | 新進 |
| Motco | 1 | $416 | 0.00% | +1 | 新進 |
| Maryland Capital Advisors Inc. | 1 | $416 | 0.00% | +1 | 新進 |
| Halbert Hargrove Global Advisors, LLC | 1 | $229 | 0.00% | +1 | 新進 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −298,542−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −283,480−100.0% | 清倉 |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −130,139−100.0% | 清倉 |
| Talos Asset Management LP | 0 | $0 | 0.00% | −119,963−100.0% | 清倉 |
| SG Capital Management LLC | 0 | $0 | 0.00% | −56,948−100.0% | 清倉 |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −51,608−100.0% | 清倉 |
| Groupe la Francaise | 0 | $0 | 0.00% | −34,990−100.0% | 清倉 |
| Tredje AP-fonden | 0 | $0 | 0.00% | −25,526−100.0% | 清倉 |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −23,000−100.0% | 清倉 |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −22,820−100.0% | 清倉 |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −22,357−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −15,993−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,611−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −7,246−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −7,100−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,507−100.0% | 清倉 |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −5,100−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,662−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,581−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,669−100.0% | 清倉 |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −2,951−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,177−100.0% | 清倉 |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −6,408−100.0% | 清倉 |
| S-Bank Fund Management Ltd | 0 | $0 | 0.00% | −2,007−100.0% | 清倉 |
| Potentia Wealth | 0 | $0 | 0.00% | −1,783−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,559−100.0% | 清倉 |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −1,511−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,368−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,365−100.0% | 清倉 |
| Sun Financial Inc | 0 | $0 | 0.00% | −1,027−100.0% | 清倉 |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −1,140−100.0% | 清倉 |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −1,118−100.0% | 清倉 |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −1,066−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −993−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −862−100.0% | 清倉 |
| Altar Rock LLC | 0 | $0 | 0.00% | −708−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −430−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −352−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −201−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −188−100.0% | 清倉 |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| BankPlus Trust Department | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Trust Co of Toledo NA | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Napier Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| DGS Capital Management, LLC | – | – | – | – | 本季未申報 |
| McIlrath & Eck, LLC | – | – | – | – | 本季未申報 |
