| IMS Capital Management | 8,086 | $26.8 萬 | 0.19% | +15+0.2% | 加碼 |
| Pathstone Family Office, LLC | 7,547 | $25.7 萬 | 0.00% | +7,547 | 新進 |
| Securian Asset Management, Inc | 7,732 | $25.6 萬 | 0.01% | −624−7.5% | 減碼 |
| Centiva Capital, LP | 7,679 | $25.4 萬 | 0.02% | +7,679 | 新進 |
| Fifth Third Bancorp | 7,518 | $24.9 萬 | 0.00% | +10+0.1% | 加碼 |
| Bickling Financial Services, Inc. | 7,466 | $24.8 萬 | 0.17% | +58+0.8% | 加碼 |
| Mackenzie Financial Corp | 7,234 | $24.0 萬 | 0.00% | +138+1.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 7,100 | $23.5 萬 | 0.01% | −1,000−12.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 7,042 | $23.3 萬 | 0.00% | −607−7.9% | 減碼 |
| Prelude Capital Management, LLC | 6,956 | $23.0 萬 | 0.01% | −3,512−33.5% | 減碼 |
| Bank of Montreal | 6,828 | $22.7 萬 | 0.00% | −2,238−24.7% | 減碼 |
| Juncture Wealth Strategies, LLC | 6,500 | $21.5 萬 | 0.11% | +6,500 | 新進 |
| Ridgewood Investments LLC | 6,368 | $21.1 萬 | 0.18% | −6−0.1% | 減碼 |
| Virtus Investment Advisers, Inc. | 6,342 | $21.0 萬 | 0.10% | +6,342 | 新進 |
| JustInvest LLC | 6,217 | $20.6 萬 | 0.01% | −924−12.9% | 減碼 |
| Verition Fund Management LLC | 6,131 | $20.3 萬 | 0.00% | −2,518−29.1% | 減碼 |
| Barclays PLC | 5,573 | $18.5 萬 | 0.00% | +5,573 | 新進 |
| Quantbot Technologies LP | 5,564 | $18.4 萬 | 0.01% | +5,564 | 新進 |
| IMA Wealth, Inc. | 5,465 | $18.1 萬 | 0.05% | −218−3.8% | 減碼 |
| Metropolitan Life Insurance Co | 5,299 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| EMC Capital Management | 4,594 | $15.2 萬 | 0.14% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 4,458 | $14.7 萬 | 0.00% | −859−16.2% | 減碼 |
| Macquarie Group Ltd | 1,928 | $11.8 萬 | 0.00% | −1,640−46.0% | 減碼 |
| Denali Advisors LLC | 3,400 | $11.3 萬 | 0.05% | 00.0% | 不變 |
| JJJ Advisors Inc. | 3,346 | $10.8 萬 | 0.04% | +1,107+49.4% | 加碼 |
| City State Bank | 2,809 | $9.30 萬 | 0.07% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 2,601 | $8.60 萬 | 0.01% | +2,601 | 新進 |
| UBS Group AG | 1,902 | $6.30 萬 | 0.00% | −2,549−57.3% | 減碼 |
| Gladius Capital Management LP | 1,893 | $6.30 萬 | 0.01% | +1,893 | 新進 |
| Van Eck Associates Corp | 1,863 | $6.20 萬 | 0.00% | +216+13.1% | 加碼 |
| Ronald Blue Trust, Inc. | 1,716 | $5.40 萬 | 0.00% | +1,053+158.8% | 加碼 |
| Umb Bank N A | 1,550 | $5.10 萬 | 0.00% | −20−1.3% | 減碼 |
| Central Trust Co | 1,520 | $5.00 萬 | 0.00% | +1,150+310.8% | 加碼 |
| TD Private Client Wealth LLC | 1,203 | $3.98 萬 | 0.00% | −113−8.6% | 減碼 |
| Wipfli Financial Advisors LLC, | 902 | $3.00 萬 | 0.00% | +902 | 新進 |
| Win Advisors, Inc | 885 | $2.90 萬 | 0.01% | −15−1.7% | 減碼 |
| Nomura Asset Management Co Ltd | 860 | $2.85 萬 | 0.00% | 00.0% | 不變 |
| S.A. Mason LLC | 805 | $2.70 萬 | 0.02% | +4+0.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 763 | $2.50 萬 | 0.01% | −1,318−63.3% | 減碼 |
| Hudock, Inc. | 750 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 668 | $2.20 萬 | 0.00% | +194+40.9% | 加碼 |
| Baystate Wealth Management LLC | 499 | $1.70 萬 | 0.00% | +4+0.8% | 加碼 |
| Rockefeller Capital Management L.P. | 500 | $1.60 萬 | 0.00% | −7−1.4% | 減碼 |
| Signaturefd, LLC | 476 | $1.60 萬 | 0.00% | +7+1.5% | 加碼 |
| Riverview Trust Co | 487 | $1.60 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 413 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 350 | $1.20 萬 | 0.00% | +350 | 新進 |
| Hexagon Capital Partners LLC | 328 | $1.10 萬 | 0.00% | +234+248.9% | 加碼 |
| Kelly Financial Services LLC | 321 | $1.06 萬 | 0.01% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 203 | $6,723 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 179 | $6,000 | 0.00% | −15−7.7% | 減碼 |
| Harbour Investments, Inc. | 162 | $5,000 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 153 | $5,000 | 0.00% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 154 | $5,000 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 164 | $5,000 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 139 | $5,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 163 | $5,000 | 0.00% | +150+1,153.8% | 加碼 |
| Quadrant Capital Group LLC | 124 | $4,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 107 | $4,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 113 | $4,000 | 0.00% | +8+7.6% | 加碼 |
| PFG Private Wealth Management, LLC | 106 | $4,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 107 | $4,000 | 0.00% | +66+161.0% | 加碼 |
| Winch Advisory Services, LLC | 91 | $3,000 | 0.00% | +1+1.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 77 | $3,000 | 0.00% | +24+45.3% | 加碼 |
| Aua Capital Management, LLC | 69 | $2,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 47 | $2,000 | 0.00% | +31+193.8% | 加碼 |
| Howe & Rusling Inc | 62 | $2,000 | 0.00% | +62 | 新進 |
| Covestor Ltd | 16 | $1,000 | 0.00% | −4,122−99.6% | 減碼 |
| Glassman Wealth Services | 43 | $1,000 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 30 | $1,000 | 0.00% | +3+11.1% | 加碼 |
| Bell Investment Advisors, Inc | 30 | $1,000 | 0.00% | +15+100.0% | 加碼 |
| Farmers & Merchants Investments Inc | 43 | $1,000 | 0.00% | +43 | 新進 |
| SJS Investment Consulting Inc. | 30 | $1,000 | 0.00% | +30 | 新進 |
| Sutton Wealth Advisors Inc. | 17 | $563 | 0.00% | +5+41.7% | 加碼 |
| Roble, Belko & Company, Inc | 15 | $0 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | 新進 |
| IFP Advisors, Inc | 149 | – | – | 00.0% | 不變 |
| Sofos Investments, Inc. | 33 | – | – | +33 | 新進 |
| FIL Ltd | 0 | $0 | 0.00% | −584,740−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −133,821−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −40,698−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,100−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −30,082−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,513−100.0% | 清倉 |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −7,188−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,660−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,519−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,326−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −950−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −908−100.0% | 清倉 |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −435−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −216−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Enterprise Trust & Investment Co | – | – | – | – | 本季未申報 |
