| Amalgamated Bank | 680 | $1.80 萬 | 0.00% | +184+37.1% | 加碼 |
| DT Investment Partners, LLC | 620 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 599 | $1.62 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 540 | $1.46 萬 | 0.01% | −41−7.1% | 減碼 |
| Fifth Third Bancorp | 526 | $1.42 萬 | 0.00% | +26+5.2% | 加碼 |
| Financial Perspectives, Inc | 490 | $1.32 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 484 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 482 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Atlantic Trust, LLC | 476 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 465 | $1.25 萬 | 0.00% | +276+146.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 451 | $1.22 萬 | 0.00% | +451 | 新進 |
| Kelly Financial Services LLC | 430 | $1.16 萬 | 0.01% | +140+48.3% | 加碼 |
| Steward Financial Group LLC | 432 | $1.10 萬 | 0.00% | +9+2.1% | 加碼 |
| Tucker Asset Management LLC | 404 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 403 | $1.09 萬 | 0.00% | −150−27.1% | 減碼 |
| Oakworth Capital, Inc. | 372 | $1.00 萬 | 0.00% | −270−42.1% | 減碼 |
| Core Alternative Capital | 350 | $9,443 | 0.00% | 00.0% | 不變 |
| Quarry LP | 330 | $8,903 | 0.01% | +185+127.6% | 加碼 |
| Focused Wealth Management, Inc | 306 | $8,256 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 290 | $7,824 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 267 | $7,204 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 254 | $6,853 | 0.00% | 00.0% | 不變 |
| American National Bank | 252 | $6,799 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 250 | $6,745 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 248 | $6,691 | 0.00% | −142−36.4% | 減碼 |
| St Germain D J Co Inc | 208 | $5,612 | 0.00% | +108+108.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 205 | $5,528 | 0.00% | −1,370−87.0% | 減碼 |
| Carmel Capital Partners, LLC | 191 | $5,153 | 0.00% | +191 | 新進 |
| SJS Investment Consulting Inc. | 168 | $4,534 | 0.00% | +15+9.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 166 | $4,479 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 165 | $4,452 | 0.00% | +60+57.1% | 加碼 |
| Newbridge Financial Services Group, Inc. | 163 | $4,398 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 163 | $4,398 | 0.00% | +27+19.9% | 加碼 |
| Financial Management Professionals, Inc. | 164 | $4,000 | 0.00% | +164 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 147 | $3,966 | 0.00% | +147 | 新進 |
| Beacon Capital Management, LLC | 133 | $3,676 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 142 | $3,622 | 0.00% | +114+407.1% | 加碼 |
| New Millennium Group LLC | 112 | $3,022 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 112 | $3,000 | 0.00% | 00.0% | 不變 |
| Globeflex Capital L P | 99 | $2,671 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 70 | $2,000 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 70 | $1,889 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $1,754 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 60 | $1,619 | 0.00% | +60 | 新進 |
| Washington Trust Co | 50 | $1,349 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 41 | $1,000 | 0.00% | +41 | 新進 |
| Tfo-TDC, LLC | 30 | $829 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 22 | $594 | 0.00% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 20 | $540 | 0.00% | +10+100.0% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 6 | $162 | 0.00% | 00.0% | 不變 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −689,762−100.0% | 清倉 |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −670,325−100.0% | 清倉 |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −621,859−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −415,445−100.0% | 清倉 |
| Putnam Investments LLC | 0 | $0 | 0.00% | −348,668−100.0% | 清倉 |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −283,595−100.0% | 清倉 |
| Symmetry Investments LP | 0 | $0 | 0.00% | −208,713−100.0% | 清倉 |
| Clearline Capital LP | 0 | $0 | 0.00% | −170,634−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −140,820−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −102,912−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −100,824−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −69,200−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −64,739−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −61,634−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −56,907−100.0% | 清倉 |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −48,242−100.0% | 清倉 |
| Anson Funds Management LP | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −23,828−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −16,007−100.0% | 清倉 |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −14,310−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −11,876−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,547−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −10,281−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −9,251−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,469−100.0% | 清倉 |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −8,340−100.0% | 清倉 |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −8,340−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,626−100.0% | 清倉 |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −7,592−100.0% | 清倉 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −7,335−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,272−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −7,250−100.0% | 清倉 |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −7,245−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −6,792−100.0% | 清倉 |
| First Community Trust NA | 0 | $0 | 0.00% | −440−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −284−100.0% | 清倉 |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| Vigilant Capital Management, LLC | – | – | – | – | 本季未申報 |
