| Ronald Blue Trust, Inc. | 1,232 | $15.2 萬 | 0.00% | +1,232 | 新進 |
| Quent Capital, LLC | 1,199 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,025 | $9.70 萬 | 0.02% | 00.0% | 不變 |
| Meeder Asset Management Inc | 899 | $8.50 萬 | 0.00% | +587+188.1% | 加碼 |
| Huntington National Bank | 727 | $6.80 萬 | 0.00% | +286+64.9% | 加碼 |
| Caldwell Trust Co | 675 | $6.36 萬 | 0.01% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 620 | $5.80 萬 | 0.00% | −3,777−85.9% | 減碼 |
| Washington Trust Advisors, Inc. | 514 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 437 | $4.10 萬 | 0.03% | +422+2,813.3% | 加碼 |
| Smithfield Trust Co | 402 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 399 | $3.80 萬 | 0.00% | +302+311.3% | 加碼 |
| Signaturefd, LLC | 394 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 326 | $3.00 萬 | 0.00% | −50−13.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 323 | $3.00 萬 | 0.00% | +14+4.5% | 加碼 |
| Nomura Asset Management Co Ltd | 300 | $2.82 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 279 | $2.60 萬 | 0.00% | −176−38.7% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 266 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 261 | $2.50 萬 | 0.00% | −4−1.5% | 減碼 |
| Front Row Advisors LLC | 252 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Prospera Financial Services Inc | 225 | $2.10 萬 | 0.00% | −11−4.7% | 減碼 |
| Whittier Trust Co | 223 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 200 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 196 | $1.90 萬 | 0.01% | −7−3.4% | 減碼 |
| Global Retirement Partners, LLC | 177 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Better Money Decisions, LLC | 177 | $1.70 萬 | 0.01% | +177 | 新進 |
| FourThought Financial, LLC | 159 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 150 | $1.40 萬 | 0.00% | −9−5.7% | 減碼 |
| Private Trust Co NA | 147 | $1.40 萬 | 0.00% | +147 | 新進 |
| Exchange Traded Concepts, LLC | 133 | $1.30 萬 | 0.00% | +133 | 新進 |
| Bessemer Group Inc | 129 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 112 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 111 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 107 | $1.00 萬 | 0.00% | +28+35.4% | 加碼 |
| Parkside Financial Bank & Trust | 94 | $9,000 | 0.00% | 00.0% | 不變 |
| Burleson & Company, LLC | 100 | $9,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 68 | $6,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 66 | $6,000 | 0.00% | +5+8.2% | 加碼 |
| IFP Advisors, Inc | 55 | $5,000 | 0.00% | −55−50.0% | 減碼 |
| Carolinas Wealth Consulting LLC | 38 | $4,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 42 | $4,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 42 | $4,000 | 0.00% | +22+110.0% | 加碼 |
| CWM, LLC | 35 | $3,000 | 0.00% | −5−12.5% | 減碼 |
| Glassman Wealth Services | 28 | $3,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 23 | $2,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 22 | $2,000 | 0.00% | +5+29.4% | 加碼 |
| Schubert & Co | 24 | $2,000 | 0.00% | +14+140.0% | 加碼 |
| Versant Capital Management, Inc | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 12 | $1,000 | 0.00% | +12 | 新進 |
| Accel Wealth Management | 11 | $1,000 | 0.00% | +11 | 新進 |
| Bell Investment Advisors, Inc | 15 | $1,000 | 0.00% | +15 | 新進 |
| Sutton Wealth Advisors Inc. | 9 | $847 | 0.00% | +5+125.0% | 加碼 |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | −14−73.7% | 減碼 |
| Washington Trust Co | 4 | $0 | 0.00% | −5−55.6% | 減碼 |
| Global Trust Asset Management, LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | −4−44.4% | 減碼 |
| Allworth Financial LP | 4 | $0 | 0.00% | +1+33.3% | 加碼 |
| BDO Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | 新進 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −13,601−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,903−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −9,583−100.0% | 清倉 |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −8,697−100.0% | 清倉 |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −4,635−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,724−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,668−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,806−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −2,750−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −2,700−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,484−100.0% | 清倉 |
| American Trust | 0 | $0 | 0.00% | −2,160−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,123−100.0% | 清倉 |
| Welch Group, LLC | 0 | $0 | 0.00% | −2,011−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −1,939−100.0% | 清倉 |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −1,880−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −1,839−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −1,832−100.0% | 清倉 |
| Sather Financial Group Inc | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,708−100.0% | 清倉 |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −1,678−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,650−100.0% | 清倉 |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −566−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | 本季未申報 |
| Lenox Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| SJS Investment Consulting Inc. | – | – | – | – | 本季未申報 |
