| Evergreen Quality Fund GP, Ltd. | 2,587,215 | $2.40 億 | 5.49% | 00.0% | 不變 |
| Ameriprise Financial Inc | 2,713,587 | $2.52 億 | 0.06% | −156,781−5.5% | 減碼 |
| LPL Financial LLC | 3,022,407 | $2.80 億 | 0.07% | +29,517+1.0% | 加碼 |
| UBS Group AG | 3,072,074 | $2.85 億 | 0.05% | −340,354−10.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 3,236,300 | $2.89 億 | 1.44% | +1,006,700+45.2% | 加碼 |
| Cassaday & Co Wealth Management LLC | 3,328,360 | $3.09 億 | 6.57% | −48,907−1.4% | 減碼 |
| State Street Corp | 3,493,932 | $3.24 億 | 0.01% | +427,988+14.0% | 加碼 |
| Empower Advisory Group, LLC | 5,951,012 | $5.52 億 | 1.43% | +82,469+1.4% | 加碼 |
| Bank of America Corp | 6,671,812 | $6.18 億 | 0.05% | −987,745−12.9% | 減碼 |
| Evoke Wealth, LLC | 7,472,647 | $6.93 億 | 12.78% | +97,862+1.3% | 加碼 |
| Morgan Stanley | 8,807,008 | $8.16 億 | 0.05% | −1,755,073−16.6% | 減碼 |
| Wells Fargo & Company | 9,505,554 | $8.81 億 | 0.18% | +1,591,839+20.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 18,594,406 | $17.2 億 | 1.12% | +206,914+1.1% | 加碼 |
| Payden & Rygel | 0 | $0 | 0.00% | −1,300,000−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −490,467−100.0% | 清倉 |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −276,600−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −262,000−100.0% | 清倉 |
| Peak Retirement Planning, Inc. | 0 | $0 | 0.00% | −178,128−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −142,121−100.0% | 清倉 |
| Plum Street Advisors, LLC | 0 | $0 | 0.00% | −131,780−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −124,169−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −88,670−100.0% | 清倉 |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −87,251−100.0% | 清倉 |
| John Boyer, Inc. | 0 | $0 | 0.00% | −82,335−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −79,945−100.0% | 清倉 |
| Palladiem, LLC | 0 | $0 | 0.00% | −75,597−100.0% | 清倉 |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −56,220−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −54,347−100.0% | 清倉 |
| Omnitrust Wealth Management, Inc | 0 | $0 | 0.00% | −53,459−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −30,543−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −24,853−100.0% | 清倉 |
| Wealth Management Nebraska | 0 | $0 | 0.00% | −24,616−100.0% | 清倉 |
| Q3 Asset Management | 0 | $0 | 0.00% | −22,458−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −22,246−100.0% | 清倉 |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −14,485−100.0% | 清倉 |
| Integrated Wealth Management | 0 | $0 | 0.00% | −9,783−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −9,952−100.0% | 清倉 |
| XML Financial, LLC | 0 | $0 | 0.00% | −8,861−100.0% | 清倉 |
| SOL Capital Management CO | 0 | $0 | 0.00% | −8,150−100.0% | 清倉 |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −8,106−100.0% | 清倉 |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −7,582−100.0% | 清倉 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −5,959−100.0% | 清倉 |
| Investor's Fiduciary Advisor Network, LLC | 0 | $0 | 0.00% | −5,952−100.0% | 清倉 |
| Howard Bailey Securities, LLC | 0 | $0 | 0.00% | −5,822−100.0% | 清倉 |
| K2 Financial Inc. | 0 | $0 | 0.00% | −5,430−100.0% | 清倉 |
| Emergent Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,439−100.0% | 清倉 |
| Family Wealth Group, LLC | 0 | $0 | 0.00% | −5,034−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −4,720−100.0% | 清倉 |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −4,374−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,950−100.0% | 清倉 |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −3,822−100.0% | 清倉 |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −3,780−100.0% | 清倉 |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −3,734−100.0% | 清倉 |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −3,385−100.0% | 清倉 |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −3,309−100.0% | 清倉 |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −3,233−100.0% | 清倉 |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −3,233−100.0% | 清倉 |
| Sharkey, Howes & Javer | 0 | $0 | 0.00% | −3,140−100.0% | 清倉 |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,048−100.0% | 清倉 |
| Cahaba Wealth Management, Inc. | 0 | $0 | 0.00% | −3,034−100.0% | 清倉 |
| Centennial Advisors, LLC | 0 | $0 | 0.00% | −2,992−100.0% | 清倉 |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −2,991−100.0% | 清倉 |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −2,864−100.0% | 清倉 |
| Syntegra Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,820−100.0% | 清倉 |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −2,795−100.0% | 清倉 |
| Regimen Wealth, LLC | 0 | $0 | 0.00% | −2,735−100.0% | 清倉 |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −2,639−100.0% | 清倉 |
| BCS Wealth Management | 0 | $0 | 0.00% | −2,582−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,582−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,556−100.0% | 清倉 |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −2,445−100.0% | 清倉 |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −2,420−100.0% | 清倉 |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,395−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −1,893−100.0% | 清倉 |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −1,657−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −691−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −391−100.0% | 清倉 |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −354−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −268−100.0% | 清倉 |
| Optima Capital LLC | 0 | $0 | 0.00% | −247−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −189−100.0% | 清倉 |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −175−100.0% | 清倉 |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Capitolis Liquid Global Markets LLC | – | – | – | – | 本季未申報 |
| Austin Private Wealth, LLC | – | – | – | – | 本季未申報 |
| AIFG Consultants Ltd. | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| NDVR, Inc. | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| MidWestOne Financial Group, Inc. | – | – | – | – | 本季未申報 |
| Alpha Cubed Investments, LLC | – | – | – | – | 本季未申報 |
| Clearview Wealth Advisors LLC | – | – | – | – | 本季未申報 |
| Motiv8 Investments LLC | – | – | – | – | 本季未申報 |
| Safe Harbor Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| High Falls Advisors, Inc | – | – | – | – | 本季未申報 |
| Trust Co of Vermont | – | – | – | – | 本季未申報 |
