| Ellevest, Inc. | 424 | $1.23 萬 | 0.00% | +261+160.1% | 加碼 |
| Hanson & Doremus Investment Management | 418 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 357 | $1.03 萬 | 0.00% | +112+45.7% | 加碼 |
| Horan Securities, Inc. | 348 | $1.01 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 327 | $9,476 | 0.00% | +86+35.7% | 加碼 |
| Newbridge Financial Services Group, Inc. | 320 | $9,274 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 300 | $9,000 | 0.00% | 00.0% | 不變 |
| HBC Financial Services, PLLC | 300 | $8,000 | 0.01% | 00.0% | 不變 |
| Money Concepts Capital Corp | 273 | $7,898 | 0.00% | −11,662−97.7% | 減碼 |
| BerganKDV Wealth Management, LLC | 270 | $7,825 | 0.00% | +270 | 新進 |
| Sound Income Strategies, LLC | 221 | $6,412 | 0.00% | +18+8.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 200 | $6,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 180 | $5,217 | 0.00% | +114+172.7% | 加碼 |
| Rational Advisors LLC | 180 | $5,216 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 177 | $5,196 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 178 | $5,158 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 175 | $5,073 | 0.00% | +35+25.0% | 加碼 |
| Pflug Koory, LLC | 160 | $5,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 170 | $4,927 | 0.00% | −477−73.7% | 減碼 |
| Lindbrook Capital, LLC | 166 | $4,811 | 0.00% | −36−17.8% | 減碼 |
| Stephens Consulting, LLC | 166 | $4,811 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 136 | $3,951 | 0.00% | +1+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 125 | $3,623 | 0.00% | −469−79.0% | 減碼 |
| Manchester Capital Management LLC | 100 | $2,898 | 0.00% | −68−40.5% | 減碼 |
| Richard W. Paul & Associates, LLC | 92 | $2,666 | 0.00% | +92 | 新進 |
| Washington Trust Co | 71 | $2,058 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 71 | $2,058 | 0.00% | +15+26.8% | 加碼 |
| Bay Harbor Wealth Management, LLC | 73 | $2,000 | 0.00% | +10+15.9% | 加碼 |
| Global Retirement Partners, LLC | 62 | $1,797 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 45 | $1,304 | 0.00% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 39 | $1,130 | 0.00% | +39 | 新進 |
| Capital Advisors, Ltd. LLC | 51 | $1,000 | 0.00% | +51 | 新進 |
| Accurate Wealth Management, LLC | 29 | $939 | 0.00% | +29 | 新進 |
| Farther Finance Advisors, LLC | 29 | $840 | 0.00% | +29 | 新進 |
| Sofos Investments, Inc. | 29 | $650 | 0.01% | +29 | 新進 |
| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 11 | $0 | 0.00% | +3+37.5% | 加碼 |
| Ronald Blue Trust, Inc. | 9 | $0 | 0.00% | +9 | 新進 |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −2,318,619−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −622,571−100.0% | 清倉 |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −347,441−100.0% | 清倉 |
| CORDA Investment Management, LLC. | 0 | $0 | 0.00% | −240,968−100.0% | 清倉 |
| Northstar Asset Management Inc | 0 | $0 | 0.00% | −218,582−100.0% | 清倉 |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −118,022−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −100,712−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −37,529−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −34,495−100.0% | 清倉 |
| Wolf Group Capital Advisors | 0 | $0 | 0.00% | −28,688−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,631−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −27,647−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −19,246−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −18,136−100.0% | 清倉 |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −17,900−100.0% | 清倉 |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −17,490−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −16,900−100.0% | 清倉 |
| KBC Group NV | 0 | $0 | 0.00% | −15,281−100.0% | 清倉 |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −15,188−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −11,554−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,780−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −10,236−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,647−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −9,040−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,943−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −8,141−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,970−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,993−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,668−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −6,815−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,734−100.0% | 清倉 |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −6,700−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −3,630−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,363−100.0% | 清倉 |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −707−100.0% | 清倉 |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −642−100.0% | 清倉 |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −439−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −175−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| AGF Investments America Inc. | – | – | – | – | 本季未申報 |
| Agf Investments Inc. | – | – | – | – | 本季未申報 |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Andrew Hill Investment Advisors, Inc. | – | – | – | – | 本季未申報 |
| Jefferies Group LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
