| Private Trust Co NA | 369 | $1.19 萬 | 0.00% | −89−19.4% | 減碼 |
| Zions Bancorporation, N.A. | 364 | $1.17 萬 | 0.00% | −57−13.5% | 減碼 |
| Continuum Advisory, LLC | 316 | $1.02 萬 | 0.00% | −19−5.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 318 | $1.01 萬 | 0.00% | −386−54.8% | 減碼 |
| Parkside Financial Bank & Trust | 310 | $9,995 | 0.00% | +15+5.1% | 加碼 |
| Glen Eagle Advisors, LLC | 300 | $9,672 | 0.00% | −1−0.3% | 減碼 |
| Addison Advisors LLC | 261 | $8,415 | 0.00% | +140+115.7% | 加碼 |
| Boyd Watterson Asset Management LLC | 250 | $8,060 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 259 | $8,000 | 0.00% | +4+1.6% | 加碼 |
| Venturi Wealth Management, LLC | 248 | $7,996 | 0.00% | −4,267−94.5% | 減碼 |
| Barclays PLC | 216 | $6,964 | 0.00% | +216 | 新進 |
| HM Payson & Co | 215 | $6,932 | 0.00% | +5+2.4% | 加碼 |
| Montag A & Associates Inc | 214 | $6,900 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 213 | $6,867 | 0.00% | −38−15.1% | 減碼 |
| Bogart Wealth, LLC | 201 | $6,475 | 0.00% | +51+34.0% | 加碼 |
| Clearstead Advisors, LLC | 200 | $6,448 | 0.00% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 197 | $6,351 | 0.00% | +197 | 新進 |
| FinTrust Capital Advisors, LLC | 189 | $6,094 | 0.00% | +26+16.0% | 加碼 |
| GW&K Investment Management, LLC | 200 | $6,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 183 | $5,900 | 0.00% | 00.0% | 不變 |
| Pacific Capital Wealth Advisors, Inc | 180 | $5,803 | 0.00% | +180 | 新進 |
| Redmont Wealth Advisors LLC | 174 | $5,610 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 162 | $5,223 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 150 | $4,836 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 138 | $4,449 | 0.00% | +138 | 新進 |
| Whittier Trust Co | 129 | $4,157 | 0.00% | +129 | 新進 |
| Federated Hermes, Inc. | 128 | $4,127 | 0.00% | 00.0% | 不變 |
| American National Bank | 128 | $4,127 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 106 | $3,417 | 0.00% | +99+1,414.3% | 加碼 |
| WR Wealth Planners, LLC | 102 | $3,288 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 100 | $3,224 | 0.00% | 00.0% | 不變 |
| TruNorth Capital Management, LLC | 100 | $3,224 | 0.00% | +100 | 新進 |
| North Star Investment Management Corp. | 97 | $3,127 | 0.00% | 00.0% | 不變 |
| Abich Financial Wealth Management LLC | 97 | $3,127 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 87 | $2,805 | 0.00% | +21+31.8% | 加碼 |
| Byrne Asset Management LLC | 74 | $2,377 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 71 | $2,289 | 0.00% | +71 | 新進 |
| Harbor Investment Advisory, LLC | 65 | $2,096 | 0.00% | −14−17.7% | 減碼 |
| Salem Investment Counselors Inc | 64 | $2,064 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 55 | $1,772 | 0.00% | −24−30.4% | 減碼 |
| Cornerstone Planning Group LLC | 61 | $1,771 | 0.00% | −3−4.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 50 | $1,612 | 0.00% | −66−56.9% | 減碼 |
| Abound Wealth Management | 46 | $1,484 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 43 | $1,386 | 0.00% | 00.0% | 不變 |
| Lynx Investment Advisory | 42 | $1,354 | 0.00% | +42 | 新進 |
| Creative Financial Designs Inc | 40 | $1,304 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 36 | $1,161 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 30 | $967 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $742 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 23 | $739 | 0.00% | +2+9.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 21 | $684 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 20 | $645 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 10 | $323 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 7 | $226 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 7 | $226 | 0.00% | +7 | 新進 |
| Mendota Financial Group, LLC | 6 | $194 | 0.00% | +6 | 新進 |
| Robinswood Financial LLC | 6 | $193 | 0.00% | +6 | 新進 |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 1,280 | – | – | +1,280 | 新進 |
| LMR Partners LLP | 0 | $0 | 0.00% | −432,412−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −146,238−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −106,599−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −97,283−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −87,400−100.0% | 清倉 |
| Mason & Associates, LLC | 0 | $0 | 0.00% | −84,054−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −56,755−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −36,696−100.0% | 清倉 |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −33,156−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −33,103−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,933−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | −84,300−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −19,300−100.0% | 清倉 |
| Balentine LLC | 0 | $0 | 0.00% | −16,995−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16,444−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,781−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,232−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,212−100.0% | 清倉 |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −7,902−100.0% | 清倉 |
| Intelligence Driven Advisers, LLC | 0 | $0 | 0.00% | −7,207−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,960−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,639−100.0% | 清倉 |
| Lodestone Wealth Management LLC | 0 | $0 | 0.00% | −6,408−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,202−100.0% | 清倉 |
| Ascent Group, LLC | 0 | $0 | 0.00% | −6,121−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,093−100.0% | 清倉 |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −5,474−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,337−100.0% | 清倉 |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −1,066−100.0% | 清倉 |
| Accordant Advisory Group Inc | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −710−100.0% | 清倉 |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −465−100.0% | 清倉 |
| Hoertkorn Richard Charles | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −18,984−100.0% | 清倉 |
| Manning & Napier Group, LLC | – | – | – | – | 本季未申報 |
| Grey Street Capital, LLC | – | – | – | – | 本季未申報 |