| Brown Brothers Harriman & Co | 97 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 96 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 90 | $1.90 萬 | 0.00% | +90 | 新進 |
| First Horizon Advisors, Inc. | 90 | $1.80 萬 | 0.00% | −5−5.3% | 減碼 |
| Front Row Advisors LLC | 71 | $1.80 萬 | 0.01% | +71 | 新進 |
| Lindbrook Capital, LLC | 83 | $1.70 萬 | 0.00% | +3+3.8% | 加碼 |
| Meeder Asset Management Inc | 83 | $1.70 萬 | 0.00% | +40+93.0% | 加碼 |
| Private Capital Group, LLC | 84 | $1.70 萬 | 0.00% | +50+147.1% | 加碼 |
| Assetmark, Inc | 84 | $1.70 萬 | 0.00% | +61+265.2% | 加碼 |
| Wealth Quarterback LLC | 81 | $1.70 萬 | 0.01% | +81 | 新進 |
| Institutional & Family Asset Management, LLC | 71 | $1.50 萬 | 0.00% | −134−65.4% | 減碼 |
| Enterprise Financial Services Corp | 67 | $1.40 萬 | 0.00% | −72−51.8% | 減碼 |
| First Horizon Corp | 63 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 61 | $1.30 萬 | 0.01% | +31+103.3% | 加碼 |
| FFT Wealth Management LLC | 62 | $1.30 萬 | 0.00% | +62 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 59 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 57 | $1.18 萬 | 0.00% | +21+58.3% | 加碼 |
| Carmichael Hill & Associates, Inc. | 55 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| MV Capital Management, Inc. | 50 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 50 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| IMA Wealth, Inc. | 39 | $8,000 | 0.00% | 00.0% | 不變 |
| CX Institutional | 40 | $8,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 40 | $8,000 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 37 | $8,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 34 | $7,000 | 0.00% | −16−32.0% | 減碼 |
| Jones Financial Companies LLLP | 32 | $7,000 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 28 | $6,000 | 0.00% | −19−40.4% | 減碼 |
| Howe & Rusling Inc | 31 | $6,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 29 | $6,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 30 | $6,000 | 0.00% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 26 | $5,000 | 0.00% | −23−46.9% | 減碼 |
| Creative Financial Designs Inc | 25 | $5,000 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 23 | $5,000 | 0.00% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 24 | $5,000 | 0.00% | +4+20.0% | 加碼 |
| Key Financial Inc | 19 | $5,000 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 22 | $5,000 | 0.00% | +22 | 新進 |
| Allworth Financial LP | 19 | $4,000 | 0.00% | 00.0% | 不變 |
| Ranger Investment Management, L.P. | 17 | $4,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 15 | $3,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 11 | $2,274 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 12 | $2,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 11 | $2,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 10 | $2,000 | 0.00% | +10 | 新進 |
| Sonora Investment Management, LLC | 12 | $2,000 | 0.00% | +12 | 新進 |
| Capital Analysts, LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Sierra Capital LLC | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Ford Financial Group, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −119,026−100.0% | 清倉 |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −48,073−100.0% | 清倉 |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −47,500−100.0% | 清倉 |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −30,721−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −23,905−100.0% | 清倉 |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −22,768−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −22,500−100.0% | 清倉 |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −3,090−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,800−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,662−100.0% | 清倉 |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −2,612−100.0% | 清倉 |
| Criteria Caixa, S.A.U. | 0 | $0 | 0.00% | −2,514−100.0% | 清倉 |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −2,473−100.0% | 清倉 |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −2,181−100.0% | 清倉 |
| Nkcfo LLC | 0 | $0 | 0.00% | −1,950−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −1,495−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −1,379−100.0% | 清倉 |
| Chesapeake Wealth Management | 0 | $0 | 0.00% | −1,284−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,273−100.0% | 清倉 |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −1,240−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,233−100.0% | 清倉 |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,161−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,113−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,085−100.0% | 清倉 |
| Loews Corp | 0 | $0 | 0.00% | −1,079−100.0% | 清倉 |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,023−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −390−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −426−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −372−100.0% | 清倉 |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −281−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −202−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −169−100.0% | 清倉 |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −137−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Caldwell Trust Co | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Omni Partners LLP | – | – | – | – | 本季未申報 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |