| Geneos Wealth Management Inc. | 358 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 353 | $3.60 萬 | 0.00% | −49−12.2% | 減碼 |
| Smithfield Trust Co | 340 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 300 | $3.10 萬 | 0.00% | −107−26.3% | 減碼 |
| Private Capital Group, LLC | 297 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| Central Trust Co | 261 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 240 | $2.50 萬 | 0.00% | −90−27.3% | 減碼 |
| Arrow Financial Corp | 232 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 223 | $2.30 萬 | 0.00% | +23+11.5% | 加碼 |
| Stonebridge Capital Advisors LLC | 200 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| McCarthy Asset Management, Inc. | 200 | $2.10 萬 | 0.02% | 00.0% | 不變 |
| Sageworth Trust Co | 190 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Independence Bank of Kentucky | 182 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 164 | $1.70 萬 | 0.00% | +164 | 新進 |
| NEXT Financial Group, Inc | 150 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 150 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 136 | $1.41 萬 | 0.00% | +136 | 新進 |
| Lee Financial Co | 140 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 121 | $1.30 萬 | 0.00% | +121 | 新進 |
| Financial Perspectives, Inc | 99 | $1.02 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 100 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 98 | $1.00 萬 | 0.00% | −1−1.0% | 減碼 |
| Accel Wealth Management | 100 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 101 | $1.00 萬 | 0.00% | +101 | 新進 |
| Earnest Partners LLC | 89 | $9,000 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 108 | $9,000 | 0.00% | +108 | 新進 |
| Gemmer Asset Management LLC | 81 | $8,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 78 | $8,000 | 0.00% | +4+5.4% | 加碼 |
| Lindbrook Capital, LLC | 76 | $8,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 68 | $7,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 55 | $6,000 | 0.00% | 00.0% | 不變 |
| First Washington CORP | 50 | $5,000 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 50 | $5,000 | 0.00% | +20+66.7% | 加碼 |
| Tompkins Financial Corp | 50 | $5,000 | 0.00% | +50 | 新進 |
| Vigilant Capital Management, LLC | 45 | $5,000 | 0.00% | +45 | 新進 |
| Steward Partners Investment Advisory, LLC | 41 | $4,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 34 | $4,000 | 0.00% | +21+161.5% | 加碼 |
| Proequities, Inc. | 38 | $4,000 | 0.00% | +38 | 新進 |
| Old Second National Bank of Aurora | 41 | $4,000 | 0.00% | +41 | 新進 |
| Sutton Wealth Advisors Inc. | 31 | $3,205 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 30 | $3,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 25 | $3,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 20 | $2,000 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 20 | $2,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 16 | $2,000 | 0.00% | +7+77.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 12 | $1,241 | 0.00% | +12 | 新進 |
| Eaton Vance Management | 676 | $1,000 | 0.00% | −153−18.5% | 減碼 |
| Johnson Financial Group, Inc. | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 12 | $1,000 | 0.00% | +12 | 新進 |
| Carroll Financial Associates, Inc. | 18 | $1,000 | 0.00% | +18 | 新進 |
| Bell Investment Advisors, Inc | 12 | $1,000 | 0.00% | +12 | 新進 |
| TD Private Client Wealth LLC | 8 | $827 | 0.00% | 00.0% | 不變 |
| Fure Financial Corp | 1 | $0 | 0.00% | +1 | 新進 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −100,600−100.0% | 清倉 |
| Coann Capital LLC | 0 | $0 | 0.00% | −79,293−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −49,885−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −16,613−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,023−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,501−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,856−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,658−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −7,063−100.0% | 清倉 |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −6,531−100.0% | 清倉 |
| Prentiss Smith & Co Inc | 0 | $0 | 0.00% | −5,355−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,936−100.0% | 清倉 |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −4,903−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,544−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −3,970−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,067−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,669−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −2,340−100.0% | 清倉 |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −2,055−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| HBC Financial Services, PLLC | 0 | $0 | 0.00% | −234−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −271−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −138−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| QS Investors, LLC | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Investment Counselors of Maryland LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
