| Westshore Wealth, LLC | 10,000 | $14.1 萬 | 0.08% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 8,031 | $11.3 萬 | 0.00% | +101+1.3% | 加碼 |
| Signaturefd, LLC | 6,555 | $9.22 萬 | 0.00% | −4,355−39.9% | 減碼 |
| Quadrant Capital Group LLC | 6,432 | $9.05 萬 | 0.01% | −3,463−35.0% | 減碼 |
| Covestor Ltd | 5,622 | $7.90 萬 | 0.06% | −565−9.1% | 減碼 |
| Hollencrest Capital Management | 5,516 | $7.76 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 5,325 | $7.49 萬 | 0.01% | −587−9.9% | 減碼 |
| Ronald Blue Trust, Inc. | 4,019 | $7.30 萬 | 0.00% | +13+0.3% | 加碼 |
| Armstrong Advisory Group, Inc | 4,820 | $6.78 萬 | 0.01% | −276−5.4% | 減碼 |
| Advisory Services Network, LLC | 4,755 | $6.69 萬 | 0.00% | +4,755 | 新進 |
| Kelly Financial Services LLC | 4,555 | $6.41 萬 | 0.03% | 00.0% | 不變 |
| Baldwin Brothers Inc | 4,500 | $6.33 萬 | 0.01% | −2,900−39.2% | 減碼 |
| Centerpoint Advisors, LLC | 3,635 | $5.10 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,563 | $5.01 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 3,475 | $4.90 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 3,452 | $4.86 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 3,230 | $4.50 萬 | 0.00% | +3,230 | 新進 |
| Allworth Financial LP | 3,092 | $4.35 萬 | 0.00% | −3,120−50.2% | 減碼 |
| Asset Dedication, LLC | 2,635 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 2,540 | $3.57 萬 | 0.01% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 2,529 | $3.56 萬 | 0.01% | +2,529 | 新進 |
| IFP Advisors, Inc | 2,500 | $3.52 萬 | 0.00% | −500−16.7% | 減碼 |
| WR Wealth Planners, LLC | 2,430 | $3.42 萬 | 0.01% | 00.0% | 不變 |
| Hibernia Wealth Partners, LLC | 2,357 | $3.32 萬 | 0.03% | +2,357 | 新進 |
| Farther Finance Advisors, LLC | 2,176 | $3.06 萬 | 0.00% | +623+40.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,011 | $2.83 萬 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | 1,848 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,220 | $2.22 萬 | 0.01% | 00.0% | 不變 |
| Gradient Investments LLC | 1,508 | $2.12 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,463 | $2.06 萬 | 0.00% | −313−17.6% | 減碼 |
| McIlrath & Eck, LLC | 1,439 | $2.02 萬 | 0.00% | −124−7.9% | 減碼 |
| Fifth Third Bancorp | 1,410 | $1.98 萬 | 0.00% | +230+19.5% | 加碼 |
| Mendota Financial Group, LLC | 1,309 | $1.84 萬 | 0.02% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,213 | $1.71 萬 | 0.00% | +1,213 | 新進 |
| Center for Financial Planning, Inc. | 1,134 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,119 | $1.57 萬 | 0.00% | +1,119 | 新進 |
| Focused Wealth Management, Inc | 1,022 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 825 | $1.13 萬 | 0.00% | −16−1.9% | 減碼 |
| Huntington National Bank | 782 | $1.10 萬 | 0.00% | −93−10.6% | 減碼 |
| Loomis Sayles & Co L P | 747 | $1.10 萬 | 0.00% | +683+1,067.2% | 加碼 |
| Capital Advisors, Ltd. LLC | 684 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 694 | $9,764 | 0.00% | −4,185−85.8% | 減碼 |
| Ci Investments Inc. | 589 | $8,000 | 0.00% | −7−1.2% | 減碼 |
| GPS Wealth Strategies Group, LLC | 533 | $7,504 | 0.00% | +4+0.8% | 加碼 |
| Larson Financial Group LLC | 504 | $7,091 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 216 | $3,039 | 0.00% | −43−16.6% | 減碼 |
| LGT Financial Advisors LLC | 140 | $1,970 | 0.00% | +140 | 新進 |
| Bell Investment Advisors, Inc | 136 | $1,914 | 0.00% | −20−12.8% | 減碼 |
| Massmutual Trust Co FSB | 115 | $1,618 | 0.00% | +18+18.6% | 加碼 |
| Farmers & Merchants Investments Inc | 98 | $1,379 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 58 | $816 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 43 | $605 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 39 | $548 | 0.00% | −1−2.5% | 減碼 |
| Prestige Wealth Management Group LLC | 20 | $285 | 0.00% | +20 | 新進 |
| Proequities, Inc. | 19 | $270 | 0.00% | +19 | 新進 |
| Toronto Dominion Bank | 7 | $98 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 2 | $28 | 0.00% | +2 | 新進 |
| Avion Wealth | 32 | $0 | 0.00% | +32 | 新進 |
| Land & Buildings Investment Management, LLC | 0 | $0 | 0.00% | −516,900−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −334,800−100.0% | 清倉 |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −247,329−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −134,957−100.0% | 清倉 |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −126,253−100.0% | 清倉 |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −56,109−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −54,875−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −49,156−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −39,145−100.0% | 清倉 |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −37,100−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −32,768−100.0% | 清倉 |
| Perpetual Ltd | 0 | $0 | 0.00% | −28,133−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −23,284−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,860−100.0% | 清倉 |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −18,636−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −15,784−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −15,695−100.0% | 清倉 |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −14,536−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,624−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −13,235−100.0% | 清倉 |
| BlueSky Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,938−100.0% | 清倉 |
| Lazari Capital Management, Inc. | 0 | $0 | 0.00% | −11,610−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −11,266−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,077−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −3,894−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −3,874−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,634−100.0% | 清倉 |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,573−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −139−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| 25 LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| Sentinus, LLC | – | – | – | – | 本季未申報 |
| Coastal Capital Group, Inc. | – | – | – | – | 本季未申報 |
