| Cornerstone Planning Group LLC | 14 | $2,000 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 15 | $1,964 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 14 | $1,877 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 14 | $1,833 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 11 | $1,341 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 10 | $1,309 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 8 | $1,047 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 7 | $916 | 0.00% | −42−85.7% | 減碼 |
| Montag A & Associates Inc | 7 | $900 | 0.00% | −1−12.5% | 減碼 |
| St Germain D J Co Inc | 6 | $785 | 0.00% | 00.0% | 不變 |
| Riverview Trust Co | 5 | $655 | 0.00% | +5 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $524 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 3 | $401 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 3 | $393 | 0.00% | −5−62.5% | 減碼 |
| Valued Wealth Advisors LLC | 3 | $393 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 2 | $311 | 0.00% | +2 | 新進 |
| Raleigh Capital Management Inc. | 1 | $147 | 0.00% | −36−97.3% | 減碼 |
| Alaska Permanent Fund Corp | 1 | $131 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 1 | $131 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $131 | 0.00% | +1 | 新進 |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | 不變 |
| Capital World Investors | 0 | $0 | 0.00% | −4,137,315−100.0% | 清倉 |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −601,944−100.0% | 清倉 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −582,842−100.0% | 清倉 |
| Nekton Capital Ltd. | 0 | $0 | 0.00% | −59,856−100.0% | 清倉 |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −55,300−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −35,386−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −23,263−100.0% | 清倉 |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −22,390−100.0% | 清倉 |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −20,150−100.0% | 清倉 |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −16,694−100.0% | 清倉 |
| Retireful, LLC | 0 | $0 | 0.00% | −14,643−100.0% | 清倉 |
| Terra Nova Asset Management LLC | 0 | $0 | 0.00% | −12,521−100.0% | 清倉 |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −12,202−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −11,734−100.0% | 清倉 |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,406−100.0% | 清倉 |
| Fortune Financial Advisors, LLC | 0 | $0 | 0.00% | −9,422−100.0% | 清倉 |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −6,070−100.0% | 清倉 |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −5,147−100.0% | 清倉 |
| Souders Financial Advisors | 0 | $0 | 0.00% | −4,804−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,722−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,693−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,808−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −2,766−100.0% | 清倉 |
| Simmons Bank | 0 | $0 | 0.00% | −2,752−100.0% | 清倉 |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −2,533−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,445−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −2,338−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −2,333−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,234−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,061−100.0% | 清倉 |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −2,088−100.0% | 清倉 |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −1,930−100.0% | 清倉 |
| Youngs Advisory Group, Inc. | 0 | $0 | 0.00% | −1,862−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,813−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,777−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −1,581−100.0% | 清倉 |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −1,508−100.0% | 清倉 |
| Essex Savings Bank | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −1,495−100.0% | 清倉 |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −1,480−100.0% | 清倉 |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −1,469−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,451−100.0% | 清倉 |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,442−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −751−100.0% | 清倉 |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −188−100.0% | 清倉 |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −174−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −163−100.0% | 清倉 |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| HWG Holdings LP | 0 | $0 | 0.00% | −61−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |
| Buckingham Strategic Wealth, LLC | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
| ICA Group Wealth Management, LLC | – | – | – | – | 本季未申報 |
| JJJ Advisors Inc. | – | – | – | – | 本季未申報 |
| Sofos Investments, Inc. | – | – | – | – | 本季未申報 |
