| Amalgamated Bank | 749 | $1.90 萬 | 0.00% | +749 | 新進 |
| Amalgamated Financial Corp. | 749 | $1.90 萬 | 0.00% | +749 | 新進 |
| Geneos Wealth Management Inc. | 701 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Valley Forge Investment Consultants Inc Adv | 643 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 622 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 593 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 484 | $1.20 萬 | 0.00% | −2,312−82.7% | 減碼 |
| American Portfolios Advisors | 457 | $1.18 萬 | 0.00% | +106+30.2% | 加碼 |
| JJJ Advisors Inc. | 426 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 400 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 406 | $1.00 萬 | 0.00% | +296+269.1% | 加碼 |
| Optimum Investment Advisors | 360 | $9,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 324 | $8,000 | 0.00% | −301−48.2% | 減碼 |
| Meeder Asset Management Inc | 308 | $8,000 | 0.00% | −28−8.3% | 減碼 |
| Plante Moran Financial Advisors, LLC | 265 | $7,000 | 0.00% | −96−26.6% | 減碼 |
| National Bank of Canada | 250 | $6,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 227 | $6,000 | 0.00% | −37−14.0% | 減碼 |
| Tyler-Stone Wealth Management | 221 | $6,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 200 | $5,000 | 0.00% | 00.0% | 不變 |
| Tevis Investment Management | 188 | $5,000 | 0.00% | +188 | 新進 |
| Highlander Capital Management, LLC | 168 | $4,000 | 0.00% | 00.0% | 不變 |
| Brewin Dolphin Ltd | 121 | $3,000 | 0.00% | −193−61.5% | 減碼 |
| First Horizon Advisors, Inc. | 121 | $3,000 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 122 | $3,000 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 115 | $3,000 | 0.00% | +40+53.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 93 | $2,000 | 0.00% | −358−79.4% | 減碼 |
| Maryland Capital Advisors Inc. | 63 | $2,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 40 | $1,000 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 59 | $1,000 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 46 | $1,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 38 | $1,000 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 21 | $1,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 45 | $1,000 | 0.00% | +40+800.0% | 加碼 |
| Dark Forest Capital Management LP | 1 | $0 | 0.00% | −45−97.8% | 減碼 |
| Cranbrook Wealth Management, LLC | 6 | $0 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 8 | $0 | 0.00% | +2+33.3% | 加碼 |
| Covestor Ltd | 16 | $0 | 0.00% | +16 | 新進 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −3,100,000−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −1,031,080−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −272,800−100.0% | 清倉 |
| Harris Associates L P大師Oakmark（Harris Associates） | 0 | $0 | 0.00% | −238,014−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −127,482−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −102,767−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −82,797−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −70,175−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −58,508−100.0% | 清倉 |
| Globeflex Capital L P | 0 | $0 | 0.00% | −48,732−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −48,211−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −43,513−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −39,673−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −37,861−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,927−100.0% | 清倉 |
| Colony Group LLC | 0 | $0 | 0.00% | −28,748−100.0% | 清倉 |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,937−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −20,692−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −19,108−100.0% | 清倉 |
| LPL Financial LLC | 0 | $0 | 0.00% | −16,277−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,716−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −11,326−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −11,302−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,855−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −10,766−100.0% | 清倉 |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −10,136−100.0% | 清倉 |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −8,434−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,964−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,960−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −7,729−100.0% | 清倉 |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −7,686−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −7,531−100.0% | 清倉 |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −385−100.0% | 清倉 |
| Estabrook Capital Management | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −117−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| MD Financial Management Inc. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
