| Plante Moran Financial Advisors, LLC | 260 | $2.60 萬 | 0.00% | +260 | 新進 |
| Toth Financial Advisory Corp | 230 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 203 | $2.10 萬 | 0.00% | −14−6.5% | 減碼 |
| Oakworth Capital, Inc. | 203 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 207 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| HM Payson & Co | 200 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 200 | $2.00 萬 | 0.01% | +200 | 新進 |
| Earnest Partners LLC | 184 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 187 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 169 | $1.70 萬 | 0.02% | +169 | 新進 |
| Meeder Asset Management Inc | 146 | $1.50 萬 | 0.00% | −35−19.3% | 減碼 |
| Delta Asset Management LLC | 150 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 150 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Hoese & Co LLP | 150 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 139 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 141 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 125 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 133 | $1.30 萬 | 0.00% | +133 | 新進 |
| Snowden Capital Advisors LLC | 132 | $1.30 萬 | 0.00% | +132 | 新進 |
| Founders Capital Management | 121 | $1.20 萬 | 0.01% | −14−10.4% | 減碼 |
| Edge Wealth Management LLC | 120 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 119 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 106 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 100 | $1.00 萬 | 0.01% | −75−42.9% | 減碼 |
| Peoples Financial Services Corp. | 100 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 100 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 99 | $1.00 萬 | 0.00% | −2−2.0% | 減碼 |
| Parkside Financial Bank & Trust | 96 | $1.00 萬 | 0.00% | +4+4.3% | 加碼 |
| Masso Torrence Wealth Management Inc. | 100 | $1.00 萬 | 0.01% | +100 | 新進 |
| Widmann Financial Services, Inc. | 99 | $1.00 萬 | 0.01% | +99 | 新進 |
| Byrne Asset Management LLC | 100 | $1.00 萬 | 0.01% | +100 | 新進 |
| Retirement Planning Co of New England, Inc. | 95 | $9,000 | 0.00% | +95 | 新進 |
| Zullo Investment Group, Inc. | 85 | $9,000 | 0.00% | +85 | 新進 |
| Proequities, Inc. | 80 | $8,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 67 | $7,000 | 0.00% | +5+8.1% | 加碼 |
| Reilly Financial Advisors, LLC | 73 | $7,000 | 0.00% | +18+32.7% | 加碼 |
| Covington Capital Management | 61 | $6,000 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 50 | $5,071 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 47 | $5,000 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 52 | $5,000 | 0.00% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 50 | $5,000 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 47 | $5,000 | 0.00% | 00.0% | 不變 |
| Standard Family Office LLC | 50 | $5,000 | 0.04% | +50 | 新進 |
| BerganKDV Wealth Management, LLC | 43 | $4,000 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 42 | $4,000 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 38 | $3,854 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 30 | $3,000 | 0.00% | 00.0% | 不變 |
| Lenox Wealth Advisors, LLC | 29 | $3,000 | 0.00% | +29 | 新進 |
| Washington Trust Advisors, Inc. | 27 | $3,000 | 0.00% | +27 | 新進 |
| Bivin & Associates, Inc. | 30 | $3,000 | 0.00% | +30 | 新進 |
| TD Private Client Wealth LLC | 24 | $2,434 | 0.00% | −16−40.0% | 減碼 |
| Tarbox Family Office, Inc. | 16 | $2,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 11 | $1,000 | 0.00% | +11 | 新進 |
| Lazard Asset Management LLC | 10 | $1,000 | 0.00% | +10 | 新進 |
| SRS Capital Advisors, Inc. | 13 | $1,000 | 0.00% | +13 | 新進 |
| Capital Advisors, Ltd. LLC | 7 | $1,000 | 0.00% | +7 | 新進 |
| Bedel Financial Consulting, Inc. | 10 | $1,000 | 0.00% | +10 | 新進 |
| Schubert & Co | 14 | $1,000 | 0.00% | +14 | 新進 |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 4 | $0 | 0.00% | +4 | 新進 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −201,652−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −169,005−100.0% | 清倉 |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −96,720−100.0% | 清倉 |
| Bright Rock Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −37,088−100.0% | 清倉 |
| Aequim Alternative Investments LP | 0 | $0 | 0.00% | −36,000−100.0% | 清倉 |
| L & S Advisors Inc | 0 | $0 | 0.00% | −35,893−100.0% | 清倉 |
| Freemont Management S.A. | 0 | $0 | 0.00% | −33,400−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −30,320−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −26,210−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −23,456−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −20,806−100.0% | 清倉 |
| Brigade Capital Management, LP | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −5,830−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,721−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,199−100.0% | 清倉 |
| Fosun International Ltd | 0 | $0 | 0.00% | −4,735−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,496−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,619−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,001−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −579−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −264−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −192−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Alexandria Capital, LLC | – | – | – | – | 本季未申報 |
| Marshall Wace North America L.P. | – | – | – | – | 本季未申報 |
| Optimal Asset Management, Inc. | – | – | – | – | 本季未申報 |
| Green Harvest Asset Management LLC | – | – | – | – | 本季未申報 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |
| World Asset Management Inc | – | – | – | – | 本季未申報 |
| First Mercantile Trust Co | – | – | – | – | 本季未申報 |
| Eudaimonia Partners, LLC | – | – | – | – | 本季未申報 |
