| Cypress Capital Management LLC (WY) | 60 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Islay Capital Management, LLC | 55 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 50 | $1.10 萬 | 0.00% | −5−9.1% | 減碼 |
| Plante Moran Financial Advisors, LLC | 50 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 44 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 47 | $1.00 萬 | 0.00% | +10+27.0% | 加碼 |
| Allworth Financial LP | 41 | $9,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 37 | $8,226 | 0.00% | −20−35.1% | 減碼 |
| Stonebridge Financial Planning Group, LLC | 38 | $8,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 36 | $8,000 | 0.00% | +14+63.6% | 加碼 |
| TCI Wealth Advisors, Inc. | 35 | $8,000 | 0.00% | +25+250.0% | 加碼 |
| Wealth Quarterback LLC | 30 | $7,000 | 0.00% | +30 | 新進 |
| Wagner Wealth Management, LLC | 29 | $6,000 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 25 | $6,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 27 | $6,000 | 0.00% | 00.0% | 不變 |
| Firestone Capital Management | 27 | $6,000 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 25 | $6,000 | 0.00% | +25 | 新進 |
| CVA Family Office, LLC | 25 | $6,000 | 0.00% | +25 | 新進 |
| Accel Wealth Management | 23 | $5,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 23 | $5,000 | 0.00% | +23 | 新進 |
| Sittner & Nelson, LLC | 20 | $4,000 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 17 | $4,000 | 0.00% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 17 | $4,000 | 0.01% | 00.0% | 不變 |
| Glassman Wealth Services | 17 | $4,000 | 0.00% | +3+21.4% | 加碼 |
| Parkside Financial Bank & Trust | 17 | $4,000 | 0.00% | +17 | 新進 |
| Ossiam | 11 | $3,000 | 0.00% | −442−97.6% | 減碼 |
| Hudock, Inc. | 14 | $3,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 15 | $3,000 | 0.00% | +6+66.7% | 加碼 |
| Ford Financial Group, LLC | 15 | $3,000 | 0.00% | +15 | 新進 |
| Tucker Asset Management LLC | 9 | $2,001 | 0.00% | +9 | 新進 |
| Cutler Group LP | 10 | $2,000 | 0.00% | −100−90.9% | 減碼 |
| Markston International LLC | 10 | $2,000 | 0.00% | 00.0% | 不變 |
| CX Institutional | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 8 | $2,000 | 0.00% | +8 | 新進 |
| Standard Family Office LLC | 8 | $2,000 | 0.00% | +8 | 新進 |
| Raffa Wealth Management, LLC | 6 | $1,334 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $0 | 0.00% | −64−98.5% | 減碼 |
| Prestige Wealth Management Group LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 1 | – | – | 00.0% | 不變 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −34,415−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −24,120−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −23,689−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −19,222−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,090−100.0% | 清倉 |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −11,556−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,287−100.0% | 清倉 |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −7,700−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −5,363−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −5,205−100.0% | 清倉 |
| Polianta Ltd | 0 | $0 | 0.00% | −4,900−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −4,603−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,106−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,353−100.0% | 清倉 |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −3,323−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −2,484−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,292−100.0% | 清倉 |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −3,397−100.0% | 清倉 |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,990−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,857−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,487−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,298−100.0% | 清倉 |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −1,243−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −939−100.0% | 清倉 |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −918−100.0% | 清倉 |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −908−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −866−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −855−100.0% | 清倉 |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −845−100.0% | 清倉 |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −783−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −670−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −330−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −257−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −244−100.0% | 清倉 |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −61−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Burleson & Company, LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Manchester Financial Inc | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Waddell & Reed Financial Inc | – | – | – | – | 本季未申報 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | 本季未申報 |
