| Signaturefd, LLC | 74 | $1.30 萬 | 0.00% | −21−22.1% | 減碼 |
| Webster Bank, N. A. | 78 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 75 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 74 | $1.27 萬 | 0.00% | −18−19.6% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 70 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 60 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 53 | $9,000 | 0.00% | −67−55.8% | 減碼 |
| Plante Moran Financial Advisors, LLC | 50 | $9,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 50 | $9,000 | 0.00% | +14+38.9% | 加碼 |
| Jacobi Capital Management LLC | 50 | $9,000 | 0.00% | +50 | 新進 |
| Harbour Investments, Inc. | 48 | $8,000 | 0.00% | −2−4.0% | 減碼 |
| Meeder Asset Management Inc | 46 | $8,000 | 0.00% | −1−2.1% | 減碼 |
| Gemmer Asset Management LLC | 44 | $8,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 44 | $8,000 | 0.00% | +3+7.3% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 38 | $7,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 37 | $6,326 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 31 | $6,000 | 0.00% | +1+3.3% | 加碼 |
| Baldwin Brothers Inc | 36 | $6,000 | 0.00% | +11+44.0% | 加碼 |
| Firestone Capital Management | 27 | $6,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 31 | $5,000 | 0.00% | −4−11.4% | 減碼 |
| Earnest Partners LLC | 27 | $5,000 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 29 | $5,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 30 | $5,000 | 0.00% | +30 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 25 | $4,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 23 | $4,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 23 | $4,000 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 17 | $3,000 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 17 | $3,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 20 | $3,000 | 0.00% | +3+17.6% | 加碼 |
| Sittner & Nelson, LLC | 20 | $3,000 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 14 | $2,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 9 | $2,000 | 0.00% | −6−40.0% | 減碼 |
| Ossiam | 11 | $2,000 | 0.00% | 00.0% | 不變 |
| 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 | 13 | $2,000 | 0.00% | +4+44.4% | 加碼 |
| Raffa Wealth Management, LLC | 6 | $1,026 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 9 | $1,000 | 0.00% | −97−91.5% | 減碼 |
| Lee Financial Co | 4 | $1,000 | 0.00% | −4−50.0% | 減碼 |
| Cutler Group LP | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 3 | $1,000 | 0.00% | +3 | 新進 |
| Total Clarity Wealth Management, Inc. | 5 | $1,000 | 0.00% | +5 | 新進 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Longfellow Investment Management Co LLC | 1 | – | – | 00.0% | 不變 |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −136,430−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −212,075−100.0% | 清倉 |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −40,581−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −34,256−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −15,949−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −11,412−100.0% | 清倉 |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −9,600−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −7,900−100.0% | 清倉 |
| B. Metzler seel. Sohn & Co. Holding AG | 0 | $0 | 0.00% | −7,560−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −5,424−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −5,402−100.0% | 清倉 |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −2,785−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,215−100.0% | 清倉 |
| Appleton Group, LLC | 0 | $0 | 0.00% | −1,685−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −1,474−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −1,303−100.0% | 清倉 |
| Roosevelt Investment Group LLC | 0 | $0 | 0.00% | −1,215−100.0% | 清倉 |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −1,163−100.0% | 清倉 |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −1,104−100.0% | 清倉 |
| WealthTrust Axiom LLC | 0 | $0 | 0.00% | −1,075−100.0% | 清倉 |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −1,069−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −1,017−100.0% | 清倉 |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −1,020−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −1,010−100.0% | 清倉 |
| Columbia Asset Management | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Wells Trecaso Financial Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Full Sail Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Smith Anglin Financial, LLC | 0 | $0 | 0.00% | −973−100.0% | 清倉 |
| Bank of Stockton | 0 | $0 | 0.00% | −934−100.0% | 清倉 |
| Cambridge Advisors Inc. | 0 | $0 | 0.00% | −935−100.0% | 清倉 |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −899−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −585−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −215−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −161−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −142−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Usca Ria LLC | – | – | – | – | 本季未申報 |
| Badgley Phelps & Bell Inc | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Princeton Portfolio Strategies Group LLC | – | – | – | – | 本季未申報 |
| Pinnacle Wealth Advisors | – | – | – | – | 本季未申報 |
| Hoover Financial Advisors, Inc. | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
