| Financial Perspectives, Inc | 740 | $20.0 萬 | 0.09% | +198+36.5% | 加碼 |
| State of Wyoming | 627 | $17.0 萬 | 0.08% | −34−5.1% | 減碼 |
| American International Group, Inc. | 600 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 578 | $15.7 萬 | 0.00% | −970−62.7% | 減碼 |
| Signaturefd, LLC | 490 | $13.3 萬 | 0.00% | −68−12.2% | 減碼 |
| IFP Advisors, Inc | 492 | $13.3 萬 | 0.00% | −1−0.2% | 減碼 |
| Fieldpoint Private Securities, LLC | 439 | $11.9 萬 | 0.02% | +30+7.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 400 | $10.8 萬 | 0.00% | −153−27.7% | 減碼 |
| Bedel Financial Consulting, Inc. | 350 | $9.50 萬 | 0.03% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 349 | $9.50 萬 | 0.00% | +200+134.2% | 加碼 |
| Clearstead Advisors, LLC | 300 | $8.10 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 295 | $8.00 萬 | 0.01% | −19−6.1% | 減碼 |
| Lindbrook Capital, LLC | 282 | $7.60 萬 | 0.01% | −32−10.2% | 減碼 |
| American Portfolios Advisors | 278 | $7.53 萬 | 0.00% | +61+28.1% | 加碼 |
| Private Capital Group, LLC | 239 | $6.50 萬 | 0.01% | +7+3.0% | 加碼 |
| Parallel Advisors, LLC | 214 | $5.80 萬 | 0.00% | +7+3.4% | 加碼 |
| Leonteq Securities AG | 167 | $4.52 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 147 | $4.00 萬 | 0.00% | −3−2.0% | 減碼 |
| First Horizon Advisors, Inc. | 107 | $2.80 萬 | 0.00% | −22−17.1% | 減碼 |
| Koshinski Asset Management, Inc. | 101 | $2.74 萬 | 0.00% | −1−1.0% | 減碼 |
| Pinebridge Investments, L.P. | 100 | $2.70 萬 | 0.00% | +100 | 新進 |
| Harbor Investment Advisory, LLC | 77 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 73 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 61 | $1.70 萬 | 0.00% | −16−20.8% | 減碼 |
| FourThought Financial, LLC | 42 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 36 | $1.00 萬 | 0.00% | −9−20.0% | 減碼 |
| NEXT Financial Group, Inc | 34 | $9,000 | 0.00% | +13+61.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 34 | $9,000 | 0.00% | +34 | 新進 |
| Captrust Financial Advisors | 29 | $8,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 27 | $7,000 | 0.00% | +7+35.0% | 加碼 |
| SJS Investment Consulting Inc. | 27 | $7,000 | 0.00% | +27 | 新進 |
| Schroder Investment Management Group | 273 | $6,000 | 0.00% | −276−50.3% | 減碼 |
| Zions Bancorporation, N.A. | 23 | $6,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 20 | $5,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 18 | $5,000 | 0.00% | +8+80.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 13 | $4,000 | 0.00% | −3−18.8% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 14 | $4,000 | 0.00% | +14 | 新進 |
| Arlington Partners LLC | 13 | $4,000 | 0.00% | +13 | 新進 |
| CWM, LLC | 13 | $4,000 | 0.00% | +13 | 新進 |
| Spire Wealth Management | 12 | $3,000 | 0.00% | +12 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 6 | $2,000 | 0.00% | −8−57.1% | 減碼 |
| AdvisorNet Financial, Inc | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 8 | $2,000 | 0.00% | +8 | 新進 |
| SRS Capital Advisors, Inc. | 6 | $2,000 | 0.00% | +6 | 新進 |
| Eagle Bay Advisors LLC | 9 | $2,000 | 0.00% | +9 | 新進 |
| JJJ Advisors Inc. | 3 | $1,000 | 0.00% | −2−40.0% | 減碼 |
| Proequities, Inc. | 4 | $1,000 | 0.00% | +2+100.0% | 加碼 |
| Column Capital Advisors, LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| Lenox Wealth Advisors, LLC | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 2 | $1,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 2 | $1,000 | 0.00% | +1+100.0% | 加碼 |
| National Bank of Canada | 3 | $1,000 | 0.00% | +3 | 新進 |
| Albion Financial Group | 4 | $1,000 | 0.00% | +4 | 新進 |
| Eaton Vance Management | 2 | $1,000 | 0.00% | +2 | 新進 |
| JFS Wealth Advisors, LLC | 5 | $1,000 | 0.00% | +5 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 4 | $1,000 | 0.00% | +4 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 3 | $1,000 | 0.00% | +3 | 新進 |
| Raffa Wealth Management, LLC | 3 | $813 | 0.00% | −4−57.1% | 減碼 |
| TD Private Client Wealth LLC | 3 | $813 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 2 | $492 | 0.00% | +2 | 新進 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −36,408−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −30,800−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −7,817−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −7,639−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,375−100.0% | 清倉 |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −5,992−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −5,990−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,670−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,600−100.0% | 清倉 |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −2,248−100.0% | 清倉 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −1,905−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,560−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,171−100.0% | 清倉 |
| Barings LLC | 0 | $0 | 0.00% | −924−100.0% | 清倉 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −882−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −814−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −765−100.0% | 清倉 |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −758−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −735−100.0% | 清倉 |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −665−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −636−100.0% | 清倉 |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −626−100.0% | 清倉 |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −616−100.0% | 清倉 |
| Agf Investments Inc. | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −597−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −564−100.0% | 清倉 |
| Exane Derivatives | 0 | $0 | 0.00% | −311−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| CIF Asset Management Ltd | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |