| Carmichael Hill & Associates, Inc. | 1,039 | $2.40 萬 | 0.01% | +10+1.0% | 加碼 |
| Acadian Asset Management LLC | 1,080 | $2.40 萬 | 0.00% | +1,080 | 新進 |
| Enterprise Trust & Investment Co | 1,000 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Denali Advisors LLC | 961 | $2.20 萬 | 0.01% | −544−36.1% | 減碼 |
| Addison Advisors LLC | 969 | $2.20 萬 | 0.02% | 00.0% | 不變 |
| MCF Advisors LLC | 964 | $2.20 萬 | 0.00% | +190+24.5% | 加碼 |
| Accel Wealth Management | 877 | $2.00 萬 | 0.01% | +300+52.0% | 加碼 |
| Edge Wealth Management LLC | 800 | $1.90 萬 | 0.00% | +800 | 新進 |
| Jacobi Capital Management LLC | 754 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 693 | $1.60 萬 | 0.00% | +693 | 新進 |
| Huntington National Bank | 651 | $1.50 萬 | 0.00% | +305+88.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 600 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 611 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 582 | $1.30 萬 | 0.00% | −38−6.1% | 減碼 |
| Berman Capital Advisors, LLC | 573 | $1.30 萬 | 0.00% | −9−1.5% | 減碼 |
| Harbor Investment Advisory, LLC | 550 | $1.30 萬 | 0.00% | +250+83.3% | 加碼 |
| Rosenberg Matthew Hamilton | 500 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 489 | $1.10 萬 | 0.00% | +489 | 新進 |
| Carroll Financial Associates, Inc. | 461 | $1.00 萬 | 0.00% | +5+1.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 439 | $1.00 萬 | 0.00% | +5+1.2% | 加碼 |
| Capital Advisors, Ltd. LLC | 431 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 421 | $9,737 | 0.00% | +4+1.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 400 | $9,252 | 0.00% | +400 | 新進 |
| Central Trust Co | 400 | $9,000 | 0.00% | −500−55.6% | 減碼 |
| Loomis Sayles & Co L P | 399 | $9,000 | 0.00% | −471−54.1% | 減碼 |
| Quadrant Capital Group LLC | 398 | $9,000 | 0.00% | −39−8.9% | 減碼 |
| Peregrine Capital Management LLC | 390 | $9,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 396 | $9,000 | 0.00% | +1+0.3% | 加碼 |
| Heritage Wealth Management, LLC | 334 | $8,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 299 | $6,917 | 0.00% | +3+1.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 260 | $6,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 276 | $6,000 | 0.00% | +276 | 新進 |
| AdvisorNet Financial, Inc | 225 | $5,000 | 0.00% | −25−10.0% | 減碼 |
| Global Retirement Partners, LLC | 200 | $5,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 205 | $5,000 | 0.00% | 00.0% | 不變 |
| Hoese & Co LLP | 210 | $5,000 | 0.01% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 198 | $4,580 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 190 | $4,000 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 172 | $4,000 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 140 | $3,238 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 114 | $3,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 113 | $3,000 | 0.00% | −1−0.9% | 減碼 |
| Meridian Wealth Partners, LLC | 110 | $3,000 | 0.00% | +110 | 新進 |
| Bell Investment Advisors, Inc | 125 | $3,000 | 0.00% | +125 | 新進 |
| Caldwell Trust Co | 123 | $2,845 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 106 | $2,000 | 0.00% | 00.0% | 不變 |
| Sun Life Financial INC | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 106 | $2,000 | 0.00% | +33+45.2% | 加碼 |
| D'Orazio & Associates, Inc. | 70 | $2,000 | 0.00% | +70 | 新進 |
| First Command Advisory Services, Inc. | 73 | $2,000 | 0.00% | +73 | 新進 |
| Manchester Capital Management LLC | 58 | $1,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 35 | $1,000 | 0.00% | +35 | 新進 |
| Baystate Wealth Management LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Sofos Investments, Inc. | 2 | – | – | +2 | 新進 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −308,201−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −136,654−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −121,664−100.0% | 清倉 |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −86,514−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −54,785−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −45,749−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −40,030−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −38,087−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −32,197−100.0% | 清倉 |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −29,397−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −26,408−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −23,874−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −21,740−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,217−100.0% | 清倉 |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −18,512−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,910−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −14,798−100.0% | 清倉 |
| Security National Bank of Sioux City Iowa | 0 | $0 | 0.00% | −13,758−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −10,862−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −10,084−100.0% | 清倉 |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −9,668−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,415−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,177−100.0% | 清倉 |
| Cigna Investments Inc | 0 | $0 | 0.00% | −8,612−100.0% | 清倉 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −8,409−100.0% | 清倉 |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −8,119−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −7,180−100.0% | 清倉 |
| Exane Derivatives | 0 | $0 | 0.00% | −2,454−100.0% | 清倉 |
| AGF Investments LLC | 0 | $0 | 0.00% | −1,599−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,017−100.0% | 清倉 |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −914−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −918−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −793−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −529−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −503−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Nachman Norwood & Parrott, Inc | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| PNC Managed Account Solutions, Inc. | – | – | – | – | 本季未申報 |
