| NBC Securities, Inc. | 2,705 | $20.5 萬 | 0.02% | +2,705 | 新進 |
| Great Waters Wealth Management | 2,723 | $20.2 萬 | 0.04% | −137−4.8% | 減碼 |
| Compass Financial Group, INC | 2,651 | $20.1 萬 | 0.06% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 2,376 | $18.0 萬 | 0.01% | +122+5.4% | 加碼 |
| Global Retirement Partners, LLC | 2,406 | $18.0 萬 | 0.01% | +66+2.8% | 加碼 |
| Bokf, NA | 2,315 | $17.8 萬 | 0.00% | +79+3.5% | 加碼 |
| Institutional & Family Asset Management, LLC | 2,328 | $17.7 萬 | 0.03% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,313 | $17.6 萬 | 0.01% | +398+20.8% | 加碼 |
| STRS Ohio | 2,200 | $16.7 萬 | 0.00% | +200+10.0% | 加碼 |
| Ci Investments Inc. | 2,078 | $15.8 萬 | 0.00% | +2,078 | 新進 |
| Milestone Investment Advisors LLC | 2,003 | $15.2 萬 | 0.04% | +2,003 | 新進 |
| Armstrong Advisory Group, Inc | 1,860 | $14.1 萬 | 0.02% | +40+2.2% | 加碼 |
| ORG Partners LLC | 1,643 | $12.5 萬 | 0.04% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,536 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 1,529 | $11.6 萬 | 0.09% | −1,140−42.7% | 減碼 |
| Point72 Asset Management, L.P. | 1,438 | $10.9 萬 | 0.00% | +1,438 | 新進 |
| JNBA Financial Advisors | 1,404 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 1,385 | $10.5 萬 | 0.00% | −21−1.5% | 減碼 |
| Hussman Strategic Advisors, Inc. | 1,000 | $7.59 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 976 | $7.40 萬 | 0.00% | −7,996−89.1% | 減碼 |
| Trust Co of Vermont | 800 | $6.07 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 774 | $5.88 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 761 | $5.78 萬 | 0.00% | +761 | 新進 |
| Geneos Wealth Management Inc. | 742 | $5.64 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 672 | $5.30 萬 | 0.00% | +278+70.6% | 加碼 |
| Goodman Advisory Group, LLC | 667 | $5.06 萬 | 0.02% | 00.0% | 不變 |
| West Tower Group, LLC | 620 | $4.71 萬 | 0.02% | +197+46.6% | 加碼 |
| Optimum Investment Advisors | 600 | $4.56 萬 | 0.02% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 570 | $4.33 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 509 | $3.90 萬 | 0.00% | −4−0.8% | 減碼 |
| Kepos Capital LP | 463 | $3.50 萬 | 0.01% | +17+3.8% | 加碼 |
| Cherry Tree Wealth Management, LLC | 454 | $3.45 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 444 | $3.37 萬 | 0.00% | +13+3.0% | 加碼 |
| Chilton Capital Management LLC | 426 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 419 | $3.18 萬 | 0.00% | +93+28.5% | 加碼 |
| IFP Advisors, Inc | 370 | $2.81 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 348 | $2.64 萬 | 0.00% | −5−1.4% | 減碼 |
| Tradition Wealth Management, LLC | 339 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 334 | $2.54 萬 | 0.01% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 318 | $2.41 萬 | 0.02% | +2+0.6% | 加碼 |
| Nomura Asset Management Co Ltd | 220 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| First Community Trust NA | 200 | $1.52 萬 | 0.02% | 00.0% | 不變 |
| Independence Bank of Kentucky | 200 | $1.52 萬 | 0.01% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 200 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 160 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 133 | $1.01 萬 | 0.00% | +133 | 新進 |
| Allworth Financial LP | 127 | $9,605 | 0.00% | 00.0% | 不變 |
| Gladius Capital Management LP | 119 | $9,035 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 110 | $8,351 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 100 | $7,388 | 0.00% | +100 | 新進 |
| Parkside Financial Bank & Trust | 93 | $7,061 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 83 | $6,301 | 0.00% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 82 | $6,225 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 79 | $6,000 | 0.00% | −954−92.4% | 減碼 |
| Farther Finance Advisors, LLC | 67 | $5,087 | 0.00% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 55 | $4,176 | 0.00% | +55 | 新進 |
| Pflug Koory, LLC | 50 | $3,796 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 43 | $3,265 | 0.00% | −4−8.5% | 減碼 |
| Lindbrook Capital, LLC | 40 | $3,037 | 0.00% | −6−13.0% | 減碼 |
| Concord Wealth Partners | 40 | $3,037 | 0.00% | +40 | 新進 |
| Massmutual Trust Co FSB | 34 | $2,581 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 33 | $2,505 | 0.00% | +33 | 新進 |
| Farmers & Merchants Investments Inc | 28 | $2,126 | 0.00% | −4−12.5% | 減碼 |
| JFS Wealth Advisors, LLC | 27 | $2,050 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 24 | $1,822 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 15 | $1,139 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 14 | $1,063 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 25 | $1,000 | 0.00% | +25 | 新進 |
| Archer Investment Corp | 12 | $911 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 9 | $684 | 0.00% | +1+12.5% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 8 | $607 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 7 | $531 | 0.00% | −7−50.0% | 減碼 |
| Denali Advisors LLC | 6 | $456 | 0.00% | +6 | 新進 |
| Hexagon Capital Partners LLC | 6 | $456 | 0.00% | +6 | 新進 |
| Abound Wealth Management | 5 | $380 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 6 | $0 | 0.00% | +6 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | 新進 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −26,194−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −21,797−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −17,734−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −6,544−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,598−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,568−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,353−100.0% | 清倉 |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −3,095−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,061−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Mairs & Power Inc | 0 | $0 | 0.00% | −2,800−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,771−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −2,730−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,581−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,571−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −540−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −453−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −421−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |
