| Goodwin Investment Advisory | 175 | $1.30 萬 | 0.01% | +175 | 新進 |
| Financial Management Professionals, Inc. | 162 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 158 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 165 | $1.20 萬 | 0.00% | +161+4,025.0% | 加碼 |
| Macroview Investment Management LLC | 157 | $1.20 萬 | 0.02% | +157 | 新進 |
| Belmont Capital, LLC | 156 | $1.20 萬 | 0.01% | +156 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 159 | $1.20 萬 | 0.00% | +159 | 新進 |
| Larson Financial Group LLC | 140 | $1.10 萬 | 0.00% | +1+0.7% | 加碼 |
| Rockefeller Capital Management L.P. | 144 | $1.00 萬 | 0.00% | −96−40.0% | 減碼 |
| Plante Moran Financial Advisors, LLC | 129 | $1.00 萬 | 0.00% | +129 | 新進 |
| Creative Financial Designs Inc | 103 | $8,000 | 0.00% | −20−16.3% | 減碼 |
| Lindbrook Capital, LLC | 112 | $8,000 | 0.00% | +2+1.8% | 加碼 |
| Investors Asset Management of Georgia Inc | 100 | $8,000 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 100 | $8,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 105 | $8,000 | 0.00% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 100 | $8,000 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 100 | $8,000 | 0.00% | +100 | 新進 |
| Glassman Wealth Services | 81 | $6,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 73 | $6,000 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 75 | $6,000 | 0.00% | +23+44.2% | 加碼 |
| Sageworth Trust Co of South Dakota | 63 | $5,000 | 0.01% | −42−40.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 65 | $5,000 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 60 | $5,000 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 34 | $3,000 | 0.00% | −2,415−98.6% | 減碼 |
| Money Concepts Capital Corp | 40 | $3,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 42 | $3,000 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 45 | $3,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 37 | $3,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 39 | $3,000 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 39 | $3,000 | 0.00% | +1+2.6% | 加碼 |
| Carolinas Wealth Consulting LLC | 45 | $3,000 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 22 | $2,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 24 | $2,000 | 0.00% | +24 | 新進 |
| Farmers & Merchants Investments Inc | 23 | $2,000 | 0.00% | +23 | 新進 |
| Disciplined Investments, LLC | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 18 | $1,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 11 | $1,000 | 0.00% | +11 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 19 | $1,000 | 0.00% | +19 | 新進 |
| SJS Investment Consulting Inc. | 10 | $1,000 | 0.00% | +10 | 新進 |
| Sutton Wealth Advisors Inc. | 12 | $906 | 0.00% | +12 | 新進 |
| Covestor Ltd | 4 | $0 | 0.00% | −3,057−99.9% | 減碼 |
| Allworth Financial LP | 2 | $0 | 0.00% | −14−87.5% | 減碼 |
| First Horizon Advisors, Inc. | 12 | $0 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −585,487−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −325,430−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −246,799−100.0% | 清倉 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −147,000−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −143,483−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −48,558−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −36,086−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,682−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,540−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −16,252−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,819−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −14,675−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −14,567−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,911−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,625−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,185−100.0% | 清倉 |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −9,013−100.0% | 清倉 |
| Polianta Ltd | 0 | $0 | 0.00% | −8,900−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −8,068−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −7,527−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −7,342−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,202−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,141−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,493−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,634−100.0% | 清倉 |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −4,560−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,969−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,518−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,022−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −2,825−100.0% | 清倉 |
| First Bank & Trust | 0 | $0 | 0.00% | −1,940−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,723−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,618−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,049−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −760−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −664−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −346−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −161−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| First Command Bank | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| ACG Wealth | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |