| Farther Finance Advisors, LLC | 2,670 | $3.51 萬 | 0.00% | +123+4.8% | 加碼 |
| Glass Jacobson Investment Advisors llc | 2,000 | $3.16 萬 | 0.01% | 00.0% | 不變 |
| Independence Bank of Kentucky | 2,275 | $3.00 萬 | 0.00% | −500−18.0% | 減碼 |
| Costello Asset Management, INC | 2,000 | $2.64 萬 | 0.01% | +2,000 | 新進 |
| EverSource Wealth Advisors, LLC | 1,806 | $2.38 萬 | 0.00% | −57−3.1% | 減碼 |
| Murphy & Mullick Capital Management Corp | 1,500 | $1.98 萬 | 0.02% | 00.0% | 不變 |
| Sierra Ocean, LLC | 1,256 | $1.66 萬 | 0.01% | −1,454−53.7% | 減碼 |
| Private Trust Co NA | 1,184 | $1.56 萬 | 0.00% | +1,184 | 新進 |
| Advisor Group Holdings, Inc. | 945 | $1.25 萬 | 0.00% | −34,574−97.3% | 減碼 |
| Accent Capital Management, LLC | 875 | $1.15 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 733 | $9,665 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 710 | $9,365 | 0.00% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 700 | $9,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 645 | $8,508 | 0.00% | −245−27.5% | 減碼 |
| Binnacle Investments Inc | 584 | $7,703 | 0.01% | +584 | 新進 |
| Ramirez Asset Management, Inc. | 510 | $6,727 | 0.00% | −515−50.2% | 減碼 |
| Jones Financial Companies LLLP | 500 | $6,600 | 0.00% | +500 | 新進 |
| Hantz Financial Services, Inc. | 491 | $6,000 | 0.00% | +491 | 新進 |
| NewSquare Capital LLC | 433 | $5,711 | 0.00% | −125−22.4% | 減碼 |
| SRS Capital Advisors, Inc. | 375 | $4,947 | 0.00% | +375 | 新進 |
| Russell Investments Group, Ltd. | 363 | $4,787 | 0.00% | −169,357−99.8% | 減碼 |
| Arlington Trust Co LLC | 340 | $4,485 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 330 | $4,353 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 328 | $4,329 | 0.00% | −482−59.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 325 | $4,040 | 0.00% | +325 | 新進 |
| Parkside Financial Bank & Trust | 305 | $4,023 | 0.00% | +305 | 新進 |
| Spire Wealth Management | 290 | $3,825 | 0.00% | −375−56.4% | 減碼 |
| Bell Investment Advisors, Inc | 285 | $3,760 | 0.00% | −362−56.0% | 減碼 |
| Fifth Third Bancorp | 251 | $3,311 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 249 | $3,284 | 0.00% | +249 | 新進 |
| Raffa Wealth Management, LLC | 240 | $3,166 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 235 | $3,100 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 233 | $3,073 | 0.00% | +193+482.5% | 加碼 |
| UMA Financial Services, Inc. | 216 | $2,850 | 0.00% | +40+22.7% | 加碼 |
| Bryn Mawr Trust Co | 215 | $2,836 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 164 | $2,163 | 0.00% | −26−13.7% | 減碼 |
| Harbour Investments, Inc. | 130 | $1,715 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 121 | $1,596 | 0.00% | −204−62.8% | 減碼 |
| Principal Securities, Inc. | 100 | $1,579 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 103 | $1,359 | 0.00% | −24−18.9% | 減碼 |
| MAI Capital Management | 55 | $726 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 50 | $660 | 0.00% | +50 | 新進 |
| AdvisorNet Financial, Inc | 40 | $528 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 15 | $198 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $13 | 0.00% | −84−98.8% | 減碼 |
| Legacy Advisors, LLC | 3,125 | – | – | +3,125 | 新進 |
| GQG Partners LLC | 0 | $0 | 0.00% | −2,008,759−100.0% | 清倉 |
| Promethos Capital, LLC | 0 | $0 | 0.00% | −677,184−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −551,000−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −545,677−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −116,500−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −112,935−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −103,850−100.0% | 清倉 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −86,600−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −84,493−100.0% | 清倉 |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −60,905−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −18,981−100.0% | 清倉 |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −18,597−100.0% | 清倉 |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −17,300−100.0% | 清倉 |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −17,106−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −16,729−100.0% | 清倉 |
| Qtron Investments LLC | 0 | $0 | 0.00% | −13,982−100.0% | 清倉 |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −13,886−100.0% | 清倉 |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −13,741−100.0% | 清倉 |
| Vista Wealth Management Group, LLC | 0 | $0 | 0.00% | −11,415−100.0% | 清倉 |
| Barings LLC | 0 | $0 | 0.00% | −10,933−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −10,713−100.0% | 清倉 |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −10,271−100.0% | 清倉 |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −10,120−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,164−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −4,440−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,032−100.0% | 清倉 |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −2,275−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,105−100.0% | 清倉 |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −375−100.0% | 清倉 |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Fernwood Investment Management, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Legacy Investment Solutions, LLC | – | – | – | – | 本季未申報 |
