| Blueshift Asset Management, LLC | 2,626 | $26.3 萬 | 0.01% | +2,626 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,523 | $25.3 萬 | 0.00% | +2,470+4,660.4% | 加碼 |
| First Foundation Advisors | 2,487 | $24.9 萬 | 0.01% | +32+1.3% | 加碼 |
| Bruce & Co., Inc. | 2,400 | $24.0 萬 | 0.05% | −20,400−89.5% | 減碼 |
| Mackenzie Financial Corp | 2,345 | $23.5 萬 | 0.00% | +2,345 | 新進 |
| CWM Advisors, LLC | 2,295 | $23.0 萬 | 0.03% | +2,295 | 新進 |
| Voya Financial Advisors, Inc. | 2,177 | $22.3 萬 | 0.03% | +173+8.6% | 加碼 |
| Shelton Capital Management | 2,209 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,133 | $21.4 萬 | 0.01% | −825−27.9% | 減碼 |
| Holocene Advisors, LP | 2,065 | $20.7 萬 | 0.00% | +2,065 | 新進 |
| Pure Financial Advisors, Inc. | 2,045 | $20.5 萬 | 0.02% | 00.0% | 不變 |
| Blair William & Co | 2,037 | $20.4 萬 | 0.00% | −1,924−48.6% | 減碼 |
| State of Wyoming | 1,885 | $18.9 萬 | 0.12% | +302+19.1% | 加碼 |
| Captrust Financial Advisors | 1,793 | $18.0 萬 | 0.00% | +836+87.4% | 加碼 |
| FMR LLC | 1,777 | $17.9 萬 | 0.00% | −46−2.5% | 減碼 |
| Rockefeller Capital Management L.P. | 1,476 | $14.7 萬 | 0.00% | −50−3.3% | 減碼 |
| Huntington National Bank | 841 | $8.40 萬 | 0.00% | +32+4.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 791 | $7.90 萬 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 700 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 601 | $6.00 萬 | 0.00% | +1+0.2% | 加碼 |
| Eagle Bay Advisors LLC | 451 | $4.60 萬 | 0.03% | +225+99.6% | 加碼 |
| Signaturefd, LLC | 439 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 422 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 405 | $4.10 萬 | 0.00% | +24+6.3% | 加碼 |
| Harbor Investment Advisory, LLC | 343 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 342 | $3.40 萬 | 0.02% | 00.0% | 不變 |
| FourThought Financial, LLC | 331 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 320 | $3.20 萬 | 0.00% | −5−1.5% | 減碼 |
| US Bancorp | 311 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Riverview Trust Co | 293 | $2.90 萬 | 0.03% | 00.0% | 不變 |
| Private Capital Group, LLC | 224 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Kings Point Capital Management | 230 | $2.30 萬 | 0.00% | +230 | 新進 |
| Sonora Investment Management, LLC | 203 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 169 | $1.70 萬 | 0.00% | −11−6.1% | 減碼 |
| Smithfield Trust Co | 125 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 139 | $1.40 萬 | 0.00% | +139 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 121 | $1.20 萬 | 0.00% | +33+37.5% | 加碼 |
| Fifth Third Bancorp | 115 | $1.20 萬 | 0.00% | +37+47.4% | 加碼 |
| Carolinas Wealth Consulting LLC | 105 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 107 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 102 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 96 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 104 | $1.00 萬 | 0.00% | +104 | 新進 |
| IronBridge Private Wealth, LLC | 89 | $9,000 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | 71 | $7,000 | 0.00% | −273−79.4% | 減碼 |
| Versant Capital Management, Inc | 72 | $7,000 | 0.00% | −1−1.4% | 減碼 |
| Rocky Mountain Advisers, LLC | 66 | $7,000 | 0.01% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 73 | $7,000 | 0.00% | +49+204.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 60 | $6,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 51 | $5,000 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 44 | $4,412 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 37 | $4,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 40 | $4,000 | 0.00% | +8+25.0% | 加碼 |
| Quadrant Capital Group LLC | 41 | $4,000 | 0.00% | +8+24.2% | 加碼 |
| Manchester Capital Management LLC | 41 | $4,000 | 0.00% | +41 | 新進 |
| Cordasco Financial Network | 34 | $3,000 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 34 | $3,000 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 33 | $3,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 28 | $3,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 32 | $3,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 30 | $3,000 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 21 | $2,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 15 | $2,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 20 | $2,000 | 0.00% | +8+66.7% | 加碼 |
| Dark Forest Capital Management LP | 21 | $2,000 | 0.00% | +21 | 新進 |
| Harbour Investments, Inc. | 8 | $1,000 | 0.00% | −3−27.3% | 減碼 |
| Fieldpoint Private Securities, LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 5 | $1,000 | 0.00% | +5 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −37,255−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,355−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −16,963−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −14,290−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,061−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,405−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −7,163−100.0% | 清倉 |
| AGF Investments LLC | 0 | $0 | 0.00% | −5,763−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −5,036−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −3,001−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,890−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,678−100.0% | 清倉 |
| Colony Group LLC | 0 | $0 | 0.00% | −2,457−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,431−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,155−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,092−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −2,070−100.0% | 清倉 |
| Wealth Alliance | 0 | $0 | 0.00% | −1,929−100.0% | 清倉 |
| Agf Investments Inc. | 0 | $0 | 0.00% | −1,746−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −1,033−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −830−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −619−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −341−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −61−100.0% | 清倉 |
| PhiloSmith Capital Corp | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Elmwood Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| PNC Managed Account Solutions, Inc. | – | – | – | – | 本季未申報 |
