| Creative Financial Designs Inc | 39 | $1.10 萬 | 0.00% | +39 | 新進 |
| Consolidated Planning Corp | 36 | $1.10 萬 | 0.01% | +36 | 新進 |
| Sutton Wealth Advisors Inc. | 35 | $1.03 萬 | 0.00% | +1+2.9% | 加碼 |
| Capital Advisors, Ltd. LLC | 34 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 35 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 35 | $1.00 萬 | 0.01% | +10+40.0% | 加碼 |
| MV Capital Management, Inc. | 33 | $1.00 萬 | 0.00% | +13+65.0% | 加碼 |
| Loomis Sayles & Co L P | 34 | $1.00 萬 | 0.00% | +34 | 新進 |
| Newbridge Financial Services Group, Inc. | 35 | $1.00 萬 | 0.01% | +35 | 新進 |
| Resolute Partners Group | 28 | $8,000 | 0.00% | 00.0% | 不變 |
| Better Money Decisions, LLC | 28 | $8,000 | 0.01% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 24 | $8,000 | 0.00% | +24 | 新進 |
| Financial Management Professionals, Inc. | 25 | $7,000 | 0.00% | 00.0% | 不變 |
| Leelyn Smith, LLC | 25 | $7,000 | 0.00% | +25 | 新進 |
| Private Capital Group, LLC | 19 | $6,000 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 20 | $6,000 | 0.00% | +20 | 新進 |
| West Oak Capital, LLC | 18 | $5,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 14 | $4,000 | 0.00% | −2−12.5% | 減碼 |
| Baldwin Brothers Inc | 12 | $4,000 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 12 | $4,000 | 0.00% | 00.0% | 不變 |
| Atwood & Palmer Inc | 10 | $3,000 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 9 | $3,000 | 0.00% | 00.0% | 不變 |
| Cribstone Capital Management, LLC | 7 | $2,000 | 0.00% | −17−70.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $2,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 8 | $2,000 | 0.00% | +2+33.3% | 加碼 |
| Crewe Advisors LLC | 7 | $2,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 5 | $2,000 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 4 | $1,179 | 0.00% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 3 | $1,000 | 0.00% | −2−40.0% | 減碼 |
| Carolinas Wealth Consulting LLC | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 4 | $1,000 | 0.00% | +4 | 新進 |
| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 3 | – | – | +3 | 新進 |
| Sofos Investments, Inc. | 1 | – | – | −31−96.9% | 減碼 |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −404,548−100.0% | 清倉 |
| Shellback Capital, LP | 0 | $0 | 0.00% | −183,287−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −126,384−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −77,860−100.0% | 清倉 |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −76,254−100.0% | 清倉 |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −36,310−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −30,725−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −16,134−100.0% | 清倉 |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −15,811−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,775−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,674−100.0% | 清倉 |
| Tiaa, FSB | 0 | $0 | 0.00% | −10,103−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,845−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −4,468−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,352−100.0% | 清倉 |
| Cypress Capital Group | 0 | $0 | 0.00% | −3,074−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −2,746−100.0% | 清倉 |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −2,661−100.0% | 清倉 |
| Castellan Group, LLC | 0 | $0 | 0.00% | −2,609−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| Madden Securities Corp | 0 | $0 | 0.00% | −1,885−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,785−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −1,672−100.0% | 清倉 |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −1,510−100.0% | 清倉 |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −1,469−100.0% | 清倉 |
| Mainstay Capital Management LLC | 0 | $0 | 0.00% | −1,455−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,179−100.0% | 清倉 |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −1,052−100.0% | 清倉 |
| Cadence Bank NA | 0 | $0 | 0.00% | −1,106−100.0% | 清倉 |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −1,062−100.0% | 清倉 |
| Montis Financial, LLC | 0 | $0 | 0.00% | −1,018−100.0% | 清倉 |
| Westshore Wealth, LLC | 0 | $0 | 0.00% | −1,010−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −970−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −909−100.0% | 清倉 |
| StrongBox Wealth, LLC | 0 | $0 | 0.00% | −879−100.0% | 清倉 |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −818−100.0% | 清倉 |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −811−100.0% | 清倉 |
| Crescent Capital Consulting, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −755−100.0% | 清倉 |
| Univest Financial Corp | 0 | $0 | 0.00% | −748−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −476−100.0% | 清倉 |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −385−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −320−100.0% | 清倉 |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −272−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −273−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −187−100.0% | 清倉 |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −88−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −74−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Flagship Private Wealth, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Smith Asset Management Group LP | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Western Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Legacy Wealth Partners, Inc. | – | – | – | – | 本季未申報 |
| QS Investors, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| CWS Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| Hoover Financial Advisors, Inc. | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
