| Hughes Financial Services, LLC | 6 | $554 | 0.00% | +1+20.0% | 加碼 |
| Atlantic Trust, LLC | 6 | $526 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 6 | $526 | 0.00% | +6 | 新進 |
| Wealth Watch Advisors, INC | 5 | $438 | 0.00% | +5 | 新進 |
| Principia Wealth Advisory, LLC | 4 | $351 | 0.00% | −14−77.8% | 減碼 |
| HFM Investment Advisors, LLC | 4 | $351 | 0.00% | −3−42.9% | 減碼 |
| Bay Harbor Wealth Management, LLC | 4 | $350 | 0.00% | −2−33.3% | 減碼 |
| Dunhill Financial, LLC | 3 | $267 | 0.00% | −1−25.0% | 減碼 |
| Highline Wealth Partners LLC | 3 | $264 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 3 | $263 | 0.00% | −40−93.0% | 減碼 |
| WestEnd Advisors, LLC | 3 | $263 | 0.00% | −3−50.0% | 減碼 |
| Financial Management Professionals, Inc. | 3 | $263 | 0.00% | 00.0% | 不變 |
| Strategic Advocates LLC | 3 | $263 | 0.00% | +3 | 新進 |
| Quest 10 Wealth Builders, Inc. | 3 | $241 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 2 | $176 | 0.00% | −9−81.8% | 減碼 |
| True Wealth Design, LLC | 2 | $176 | 0.00% | −1−33.3% | 減碼 |
| Palisade Asset Management, LLC | 2 | $176 | 0.00% | +2 | 新進 |
| Seneschal Advisors, LLC | 2 | $176 | 0.00% | +2 | 新進 |
| Core Alternative Capital | 2 | $175 | 0.00% | −2−50.0% | 減碼 |
| Activest Wealth Management | 2 | $175 | 0.00% | −2−50.0% | 減碼 |
| Private Wealth Asset Management, LLC | 2 | $175 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 1 | $88 | 0.00% | −5−83.3% | 減碼 |
| SOA Wealth Advisors, LLC. | 1 | $88 | 0.00% | 00.0% | 不變 |
| Winnow Wealth LLC | 1 | $88 | 0.00% | +1 | 新進 |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −9,200−100.0% | 清倉 |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −586,774−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −377,902−100.0% | 清倉 |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −238,735−100.0% | 清倉 |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −157,196−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −79,614−100.0% | 清倉 |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −39,963−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −28,350−100.0% | 清倉 |
| Drake & Associates, LLC | 0 | $0 | 0.00% | −27,550−100.0% | 清倉 |
| 2Xideas AG | 0 | $0 | 0.00% | −21,421−100.0% | 清倉 |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −19,084−100.0% | 清倉 |
| Bollard Group LLC | 0 | $0 | 0.00% | −18,439−100.0% | 清倉 |
| Oak Associates, Ltd | 0 | $0 | 0.00% | −18,151−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −16,964−100.0% | 清倉 |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −12,191−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −12,086−100.0% | 清倉 |
| Guardian Wealth Management, Inc. | 0 | $0 | 0.00% | −11,327−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,933−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −8,726−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −7,578−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −5,529−100.0% | 清倉 |
| Argent Trust Co | 0 | $0 | 0.00% | −5,347−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,022−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,913−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,857−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,374−100.0% | 清倉 |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −4,071−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −3,924−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,796−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −3,482−100.0% | 清倉 |
| Wahed Invest LLC | 0 | $0 | 0.00% | −3,266−100.0% | 清倉 |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −3,265−100.0% | 清倉 |
| Pullen Investment Management, LLC | 0 | $0 | 0.00% | −3,149−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −2,735−100.0% | 清倉 |
| Carr Financial Group Corp | 0 | $0 | 0.00% | −2,655−100.0% | 清倉 |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −2,645−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,490−100.0% | 清倉 |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,389−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,313−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,255−100.0% | 清倉 |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −2,215−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −2,199−100.0% | 清倉 |
| Leslie Global Wealth, LLC | 0 | $0 | 0.00% | −2,195−100.0% | 清倉 |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −2,133−100.0% | 清倉 |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −736−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −509−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −403−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −178−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −126−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −88−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −87−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Proathlete Wealth Management LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Colonial Trust Co | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| Vega Investment Solutions | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| E Fund Management Co., Ltd. | – | – | – | – | 本季未申報 |
| Martin Currie Ltd | – | – | – | – | 本季未申報 |
