| Carolinas Wealth Consulting LLC | 2,120 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| M&R Capital Management Inc | 2,000 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 1,889 | $3.56 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,878 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 1,829 | $3.40 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 1,610 | $3.00 萬 | 0.01% | −584−26.6% | 減碼 |
| Signaturefd, LLC | 1,616 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,290 | $2.40 萬 | 0.00% | −250−16.2% | 減碼 |
| Meeder Asset Management Inc | 1,230 | $2.30 萬 | 0.00% | −5,154−80.7% | 減碼 |
| Salem Investment Counselors Inc | 1,200 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Enterprise Trust & Investment Co | 1,200 | $2.30 萬 | 0.01% | +1,200 | 新進 |
| Harbour Investments, Inc. | 1,168 | $2.20 萬 | 0.00% | +25+2.2% | 加碼 |
| Gemmer Asset Management LLC | 1,135 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Eubel Brady & Suttman Asset Management Inc | 1,324 | $2.00 萬 | 0.00% | +1,324 | 新進 |
| Brown Brothers Harriman & Co | 1,000 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 1,000 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| First Personal Financial Services | 980 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 865 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 880 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 747 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 693 | $1.30 萬 | 0.00% | −487−41.3% | 減碼 |
| Charter Oak Capital Management, LLC | 700 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 640 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 544 | $1.00 萬 | 0.00% | +544 | 新進 |
| Focused Wealth Management, Inc | 484 | $9,000 | 0.00% | +4+0.8% | 加碼 |
| Rockefeller Capital Management L.P. | 504 | $9,000 | 0.00% | 00.0% | 不變 |
| Hoover Financial Advisors, Inc. | 500 | $9,000 | 0.00% | +500 | 新進 |
| Bedel Financial Consulting, Inc. | 400 | $8,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 426 | $8,000 | 0.00% | +47+12.4% | 加碼 |
| Sageworth Trust Co | 420 | $8,000 | 0.00% | +420 | 新進 |
| CWM, LLC | 334 | $6,000 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 330 | $6,000 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 336 | $6,000 | 0.00% | +4+1.2% | 加碼 |
| Carroll Financial Associates, Inc. | 214 | $4,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 200 | $4,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 176 | $3,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 134 | $3,000 | 0.00% | 00.0% | 不變 |
| BBVA USA | 167 | $3,000 | 0.00% | +167 | 新進 |
| Anchor Investment Management, LLC | 151 | $2,850 | 0.00% | −289−65.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 114 | $2,000 | 0.00% | −663−85.3% | 減碼 |
| Global Retirement Partners, LLC | 100 | $2,000 | 0.00% | −400−80.0% | 減碼 |
| Cordasco Financial Network | 120 | $2,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 79 | $1,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 73 | $1,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 35 | $1,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 10 | $0 | 0.00% | +10 | 新進 |
| Sofos Investments, Inc. | 3 | – | – | +1+50.0% | 加碼 |
| Capital Growth Management LP | 0 | $0 | 0.00% | −1,490,000−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,021,292−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −333,741−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −277,897−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −230,593−100.0% | 清倉 |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −218,324−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −184,800−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −148,337−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −90,012−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −77,723−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −74,218−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −71,256−100.0% | 清倉 |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −64,774−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −47,150−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −41,960−100.0% | 清倉 |
| Athanor Capital, LP | 0 | $0 | 0.00% | −34,209−100.0% | 清倉 |
| Guild Investment Management, Inc. | 0 | $0 | 0.00% | −28,000−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −20,768−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −19,593−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −18,241−100.0% | 清倉 |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −17,193−100.0% | 清倉 |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −14,690−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −13,900−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,965−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −1,115−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −1,135−100.0% | 清倉 |
| Cowa, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −923−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −146−100.0% | 清倉 |
| American Portfolios Advisors | 0 | $0 | 0.00% | −87−100.0% | 清倉 |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Tompkins Financial Corp | – | – | – | – | 本季未申報 |
