| Mark Sheptoff Financial Planning, LLC | 530 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 509 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 499 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 500 | $2.30 萬 | 0.03% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 505 | $2.30 萬 | 0.00% | +505 | 新進 |
| Total Clarity Wealth Management, Inc. | 500 | $2.30 萬 | 0.01% | +500 | 新進 |
| Global Retirement Partners, LLC | 470 | $2.20 萬 | 0.00% | −250−34.7% | 減碼 |
| Atticus Wealth Management, LLC | 491 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Covington Capital Management | 461 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 452 | $2.10 萬 | 0.00% | +452 | 新進 |
| Glassman Wealth Services | 445 | $2.00 萬 | 0.00% | −143−24.3% | 減碼 |
| TFC Financial Management | 392 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 367 | $1.70 萬 | 0.00% | +163+79.9% | 加碼 |
| FAI Wealth Management | 367 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 355 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 329 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 335 | $1.50 萬 | 0.00% | +335 | 新進 |
| Antonetti Capital Management LLC | 304 | $1.40 萬 | 0.01% | −100−24.8% | 減碼 |
| Philo Smith Capital Corp | 300 | $1.37 萬 | 0.01% | 00.0% | 不變 |
| Tacita Capital Inc | 275 | $1.30 萬 | 0.01% | −6,820−96.1% | 減碼 |
| Your Advocates Ltd., LLP | 275 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Capital Analysts, LLC | 262 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 242 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Addison Advisors LLC | 243 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 234 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 225 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 187 | $9,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 165 | $8,000 | 0.00% | −610−78.7% | 減碼 |
| Exchange Traded Concepts, LLC | 178 | $8,000 | 0.00% | −107−37.5% | 減碼 |
| Baystate Wealth Management LLC | 169 | $8,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 137 | $8,000 | 0.00% | +137 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 171 | $7,000 | 0.00% | +1+0.6% | 加碼 |
| Ancora Advisors, LLC | 148 | $7,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 146 | $7,000 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 136 | $6,000 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 119 | $5,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 100 | $5,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 99 | $5,000 | 0.00% | 00.0% | 不變 |
| Goodwin Investment Advisory | 109 | $4,993 | 0.00% | +109 | 新進 |
| JFS Wealth Advisors, LLC | 92 | $4,000 | 0.00% | −25−21.4% | 減碼 |
| PFG Private Wealth Management, LLC | 94 | $4,000 | 0.00% | +42+80.8% | 加碼 |
| Bell Investment Advisors, Inc | 89 | $4,000 | 0.00% | +89 | 新進 |
| Glen Eagle Advisors, LLC | 84 | $3,848 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 70 | $3,000 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 65 | $3,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 62 | $3,000 | 0.00% | +62 | 新進 |
| Fieldpoint Private Securities, LLC | 36 | $2,000 | 0.00% | −513−93.4% | 減碼 |
| Disciplined Investments, LLC | 48 | $2,000 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 25 | $1,145 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Steward Financial Group LLC | 20 | $0 | 0.00% | +20 | 新進 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −334,725−100.0% | 清倉 |
| Power Corp of Canada | 0 | $0 | 0.00% | −96,633−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,746−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −9,132−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,939−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,660−100.0% | 清倉 |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −6,364−100.0% | 清倉 |
| Unio Capital LLC | 0 | $0 | 0.00% | −5,738−100.0% | 清倉 |
| Capital International Investors | 0 | $0 | 0.00% | −5,374−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −4,646−100.0% | 清倉 |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −4,334−100.0% | 清倉 |
| Pathway Financial Advisors LLC | 0 | $0 | 0.00% | −4,339−100.0% | 清倉 |
| Argent Trust Co | 0 | $0 | 0.00% | −4,177−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −4,151−100.0% | 清倉 |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −3,848−100.0% | 清倉 |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −3,794−100.0% | 清倉 |
| BancorpSouth Bank | 0 | $0 | 0.00% | −3,712−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,710−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −3,394−100.0% | 清倉 |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −2,080−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,651−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −842−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −787−100.0% | 清倉 |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −559−100.0% | 清倉 |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −519−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −496−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −395−100.0% | 清倉 |
| Dravo Bay LLC | 0 | $0 | 0.00% | −187−100.0% | 清倉 |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −186−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −177−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −111−100.0% | 清倉 |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | 本季未申報 |
| NN Investment Partners Holdings N.V. | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | 本季未申報 |
