| City State Bank | 214 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 200 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 198 | $1.08 萬 | 0.00% | −190−49.0% | 減碼 |
| Armstrong Advisory Group, Inc | 193 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 178 | $9,675 | 0.00% | −8−4.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 169 | $9,158 | 0.00% | +3+1.8% | 加碼 |
| Bokf, NA | 175 | $9,067 | 0.00% | −52−22.9% | 減碼 |
| Itau Unibanco Holding S.A. | 154 | $8,370 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 135 | $7,000 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 124 | $6,739 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 114 | $6,196 | 0.00% | +114 | 新進 |
| Dividend Assets Capital, LLC | 107 | $6,000 | 0.00% | −140−56.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109 | $5,924 | 0.00% | +109 | 新進 |
| DT Investment Partners, LLC | 100 | $5,435 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 100 | $5,435 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 100 | $5,435 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 108 | $5,000 | 0.00% | +108 | 新進 |
| Delos Wealth Advisors, LLC | 86 | $4,941 | 0.01% | 00.0% | 不變 |
| Glassman Wealth Services | 82 | $4,457 | 0.00% | +6+7.9% | 加碼 |
| Northwest Investment Counselors, LLC | 78 | $4,239 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 77 | $4,185 | 0.00% | +15+24.2% | 加碼 |
| Toth Financial Advisory Corp | 69 | $3,751 | 0.00% | +69 | 新進 |
| Private Ocean, LLC | 64 | $3,478 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 61 | $3,315 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 60 | $3,261 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 58 | $3,153 | 0.00% | −16−21.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 48 | $2,609 | 0.00% | +48 | 新進 |
| Farmers & Merchants Investments Inc | 44 | $2,391 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 40 | $2,173 | 0.00% | −2−4.8% | 減碼 |
| Baker Avenue Asset Management, LP | 38 | $2,065 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 50 | $2,000 | 0.00% | +50 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $1,903 | 0.00% | +35 | 新進 |
| Coppell Advisory Solutions LLC | 27 | $1,639 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 22 | $1,196 | 0.00% | −69−75.8% | 減碼 |
| Jones Financial Companies LLLP | 21 | $1,141 | 0.00% | −129−86.0% | 減碼 |
| Bell Investment Advisors, Inc | 20 | $1,087 | 0.00% | −28−58.3% | 減碼 |
| Massmutual Trust Co FSB | 20 | $1,087 | 0.00% | −1−4.8% | 減碼 |
| SJS Investment Consulting Inc. | 20 | $1,087 | 0.00% | +6+42.9% | 加碼 |
| Raffa Wealth Management, LLC | 18 | $978 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 18 | $978 | 0.00% | +18 | 新進 |
| PFG Private Wealth Management, LLC | 16 | $870 | 0.00% | −2,979−99.5% | 減碼 |
| Tucker Asset Management LLC | 16 | $870 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 6 | $354 | 0.00% | +6 | 新進 |
| Whittier Trust Co | 5 | $271 | 0.00% | +5 | 新進 |
| Leonteq Securities AG | 4 | $217 | 0.00% | −523−99.2% | 減碼 |
| Avion Wealth | 18 | $0 | 0.00% | +18 | 新進 |
| Quilter Plc | 251,601 | – | – | +992+0.4% | 加碼 |
| Zacks Investment Management | 0 | $0 | 0.00% | −67,039−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −44,060−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −39,618−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −37,271−100.0% | 清倉 |
| Buckhead Capital Management LLC | 0 | $0 | 0.00% | −28,723−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −28,678−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −27,176−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −20,933−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,978−100.0% | 清倉 |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −17,628−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,015−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −15,726−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −13,149−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −10,292−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,912−100.0% | 清倉 |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −9,566−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,200−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −6,969−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,762−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,985−100.0% | 清倉 |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −4,360−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −4,213−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,140−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −4,005−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −4,003−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,982−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,778−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −3,762−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,639−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,553−100.0% | 清倉 |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −3,408−100.0% | 清倉 |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −3,395−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −870−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −729−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −557−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| Heron Financial Group, LLC | – | – | – | – | 本季未申報 |
| First Capital Advisors Group, LLC. | – | – | – | – | 本季未申報 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |