| TCI Wealth Advisors, Inc. | 173 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 163 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Lenox Wealth Advisors, LLC | 154 | $9,000 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 154 | $9,000 | 0.00% | +154 | 新進 |
| American Portfolios Advisors | 146 | $8,707 | 0.00% | +46+46.0% | 加碼 |
| Gemmer Asset Management LLC | 127 | $8,000 | 0.00% | +2+1.6% | 加碼 |
| Quadrant Capital Group LLC | 122 | $7,000 | 0.00% | −142−53.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 112 | $7,000 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 121 | $7,000 | 0.00% | +121 | 新進 |
| JNBA Financial Advisors | 100 | $6,000 | 0.00% | −300−75.0% | 減碼 |
| Trustcore Financial Services, LLC | 100 | $6,000 | 0.00% | −100−50.0% | 減碼 |
| Mascoma Wealth Management LLC | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 90 | $5,000 | 0.00% | +90 | 新進 |
| Brown, Lisle/Cummings, Inc. | 75 | $4,473 | 0.00% | +75 | 新進 |
| Bedel Financial Consulting, Inc. | 60 | $4,000 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 63 | $4,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 74 | $4,000 | 0.00% | +74 | 新進 |
| Logan Capital Management Inc | 69 | $4,000 | 0.00% | +69 | 新進 |
| Quantbot Technologies LP | 68 | $4,000 | 0.00% | +68 | 新進 |
| CWM, LLC | 73 | $4,000 | 0.00% | +73 | 新進 |
| Delta Asset Management LLC | 50 | $3,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 56 | $3,000 | 0.00% | +26+86.7% | 加碼 |
| Ahrens Investment Partners LLC | 48 | $3,000 | 0.00% | +48 | 新進 |
| Tarbox Family Office, Inc. | 40 | $2,000 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 40 | $2,000 | 0.00% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 36 | $2,000 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 31 | $2,000 | 0.00% | +31 | 新進 |
| EverSource Wealth Advisors, LLC | 32 | $2,000 | 0.00% | +32 | 新進 |
| Bell Investment Advisors, Inc | 28 | $2,000 | 0.00% | +28 | 新進 |
| Thompson Siegel & Walmsley LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 18 | $1,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 21 | $1,000 | 0.00% | +11+110.0% | 加碼 |
| FourThought Financial, LLC | 24 | $1,000 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 15 | $1,000 | 0.00% | +15 | 新進 |
| TD Ameritrade Investment Management, LLC | 23 | $1,000 | 0.00% | +23 | 新進 |
| JFS Wealth Advisors, LLC | 18 | $1,000 | 0.00% | +18 | 新進 |
| Schubert & Co | 12 | $1,000 | 0.00% | +12 | 新進 |
| Sutton Wealth Advisors Inc. | 10 | $596 | 0.00% | +10 | 新進 |
| Parkside Financial Bank & Trust | 8 | $0 | 0.00% | −5−38.5% | 減碼 |
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −519,691−100.0% | 清倉 |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −58,719−100.0% | 清倉 |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −54,653−100.0% | 清倉 |
| First American Trust, FSB | 0 | $0 | 0.00% | −51,634−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −51,085−100.0% | 清倉 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −31,145−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −22,203−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −21,284−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −19,932−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,083−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −9,593−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −9,091−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −6,351−100.0% | 清倉 |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −6,144−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −4,574−100.0% | 清倉 |
| Gofen & Glossberg LLC | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,253−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −3,225−100.0% | 清倉 |
| Neumann Capital Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,496−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1,016−100.0% | 清倉 |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −770−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −580−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −427−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −412−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −264−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −185−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −177−100.0% | 清倉 |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| BBVA USA | – | – | – | – | 本季未申報 |
| HighPoint Advisor Group LLC | – | – | – | – | 本季未申報 |
| World Asset Management Inc | – | – | – | – | 本季未申報 |
| First Mercantile Trust Co | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
