| Spire Wealth Management | 384 | $1.60 萬 | 0.00% | −3,200−89.3% | 減碼 |
| Covestor Ltd | 345 | $1.40 萬 | 0.01% | −160−31.7% | 減碼 |
| Private Ocean, LLC | 305 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 319 | $1.30 萬 | 0.00% | +319 | 新進 |
| FourThought Financial, LLC | 252 | $1.00 萬 | 0.00% | −192−43.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 244 | $1.00 萬 | 0.00% | +35+16.7% | 加碼 |
| Strategic Asset Management, LLC | 250 | $1.00 萬 | 0.01% | +250 | 新進 |
| Raleigh Capital Management Inc. | 250 | $1.00 萬 | 0.01% | +250 | 新進 |
| First Horizon Advisors, Inc. | 227 | $9,000 | 0.00% | −31−12.0% | 減碼 |
| West Branch Capital LLC | 206 | $9,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 210 | $9,000 | 0.00% | +78+59.1% | 加碼 |
| Sound Income Strategies, LLC | 214 | $9,000 | 0.00% | +106+98.1% | 加碼 |
| Koshinski Asset Management, Inc. | 200 | $8,270 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 201 | $8,000 | 0.00% | +114+131.0% | 加碼 |
| AGF Investments LLC | 195 | $8,000 | 0.00% | +195 | 新進 |
| Key Financial Inc | 169 | $7,000 | 0.00% | +169 | 新進 |
| Parallel Advisors, LLC | 150 | $6,000 | 0.00% | −5−3.2% | 減碼 |
| Proequities, Inc. | 134 | $6,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 130 | $5,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 129 | $5,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 121 | $5,000 | 0.00% | 00.0% | 不變 |
| Curi Capital | 142 | $5,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 107 | $4,000 | 0.00% | −8−7.0% | 減碼 |
| Country Trust Bank | 103 | $4,000 | 0.00% | 00.0% | 不變 |
| Vectors Research Management, LLC | 100 | $4,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 103 | $4,000 | 0.00% | +103 | 新進 |
| Avion Wealth | 100 | $4,000 | 0.00% | +100 | 新進 |
| Twin Tree Management, LP | 71 | $3,000 | 0.00% | +71 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 82 | $3,000 | 0.00% | +82 | 新進 |
| RWM Asset Management, LLC | 54 | $2,000 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 43 | $2,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 44 | $2,000 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 40 | $2,000 | 0.00% | +40 | 新進 |
| Hudock, Inc. | 33 | $1,000 | 0.00% | +5+17.9% | 加碼 |
| Lindbrook Capital, LLC | 17 | $1,000 | 0.00% | +17 | 新進 |
| Charter Oak Capital Management, LLC | 11 | $0 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 9 | $0 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 7 | $0 | 0.00% | 00.0% | 不變 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −179,247−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −139,363−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −126,460−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −77,293−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −59,979−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −33,473−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −29,200−100.0% | 清倉 |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −16,464−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −15,903−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −15,357−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −15,143−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,164−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −12,961−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,100−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,400−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −8,698−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −8,213−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,647−100.0% | 清倉 |
| Regentatlantic Capital LLC | 0 | $0 | 0.00% | −6,109−100.0% | 清倉 |
| Element Pointe Advisors, LLC | 0 | $0 | 0.00% | −5,997−100.0% | 清倉 |
| H&H Retirement Design & Management INC | 0 | $0 | 0.00% | −7,392−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −5,633−100.0% | 清倉 |
| Guardian Capital LP | 0 | $0 | 0.00% | −5,436−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,410−100.0% | 清倉 |
| Manteio Capital LLC | 0 | $0 | 0.00% | −5,247−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −5,095−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,636−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −10,455−100.0% | 清倉 |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −4,504−100.0% | 清倉 |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −4,305−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −2,207−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,121−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −807−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −546−100.0% | 清倉 |
| NVWM, LLC | 0 | $0 | 0.00% | −320−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −312−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Bivin & Associates, Inc. | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Real Estate Management Services LLC | – | – | – | – | 本季未申報 |
| Delphi Management Inc | – | – | – | – | 本季未申報 |
| Legg Mason Asset Management (Japan) Co., Ltd. | – | – | – | – | 本季未申報 |
| Columbia Asset Management | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
