| Delta Asset Management LLC | 25 | $5,489 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 24 | $5,269 | 0.00% | +1+4.3% | 加碼 |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $5,050 | 0.01% | −90−79.6% | 減碼 |
| Washington Trust Advisors, Inc. | 22 | $4,856 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 20 | $4,391 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 19 | $4,172 | 0.00% | −18−48.6% | 減碼 |
| Solstein Capital, LLC | 19 | $4,171 | 0.00% | 00.0% | 不變 |
| Pineridge Advisors LLC | 19 | $4,171 | 0.00% | +19 | 新進 |
| Cornerstone Planning Group LLC | 17 | $4,125 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 18 | $3,952 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 18 | $3,952 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 17 | $3,732 | 0.00% | 00.0% | 不變 |
| Triad Wealth Partners, LLC | 17 | $3,732 | 0.00% | +17 | 新進 |
| Private Wealth Management Group, LLC | 16 | $3,513 | 0.00% | −15−48.4% | 減碼 |
| CVA Family Office, LLC | 16 | $3,513 | 0.00% | +1+6.7% | 加碼 |
| South State Corp. | 16 | $3,513 | 0.00% | +16 | 新進 |
| Sachetta, LLC | 14 | $3,322 | 0.00% | +8+133.3% | 加碼 |
| St Germain D J Co Inc | 13 | $2,854 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 10 | $2,196 | 0.00% | −110−91.7% | 減碼 |
| Penserra Capital Management LLC | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 9 | $1,976 | 0.00% | +9 | 新進 |
| Dunhill Financial, LLC | 9 | $1,973 | 0.00% | +2+28.6% | 加碼 |
| Naples Money Management LLC | 9 | $1,967 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 8 | $1,756 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 7 | $1,602 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 7 | $1,541 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 7 | $1,537 | 0.00% | 00.0% | 不變 |
| REAP Financial Group, LLC | 6 | $1,327 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 6 | $1,317 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 6 | $1,317 | 0.00% | +6 | 新進 |
| Raleigh Capital Management Inc. | 5 | $1,098 | 0.00% | −6−54.5% | 減碼 |
| Prestige Wealth Management Group LLC | 5 | $1,098 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 7 | $1,000 | 0.00% | −8−53.3% | 減碼 |
| Avion Wealth | 6 | $1,000 | 0.00% | +2+50.0% | 加碼 |
| True Wealth Design, LLC | 4 | $879 | 0.00% | +1+33.3% | 加碼 |
| Rosenberg Matthew Hamilton | 4 | $874 | 0.00% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 3 | $674 | 0.00% | +3 | 新進 |
| Tradewinds Capital Management, LLC | 3 | $659 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 3 | $659 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 3 | $659 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 2 | $440 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 2 | $440 | 0.00% | +1+100.0% | 加碼 |
| Sofos Investments, Inc. | 2 | $439 | 0.00% | −10−83.3% | 減碼 |
| Cherry Tree Wealth Management, LLC | 2 | $330 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 1 | $220 | 0.00% | −2−66.7% | 減碼 |
| WestEnd Advisors, LLC | 1 | $220 | 0.00% | −1−50.0% | 減碼 |
| Redwood Wealth Management Group, LLC | 1 | $220 | 0.00% | +1 | 新進 |
| Sands Capital Management, LLC | 0 | $0 | 0.00% | −409,845−100.0% | 清倉 |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −30,897−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −26,383−100.0% | 清倉 |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −20,426−100.0% | 清倉 |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −18,270−100.0% | 清倉 |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −17,413−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −9,163−100.0% | 清倉 |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −6,779−100.0% | 清倉 |
| Invera Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,061−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,119−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,458−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,985−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −3,829−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,621−100.0% | 清倉 |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −3,530−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,431−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,225−100.0% | 清倉 |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −2,946−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,387−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −2,121−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,116−100.0% | 清倉 |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,343−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −1,288−100.0% | 清倉 |
| Guardian Capital LP | 0 | $0 | 0.00% | −1,272−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −1,123−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,020−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −964−100.0% | 清倉 |
| Rice Partnership, LLC | 0 | $0 | 0.00% | −935−100.0% | 清倉 |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −934−100.0% | 清倉 |
| Trust Point Inc. | 0 | $0 | 0.00% | −899−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −603−100.0% | 清倉 |
| Accordant Advisory Group Inc | 0 | $0 | 0.00% | −308−100.0% | 清倉 |
| Denali Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Archer Investment Corp | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −25,418−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | – | – | – | – | 本季未申報 |
| InterOcean Capital Group, LLC | – | – | – | – | 本季未申報 |