| Cassady Schiller Wealth Management, LLC | 525 | $2.81 萬 | 0.01% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 500 | $2.67 萬 | 0.01% | 00.0% | 不變 |
| NVWM, LLC | 496 | $2.65 萬 | 0.01% | 00.0% | 不變 |
| Crewe Advisors LLC | 490 | $2.62 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 478 | $2.56 萬 | 0.01% | −35−6.8% | 減碼 |
| Sunbelt Securities, Inc. | 446 | $2.37 萬 | 0.00% | +446 | 新進 |
| TD Waterhouse Canada Inc. | 436 | $2.31 萬 | 0.00% | −700−61.6% | 減碼 |
| Hood River Capital Management LLC | 435 | $2.30 萬 | 0.00% | +435 | 新進 |
| Cary Street Partner Investment Advisory LLC | 409 | $2.19 萬 | 0.00% | +18+4.6% | 加碼 |
| First Manhattan Co | 378 | $2.02 萬 | 0.00% | −281−42.6% | 減碼 |
| Kistler-Tiffany Companies, LLC | 375 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 347 | $1.86 萬 | 0.00% | +347 | 新進 |
| Spire Wealth Management | 320 | $1.71 萬 | 0.00% | +182+131.9% | 加碼 |
| Huntington National Bank | 315 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 276 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 275 | $1.47 萬 | 0.00% | 00.0% | 不變 |
| City State Bank | 260 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 245 | $1.31 萬 | 0.01% | 00.0% | 不變 |
| Sageworth Trust Co | 213 | $1.14 萬 | 0.00% | +213 | 新進 |
| JFS Wealth Advisors, LLC | 203 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 200 | $1.07 萬 | 0.00% | −39−16.3% | 減碼 |
| AdvisorNet Financial, Inc | 200 | $1.07 萬 | 0.00% | −15−7.0% | 減碼 |
| Brown Brothers Harriman & Co | 200 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 183 | $9,789 | 0.00% | +183 | 新進 |
| Sound Income Strategies, LLC | 171 | $9,147 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 164 | $8,772 | 0.00% | +11+7.2% | 加碼 |
| Focused Wealth Management, Inc | 145 | $7,756 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 127 | $6,793 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 125 | $6,686 | 0.00% | +125 | 新進 |
| National Bank of Canada | 125 | $6,685 | 0.00% | −32−20.4% | 減碼 |
| Front Row Advisors LLC | 107 | $6,000 | 0.00% | −11−9.3% | 減碼 |
| Sofos Investments, Inc. | 53 | $5,845 | 0.26% | +17+47.2% | 加碼 |
| Hartford Financial Management Inc. | 105 | $5,617 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 100 | $5,349 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 100 | $5,349 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 100 | $5,349 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 100 | $5,349 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 100 | $5,349 | 0.00% | +100 | 新進 |
| Aspire Private Capital, LLC | 99 | $5,296 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 95 | $5,079 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 94 | $5,029 | 0.00% | +94 | 新進 |
| Bell Investment Advisors, Inc | 92 | $4,922 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 91 | $4,868 | 0.00% | +91 | 新進 |
| Geneos Wealth Management Inc. | 90 | $4,814 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 70 | $3,744 | 0.00% | −93−57.1% | 減碼 |
| Versant Capital Management, Inc | 61 | $3,263 | 0.00% | +61 | 新進 |
| Central Trust Co | 57 | $3,049 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 69 | $3,000 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 55 | $3,000 | 0.00% | +55 | 新進 |
| Schubert & Co | 51 | $2,728 | 0.00% | +10+24.4% | 加碼 |
| First Horizon Advisors, Inc. | 51 | $2,727 | 0.00% | +15+41.7% | 加碼 |
| Raffa Wealth Management, LLC | 48 | $2,568 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 48 | $2,568 | 0.00% | +48 | 新進 |
| Bellevue Asset Management, LLC | 25 | $1,337 | 0.00% | +25 | 新進 |
| Fifth Third Bancorp | 24 | $1,284 | 0.00% | −15−38.5% | 減碼 |
| RFP Financial Group LLC | 21 | $1,123 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 20 | $1,000 | 0.00% | −528−96.4% | 減碼 |
| Financial Management Professionals, Inc. | 26 | $1,000 | 0.00% | −28−51.9% | 減碼 |
| GeoWealth Management, LLC | 15 | $1,000 | 0.00% | +15 | 新進 |
| Hoey Investments, Inc | 15 | $803 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 13 | $696 | 0.00% | +1+8.3% | 加碼 |
| WR Wealth Planners, LLC | 5 | $267 | 0.00% | +5 | 新進 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,240,088−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,081,523−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −566,055−100.0% | 清倉 |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −101,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −58,085−100.0% | 清倉 |
| XY Capital Ltd | 0 | $0 | 0.00% | −44,966−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −44,535−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −40,606−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −28,433−100.0% | 清倉 |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −21,582−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,271−100.0% | 清倉 |
| Bullseye Investment Management, LLC | 0 | $0 | 0.00% | −20,518−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −13,637−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,886−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −6,181−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −5,630−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −4,885−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,871−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,218−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,964−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,303−100.0% | 清倉 |
| Seldon Capital LP | 0 | $0 | 0.00% | −1,665−100.0% | 清倉 |
| Credit Suisse AG | 0 | $0 | 0.00% | −1,309−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −547−100.0% | 清倉 |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −170−100.0% | 清倉 |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Covestor Ltd | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −18,370−100.0% | 清倉 |
| Breakline Capital LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Glass Jacobson Investment Advisors llc | – | – | – | – | 本季未申報 |