| Versant Capital Management, Inc | 3,086 | $20.6 萬 | 0.07% | −55−1.8% | 減碼 |
| 6 Meridian | 3,016 | $20.2 萬 | 0.02% | +3,016 | 新進 |
| The PNC Financial Services Group, Inc. | 2,982 | $19.9 萬 | 0.00% | +115+4.0% | 加碼 |
| Ellevest, Inc. | 2,708 | $18.1 萬 | 0.02% | +1,213+81.1% | 加碼 |
| American Portfolios Advisors | 2,386 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,177 | $14.7 萬 | 0.01% | +2+0.1% | 加碼 |
| Belpointe Asset Management LLC | 2,100 | $14.0 萬 | 0.01% | +15+0.7% | 加碼 |
| Proequities, Inc. | 1,968 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,900 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Ci Investments Inc. | 1,489 | $10.0 萬 | 0.00% | +96+6.9% | 加碼 |
| Captrust Financial Advisors | 1,468 | $9.80 萬 | 0.00% | +28+1.9% | 加碼 |
| Parallel Advisors, LLC | 1,272 | $8.50 萬 | 0.00% | +317+33.2% | 加碼 |
| Signaturefd, LLC | 1,063 | $7.10 萬 | 0.00% | +101+10.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 900 | $6.00 萬 | 0.00% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 800 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 710 | $4.70 萬 | 0.01% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 668 | $4.50 萬 | 0.01% | +305+84.0% | 加碼 |
| Meeder Asset Management Inc | 665 | $4.40 萬 | 0.00% | +190+40.0% | 加碼 |
| Evermay Wealth Management LLC | 533 | $3.60 萬 | 0.01% | 00.0% | 不變 |
| JJJ Advisors Inc. | 403 | $2.70 萬 | 0.01% | +29+7.8% | 加碼 |
| South State Corp. | 406 | $2.70 萬 | 0.00% | +406 | 新進 |
| Private Capital Group, LLC | 392 | $2.60 萬 | 0.01% | +88+28.9% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 397 | $2.60 萬 | 0.00% | +397 | 新進 |
| NEXT Financial Group, Inc | 292 | $2.00 萬 | 0.00% | −70−19.3% | 減碼 |
| Huntington National Bank | 297 | $2.00 萬 | 0.00% | +13+4.6% | 加碼 |
| Acadian Asset Management LLC | 253 | $1.60 萬 | 0.00% | −5,824−95.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 240 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 246 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 214 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 190 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 201 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 200 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| BBVA USA | 174 | $1.20 萬 | 0.00% | −283−61.9% | 減碼 |
| Sageworth Trust Co | 160 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 157 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 150 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 149 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 152 | $1.00 萬 | 0.00% | +120+375.0% | 加碼 |
| Fifth Third Bancorp | 131 | $9,000 | 0.00% | +57+77.0% | 加碼 |
| Lindbrook Capital, LLC | 118 | $8,000 | 0.00% | −41−25.8% | 減碼 |
| O'Dell Group, LLC | 125 | $8,000 | 0.00% | +125 | 新進 |
| Bell Investment Advisors, Inc | 120 | $8,000 | 0.00% | +120 | 新進 |
| Stonebridge Capital Advisors LLC | 104 | $7,000 | 0.00% | −100−49.0% | 減碼 |
| North Star Investment Management Corp. | 100 | $7,000 | 0.00% | 00.0% | 不變 |
| Trust Co | 100 | $7,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 105 | $7,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 98 | $6,000 | 0.00% | −6−5.8% | 減碼 |
| Salem Investment Counselors Inc | 95 | $6,000 | 0.00% | +95 | 新進 |
| Smithfield Trust Co | 60 | $4,000 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 58 | $4,000 | 0.00% | 00.0% | 不變 |
| Burleson & Company, LLC | 47 | $3,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 38 | $3,000 | 0.00% | +11+40.7% | 加碼 |
| PFG Private Wealth Management, LLC | 41 | $3,000 | 0.00% | +41 | 新進 |
| Glassman Wealth Services | 33 | $2,000 | 0.00% | −11−25.0% | 減碼 |
| Asset Dedication, LLC | 36 | $2,000 | 0.00% | 00.0% | 不變 |
| Aua Capital Management, LLC | 25 | $2,000 | 0.00% | −12−32.4% | 減碼 |
| FourThought Financial, LLC | 33 | $2,000 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 41 | $2,000 | 0.00% | +16+64.0% | 加碼 |
| Berman Capital Advisors, LLC | 31 | $2,000 | 0.00% | +31 | 新進 |
| TD Private Client Wealth LLC | 15 | $1,003 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 21 | $1,000 | 0.00% | +6+40.0% | 加碼 |
| Raffa Wealth Management, LLC | 4 | $268 | 0.00% | 00.0% | 不變 |
| Eaton Vance Management | 522 | $0 | 0.00% | −126−19.4% | 減碼 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −177,500−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −59,912−100.0% | 清倉 |
| Coann Capital LLC | 0 | $0 | 0.00% | −57,330−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −38,604−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −33,392−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −30,465−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −28,600−100.0% | 清倉 |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Autonomy Capital (Jersey) L.P. | 0 | $0 | 0.00% | −19,666−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −17,082−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −16,893−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,533−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −11,200−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,492−100.0% | 清倉 |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −9,671−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,649−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,166−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,954−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,602−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,630−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,533−100.0% | 清倉 |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −4,417−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,300−100.0% | 清倉 |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −3,725−100.0% | 清倉 |
| Optas, LLC | 0 | $0 | 0.00% | −3,469−100.0% | 清倉 |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −3,437−100.0% | 清倉 |
| H&H Retirement Design & Management INC | 0 | $0 | 0.00% | −2,878−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,378−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,019−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −359−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −167−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| QS Investors, LLC | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |
