| Plante Moran Financial Advisors, LLC | 98 | $5,000 | 0.00% | +76+345.5% | 加碼 |
| Front Row Advisors LLC | 89 | $4,000 | 0.00% | −1−1.1% | 減碼 |
| Lindbrook Capital, LLC | 77 | $4,000 | 0.00% | +3+4.1% | 加碼 |
| Raleigh Capital Management Inc. | 93 | $4,000 | 0.00% | +51+121.4% | 加碼 |
| Brown Brothers Harriman & Co | 56 | $3,000 | 0.00% | −31−35.6% | 減碼 |
| Massmutual Trust Co FSB | 62 | $3,000 | 0.00% | −16−20.5% | 減碼 |
| Endurance Wealth Management, Inc. | 70 | $3,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 67 | $3,000 | 0.00% | +11+19.6% | 加碼 |
| Wolff Wiese Magana LLC | 54 | $3,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 70 | $3,000 | 0.00% | +50+250.0% | 加碼 |
| FourThought Financial, LLC | 53 | $2,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 47 | $2,000 | 0.00% | +47 | 新進 |
| Loomis Sayles & Co L P | 23 | $1,000 | 0.00% | −399,882−100.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 25 | $1,000 | 0.00% | −75−75.0% | 減碼 |
| Washington Trust Co | 21 | $1,000 | 0.00% | −1−4.5% | 減碼 |
| Ancora Advisors, LLC | 23 | $1,000 | 0.00% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 22 | $1,000 | 0.00% | 00.0% | 不變 |
| Aua Capital Management, LLC | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 17 | $1,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 14 | $1,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 22 | $1,000 | 0.00% | +18+450.0% | 加碼 |
| Money Concepts Capital Corp | 29 | $1,000 | 0.00% | +29 | 新進 |
| Clean Yield Group | 30 | $1,000 | 0.00% | +30 | 新進 |
| Capital Advisors, Ltd. LLC | 27 | $1,000 | 0.00% | +27 | 新進 |
| SJS Investment Consulting Inc. | 12 | $1,000 | 0.00% | +12 | 新進 |
| Sutton Wealth Advisors Inc. | 21 | $990 | 0.00% | +15+250.0% | 加碼 |
| Schubert & Co | 4 | $0 | 0.00% | −32−88.9% | 減碼 |
| Bell Investment Advisors, Inc | 10 | $0 | 0.00% | −21−67.7% | 減碼 |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | −9−60.0% | 減碼 |
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 4 | $0 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 9 | $0 | 0.00% | +4+80.0% | 加碼 |
| MUFG Americas Holdings Corp | 10 | $0 | 0.00% | +10 | 新進 |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | 新進 |
| TCI Wealth Advisors, Inc. | 6 | $0 | 0.00% | +6 | 新進 |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Sofos Investments, Inc. | 141 | – | – | −75−34.7% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −803,000−100.0% | 清倉 |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −648,537−100.0% | 清倉 |
| Tekla Capital Management LLC | 0 | $0 | 0.00% | −302,945−100.0% | 清倉 |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −111,494−100.0% | 清倉 |
| Buffington Mohr McNeal | 0 | $0 | 0.00% | −81,455−100.0% | 清倉 |
| Kirr Marbach & Co LLC | 0 | $0 | 0.00% | −75,455−100.0% | 清倉 |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −49,115−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −43,208−100.0% | 清倉 |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −40,290−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −33,730−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −32,942−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −29,782−100.0% | 清倉 |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −25,963−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −23,981−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −13,556−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −9,295−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,252−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −9,050−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −8,297−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −7,804−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −7,099−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −6,702−100.0% | 清倉 |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,601−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −5,543−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −5,086−100.0% | 清倉 |
| Fort, L.P. | 0 | $0 | 0.00% | −4,676−100.0% | 清倉 |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −4,526−100.0% | 清倉 |
| Physicians Financial Services, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,927−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,780−100.0% | 清倉 |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −3,748−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,648−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,580−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,488−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −3,305−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,281−100.0% | 清倉 |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −3,168−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −3,130−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,099−100.0% | 清倉 |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −3,084−100.0% | 清倉 |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −2,998−100.0% | 清倉 |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −2,270−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,058−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −384−100.0% | 清倉 |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −343−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −280−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −202−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −88−100.0% | 清倉 |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| Surevest, LLC | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
| Coldstream Capital Management Inc | – | – | – | – | 本季未申報 |
