| Advisor Partners II, LLC | 12,804 | $34.9 萬 | 0.02% | +12,804 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 12,558 | $34.2 萬 | 0.00% | −282−2.2% | 減碼 |
| FMR LLC | 12,410 | $33.8 萬 | 0.00% | +1,433+13.1% | 加碼 |
| Vident Investment Advisory, LLC | 12,280 | $33.5 萬 | 0.01% | −555−4.3% | 減碼 |
| Cerity Partners LLC | 12,140 | $33.1 萬 | 0.00% | +12,140 | 新進 |
| Commonwealth Equity Services, LLC | 12,141 | $33.1 萬 | 0.00% | +1,727+16.6% | 加碼 |
| Allianz Asset Management GmbH | 11,980 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 11,980 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 11,905 | $32.5 萬 | 0.00% | +11,905 | 新進 |
| BSW Wealth Partners | 11,290 | $30.8 萬 | 0.06% | −137−1.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 11,257 | $30.7 萬 | 0.00% | +2,611+30.2% | 加碼 |
| Schechter Investment Advisors, LLC | 10,771 | $29.4 萬 | 0.03% | +411+4.0% | 加碼 |
| JJJ Advisors Inc. | 9,613 | $28.2 萬 | 0.08% | +4,601+91.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 10,044 | $27.4 萬 | 0.01% | +10,044 | 新進 |
| NewEdge Wealth, LLC | 10,044 | $27.4 萬 | 0.01% | +10,044 | 新進 |
| Balentine LLC | 9,931 | $27.1 萬 | 0.01% | +9,931 | 新進 |
| One Wealth Advisors, LLC | 9,544 | $26.0 萬 | 0.06% | +2,584+37.1% | 加碼 |
| Profund Advisors LLC | 9,019 | $24.6 萬 | 0.02% | −249−2.7% | 減碼 |
| Millennium Management LLC | 8,821 | $24.1 萬 | 0.00% | −62,846−87.7% | 減碼 |
| Ascent Group, LLC | 8,161 | $22.3 萬 | 0.02% | +8,161 | 新進 |
| LPL Financial LLC | 8,037 | $21.9 萬 | 0.00% | −16,365−67.1% | 減碼 |
| KLR Investment Advisors, LLC | 7,915 | $21.6 萬 | 0.19% | −6,894−46.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 7,822 | $21.3 萬 | 0.01% | +7,822 | 新進 |
| Quantinno Capital Management LP | 7,754 | $21.1 萬 | 0.01% | −9,518−55.1% | 減碼 |
| Balyasny Asset Management LLC | 7,699 | $21.0 萬 | 0.00% | +7,699 | 新進 |
| TD Private Client Wealth LLC | 7,685 | $21.0 萬 | 0.01% | −2,222−22.4% | 減碼 |
| MML Investors Services, LLC | 7,442 | $20.3 萬 | 0.00% | −2,483−25.0% | 減碼 |
| Goldman Sachs Group Inc | 7,363 | $20.1 萬 | 0.00% | +7,363 | 新進 |
| Bessemer Group Inc | 7,200 | $19.6 萬 | 0.00% | −84−1.2% | 減碼 |
| Parallel Advisors, LLC | 6,275 | $17.1 萬 | 0.01% | +1,179+23.1% | 加碼 |
| Ronald Blue Trust, Inc. | 5,530 | $13.2 萬 | 0.00% | +767+16.1% | 加碼 |
| Baldwin Brothers Inc | 4,674 | $12.7 萬 | 0.01% | −51−1.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,941 | $8.02 萬 | 0.01% | +2,850+3,131.9% | 加碼 |
| Aquatic Capital Management LLC | 2,200 | $6.00 萬 | 0.00% | +2,200 | 新進 |
| Lindbrook Capital, LLC | 2,005 | $5.47 萬 | 0.01% | +253+14.4% | 加碼 |
| Webster Bank, N. A. | 2,000 | $5.45 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,622 | $4.42 萬 | 0.00% | +243+17.6% | 加碼 |
| Umb Bank N A | 1,607 | $4.38 萬 | 0.00% | +315+24.4% | 加碼 |
| Legal & General Group Plc | 1,520 | $4.14 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 1,392 | $3.70 萬 | 0.00% | −22,728−94.2% | 減碼 |
| Banque Cantonale Vaudoise | 1,184 | $3.20 萬 | 0.00% | +1,184 | 新進 |
| Advisory Services Network, LLC | 1,166 | $3.18 萬 | 0.00% | +154+15.2% | 加碼 |
| Mascoma Wealth Management LLC | 1,080 | $3.11 萬 | 0.01% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 1,080 | $2.95 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 775 | $2.11 萬 | 0.01% | 00.0% | 不變 |
| Park Place Capital Corp | 694 | $1.89 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 642 | $1.80 萬 | 0.00% | −240−27.2% | 減碼 |
| Proequities, Inc. | 600 | $1.64 萬 | 0.00% | +21+3.6% | 加碼 |
| GWM Advisors LLC | 541 | $1.48 萬 | 0.00% | −3,575−86.9% | 減碼 |
| Pin Oak Investment Advisors Inc | 464 | $1.30 萬 | 0.02% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 470 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 398 | $1.09 萬 | 0.00% | +2+0.5% | 加碼 |
| Hoese & Co LLP | 400 | $1.03 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 334 | $9,109 | 0.00% | +215+180.7% | 加碼 |
| Jones Financial Companies LLLP | 328 | $8,945 | 0.00% | +328 | 新進 |
| Eagle Bay Advisors LLC | 322 | $8,781 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 216 | $8,692 | 0.00% | +163+307.5% | 加碼 |
| FinTrust Capital Advisors, LLC | 358 | $8,539 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 255 | $6,954 | 0.00% | +255 | 新進 |
| Huntington National Bank | 250 | $6,818 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 238 | $6,490 | 0.00% | +6+2.6% | 加碼 |
| Washington Trust Advisors, Inc. | 208 | $5,673 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 143 | $3,900 | 0.00% | +143 | 新進 |
| Bell Investment Advisors, Inc | 135 | $3,682 | 0.00% | +19+16.4% | 加碼 |
| Montag A & Associates Inc | 106 | $2,891 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 100 | $2,727 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 97 | $2,645 | 0.00% | +97 | 新進 |
| Hollencrest Capital Management | 90 | $2,454 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 88 | $2,400 | 0.00% | −23−20.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 85 | $2,318 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 77 | $2,100 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 72 | $1,963 | 0.00% | −9,318−99.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 71 | $1,936 | 0.00% | +71 | 新進 |
| Raffa Wealth Management, LLC | 69 | $1,882 | 0.00% | 00.0% | 不變 |
| Estabrook Capital Management | 58 | $1,582 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 40 | $1,129 | 0.00% | −138−77.5% | 減碼 |
| Farther Finance Advisors, LLC | 26 | $709 | 0.00% | +26 | 新進 |
| Concord Wealth Partners | 23 | $627 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 10 | $274 | 0.00% | +10 | 新進 |
| Avion Wealth | 10 | $0 | 0.00% | +10 | 新進 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −243,403−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −199,021−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −67,403−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −21,600−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −20,801−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,800−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −11,593−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −9,293−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −8,619−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,618−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −2,194−100.0% | 清倉 |
| Credit Suisse AG | 0 | $0 | 0.00% | −1,603−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −340−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −285−100.0% | 清倉 |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −108−100.0% | 清倉 |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| YorkBridge Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| Tyler-Stone Wealth Management | – | – | – | – | 本季未申報 |
