| Pinnacle Financial Partners Inc | 623 | $5.40 萬 | 0.00% | +623 | 新進 |
| Harbour Investments, Inc. | 700 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 500 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 500 | $4.36 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 452 | $3.94 萬 | 0.00% | +209+86.0% | 加碼 |
| Prestige Wealth Management Group LLC | 447 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 419 | $3.70 萬 | 0.00% | −8−1.9% | 減碼 |
| Tortoise Investment Management, LLC | 419 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 400 | $3.50 萬 | 0.00% | −2−0.5% | 減碼 |
| First Horizon Advisors, Inc. | 369 | $3.10 萬 | 0.00% | −36−8.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 327 | $2.90 萬 | 0.00% | −17−4.9% | 減碼 |
| Nomura Asset Management Co Ltd | 330 | $2.88 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 386 | $2.40 萬 | 0.00% | +209+118.1% | 加碼 |
| Proequities, Inc. | 255 | $2.20 萬 | 0.00% | +18+7.6% | 加碼 |
| Lee Financial Co | 200 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 194 | $1.70 萬 | 0.00% | +43+28.5% | 加碼 |
| Ellevest, Inc. | 174 | $1.50 萬 | 0.00% | +166+2,075.0% | 加碼 |
| Trust Co of Vermont | 160 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 150 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 157 | $1.30 萬 | 0.00% | +1+0.6% | 加碼 |
| Larson Financial Group LLC | 147 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 150 | $1.30 萬 | 0.01% | −4−2.6% | 減碼 |
| Industrial Alliance Investment Management Inc. | 133 | $1.20 萬 | 0.00% | +133 | 新進 |
| Baillie Gifford & Co | 131 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 130 | $1.10 萬 | 0.00% | +20+18.2% | 加碼 |
| Covestor Ltd | 120 | $1.00 萬 | 0.01% | −1,195−90.9% | 減碼 |
| Global Retirement Partners, LLC | 100 | $1.00 萬 | 0.00% | +100 | 新進 |
| PSI Advisors, LLC | 106 | $9,000 | 0.00% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 107 | $9,000 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 89 | $8,000 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 85 | $7,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 82 | $7,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 75 | $7,000 | 0.00% | +3+4.2% | 加碼 |
| Lindbrook Capital, LLC | 76 | $7,000 | 0.00% | +17+28.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 55 | $5,000 | 0.00% | +55 | 新進 |
| Sageworth Trust Co of South Dakota | 41 | $4,000 | 0.01% | −26−38.8% | 減碼 |
| Money Concepts Capital Corp | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 48 | $4,000 | 0.00% | 00.0% | 不變 |
| Islay Capital Management, LLC | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 40 | $4,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 46 | $4,000 | 0.00% | +14+43.8% | 加碼 |
| Schubert & Co | 44 | $4,000 | 0.00% | +19+76.0% | 加碼 |
| Global Financial Private Client, LLC | 40 | $3,484 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 38 | $3,000 | 0.00% | −419−91.7% | 減碼 |
| Manchester Capital Management LLC | 30 | $3,000 | 0.00% | −5−14.3% | 減碼 |
| Bellevue Asset Management, LLC | 34 | $3,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 35 | $3,000 | 0.00% | +10+40.0% | 加碼 |
| Farmers & Merchants Investments Inc | 38 | $3,000 | 0.00% | +38 | 新進 |
| EverSource Wealth Advisors, LLC | 20 | $2,000 | 0.00% | −1,142−98.3% | 減碼 |
| Ancora Advisors, LLC | 24 | $2,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 18 | $2,000 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 18 | $1,571 | 0.00% | +18 | 新進 |
| Absolute Capital Management, LLC | 13 | $1,157 | 0.00% | +13 | 新進 |
| Meeder Asset Management Inc | 8 | $1,000 | 0.00% | −12−60.0% | 減碼 |
| Glassman Wealth Services | 11 | $1,000 | 0.00% | −3−21.4% | 減碼 |
| Disciplined Investments, LLC | 13 | $1,000 | 0.00% | +1+8.3% | 加碼 |
| RWM Asset Management, LLC | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 11 | $1,000 | 0.00% | +11 | 新進 |
| MUFG Americas Holdings Corp | 9 | $1,000 | 0.00% | +9 | 新進 |
| Capital Advisors, Ltd. LLC | 10 | $1,000 | 0.00% | +10 | 新進 |
| SJS Investment Consulting Inc. | 7 | $1,000 | 0.00% | +7 | 新進 |
| Sutton Wealth Advisors Inc. | 6 | $524 | 0.00% | −3−33.3% | 減碼 |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 1 | $0 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,034,716−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −221,000−100.0% | 清倉 |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −64,299−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −33,302−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −25,047−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −24,882−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −21,279−100.0% | 清倉 |
| Absoluto Partners Gestao de Recursos Ltda | 0 | $0 | 0.00% | −18,050−100.0% | 清倉 |
| Icon Advisers Inc | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −17,821−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,443−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −14,145−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −8,466−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,318−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −6,877−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,674−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −5,679−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,171−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,746−100.0% | 清倉 |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,960−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −1,257−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −440−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −192−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −178−100.0% | 清倉 |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Coldstream Capital Management Inc | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
| Lake Point Wealth Management | – | – | – | – | 本季未申報 |
