| Evolution Wealth Advisors, LLC | 10 | $4,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 12 | $4,000 | 0.00% | +12 | 新進 |
| PFG Private Wealth Management, LLC | 12 | $4,000 | 0.00% | +12 | 新進 |
| Sandy Spring Bank | 8 | $3,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 7 | $3,000 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 7 | $3,000 | 0.00% | 00.0% | 不變 |
| Regency Capital Management Inc. | 7 | $3,000 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 7 | $3,000 | 0.00% | +5+250.0% | 加碼 |
| Ci Investments Inc. | 7 | $3,000 | 0.00% | +7 | 新進 |
| Asset Dedication, LLC | 9 | $3,000 | 0.00% | +9 | 新進 |
| Edge Wealth Management LLC | 9 | $3,000 | 0.00% | +9 | 新進 |
| Bellwether Advisors, LLC | 11 | $3,000 | 0.00% | +11 | 新進 |
| Heritage Wealth Management, LLC | 7 | $3,000 | 0.00% | +7 | 新進 |
| Kowal Investment Group, LLC | 9 | $3,000 | 0.00% | +9 | 新進 |
| Raffa Wealth Management, LLC | 6 | $2,166 | 0.00% | 00.0% | 不變 |
| Psagot Investment House Ltd. | 5 | $2,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 6 | $2,000 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 6 | $2,000 | 0.00% | +6 | 新進 |
| O'Dell Group, LLC | 5 | $2,000 | 0.00% | +5 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $2,000 | 0.00% | +5 | 新進 |
| PEAK6 Investments LLC | 4 | $1,000 | 0.00% | −1−20.0% | 減碼 |
| HM Payson & Co | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2 | $1,000 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 2 | $1,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2 | $1,000 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 2 | $1,000 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 4 | $1,000 | 0.00% | +4 | 新進 |
| Focused Wealth Management, Inc | 3 | $1,000 | 0.00% | +3 | 新進 |
| Newbridge Financial Services Group, Inc. | 2 | $1,000 | 0.00% | +2 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 26 | – | – | +26 | 加碼 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −225,587−100.0% | 清倉 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −77,998−100.0% | 清倉 |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −20,495−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −20,424−100.0% | 清倉 |
| Leonard Green & Partners, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Kehrs Ridge Capital,LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −13,900−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,012−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Valicenti Advisory Services Inc | 0 | $0 | 0.00% | −9,730−100.0% | 清倉 |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −5,930−100.0% | 清倉 |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −5,800−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,461−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −5,245−100.0% | 清倉 |
| Symmetry Investments LP | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,781−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,118−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,785−100.0% | 清倉 |
| Franklin Street Capital Partners, LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Turtle Creek Asset Management Inc. | 0 | $0 | 0.00% | −3,450−100.0% | 清倉 |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −3,200−100.0% | 清倉 |
| Formuepleje A/S | 0 | $0 | 0.00% | −3,070−100.0% | 清倉 |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −2,104−100.0% | 清倉 |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −2,088−100.0% | 清倉 |
| Advisory Research Inc | 0 | $0 | 0.00% | −2,065−100.0% | 清倉 |
| Pendal Group Limited | 0 | $0 | 0.00% | −1,746−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −1,360−100.0% | 清倉 |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −1,176−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,151−100.0% | 清倉 |
| Landsberg, Bennett, & Dubbaneh LLC | 0 | $0 | 0.00% | −1,148−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −1,107−100.0% | 清倉 |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −945−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −922−100.0% | 清倉 |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −905−100.0% | 清倉 |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −814−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −781−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −761−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −738−100.0% | 清倉 |
| Family Management Corp | 0 | $0 | 0.00% | −686−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −636−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −631−100.0% | 清倉 |
| Conning Inc. | 0 | $0 | 0.00% | −625−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −621−100.0% | 清倉 |
| Nkcfo LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −420−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −327−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Private Ocean, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −136−100.0% | 清倉 |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Accel Wealth Management | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Running Oak Capital LLC | – | – | – | – | 本季未申報 |
| Bel Air Investment Advisors LLC | – | – | – | – | 本季未申報 |
| Legacy Wealth Partners, Inc. | – | – | – | – | 本季未申報 |
