| Tortoise Investment Management, LLC | 681 | $3,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 845 | $3,000 | 0.00% | +339+67.0% | 加碼 |
| Ellevest, Inc. | 384 | $2,000 | 0.00% | −315−45.1% | 減碼 |
| Private Ocean, LLC | 620 | $2,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 436 | $2,000 | 0.00% | −126−22.4% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 424 | $2,000 | 0.00% | −56−11.7% | 減碼 |
| Huntington National Bank | 407 | $2,000 | 0.00% | −131−24.3% | 減碼 |
| Allworth Financial LP | 613 | $2,000 | 0.00% | +554+939.0% | 加碼 |
| Parallel Advisors, LLC | 286 | $1,000 | 0.00% | −1,342−82.4% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 224 | $1,000 | 0.00% | −811−78.4% | 減碼 |
| Proequities, Inc. | 154 | $1,000 | 0.00% | −491−76.1% | 減碼 |
| Covestor Ltd | 248 | $1,000 | 0.00% | −175−41.4% | 減碼 |
| Hantz Financial Services, Inc. | 332 | $1,000 | 0.00% | 00.0% | 不變 |
| Hall Laurie J Trustee | 155 | $1,000 | 0.00% | −80−34.0% | 減碼 |
| Glassman Wealth Services | 310 | $1,000 | 0.00% | +242+355.9% | 加碼 |
| DT Investment Partners, LLC | 193 | $1,000 | 0.00% | +193 | 新進 |
| Ronald Blue Trust, Inc. | 136 | $1,000 | 0.00% | +136 | 新進 |
| Raffa Wealth Management, LLC | 16 | $64 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 6 | $26 | 0.00% | +6 | 新進 |
| Tucker Asset Management LLC | 3 | $11 | 0.00% | +3 | 新進 |
| TD Private Client Wealth LLC | 1 | $4 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 68 | $0 | 0.00% | −2,213−97.0% | 減碼 |
| Cambridge Trust Co | 102 | $0 | 0.00% | −100−49.5% | 減碼 |
| Wolff Wiese Magana LLC | 119 | $0 | 0.00% | −53−30.8% | 減碼 |
| Coston, McIsaac & Partners | 186 | $0 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 73 | $0 | 0.00% | −1−1.4% | 減碼 |
| Acadian Asset Management LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 37 | $0 | 0.00% | −17−31.5% | 減碼 |
| Earnest Partners LLC | 40 | $0 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 8 | $0 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 30 | $0 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 27 | $0 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 11 | $0 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 27 | $0 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 58 | $0 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 40 | $0 | 0.00% | −24−37.5% | 減碼 |
| Crewe Advisors LLC | 19 | $0 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 55 | $0 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 25 | $0 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 63 | $0 | 0.00% | 00.0% | 不變 |
| Standard Family Office LLC | 16 | $0 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 1 | $0 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 40 | $0 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 8 | $0 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 1 | $0 | 0.00% | −58−98.3% | 減碼 |
| IFP Advisors, Inc | 309 | – | – | +26+9.2% | 加碼 |
| Capital International Investors | 0 | $0 | 0.00% | −3,348,913−100.0% | 清倉 |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −2,010,825−100.0% | 清倉 |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −1,225,243−100.0% | 清倉 |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −593,633−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −482,389−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −81,616−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −71,023−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −67,270−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −54,690−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −54,691−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −52,478−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −42,877−100.0% | 清倉 |
| Sarissa Consulting LLC | 0 | $0 | 0.00% | −32,500−100.0% | 清倉 |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −23,256−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −15,223−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −22,587−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −13,468−100.0% | 清倉 |
| Snider Financial Group | 0 | $0 | 0.00% | −11,345−100.0% | 清倉 |
| Marco Investment Management LLC | 0 | $0 | 0.00% | −10,716−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −10,426−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,190−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −8,644−100.0% | 清倉 |
| Oberndorf William E | 0 | $0 | 0.00% | −8,278−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,267−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,631−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,149−100.0% | 清倉 |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −1,096−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −923−100.0% | 清倉 |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −905−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −675−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −589−100.0% | 清倉 |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −317−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −272−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −476−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −151−100.0% | 清倉 |
| Seldon Capital LP | 0 | $0 | 0.00% | −237−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −146−100.0% | 清倉 |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |
| Brewin Dolphin Ltd | – | – | – | – | 本季未申報 |
| HC Financial Advisors Inc | – | – | – | – | 本季未申報 |
| Urban Wealth Management, LLC | – | – | – | – | 本季未申報 |