| TD Private Client Wealth LLC | 431 | $9,982 | 0.00% | +38+9.7% | 加碼 |
| Covestor Ltd | 350 | $8,000 | 0.01% | −1,209−77.5% | 減碼 |
| Sentry Investment Management LLC | 342 | $8,000 | 0.00% | −760−69.0% | 減碼 |
| Pacer Advisors, Inc. | 329 | $8,000 | 0.00% | +76+30.0% | 加碼 |
| Sutton Wealth Advisors Inc. | 309 | $7,156 | 0.00% | +127+69.8% | 加碼 |
| Itau Unibanco Holding S.A. | 320 | $7,000 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 300 | $7,000 | 0.00% | +300 | 新進 |
| Federated Hermes, Inc. | 257 | $6,000 | 0.00% | −1,681−86.7% | 減碼 |
| CVA Family Office, LLC | 240 | $6,000 | 0.00% | +240 | 新進 |
| Zions Bancorporation, N.A. | 216 | $5,000 | 0.00% | +60+38.5% | 加碼 |
| Whittier Trust Co | 178 | $4,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 187 | $4,000 | 0.00% | +20+12.0% | 加碼 |
| Sound Income Strategies, LLC | 165 | $4,000 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 128 | $3,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 135 | $3,000 | 0.00% | +53+64.6% | 加碼 |
| Massmutual Trust Co FSB | 82 | $2,000 | 0.00% | −167−67.1% | 減碼 |
| Private Trust Co NA | 106 | $2,000 | 0.00% | −68−39.1% | 減碼 |
| Glassman Wealth Services | 100 | $2,000 | 0.00% | −80−44.4% | 減碼 |
| Smithfield Trust Co | 90 | $2,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 111 | $2,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 103 | $2,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 75 | $2,000 | 0.00% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 66 | $2,000 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 65 | $2,000 | 0.00% | +30+85.7% | 加碼 |
| Atlantic Trust, LLC | 77 | $2,000 | 0.00% | +77 | 新進 |
| Abound Wealth Management | 66 | $1,529 | 0.00% | +66 | 新進 |
| MV Capital Management, Inc. | 22 | $1,000 | 0.00% | −135−86.0% | 減碼 |
| Evoke Wealth, LLC | 46 | $1,000 | 0.00% | −85−64.9% | 減碼 |
| Earnest Partners LLC | 59 | $1,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 47 | $1,000 | 0.00% | +6+14.6% | 加碼 |
| Lazard Asset Management LLC | 46 | $1,000 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 29 | $1,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 36 | $1,000 | 0.00% | +16+80.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 29 | $1,000 | 0.00% | +1+3.6% | 加碼 |
| Global Retirement Partners, LLC | 39 | $1,000 | 0.00% | +7+21.9% | 加碼 |
| Lindbrook Capital, LLC | 64 | $1,000 | 0.00% | +25+64.1% | 加碼 |
| Ronald Blue Trust, Inc. | 37 | $1,000 | 0.00% | +6+19.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 37 | $1,000 | 0.00% | +37 | 新進 |
| DT Investment Partners, LLC | 45 | $1,000 | 0.00% | +45 | 新進 |
| TCI Wealth Advisors, Inc. | 25 | $1,000 | 0.00% | +25 | 新進 |
| Focused Wealth Management, Inc | 50 | $1,000 | 0.00% | +50 | 新進 |
| American Portfolios Advisors | 25 | $579 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 16 | $371 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 7 | $162 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 10 | $0 | 0.00% | −15−60.0% | 減碼 |
| Bell Investment Advisors, Inc | 12 | $0 | 0.00% | −32−72.7% | 減碼 |
| Eagle Bay Advisors LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| South State Corp. | 5 | $0 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 15 | $0 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 10 | $0 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 4 | $0 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 9 | $0 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 11 | $0 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| IFP Advisors, Inc | 629 | – | – | +220+53.8% | 加碼 |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,335,925−100.0% | 清倉 |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −344,536−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −316,031−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −284,190−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −280,172−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −168,226−100.0% | 清倉 |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −110,000−100.0% | 清倉 |
| Price Jennifer C. | 0 | $0 | 0.00% | −109,814−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −80,633−100.0% | 清倉 |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −60,078−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −45,753−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −36,776−100.0% | 清倉 |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −22,418−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −23,967−100.0% | 清倉 |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −21,050−100.0% | 清倉 |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −17,380−100.0% | 清倉 |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −14,246−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −14,178−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −13,908−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −13,196−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −12,832−100.0% | 清倉 |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −12,053−100.0% | 清倉 |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −11,645−100.0% | 清倉 |
| CPR Investments Inc. | 0 | $0 | 0.00% | −10,652−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,400−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −10,347−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −8,356−100.0% | 清倉 |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −7,720−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −7,489−100.0% | 清倉 |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −5,485−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −491−100.0% | 清倉 |
| American Research & Management Co. | 0 | $0 | 0.00% | −354−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −108−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Dixon Hubard Feinour & Brown Inc | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
| Private Capital Group, LLC | – | – | – | – | 本季未申報 |