| Manchester Capital Management LLC | 177 | $3,000 | 0.00% | +177 | 新進 |
| Hoese & Co LLP | 150 | $3,000 | 0.00% | +150 | 新進 |
| Newton One Investments LLC | 187 | $3,000 | 0.00% | +187 | 新進 |
| West Paces Advisors Inc. | 152 | $2,604 | 0.00% | +152 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 133 | $2,000 | 0.00% | −59−30.7% | 減碼 |
| McClarren Financial Advisors, Inc. | 145 | $2,000 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 118 | $2,000 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 95 | $2,000 | 0.00% | 00.0% | 不變 |
| Motco | 105 | $2,000 | 0.00% | 00.0% | 不變 |
| Perennial Advisors, LLC | 106 | $2,000 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 117 | $2,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 157 | $2,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 137 | $2,000 | 0.00% | +137 | 新進 |
| GW&K Investment Management, LLC | 104 | $2,000 | 0.00% | +104 | 新進 |
| Enterprise Trust & Investment Co | 109 | $2,000 | 0.00% | +109 | 新進 |
| Gleason Group, Inc. | 102 | $2,000 | 0.00% | +102 | 新進 |
| Global Financial Private Client, LLC | 78 | $1,342 | 0.00% | 00.0% | 不變 |
| Freedman Financial Associates, Inc. | 76 | $1,000 | 0.00% | −900−92.2% | 減碼 |
| John W. Brooker & Co., CPAs | 47 | $1,000 | 0.00% | −405−89.6% | 減碼 |
| Bellwether Advisors, LLC | 89 | $1,000 | 0.00% | −29−24.6% | 減碼 |
| First Financial Corp | 39 | $1,000 | 0.00% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 64 | $1,000 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 49 | $1,000 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 57 | $1,000 | 0.00% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 55 | $1,000 | 0.00% | +7+14.6% | 加碼 |
| Baystate Wealth Management LLC | 55 | $1,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 87 | $1,000 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 61 | $1,000 | 0.00% | 00.0% | 不變 |
| Paradigm, Strategies in Wealth Management, LLC | 54 | $1,000 | 0.00% | +54 | 新進 |
| Green Harvest Asset Management LLC | 2,051 | $0 | 0.00% | 00.0% | 不變 |
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | −139−99.3% | 減碼 |
| Arrow Financial Corp | 18 | $0 | 0.00% | 00.0% | 不變 |
| Logan Capital Management Inc | 13 | $0 | 0.00% | +9+225.0% | 加碼 |
| Dividend Assets Capital, LLC | 9 | $0 | 0.00% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 9 | $0 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 27 | $0 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Lake Point Wealth Management | 6 | $0 | 0.00% | +6 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,061,300−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −315,450−100.0% | 清倉 |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −203,806−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −65,395−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −59,549−100.0% | 清倉 |
| SG3 Management, LLC | 0 | $0 | 0.00% | −38,700−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −37,610−100.0% | 清倉 |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −31,597−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −30,541−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −24,530−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,400−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −15,656−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −14,171−100.0% | 清倉 |
| Jacobs & Co | 0 | $0 | 0.00% | −12,591−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −10,152−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −10,069−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,302−100.0% | 清倉 |
| Nkcfo LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −3,953−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −3,728−100.0% | 清倉 |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −3,663−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −3,572−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −3,249−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −2,980−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −2,225−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,830−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −578−100.0% | 清倉 |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −242−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −245−100.0% | 清倉 |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −218−100.0% | 清倉 |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −108−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −89−100.0% | 清倉 |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Resources Management Corp | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Elevated Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Bokf, NA | – | – | – | – | 本季未申報 |
| OneAscent Wealth Management LLC | – | – | – | – | 本季未申報 |
| Rikoon Group, LLC | – | – | – | – | 本季未申報 |
| OneAscent Financial Services LLC | – | – | – | – | 本季未申報 |
| Tompkins Financial Corp | – | – | – | – | 本季未申報 |
