| West Paces Advisors Inc. | 35 | $1.26 萬 | 0.00% | +35 | 新進 |
| Solstein Capital, LLC | 34 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 30 | $1.10 萬 | 0.00% | −1,780−98.3% | 減碼 |
| Better Money Decisions, LLC | 30 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 28 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 29 | $1.00 萬 | 0.00% | +7+31.8% | 加碼 |
| Financial Perspectives, Inc | 27 | $9,728 | 0.00% | −7,606−99.6% | 減碼 |
| Thompson Siegel & Walmsley LLC | 26 | $9,000 | 0.00% | +26 | 新進 |
| Prestige Wealth Management Group LLC | 21 | $8,000 | 0.00% | +3+16.7% | 加碼 |
| Resolute Partners Group | 22 | $8,000 | 0.00% | 00.0% | 不變 |
| Ranger Investment Management, L.P. | 22 | $8,000 | 0.00% | +7+46.7% | 加碼 |
| Global Financial Private Client, LLC | 22 | $7,986 | 0.00% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 20 | $7,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 19 | $7,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 19 | $7,000 | 0.00% | +15+375.0% | 加碼 |
| Raffa Wealth Management, LLC | 17 | $6,105 | 0.00% | 00.0% | 不變 |
| Logan Capital Management Inc | 17 | $6,000 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 16 | $6,000 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 17 | $6,000 | 0.00% | +17 | 新進 |
| Copeland Capital Management, LLC | 13 | $5,000 | 0.00% | 00.0% | 不變 |
| Barrett Asset Management, LLC | 10 | $4,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 10 | $4,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 12 | $4,000 | 0.00% | 00.0% | 不變 |
| Perkins Coie Trust Co | 10 | $4,000 | 0.00% | +10 | 新進 |
| Selective Wealth Management, Inc. | 11 | $4,000 | 0.00% | +11 | 新進 |
| Hudock, Inc. | 9 | $3,000 | 0.00% | 00.0% | 不變 |
| Savior LLC | 8 | $3,000 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 6 | $2,000 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 3 | $2,000 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 5 | $2,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 5 | $2,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 5 | $2,000 | 0.00% | +5 | 新進 |
| Wolff Wiese Magana LLC | 5 | $2,000 | 0.00% | +5 | 新進 |
| Arcadia Investment Advisors LLC | 3 | $1,077 | 0.00% | +3 | 新進 |
| ClariVest Asset Management LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 1 | $1,000 | 0.02% | +1 | 新進 |
| WestEnd Advisors, LLC | – | $359 | 0.00% | – | 新進 |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 828 | – | – | −541−39.5% | 減碼 |
| Natixis | 0 | $0 | 0.00% | −25,332−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −18,888−100.0% | 清倉 |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −15,887−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,712−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,900−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −11,243−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −8,418−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,173−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −6,282−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,652−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,553−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,400−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −3,729−100.0% | 清倉 |
| Toews Corp | 0 | $0 | 0.00% | −3,400−100.0% | 清倉 |
| JS Capital Management LLC | 0 | $0 | 0.00% | −3,100−100.0% | 清倉 |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −3,009−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −2,575−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −2,552−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,464−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,388−100.0% | 清倉 |
| Denali Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −1,885−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −1,710−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −1,690−100.0% | 清倉 |
| AGF Investments LLC | 0 | $0 | 0.00% | −1,609−100.0% | 清倉 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 0 | $0 | 0.00% | −1,417−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,358−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,307−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,302−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −1,146−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −1,008−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −957−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −845−100.0% | 清倉 |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −795−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −174−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| First Quadrant L P | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Sun Life Financial INC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Union Bancaire Privee Asset Management LLC | – | – | – | – | 本季未申報 |
| Tompkins Financial Corp | – | – | – | – | 本季未申報 |
| CSat Investment Advisory, L.P. | – | – | – | – | 本季未申報 |
