| Tucker Asset Management LLC | 18 | $8,484 | 0.00% | +18 | 新進 |
| Prestige Wealth Management Group LLC | 18 | $8,000 | 0.00% | −3−14.3% | 減碼 |
| Vigilant Capital Management, LLC | 18 | $8,000 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 17 | $8,000 | 0.00% | +12+240.0% | 加碼 |
| JNBA Financial Advisors | 16 | $8,000 | 0.00% | +16 | 新進 |
| Raffa Wealth Management, LLC | 17 | $7,973 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 15 | $7,000 | 0.00% | −25−62.5% | 減碼 |
| Bellwether Advisors, LLC | 16 | $7,000 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 13 | $6,097 | 0.00% | +13 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $6,000 | 0.00% | +10+333.3% | 加碼 |
| Amplius Wealth Advisors, LLC | 13 | $6,000 | 0.00% | +13 | 新進 |
| Selective Wealth Management, Inc. | 11 | $5,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 10 | $5,000 | 0.00% | 00.0% | 不變 |
| Sierra Capital LLC | 11 | $5,000 | 0.00% | +11 | 新進 |
| Schubert & Co | 10 | $5,000 | 0.01% | +10 | 新進 |
| Copeland Capital Management, LLC | 8 | $4,000 | 0.00% | −5−38.5% | 減碼 |
| Zions Bancorporation, N.A. | 9 | $4,000 | 0.00% | +5+125.0% | 加碼 |
| JFS Wealth Advisors, LLC | 9 | $4,000 | 0.00% | +9 | 新進 |
| Sound Income Strategies, LLC | 9 | $4,000 | 0.00% | +9 | 新進 |
| Baystate Wealth Management LLC | 6 | $3,000 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 5 | $2,345 | 0.00% | +4+400.0% | 加碼 |
| Longfellow Investment Management Co LLC | 3 | $2,000 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 5 | $2,000 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 4 | $2,000 | 0.00% | +4 | 新進 |
| Core Alternative Capital | 4 | $2,000 | 0.00% | +4 | 新進 |
| Assetmark, Inc | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 3 | $1,000 | 0.00% | +3 | 新進 |
| WestEnd Advisors, LLC | 1 | $469 | 0.00% | – | – |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | 新進 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −31,050−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −30,231−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −24,728−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −19,922−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −16,692−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,314−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,150−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −14,995−100.0% | 清倉 |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −11,546−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −6,470−100.0% | 清倉 |
| Tekla Capital Management LLC | 0 | $0 | 0.00% | −6,240−100.0% | 清倉 |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −6,096−100.0% | 清倉 |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −4,692−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,675−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −3,410−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −3,334−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,310−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,399−100.0% | 清倉 |
| Q3 Asset Management | 0 | $0 | 0.00% | −1,956−100.0% | 清倉 |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −1,893−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −1,645−100.0% | 清倉 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,548−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,461−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Fort, L.P. | 0 | $0 | 0.00% | −1,375−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,197−100.0% | 清倉 |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −899−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −823−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −742−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −718−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −715−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −713−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −613−100.0% | 清倉 |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −593−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −574−100.0% | 清倉 |
| Cypress Capital Group | 0 | $0 | 0.00% | −557−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −523−100.0% | 清倉 |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −536−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −530−100.0% | 清倉 |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −491−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −393−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −219−100.0% | 清倉 |
| Newfound Research LLC | 0 | $0 | 0.00% | −162−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −123−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −94−100.0% | 清倉 |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Red Tortoise LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Resolute Partners Group | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Hudock, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Exane Derivatives | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Marshall Wace North America L.P. | – | – | – | – | 本季未申報 |
| Hexavest Inc. | – | – | – | – | 本季未申報 |
| Granite Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Optimal Asset Management, Inc. | – | – | – | – | 本季未申報 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |