| Twin Peaks Wealth Advisors, LLC | 144 | $8,008 | 0.00% | +144 | 新進 |
| MCF Advisors LLC | 139 | $7,730 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 136 | $7,563 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 122 | $6,776 | 0.00% | +122 | 新進 |
| Eurizon Capital SGR S.p.A. | 125 | $6,566 | 0.00% | +125 | 新進 |
| Highline Wealth Partners LLC | 107 | $5,950 | 0.00% | +107 | 新進 |
| Glass Jacobson Investment Advisors llc | 100 | $5,561 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 93 | $5,172 | 0.00% | 00.0% | 不變 |
| CX Institutional | 90 | $5,000 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 84 | $4,671 | 0.00% | +74+740.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $4,171 | 0.00% | 00.0% | 不變 |
| McMillan Office, Inc. | 74 | $4,115 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 70 | $4,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 69 | $3,837 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 68 | $3,788 | 0.00% | +20+41.7% | 加碼 |
| Colonial Trust Co | 63 | $3,503 | 0.00% | +63 | 新進 |
| Miller Wealth Advisors, LLC | 50 | $2,781 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 41 | $2,280 | 0.00% | −10−19.6% | 減碼 |
| Farmers & Merchants Investments Inc | 40 | $2,224 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 36 | $2,002 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 36 | $2,002 | 0.00% | +36 | 新進 |
| Fortitude Family Office, LLC | 34 | $1,891 | 0.00% | +25+277.8% | 加碼 |
| Bell Investment Advisors, Inc | 29 | $1,613 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $1,558 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 27 | $1,501 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 26 | $1,446 | 0.00% | +26 | 新進 |
| JFS Wealth Advisors, LLC | 25 | $1,391 | 0.00% | +14+127.3% | 加碼 |
| Owl Creek Wealth Partners LLC | 25 | $1,391 | 0.00% | +25 | 新進 |
| Versant Capital Management, Inc | 25 | $1,390 | 0.00% | −82−76.6% | 減碼 |
| Larson Financial Group LLC | 21 | $1,168 | 0.00% | +18+600.0% | 加碼 |
| SBI Securities Co., Ltd. | 19 | $1,057 | 0.00% | +18+1,800.0% | 加碼 |
| Ares Financial Consulting, LLC | 18 | $998 | 0.00% | +18 | 新進 |
| Bruce G. Allen Investments, LLC | 14 | $779 | 0.00% | +7+100.0% | 加碼 |
| MV Capital Management, Inc. | 12 | $668 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 12 | $667 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 11 | $612 | 0.00% | +5+83.3% | 加碼 |
| GWM Advisors LLC | 10 | $556 | 0.00% | −3,704−99.7% | 減碼 |
| Cromwell Holdings LLC | 9 | $500 | 0.00% | 00.0% | 不變 |
| Boreal Capital Management LLC | 9 | $500 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 9 | $500 | 0.00% | +6+200.0% | 加碼 |
| Westside Investment Management, Inc. | 6 | $334 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 6 | $334 | 0.00% | +1+20.0% | 加碼 |
| Rialto Wealth Management, LLC | 6 | $334 | 0.00% | +4+200.0% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 6 | $334 | 0.00% | +5+500.0% | 加碼 |
| HFM Investment Advisors, LLC | 3 | $167 | 0.00% | +2+200.0% | 加碼 |
| Bogart Wealth, LLC | 3 | $167 | 0.00% | +3 | 新進 |
| Bartlett & Co. Wealth Management LLC | 3 | $158 | 0.00% | +3 | 新進 |
| Hughes Financial Services, LLC | 2 | $111 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 2 | $111 | 0.00% | +2 | 新進 |
| Curio Wealth, LLC | 1 | $56 | 0.00% | +1 | 新進 |
| Avion Wealth | 10 | $0 | 0.00% | −10−50.0% | 減碼 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −268,775−100.0% | 清倉 |
| Atlantic Investment Management, Inc. | 0 | $0 | 0.00% | −212,977−100.0% | 清倉 |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −176,276−100.0% | 清倉 |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −159,149−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −35,100−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −32,895−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −29,750−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −15,991−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −13,324−100.0% | 清倉 |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −7,075−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,912−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,760−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −4,583−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −4,581−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,543−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,535−100.0% | 清倉 |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −4,047−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,900−100.0% | 清倉 |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −3,582−100.0% | 清倉 |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −3,625−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,435−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −3,106−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,852−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −975−100.0% | 清倉 |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −148−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Janney Capital Management LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| ORG Partners LLC | – | – | – | – | 本季未申報 |