| LifeSteps Financial, Inc. | 40 | $796 | 0.00% | +40 | 新進 |
| Sound Income Strategies, LLC | 37 | $737 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 37 | $737 | 0.00% | +37 | 新進 |
| Godsey & Gibb Associates | 37 | $737 | 0.00% | +37 | 新進 |
| Farmers & Merchants Investments Inc | 36 | $717 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 35 | $697 | 0.00% | +35 | 新進 |
| Bangor Savings Bank | 31 | $617 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 31 | $617 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 31 | $617 | 0.00% | +23+287.5% | 加碼 |
| Tidemark, LLC | 31 | $617 | 0.00% | +31 | 新進 |
| Harbor Investment Advisory, LLC | 30 | $597 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 30 | $597 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 30 | $597 | 0.00% | +25+500.0% | 加碼 |
| Private Wealth Management Group, LLC | 29 | $578 | 0.00% | −87−75.0% | 減碼 |
| EnRich Financial Partners LLC | 29 | $577 | 0.00% | +29 | 新進 |
| ClariVest Asset Management LLC | 27 | $538 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 26 | $518 | 0.00% | +26 | 新進 |
| National Bank of Canada | 26 | $509 | 0.00% | −12−31.6% | 減碼 |
| IFP Advisors, Inc | 25 | $498 | 0.00% | −224−90.0% | 減碼 |
| Clear Point Advisors Inc. | 25 | $498 | 0.00% | 00.0% | 不變 |
| Broadwater Capital Management LLC | 25 | $498 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 24 | $478 | 0.00% | −12−33.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 24 | $476 | 0.00% | 00.0% | 不變 |
| Operose Advisors LLC | 20 | $398 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 20 | $398 | 0.00% | +20 | 新進 |
| Ancora Advisors, LLC | 19 | $378 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 19 | $378 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 19 | $372 | 0.00% | −18−48.6% | 減碼 |
| Proequities, Inc. | 18 | $358 | 0.00% | −40−69.0% | 減碼 |
| Glen Eagle Advisors, LLC | 17 | $338 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 16 | $319 | 0.00% | −33−67.3% | 減碼 |
| Sachetta, LLC | 14 | $315 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 15 | $296 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 15 | $294 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 12 | $239 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 12 | $239 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 12 | $239 | 0.00% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 12 | $239 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $239 | 0.00% | +12 | 新進 |
| Brown, Lisle/Cummings, Inc. | 11 | $219 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 11 | $219 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $219 | 0.00% | +11 | 新進 |
| FinTrust Capital Advisors, LLC | 10 | $200 | 0.00% | −3−23.1% | 減碼 |
| Parkside Financial Bank & Trust | 9 | $180 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 9 | $179 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 8 | $159 | 0.00% | −1,897−99.6% | 減碼 |
| WR Wealth Planners, LLC | 8 | $159 | 0.00% | +8 | 新進 |
| Global Retirement Partners, LLC | 7 | $139 | 0.00% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 6 | $120 | 0.00% | 00.0% | 不變 |
| Bear Mountain Capital, Inc. | 6 | $112 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 5 | $100 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 5 | $100 | 0.00% | 00.0% | 不變 |
| CGC Financial Services, LLC | 5 | $100 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 4 | $80 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 4 | $80 | 0.00% | +4 | 新進 |
| Horizon Financial Services, LLC | 4 | $80 | 0.00% | +4 | 新進 |
| Caldwell Sutter Capital, Inc. | 3 | $60 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 3 | $60 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 2 | $40 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $20 | 0.00% | −339−99.7% | 減碼 |
| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 13 | $0 | 0.00% | 00.0% | 不變 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −413,418−100.0% | 清倉 |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −183,467−100.0% | 清倉 |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −119,605−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −45,600−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −27,219−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −25,379−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,024−100.0% | 清倉 |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −19,888−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −17,069−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −16,069−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,593−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −14,589−100.0% | 清倉 |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −10,178−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,114−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,776−100.0% | 清倉 |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −2,416−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −460−100.0% | 清倉 |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −293−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −94−100.0% | 清倉 |
| Granite FO LLC | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| NBT Bank N A | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −321−100.0% | 清倉 |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Cambridge Trust Co | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Putnam Investments LLC | – | – | – | – | 本季未申報 |
