| TD Private Client Wealth LLC | 1,471 | $6.12 萬 | 0.00% | +1,471 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 1,411 | $5.90 萬 | 0.01% | +1,010+251.9% | 加碼 |
| Rockefeller Capital Management L.P. | 1,324 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,066 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| Cutler Group LP | 1,034 | $4.30 萬 | 0.00% | +1,034 | 新進 |
| Ellevest, Inc. | 1,007 | $4.20 萬 | 0.00% | −127−11.2% | 減碼 |
| Montag A & Associates Inc | 1,000 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,020 | $4.20 萬 | 0.00% | +920+920.0% | 加碼 |
| TD Waterhouse Canada Inc. | 1,000 | $4.15 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 990 | $4.12 萬 | 0.00% | +990 | 新進 |
| Assetmark, Inc | 833 | $3.50 萬 | 0.00% | +399+91.9% | 加碼 |
| CWM, LLC | 828 | $3.40 萬 | 0.00% | +571+222.2% | 加碼 |
| National Bank of Canada | 800 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 800 | $3.30 萬 | 0.00% | +400+100.0% | 加碼 |
| Private Capital Group, LLC | 755 | $3.20 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 600 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 559 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 555 | $2.30 萬 | 0.00% | +555 | 新進 |
| Lindbrook Capital, LLC | 519 | $2.20 萬 | 0.00% | +29+5.9% | 加碼 |
| Atlas Capital Advisors LLC | 498 | $2.07 萬 | 0.00% | +498 | 新進 |
| Key Financial Inc | 484 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 433 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 441 | $1.80 萬 | 0.00% | +151+52.1% | 加碼 |
| Creative Planning | 434 | $1.80 萬 | 0.00% | +434 | 新進 |
| Northwest Investment Counselors, LLC | 401 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 376 | $1.60 萬 | 0.00% | +376 | 新進 |
| Cypress Capital Management LLC (WY) | 320 | $1.30 萬 | 0.02% | −75−19.0% | 減碼 |
| Spectrum Management Group, LLC | 306 | $1.30 萬 | 0.00% | +1+0.3% | 加碼 |
| Gemmer Asset Management LLC | 295 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 262 | $1.10 萬 | 0.00% | +262 | 新進 |
| Global Trust Asset Management, LLC | 255 | $1.10 萬 | 0.00% | +255 | 新進 |
| Signaturefd, LLC | 199 | $8,000 | 0.00% | −100−33.4% | 減碼 |
| C M Bidwell & Associates Ltd | 181 | $8,000 | 0.01% | 00.0% | 不變 |
| Hudock, Inc. | 204 | $8,000 | 0.00% | +1+0.5% | 加碼 |
| Bourgeon Capital Management LLC | 168 | $7,000 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 135 | $6,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 135 | $6,000 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 136 | $6,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 105 | $4,000 | 0.00% | +61+138.6% | 加碼 |
| Global Retirement Partners, LLC | 94 | $4,000 | 0.00% | +94 | 新進 |
| Parallel Advisors, LLC | 81 | $3,000 | 0.00% | −15−15.6% | 減碼 |
| Aua Capital Management, LLC | 74 | $3,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 84 | $3,000 | 0.00% | +84 | 新進 |
| Sterling Investment Advisors, Ltd. | 70 | $3,000 | 0.00% | +70 | 新進 |
| Cordant, Inc. | 62 | $3,000 | 0.00% | +62 | 新進 |
| FourThought Financial, LLC | 65 | $3,000 | 0.00% | +65 | 新進 |
| Toronto Dominion Bank | 43 | $2,000 | 0.00% | −36,957−99.9% | 減碼 |
| Umb Bank N A | 46 | $2,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 40 | $2,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 38 | $2,000 | 0.00% | 00.0% | 不變 |
| TCWP LLC | 58 | $2,000 | 0.00% | +58 | 新進 |
| JJJ Advisors Inc. | 22 | $1,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 33 | $1,000 | 0.00% | +8+32.0% | 加碼 |
| BDO Wealth Advisors, LLC | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 30 | $1,000 | 0.00% | +30 | 新進 |
| Bivin & Associates, Inc. | 24 | $1,000 | 0.00% | +24 | 新進 |
| Sutton Wealth Advisors Inc. | 23 | $957 | 0.00% | +8+53.3% | 加碼 |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | 新進 |
| TSFG, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Hexagon Capital Partners LLC | 8 | $0 | 0.00% | +8 | 新進 |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | 新進 |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −324,448−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −262,376−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −88,798−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −77,264−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −77,140−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −61,900−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −56,753−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −48,441−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −45,939−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −25,626−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −23,624−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −16,751−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,083−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,651−100.0% | 清倉 |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −12,003−100.0% | 清倉 |
| Braun-Bostich & Associates Inc. | 0 | $0 | 0.00% | −11,415−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −10,335−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −9,384−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,942−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −6,800−100.0% | 清倉 |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −6,100−100.0% | 清倉 |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −4,256−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,822−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,898−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,532−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,163−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |