| Private Trust Co NA | 66 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 65 | $1.69 萬 | 0.00% | +21+47.7% | 加碼 |
| Financial Management Professionals, Inc. | 64 | $1.67 萬 | 0.00% | +64 | 新進 |
| Root Financial Partners, LLC | 46 | $1.20 萬 | 0.00% | +24+109.1% | 加碼 |
| SBI Securities Co., Ltd. | 44 | $1.15 萬 | 0.00% | −2−4.3% | 減碼 |
| Mather Group, LLC. | 42 | $1.09 萬 | 0.00% | +42 | 新進 |
| Park Place Capital Corp | 39 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 38 | $9,902 | 0.00% | +5+15.2% | 加碼 |
| North Star Investment Management Corp. | 35 | $9,120 | 0.00% | −16−31.4% | 減碼 |
| MAI Capital Management | 33 | $8,600 | 0.00% | +25+312.5% | 加碼 |
| Community Bank, N.A. | 28 | $7,295 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 26 | $7,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 24 | $6,254 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24 | $6,253 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 21 | $5,472 | 0.00% | +1+5.0% | 加碼 |
| JNBA Financial Advisors | 19 | $4,952 | 0.00% | +19 | 新進 |
| Bell Investment Advisors, Inc | 17 | $4,430 | 0.00% | 00.0% | 不變 |
| Entrust Financial LLC | 17 | $4,430 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 15 | $3,909 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 15 | $3,909 | 0.00% | +10+200.0% | 加碼 |
| JFS Wealth Advisors, LLC | 14 | $3,649 | 0.00% | +2+16.7% | 加碼 |
| Rothschild Investment LLC | 12 | $3,127 | 0.00% | −4−25.0% | 減碼 |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $3,127 | 0.00% | 00.0% | 不變 |
| Meramec Financial Planners, LLC | 10 | $2,976 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 10 | $2,606 | 0.00% | −1−9.1% | 減碼 |
| Farmers & Merchants Investments Inc | 10 | $2,606 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 9 | $2,345 | 0.00% | −62−87.3% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 9 | $2,345 | 0.00% | +9 | 新進 |
| Financial Network Wealth Advisors LLC | 7 | $1,831 | 0.00% | −4−36.4% | 減碼 |
| Investors Portfolio Services LLC | 6 | $1,536 | 0.00% | +6 | 新進 |
| TD Private Client Wealth LLC | 5 | $1,303 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 5 | $1,303 | 0.00% | +3+150.0% | 加碼 |
| CVA Family Office, LLC | 5 | $1,303 | 0.00% | +5 | 新進 |
| Raleigh Capital Management Inc. | 5 | $1,303 | 0.00% | +5 | 新進 |
| Cornerstone Planning Group LLC | 4 | $1,098 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 4 | $1,041 | 0.00% | +2+100.0% | 加碼 |
| Creative Financial Designs Inc | 3 | $782 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 3 | $782 | 0.00% | 00.0% | 不變 |
| Ankerstar Wealth, LLC | 3 | $782 | 0.00% | +1+50.0% | 加碼 |
| Optiver Holding B.V. | 3 | $782 | 0.00% | +3 | 新進 |
| Hughes Financial Services, LLC | 3 | $782 | 0.00% | +3 | 新進 |
| Central Trust Co | 2 | $522 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 2 | $522 | 0.00% | +1+100.0% | 加碼 |
| Larson Financial Group LLC | 1 | $261 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 1 | $261 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 1 | $261 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 1 | $261 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 1 | $261 | 0.00% | +1 | 新進 |
| Rialto Wealth Management, LLC | 1 | $261 | 0.00% | +1 | 新進 |
| Bay Harbor Wealth Management, LLC | 1 | $260 | 0.00% | +1 | 新進 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −15,636−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −10,275−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −9,593−100.0% | 清倉 |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −5,280−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −5,207−100.0% | 清倉 |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −3,212−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,577−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,541−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −2,510−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −1,820−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −1,754−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −1,725−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −1,424−100.0% | 清倉 |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −1,401−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −1,365−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,021−100.0% | 清倉 |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −808−100.0% | 清倉 |
| Abel Hall, LLC | 0 | $0 | 0.00% | −779−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −706−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −733−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −717−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −685−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −423−100.0% | 清倉 |
| Archer Investment Corp | 0 | $0 | 0.00% | −329−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −314−100.0% | 清倉 |
| DV Trading LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Kilter Group LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Abound Wealth Management | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
