| BEAM Asset Management, LLC | 6,348 | $23.0 萬 | 0.24% | −251−3.8% | 減碼 |
| Washington Trust Advisors, Inc. | 6,121 | $22.2 萬 | 0.02% | +86+1.4% | 加碼 |
| Anchor Investment Management, LLC | 6,112 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| Mutual Advisors, LLC | 6,107 | $22.1 萬 | 0.01% | +6,107 | 新進 |
| Van Eck Associates Corp | 5,993 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Heritage Investors Management Corp | 5,685 | $20.6 萬 | 0.01% | +5,685 | 新進 |
| WestEnd Advisors, LLC | 5,292 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 5,102 | $18.5 萬 | 0.01% | +1,696+49.8% | 加碼 |
| McAdam, LLC | 10,024 | $18.2 萬 | 0.02% | +3,187+46.6% | 加碼 |
| PDS Planning, Inc | 4,717 | $17.1 萬 | 0.03% | +353+8.1% | 加碼 |
| Caldwell Trust Co | 4,231 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,199 | $15.2 萬 | 0.00% | +668+18.9% | 加碼 |
| Private Trust Co NA | 3,721 | $13.5 萬 | 0.02% | +3,721 | 新進 |
| Federation des caisses Desjardins du Quebec | 3,674 | $13.3 萬 | 0.00% | −189−4.9% | 減碼 |
| Larson Financial Group LLC | 2,555 | $9.25 萬 | 0.01% | +152+6.3% | 加碼 |
| Carolinas Wealth Consulting LLC | 2,354 | $8.52 萬 | 0.02% | −1,927−45.0% | 減碼 |
| Community Bank, N.A. | 2,174 | $7.87 萬 | 0.01% | −10−0.5% | 減碼 |
| Birch Capital Management, LLC | 2,061 | $7.46 萬 | 0.05% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,852 | $6.70 萬 | 0.00% | −12,914−87.5% | 減碼 |
| Focused Wealth Management, Inc | 1,852 | $6.70 萬 | 0.01% | +1,852 | 新進 |
| Stonebridge Capital Advisors LLC | 1,801 | $6.52 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 1,795 | $6.50 萬 | 0.02% | +1,795 | 新進 |
| Money Concepts Capital Corp | 1,689 | $6.11 萬 | 0.00% | −236−12.3% | 減碼 |
| Glassman Wealth Services | 1,507 | $5.45 萬 | 0.01% | −894−37.2% | 減碼 |
| High Net Worth Advisory Group LLC | 1,500 | $5.43 萬 | 0.02% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,399 | $5.06 萬 | 0.00% | +1,399 | 新進 |
| National Bank of Canada | 1,372 | $4.97 萬 | 0.00% | −291−17.5% | 減碼 |
| RFP Financial Group LLC | 1,090 | $3.94 萬 | 0.02% | +1,090 | 新進 |
| Huntington National Bank | – | $3.92 萬 | 0.00% | – | – |
| Colonial Trust Co | 1,078 | $3.90 萬 | 0.01% | +1,078 | 新進 |
| Allworth Financial LP | 1,022 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 995 | $3.60 萬 | 0.00% | +995 | 新進 |
| Carmichael Hill & Associates, Inc. | 839 | $3.04 萬 | 0.02% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 804 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 837 | $2.76 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 729 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 710 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 698 | $2.53 萬 | 0.00% | −61−8.0% | 減碼 |
| Sound Income Strategies, LLC | 618 | $2.24 萬 | 0.00% | +332+116.1% | 加碼 |
| Financial Management Professionals, Inc. | 589 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| HBC Financial Services, PLLC | 511 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 435 | $1.57 萬 | 0.00% | +197+82.8% | 加碼 |
| AdvisorNet Financial, Inc | 423 | $1.53 萬 | 0.00% | +19+4.7% | 加碼 |
| CWM, LLC | 391 | $1.40 萬 | 0.00% | −221−36.1% | 減碼 |
| GWM Advisors LLC | 367 | $1.33 萬 | 0.00% | +367 | 新進 |
| Bessemer Group Inc | 369 | $1.30 萬 | 0.00% | +369 | 新進 |
| Private Advisor Group, LLC | 338,085 | $1.22 萬 | 0.00% | −48,787−12.6% | 減碼 |
| Financial Perspectives, Inc | 217 | $7,853 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 189 | $7,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 191 | $6,912 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 169 | $6,133 | 0.00% | +169 | 新進 |
| Ronald Blue Trust, Inc. | 174 | $6,000 | 0.00% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 135 | $5,166 | 0.00% | +135 | 新進 |
| Tower Research Capital LLC (TRC) | 128 | $5,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 129 | $4,669 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 100 | $3,601 | 0.00% | +23+29.9% | 加碼 |
| Glen Eagle Advisors, LLC | 93 | $3,366 | 0.00% | −11−10.6% | 減碼 |
| Advisory Services Network, LLC | 87 | $3,149 | 0.00% | +87 | 新進 |
| Heritage Wealth Management, LLC | 86 | $3,112 | 0.00% | +43+100.0% | 加碼 |
| First Manhattan Co | 84 | $3,039 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 82 | $2,968 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 71 | $2,569 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 54 | $1,954 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 46 | $1,665 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 23 | $1,000 | 0.00% | +23 | 新進 |
| Brown, Lisle/Cummings, Inc. | 23 | $832 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 22,372 | $810 | 0.00% | −1,000−4.3% | 減碼 |
| Citigroup Inc | 22 | $796 | 0.00% | −90−80.4% | 減碼 |
| North Star Investment Management Corp. | 20 | $724 | 0.00% | +20 | 新進 |
| West Financial Advisors, LLC | 13 | $470 | 0.00% | +13 | 新進 |
| Crewe Advisors LLC | 9 | $326 | 0.00% | +9 | 新進 |
| Richard W. Paul & Associates, LLC | 8 | $290 | 0.00% | +8 | 新進 |
| PFG Private Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| Independent Advisor Alliance | 13,252 | – | – | +887+7.2% | 加碼 |
| Essex Financial Services, Inc. | 8,248 | – | – | −174−2.1% | 減碼 |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −1,109,762−100.0% | 清倉 |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −188,033−100.0% | 清倉 |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −138,842−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −127,691−100.0% | 清倉 |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −33,836−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −25,065−100.0% | 清倉 |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −24,181−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −22,676−100.0% | 清倉 |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −16,135−100.0% | 清倉 |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −16,002−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −14,261−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −9,032−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −7,141−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −6,881−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −6,188−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,116−100.0% | 清倉 |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −4,532−100.0% | 清倉 |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −3,266−100.0% | 清倉 |
| Private Ocean, LLC | 0 | $0 | 0.00% | −808−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −335−100.0% | 清倉 |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −1,370−100.0% | 清倉 |
| Wealthsimple Inc. | – | – | – | – | 本季未申報 |
