| Global Retirement Partners, LLC | 842 | $2.58 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 819 | $2.51 萬 | 0.00% | +9+1.1% | 加碼 |
| Bessemer Group Inc | 802 | $2.40 萬 | 0.00% | +478+147.5% | 加碼 |
| MAI Capital Management | 744 | $2.28 萬 | 0.00% | −139−15.7% | 減碼 |
| Parallel Advisors, LLC | 578 | $1.78 萬 | 0.00% | −485−45.6% | 減碼 |
| Public Employees Retirement System of Ohio | 578 | $1.77 萬 | 0.00% | +40+7.4% | 加碼 |
| Twin Lakes Capital Management, LLC | 518 | $1.59 萬 | 0.01% | 00.0% | 不變 |
| Mather Group, LLC. | 473 | $1.45 萬 | 0.00% | +473 | 新進 |
| Sound Income Strategies, LLC | 459 | $1.41 萬 | 0.00% | −69−13.1% | 減碼 |
| TFC Financial Management | 438 | $1.35 萬 | 0.00% | +6+1.4% | 加碼 |
| Signaturefd, LLC | 435 | $1.34 萬 | 0.00% | +14+3.3% | 加碼 |
| Costello Asset Management, INC | 400 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 400 | $1.23 萬 | 0.00% | +200+100.0% | 加碼 |
| Rossby Financial, LCC | 389 | $1.23 萬 | 0.00% | +17+4.6% | 加碼 |
| Activest Wealth Management | 347 | $1.07 萬 | 0.00% | +347 | 新進 |
| Golden State Wealth Management, LLC | 300 | $9,210 | 0.00% | +300 | 新進 |
| Versant Capital Management, Inc | 288 | $8,842 | 0.00% | +138+92.0% | 加碼 |
| First Pacific Financial | 240 | $7,368 | 0.00% | 00.0% | 不變 |
| Crews Bank & Trust | 240 | $7,368 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 223 | $6,846 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 217 | $6,662 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 200 | $6,140 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 197 | $6,048 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 193 | $5,910 | 0.00% | −164−45.9% | 減碼 |
| Bare Financial Services, Inc | 186 | $5,710 | 0.00% | +8+4.5% | 加碼 |
| Harbour Investments, Inc. | 182 | $5,587 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 168 | $5,158 | 0.00% | +168 | 新進 |
| Bell Investment Advisors, Inc | 160 | $4,912 | 0.00% | −16−9.1% | 減碼 |
| Pflug Koory, LLC | 160 | $4,912 | 0.00% | 00.0% | 不變 |
| Quest 10 Wealth Builders, Inc. | 154 | $4,728 | 0.00% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 151 | $4,636 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 143 | $4,390 | 0.00% | −390−73.2% | 減碼 |
| 1 North Wealth Services LLC | 135 | $4,145 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 128 | $3,930 | 0.00% | +128 | 新進 |
| Stone House Investment Management, LLC | 119 | $3,653 | 0.00% | +119 | 新進 |
| Future Financial Wealth Managment LLC | 115 | $3,531 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 88 | $2,782 | 0.00% | −15−14.6% | 減碼 |
| Parkside Financial Bank & Trust | 88 | $2,703 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 78 | $2,395 | 0.00% | +72+1,200.0% | 加碼 |
| J.Safra Asset Management Corp | 72 | $2,210 | 0.00% | −332−82.2% | 減碼 |
| Farmers & Merchants Investments Inc | 65 | $1,996 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 53 | $1,627 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 47 | $1,443 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 46 | $1,422 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 34 | $1,044 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 33 | $1,014 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 21 | $1,000 | 0.00% | −2,352−99.1% | 減碼 |
| Assetmark, Inc | 27 | $829 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 27 | $829 | 0.00% | +27 | 新進 |
| Bernard Wealth Management Corp. | 21 | $645 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 7 | $215 | 0.00% | +5+250.0% | 加碼 |
| JPL Wealth Management, LLC | 5 | $154 | 0.00% | +5 | 新進 |
| Dogwood Wealth Management LLC | 3 | $92 | 0.00% | +3 | 新進 |
| Huntington National Bank | 1 | $31 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1 | $31 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 1 | $31 | 0.00% | +1 | 新進 |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −490,572−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −102,356−100.0% | 清倉 |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −90,000−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −89,558−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −61,833−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,266−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −24,086−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −21,624−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −21,355−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −19,973−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,953−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −19,694−100.0% | 清倉 |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −17,979−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −13,909−100.0% | 清倉 |
| Optimize Financial Inc | 0 | $0 | 0.00% | −13,341−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,677−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −8,285−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,223−100.0% | 清倉 |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,823−100.0% | 清倉 |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −7,232−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −2,790−100.0% | 清倉 |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −2,493−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −1,230−100.0% | 清倉 |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −728−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −711−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −303−100.0% | 清倉 |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −63−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| NBW Capital LLC | – | – | – | – | 本季未申報 |
| Quaero Capital S.A. | – | – | – | – | 本季未申報 |
| Northeast Financial Consultants Inc | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
