| MAI Capital Management | 177 | $2.49 萬 | 0.00% | +11+6.6% | 加碼 |
| Transamerica Financial Advisors, Inc. | 161 | $2.27 萬 | 0.00% | +161 | 新進 |
| Harbour Investments, Inc. | 142 | $2.00 萬 | 0.00% | −18−11.3% | 減碼 |
| Wiser Advisor Group LLC | 140 | $1.98 萬 | 0.02% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 124 | $1.75 萬 | 0.00% | +10+8.8% | 加碼 |
| Essential Partners LLC | 124 | $1.75 萬 | 0.01% | +46+59.0% | 加碼 |
| Larson Financial Group LLC | 121 | $1.70 萬 | 0.00% | +76+168.9% | 加碼 |
| Ninety One UK Ltd | 117 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 107 | $1.51 萬 | 0.00% | −27,556−99.6% | 減碼 |
| Albion Financial Group | 98 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| Three Bearings Fiduciary Advisors, Inc. | 96 | $1.32 萬 | 0.01% | +96 | 新進 |
| True Wealth Design, LLC | 89 | $1.25 萬 | 0.00% | +12+15.6% | 加碼 |
| Park Square Financial Group, LLC | 96 | $1.20 萬 | 0.07% | +96 | 新進 |
| Central Trust Co | 85 | $1.20 萬 | 0.00% | +4+4.9% | 加碼 |
| Salomon & Ludwin, LLC | 82 | $1.13 萬 | 0.00% | +6+7.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 73 | $1.03 萬 | 0.00% | +12+19.7% | 加碼 |
| SageView Advisory Group, LLC | 70 | $9,859 | 0.00% | +70 | 新進 |
| Garton & Associates Financial Advisors LLC | 69 | $9,753 | 0.01% | +69 | 新進 |
| Ancora Advisors, LLC | 69 | $9,717 | 0.00% | +69 | 新進 |
| Wellington-Altus USA Inc. | 65 | $9,154 | 0.01% | +65 | 新進 |
| CoreCap Advisors, LLC | 62 | $8,731 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 60 | $8,353 | 0.00% | +47+361.5% | 加碼 |
| JFS Wealth Advisors, LLC | 58 | $8,169 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 48 | $6,760 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 43 | $6,055 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 42 | $5,915 | 0.00% | +42 | 新進 |
| Cornerstone Planning Group LLC | 42 | $5,684 | 0.00% | +8+23.5% | 加碼 |
| Financial Consulate, Inc | 37 | $5,211 | 0.00% | +18+94.7% | 加碼 |
| GW&K Investment Management, LLC | 32 | $5,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 30 | $4,225 | 0.00% | +15+100.0% | 加碼 |
| Bravera Wealth | 30 | $4,225 | 0.00% | +30 | 新進 |
| City Holding Co | 29 | $4,084 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 28 | $3,943 | 0.00% | +28 | 新進 |
| MPWM Advisory Solutions, LLC | 25 | $3,521 | 0.00% | 00.0% | 不變 |
| Independence Bank of Kentucky | 24 | $3,380 | 0.00% | +24 | 新進 |
| South State Corp. | 23 | $3,239 | 0.00% | +23 | 新進 |
| Park Place Capital Corp | 21 | $2,957 | 0.00% | +21 | 新進 |
| Wealth Watch Advisors, INC | 20 | $2,817 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 20 | $2,816 | 0.00% | 00.0% | 不變 |
| Investment Research & Advisory Group, Inc. | 19 | $2,676 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 18 | $2,535 | 0.00% | −519−96.6% | 減碼 |
| Manning & Napier Advisors LLC | 16 | $2,266 | 0.00% | +16 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $2,253 | 0.00% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 16 | $2,253 | 0.00% | +12+300.0% | 加碼 |
| Signature Resources Capital Management, LLC | 15 | $2,112 | 0.00% | +15 | 新進 |
| Asset Dedication, LLC | 12 | $1,690 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 12 | $1,690 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $1,690 | 0.00% | +12 | 新進 |
| Tompkins Financial Corp | 11 | $1,549 | 0.00% | +11 | 新進 |
| HM Payson & Co | 10 | $1,409 | 0.00% | +10 | 新進 |
| SHP Wealth Management | 10 | $1,409 | 0.00% | +10 | 新進 |
| Bruce G. Allen Investments, LLC | 10 | $1,408 | 0.00% | −14−58.3% | 減碼 |
| Principia Wealth Advisory, LLC | 9 | $1,267 | 0.00% | +2+28.6% | 加碼 |
| Benson Wealth Management INC | 9 | $1,267 | 0.00% | +9 | 新進 |
| UMA Financial Services, Inc. | 7 | $986 | 0.00% | −3−30.0% | 減碼 |
| NBT Bank N A | 7 | $986 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 7 | $986 | 0.00% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 7 | $986 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 7 | $986 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 7 | $986 | 0.00% | +7 | 新進 |
| Creative Financial Designs Inc | 6 | $845 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 6 | $845 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 5 | $753 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 5 | $704 | 0.00% | +5 | 新進 |
| Bell Investment Advisors, Inc | 4 | $564 | 0.00% | +4 | 新進 |
| Root Financial Partners, LLC | 4 | $563 | 0.00% | −23−85.2% | 減碼 |
| Abound Wealth Management | 2 | $282 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 2 | $282 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 2 | $282 | 0.00% | 00.0% | 不變 |
| Barometer Capital Management Inc. | 11,452 | – | – | +2,604+29.4% | 加碼 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −76,320−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −39,494−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,313−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −21,297−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −21,232−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −16,911−100.0% | 清倉 |
| Walter Public Investments Inc. | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,843−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,593−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,231−100.0% | 清倉 |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −4,270−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −2,838−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,316−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,221−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,965−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −547−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −330−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| First Pacific Financial | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Jarislowsky, Fraser Ltd | – | – | – | – | 本季未申報 |
| Gitterman Wealth Management, LLC | – | – | – | – | 本季未申報 |