| Focused Wealth Management, Inc | 24 | $2,229 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 24 | $2,204 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 24 | $2,204 | 0.00% | +24 | 新進 |
| Colonial Trust Advisors | 23 | $2,112 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 19 | $2,000 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 17 | $2,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 21 | $1,928 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 20 | $1,837 | 0.00% | −64−76.2% | 減碼 |
| Cherry Tree Wealth Management, LLC | 19 | $1,745 | 0.00% | +19 | 新進 |
| Credential Qtrade Securities Inc. | 15 | $1,377 | 0.00% | −3−16.7% | 減碼 |
| BerganKDV Wealth Management, LLC | 13 | $1,194 | 0.00% | −28−68.3% | 減碼 |
| North Star Investment Management Corp. | 12 | $1,102 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 12 | $1,102 | 0.00% | +12 | 新進 |
| Crewe Advisors LLC | 11 | $1,011 | 0.00% | −68−86.1% | 減碼 |
| Symetra Investment Management Co | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 16 | $1,000 | 0.00% | +6+60.0% | 加碼 |
| Tyler-Stone Wealth Management | 15 | $1,000 | 0.00% | +15 | 新進 |
| Safeguard Financial, LLC | 7 | $1,000 | 0.00% | +7 | 新進 |
| Global Financial Private Client, LLC | 9 | $833 | 0.00% | −137−93.8% | 減碼 |
| JJJ Advisors Inc. | 8 | $735 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 7 | $643 | 0.00% | +7 | 新進 |
| Webster Bank, N. A. | 6 | $551 | 0.00% | −1−14.3% | 減碼 |
| TFC Financial Management | 6 | $551 | 0.00% | +1+20.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $551 | 0.00% | +6 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $459 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 92 | $146 | 0.00% | −2−2.1% | 減碼 |
| Tfo-TDC, LLC | 1 | $92 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −150,643−100.0% | 清倉 |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −91,800−100.0% | 清倉 |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −59,098−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −47,943−100.0% | 清倉 |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −45,168−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −36,281−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −30,460−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −29,974−100.0% | 清倉 |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −26,563−100.0% | 清倉 |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −25,705−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −20,581−100.0% | 清倉 |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −20,134−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −15,337−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,575−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,600−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,230−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,128−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −8,109−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,626−100.0% | 清倉 |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −6,485−100.0% | 清倉 |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −5,965−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −3,999−100.0% | 清倉 |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −5,220−100.0% | 清倉 |
| Carmignac Gestion | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −4,996−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −4,992−100.0% | 清倉 |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,024−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,810−100.0% | 清倉 |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −4,636−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,243−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,405−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,265−100.0% | 清倉 |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −2,874−100.0% | 清倉 |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −2,860−100.0% | 清倉 |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −2,750−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −2,605−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,419−100.0% | 清倉 |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −2,402−100.0% | 清倉 |
| Capital Square, LLC | 0 | $0 | 0.00% | −2,335−100.0% | 清倉 |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −2,266−100.0% | 清倉 |
| Hoxton Planning & Management, LLC | 0 | $0 | 0.00% | −2,201−100.0% | 清倉 |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −2,175−100.0% | 清倉 |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −1,877−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,581−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,323−100.0% | 清倉 |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −1,247−100.0% | 清倉 |
| Archer Investment Corp | 0 | $0 | 0.00% | −1,161−100.0% | 清倉 |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −1,079−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −820−100.0% | 清倉 |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −713−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −558−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −426−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −405−100.0% | 清倉 |
| US Asset Management LLC | 0 | $0 | 0.00% | −383−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Old Port Advisors | – | – | – | – | 本季未申報 |
| Pathway Financial Advisers, LLC | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |