| Keating Financial Advisory Services, Inc. | 196 | $8,085 | 0.00% | +70+55.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 176 | $7,260 | 0.00% | +168+2,100.0% | 加碼 |
| Brown Brothers Harriman & Co | 151 | $6,229 | 0.00% | −58−27.8% | 減碼 |
| Sunbelt Securities, Inc. | 148 | $6,105 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 146 | $6,023 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 145 | $5,981 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 133 | $5,486 | 0.00% | +32+31.7% | 加碼 |
| High Point Wealth Management, LLC | 130 | $5,363 | 0.01% | +130 | 新進 |
| Wealth Enhancement Trust Services, Inc. | 127 | $5,239 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 126 | $5,198 | 0.00% | +126 | 新進 |
| Wall Street Financial Group, Inc. | 120 | $4,950 | 0.00% | +120 | 新進 |
| Ancora Advisors, LLC | 108 | $4,455 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 89 | $3,672 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 88 | $3,630 | 0.00% | +88 | 新進 |
| Millstone Evans Group, LLC | 84 | $3,465 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 59 | $2,434 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 58 | $2,417 | 0.00% | −2−3.3% | 減碼 |
| Torren Management, LLC | 58 | $2,376 | 0.00% | −1,126−95.1% | 減碼 |
| Avion Wealth | 70 | $2,000 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 49 | $1,938 | 0.00% | +49 | 新進 |
| Hughes Financial Services, LLC | 43 | $1,774 | 0.00% | −7−14.0% | 減碼 |
| Cornerstone Financial Management LLC | 42 | $1,733 | 0.00% | 00.0% | 不變 |
| Retirement Wealth Solutions LLC | 37 | $1,527 | 0.00% | +7+23.3% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $1,526 | 0.00% | −360−90.7% | 減碼 |
| IMA Wealth, Inc. | 37 | $1,526 | 0.00% | −5−11.9% | 減碼 |
| Picton Mahoney Asset Management | 33 | $1,361 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 29 | $1,197 | 0.00% | +7+31.8% | 加碼 |
| SHP Wealth Management | 26 | $1,075 | 0.00% | +13+100.0% | 加碼 |
| South State Corp. | 25 | $1,032 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 25 | $1,032 | 0.00% | +5+25.0% | 加碼 |
| Trust Co | 23 | $958 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 23 | $949 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 23 | $948 | 0.00% | +8+53.3% | 加碼 |
| TFC Financial Management | 22 | $908 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 22 | $908 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 21 | $866 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 20 | $825 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 16 | $660 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 15 | $619 | 0.00% | +15 | 新進 |
| HFM Investment Advisors, LLC | 13 | $536 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 12 | $495 | 0.00% | +12 | 新進 |
| Quaker Wealth Management, LLC | 11 | $454 | 0.00% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 10 | $413 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 7 | $277 | 0.00% | −6−46.2% | 減碼 |
| Toth Financial Advisory Corp | 6 | $248 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 5 | $206 | 0.00% | +5 | 新進 |
| Principia Wealth Advisory, LLC | 4 | $165 | 0.00% | 00.0% | 不變 |
| Curio Wealth, LLC | 4 | $165 | 0.00% | +4 | 新進 |
| Larson Financial Group LLC | 3 | $128 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 2 | $103 | 0.00% | −1−33.3% | 減碼 |
| American Capital Advisory, LLC | 2 | $83 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2 | $83 | 0.00% | +2 | 新進 |
| Cassaday & Co Wealth Management LLC | 2 | $83 | 0.00% | +2 | 新進 |
| Winton Group Ltd | 0 | $0 | 0.00% | −348,726−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −166,177−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −116,480−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −96,998−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −87,692−100.0% | 清倉 |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −82,015−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −64,000−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −40,394−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −36,003−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −32,856−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −32,143−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −31,903−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −26,067−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −24,570−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,173−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,961−100.0% | 清倉 |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −10,823−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,218−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,992−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,119−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −8,494−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −7,549−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −6,454−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | – | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,085−100.0% | 清倉 |
| Maseco LLP | 0 | $0 | 0.00% | −568−100.0% | 清倉 |
| DV Trading LLC | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −127−100.0% | 清倉 |
| Optima Capital LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Kilter Group LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| BancorpSouth Bank | – | – | – | – | 本季未申報 |
| Brandywine Global Investment Management, LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| EMC Capital Management | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
