| JFS Wealth Advisors, LLC | 103 | $9,010 | 0.00% | +6+6.2% | 加碼 |
| TD Waterhouse Canada Inc. | 100 | $8,833 | 0.00% | +100 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 89 | $8,754 | 0.00% | +89 | 新進 |
| Federation des caisses Desjardins du Quebec | 100 | $8,747 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 99 | $8,660 | 0.00% | +15+17.9% | 加碼 |
| Scarborough Advisors, LLC | 90 | $7,872 | 0.00% | +90 | 新進 |
| Roxbury Financial LLC | 81 | $7,085 | 0.01% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 77 | $6,735 | 0.00% | −3−3.8% | 減碼 |
| Harbour Investments, Inc. | 71 | $6,210 | 0.00% | +2+2.9% | 加碼 |
| Bokf, NA | 68 | $5,948 | 0.00% | 00.0% | 不變 |
| Avalon Trust Co | 65 | $5,686 | 0.00% | 00.0% | 不變 |
| Marshall & Sterling Wealth Advisors Inc. | 63 | $5,511 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 53 | $4,683 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 52 | $4,549 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 51 | $4,461 | 0.00% | −10−16.4% | 減碼 |
| Bare Financial Services, Inc | 51 | $4,461 | 0.00% | +51 | 新進 |
| Legacy Investment Solutions, LLC | 51 | $4,461 | 0.00% | +51 | 新進 |
| Bogart Wealth, LLC | 44 | $3,849 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 44 | $3,849 | 0.00% | +9+25.7% | 加碼 |
| Meeder Asset Management Inc | 41 | $3,586 | 0.00% | +41 | 新進 |
| Rialto Wealth Management, LLC | 37 | $3,237 | 0.00% | +13+54.2% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $2,625 | 0.00% | +30 | 新進 |
| WPG Advisers, LLC | 27 | $2,362 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 27 | $2,362 | 0.00% | +27 | 新進 |
| Private Wealth Management Group, LLC | 24 | $2,100 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 24 | $2,099 | 0.00% | +12+100.0% | 加碼 |
| Ogorek Anthony Joseph | 26 | $2,000 | 0.00% | +26 | 新進 |
| Bellevue Asset Management, LLC | 21 | $1,836 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 16 | $1,400 | 0.00% | −14−46.7% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 15 | $1,313 | 0.00% | +1+7.1% | 加碼 |
| True Wealth Design, LLC | 14 | $1,225 | 0.00% | +5+55.6% | 加碼 |
| Rossby Financial, LCC | 13 | $1,137 | 0.00% | +13 | 新進 |
| South State Corp. | 12 | $1,050 | 0.00% | −54−81.8% | 減碼 |
| Rothschild Investment LLC | 12 | $1,050 | 0.00% | +5+71.4% | 加碼 |
| Tortoise Investment Management, LLC | 12 | $1,050 | 0.00% | +12 | 新進 |
| Capital Advisors, Ltd. LLC | 8 | $1,000 | 0.00% | −3−27.3% | 減碼 |
| Principia Wealth Advisory, LLC | 11 | $962 | 0.00% | −2−15.4% | 減碼 |
| HFM Investment Advisors, LLC | 10 | $875 | 0.00% | +7+233.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 9 | $787 | 0.00% | +9 | 新進 |
| Hughes Financial Services, LLC | 7 | $688 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 7 | $613 | 0.00% | +7 | 新進 |
| Bay Harbor Wealth Management, LLC | 7 | $612 | 0.00% | +3+75.0% | 加碼 |
| Garde Capital, Inc. | 5 | $438 | 0.00% | 00.0% | 不變 |
| WealthTrak Capital Management LLC | 5 | $438 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 5 | $438 | 0.00% | +5 | 新進 |
| Bruce G. Allen Investments, LLC | 4 | $350 | 0.00% | 00.0% | 不變 |
| Parkworth Wealth Management, Inc. | 3 | $262 | 0.00% | +3 | 新進 |
| High Note Wealth, LLC | 2 | $175 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 1 | $88 | 0.00% | +1 | 新進 |
| Activest Wealth Management | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −250,844−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −172,765−100.0% | 清倉 |
| Clearfield Capital Management LP | 0 | $0 | 0.00% | −122,500−100.0% | 清倉 |
| Boston Partners | 0 | $0 | 0.00% | −108,933−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −60,919−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −29,910−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −24,181−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −9,036−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −15,113−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −13,608−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −13,576−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,340−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,196−100.0% | 清倉 |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −5,070−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −4,998−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −4,260−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,910−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −3,509−100.0% | 清倉 |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −3,322−100.0% | 清倉 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,693−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,290−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,279−100.0% | 清倉 |
| Sarver Vrooman Wealth Advisors | 0 | $0 | 0.00% | −1,050−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −595−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −563−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −317−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| First Pacific Financial | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| Glenmede Trust Co NA | – | – | – | – | 本季未申報 |
| Schechter Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
