| Graves-Light Private Wealth Management, Inc. | 22 | $2,000 | 0.00% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 26 | $2,000 | 0.00% | 00.0% | 不變 |
| RWM Asset Management, LLC | 31 | $2,000 | 0.00% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 31 | $2,000 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 22 | $2,000 | 0.00% | +22 | 新進 |
| CoreCap Advisors, LLC | 21 | $2,000 | 0.00% | +21 | 新進 |
| Masso Torrence Wealth Management Inc. | 31 | $2,000 | 0.00% | +31 | 新進 |
| Sutton Wealth Advisors Inc. | 17 | $1,260 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 17 | $1,260 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 19 | $1,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 12 | $1,000 | 0.00% | −12−50.0% | 減碼 |
| Brewin Dolphin Wealth Management Ltd | 17 | $1,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 12 | $1,000 | 0.00% | −5−29.4% | 減碼 |
| AdvisorNet Financial, Inc | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 18 | $1,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 15 | $1,000 | 0.00% | +3+25.0% | 加碼 |
| Capital Analysts, LLC | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 19 | $1,000 | 0.00% | +7+58.3% | 加碼 |
| Accel Wealth Management | 11 | $1,000 | 0.00% | +1+10.0% | 加碼 |
| SOA Wealth Advisors, LLC. | 14 | $1,000 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 13 | $1,000 | 0.00% | +13 | 新進 |
| Motley Fool Asset Management LLC | 12 | $1,000 | 0.00% | +12 | 新進 |
| Lenox Wealth Advisors, LLC | 10 | $1,000 | 0.00% | +10 | 新進 |
| Point72 Hong Kong Ltd | 18 | $1,000 | 0.00% | +18 | 新進 |
| First Command Financial Services, Inc. | 10 | $1,000 | 0.00% | +10 | 新進 |
| Widmann Financial Services, Inc. | 19 | $1,000 | 0.00% | +19 | 新進 |
| Western Pacific Wealth Management, LP | 14 | $1,000 | 0.00% | +14 | 新進 |
| Covestor Ltd | 19 | $1,000 | 0.00% | +19 | 新進 |
| Life Planning Partners, Inc | 10 | $1,000 | 0.00% | +10 | 新進 |
| TD Waterhouse Canada Inc. | 7 | $665 | 0.00% | +7 | 新進 |
| Kelly Financial Services LLC | 6 | $445 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 3 | $222 | 0.00% | +3 | 新進 |
| Global Financial Private Client, LLC | 1 | $74 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 1 | $0 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 5 | $0 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 2 | $0 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 1 | $0 | 0.00% | +1 | 新進 |
| Carroll Financial Associates, Inc. | 7 | $0 | 0.00% | +7 | 新進 |
| Ellis Investment Partners, LLC | 5 | $0 | 0.00% | +5 | 新進 |
| Retirement Planning Co of New England, Inc. | 2 | $0 | 0.00% | +2 | 新進 |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | 新進 |
| Schubert & Co | 5 | $0 | 0.00% | +5 | 新進 |
| Tyler-Stone Wealth Management | 3 | $0 | 0.00% | +3 | 新進 |
| AXA S.A. | 0 | $0 | 0.00% | −55,200−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −48,744−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −28,800−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −23,899−100.0% | 清倉 |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −20,760−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −15,653−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −11,904−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,354−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,731−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −7,108−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −4,484−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,095−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,100−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,953−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,827−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,184−100.0% | 清倉 |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −3,085−100.0% | 清倉 |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −3,015−100.0% | 清倉 |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Intrust Bank NA | 0 | $0 | 0.00% | −2,728−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,588−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,867−100.0% | 清倉 |
| Kistler-Tiffany Companies, LLC | 0 | $0 | 0.00% | −321−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −172−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| American Research & Management Co. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| NorthCoast Asset Management LLC | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
