| Federation des caisses Desjardins du Quebec | 539 | $1.68 萬 | 0.00% | −1,500−73.6% | 減碼 |
| Advisory Services Network, LLC | 465 | $1.45 萬 | 0.00% | +465 | 新進 |
| Allworth Financial LP | 456 | $1.42 萬 | 0.00% | +434+1,972.7% | 加碼 |
| TD Waterhouse Canada Inc. | 315 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 442 | $1.40 萬 | 0.01% | +432+4,320.0% | 加碼 |
| Riverview Trust Co | 419 | $1.30 萬 | 0.01% | +419 | 新進 |
| Belpointe Asset Management LLC | 347 | $1.08 萬 | 0.00% | +347 | 新進 |
| Founders Capital Management | 319 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 278 | $9,000 | 0.01% | −75−21.2% | 減碼 |
| Concord Wealth Partners | 268 | $8,364 | 0.00% | +268 | 新進 |
| TD Capital Management LLC | 247 | $7,703 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 225 | $7,022 | 0.00% | +218+3,114.3% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 200 | $6,242 | 0.00% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 200 | $6,242 | 0.00% | 00.0% | 不變 |
| Perkins Coie Trust Co | 175 | $5,460 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 896 | $5,048 | 0.00% | +896 | 新進 |
| FNY Investment Advisers, LLC | 170 | $5,000 | 0.01% | 00.0% | 不變 |
| True Wealth Design, LLC | 151 | $4,713 | 0.00% | +151 | 新進 |
| Newbridge Financial Services Group, Inc. | 150 | $4,682 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 150 | $4,681 | 0.00% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 132 | $4,120 | 0.00% | +132 | 新進 |
| Smithfield Trust Co | 115 | $4,000 | 0.00% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 100 | $3,121 | 0.00% | +100 | 新進 |
| HBC Financial Services, PLLC | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 100 | $3,000 | 0.00% | +100 | 新進 |
| Fifth Third Bancorp | 88 | $2,746 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 81 | $2,528 | 0.00% | +49+153.1% | 加碼 |
| Money Concepts Capital Corp | 75 | $2,341 | 0.00% | +75 | 新進 |
| Accurate Wealth Management, LLC | 50 | $1,987 | 0.00% | +50 | 新進 |
| SJS Investment Consulting Inc. | 54 | $1,685 | 0.00% | +2+3.8% | 加碼 |
| ICA Group Wealth Management, LLC | 50 | $1,561 | 0.00% | +50 | 新進 |
| Baker Avenue Asset Management, LP | 40 | $1,248 | 0.00% | +40 | 新進 |
| PayPay Securities Corp | 37 | $1,155 | 0.08% | +37 | 新進 |
| VitalStone Financial, LLC | 19 | $1,000 | 0.00% | +19 | 新進 |
| Bourgeon Capital Management LLC | 32 | $999 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 30 | $936 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 22 | $687 | 0.00% | −121−84.6% | 減碼 |
| Parkside Financial Bank & Trust | 21 | $655 | 0.00% | −15−41.7% | 減碼 |
| Earnest Partners LLC | 18 | $562 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 17 | $531 | 0.00% | +2+13.3% | 加碼 |
| JFS Wealth Advisors, LLC | 16 | $499 | 0.00% | +11+220.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 13 | $406 | 0.00% | +13 | 新進 |
| Horan Securities, Inc. | 11 | $343 | 0.00% | 00.0% | 不變 |
| Berkshire Capital Holdings Inc | 10 | $322 | 0.00% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 9 | $281 | 0.00% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 8 | $250 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 8 | $250 | 0.00% | +8 | 新進 |
| Rise Advisors, LLC | 5 | $156 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 5 | $156 | 0.00% | +5 | 新進 |
| Disciplined Investments, LLC | 4 | $125 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1 | $31 | 0.00% | −268−99.6% | 減碼 |
| DB Wealth Management Group, LLC | 1 | $31 | 0.00% | +1 | 新進 |
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | −44−80.0% | 減碼 |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | 新進 |
| 6elm Capital LP | 0 | $0 | 0.00% | −173,277−100.0% | 清倉 |
| Akaris Global Partners, LP | 0 | $0 | 0.00% | −89,914−100.0% | 清倉 |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −89,010−100.0% | 清倉 |
| BIT Capital GmbH | 0 | $0 | 0.00% | −81,838−100.0% | 清倉 |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −60,001−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −46,643−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −45,777−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −27,201−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −23,633−100.0% | 清倉 |
| Venator Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −16,278−100.0% | 清倉 |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −15,365−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −14,456−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,941−100.0% | 清倉 |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −13,886−100.0% | 清倉 |
| NinePointTwo Capital | 0 | $0 | 0.00% | −10,774−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −10,037−100.0% | 清倉 |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −9,654−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −8,500−100.0% | 清倉 |
| Means Investment Co., Inc. | 0 | $0 | 0.00% | −7,718−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,660−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −7,410−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −7,237−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,325−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −1,277−100.0% | 清倉 |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −949−100.0% | 清倉 |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −169−100.0% | 清倉 |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −182−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −123−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |