| Prosperity Wealth Management, Inc. | 10,400 | $39.5 萬 | 0.13% | +10,400 | 新進 |
| Kestra Private Wealth Services, LLC | 10,164 | $38.6 萬 | 0.01% | +849+9.1% | 加碼 |
| Pallas Capital Advisors LLC | 9,643 | $36.7 萬 | 0.01% | +308+3.3% | 加碼 |
| Empower Advisory Group, LLC | 9,640 | $36.7 萬 | 0.00% | +694+7.8% | 加碼 |
| Lauer Wealth, LLC | 9,700 | $35.9 萬 | 0.26% | +100+1.0% | 加碼 |
| Raymond James Financial Inc | 9,189 | $34.9 萬 | 0.00% | +7,422+420.0% | 加碼 |
| Avondale Wealth Management | 9,119 | $34.7 萬 | 0.18% | 00.0% | 不變 |
| Grant Street Asset Management, Inc. | 9,000 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| Encompass More Asset Management | 8,629 | $32.8 萬 | 0.06% | +1,884+27.9% | 加碼 |
| Womack Financial LLC | 8,486 | $32.3 萬 | 0.24% | +8,486 | 新進 |
| CWC Advisors, LLC. | 8,450 | $32.1 萬 | 0.16% | +8,450 | 新進 |
| Brookstone Capital Management | 8,055 | $30.6 萬 | 0.00% | +267+3.4% | 加碼 |
| Douglass Winthrop Advisors, LLC | 8,000 | $30.4 萬 | 0.01% | +8,000 | 新進 |
| United Asset Strategies, Inc. | 7,967 | $30.3 萬 | 0.02% | −5,998−43.0% | 減碼 |
| Fogel Capital Management, Inc. | 7,950 | $30.2 萬 | 0.14% | 00.0% | 不變 |
| Cornerstone Select Advisors, LLC | 7,869 | $29.9 萬 | 0.22% | +360+4.8% | 加碼 |
| TRUE Private Wealth Advisors | 7,800 | $29.7 萬 | 0.03% | +900+13.0% | 加碼 |
| Buckingham Strategic Partners | 7,164 | $27.2 萬 | 0.00% | +12+0.2% | 加碼 |
| CWM, LLC | 6,725 | $25.6 萬 | 0.00% | −320−4.5% | 減碼 |
| XTX Topco Ltd | 6,710 | $25.5 萬 | 0.01% | +6,710 | 新進 |
| Vestmark Advisory Solutions, Inc. | 7,109 | $25.2 萬 | 0.00% | −8,641−54.9% | 減碼 |
| Hollencrest Capital Management | 6,300 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Visionary Wealth Advisors | 6,157 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 6,060 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| First Foundation Advisors | 6,030 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Everett Harris & Co | 6,000 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 5,985 | $22.8 萬 | 0.00% | −4,326−42.0% | 減碼 |
| Core Wealth Partners LLC | 5,439 | $20.7 萬 | 0.09% | +5,439 | 新進 |
| Blue Rock Wealth Management LLC | 5,419 | $20.6 萬 | 0.13% | +5,419 | 新進 |
| Medallion Wealth Advisors, LLC | 4,854 | $18.5 萬 | 0.07% | −654−11.9% | 減碼 |
| Bank of America Corp | 4,705 | $17.9 萬 | 0.00% | +1,246+36.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 4,244 | $16.1 萬 | 0.00% | +3,583+542.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,600 | $13.7 萬 | 0.00% | +3,600 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,519 | $13.4 萬 | 0.03% | +3,519 | 新進 |
| ROSS\JOHNSON & Associates LLC | 3,474 | $13.2 萬 | 2.49% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,317 | $12.0 萬 | 0.00% | +563+20.4% | 加碼 |
| Indiana Trust & Investment Management CO | 2,610 | $9.92 萬 | 0.03% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 2,301 | $8.75 萬 | 0.03% | +2,301 | 新進 |
| Central Trust Co | 1,917 | $7.29 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 1,884 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 1,818 | $6.91 萬 | 0.01% | +1,818 | 新進 |
| TD Waterhouse Canada Inc. | 1,500 | $5.88 萬 | 0.00% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,550 | $5.87 萬 | 0.01% | +1,550 | 新進 |
| Painted Porch Advisors LLC | 1,425 | $5.42 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,305 | $4.96 萬 | 0.00% | +1,305 | 新進 |
| Harbor Investment Advisory, LLC | 1,155 | $4.39 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 1,155 | $4.39 萬 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 1,000 | $3.80 萬 | 0.02% | +400+66.7% | 加碼 |
| Allworth Financial LP | 992 | $3.77 萬 | 0.00% | +50+5.3% | 加碼 |
| Global Retirement Partners, LLC | 830 | $3.16 萬 | 0.00% | +29+3.6% | 加碼 |
| Global Wealth Strategies & Associates | 621 | $2.36 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 435 | $1.75 萬 | 0.00% | +435 | 新進 |
| Comerica Bank | 424 | $1.61 萬 | 0.00% | −58−12.0% | 減碼 |
| American National Bank | 315 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 300 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 300 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 228 | $8,669 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 180 | $6,844 | 0.00% | 00.0% | 不變 |
| Midwest Capital Advisors, LLC | 165 | $6,273 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 150 | $5,703 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 126 | $4,810 | 0.00% | +126 | 新進 |
| Frazier Financial Advisors, LLC | 112 | $4,259 | 0.00% | +112 | 新進 |
| HM Payson & Co | 90 | $3,422 | 0.00% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 72 | $2,737 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 38 | $1,445 | 0.00% | +38 | 新進 |
| Ameritas Advisory Services, LLC | 33 | $1,255 | 0.00% | −495−93.8% | 減碼 |
| Guerra Advisors Inc | 9 | $342 | 0.00% | +9 | 新進 |
| IFP Advisors, Inc | 6 | $228 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 6 | $228 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3 | $114 | 0.00% | +3 | 新進 |
| Jones Financial Companies LLLP | 3 | $109 | 0.00% | +3 | 新進 |
| Wells Fargo & Company | 1 | $35 | 0.00% | 00.0% | 不變 |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −619,370−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,137−100.0% | 清倉 |
| Optivise Advisory Services LLC | 0 | $0 | 0.00% | −10,519−100.0% | 清倉 |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −9,642−100.0% | 清倉 |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Landaas & Co | 0 | $0 | 0.00% | −8,987−100.0% | 清倉 |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −7,647−100.0% | 清倉 |
| Garrett Investment Advisors LLC | 0 | $0 | 0.00% | −6,858−100.0% | 清倉 |
| Vienna Asset Management LLC | 0 | $0 | 0.00% | −6,111−100.0% | 清倉 |
| BCS Wealth Management | 0 | $0 | 0.00% | −5,985−100.0% | 清倉 |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −5,688−100.0% | 清倉 |
| Centric Wealth Management | 0 | $0 | 0.00% | −5,226−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,077−100.0% | 清倉 |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Royal Bank of Canada | 0 | $0 | 0.00% | −420−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |