| Evanson Asset Management, LLC | 11,083 | $51.1 萬 | 0.03% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 11,031 | $50.9 萬 | 0.06% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 10,888 | $50.2 萬 | 0.04% | −56−0.5% | 減碼 |
| Evoke Wealth, LLC | 10,612 | $49.0 萬 | 0.01% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 10,337 | $47.7 萬 | 0.00% | +336+3.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 9,755 | $45.0 萬 | 0.01% | +2,389+32.4% | 加碼 |
| Glen Eagle Advisors, LLC | 9,101 | $42.0 萬 | 0.06% | 00.0% | 不變 |
| J.E. Simmons & Co., P.C. | 9,065 | $41.8 萬 | 0.28% | +815+9.9% | 加碼 |
| Journey Retirement Planning & Investment Management LLC | 8,953 | $41.3 萬 | 0.36% | −10,539−54.1% | 減碼 |
| IMC-Chicago, LLC | 8,933 | $41.2 萬 | 0.01% | +8,933 | 新進 |
| Savant Capital, LLC | 8,866 | $40.9 萬 | 0.00% | +8,866 | 新進 |
| Truist Financial Corp | 8,712 | $40.2 萬 | 0.00% | −226−2.5% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 8,687 | $40.1 萬 | 0.12% | 00.0% | 不變 |
| CWM, LLC | 8,626 | $39.8 萬 | 0.00% | +482+5.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 8,636 | $39.8 萬 | 0.00% | +645+8.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 8,541 | $39.4 萬 | 0.00% | +2,255+35.9% | 加碼 |
| Wedbush Securities Inc | 8,167 | $37.7 萬 | 0.01% | +2,259+38.2% | 加碼 |
| Ronald Blue Trust, Inc. | 8,077 | $37.3 萬 | 0.00% | −1,128−12.3% | 減碼 |
| Visionary Wealth Advisors | 7,863 | $36.3 萬 | 0.02% | 00.0% | 不變 |
| HBW Advisory Services LLC | 7,852 | $36.2 萬 | 0.04% | −881−10.1% | 減碼 |
| Fifth Third Bancorp | 7,407 | $34.2 萬 | 0.00% | +7,407 | 新進 |
| Lido Advisors, LLC | 7,056 | $32.5 萬 | 0.00% | −2,285−24.5% | 減碼 |
| Castle Rock Wealth Management, LLC | 6,979 | $32.1 萬 | 0.07% | 00.0% | 不變 |
| Reyes Financial Architecture, Inc. | 6,458 | $29.8 萬 | 0.24% | +975+17.8% | 加碼 |
| Ballast Rock Private Wealth LLC | 6,257 | $28.9 萬 | 0.16% | +30.0% | 加碼 |
| Pensionmark Financial Group, LLC | 6,212 | $28.7 萬 | 0.00% | +544+9.6% | 加碼 |
| ASB Consultores, LLC | 6,327 | $28.4 萬 | 0.95% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 6,121 | $28.2 萬 | 0.02% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 6,065 | $28.0 萬 | 0.01% | −1,170−16.2% | 減碼 |
| Zacks Investment Management | 5,885 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 5,869 | $27.1 萬 | 0.01% | −4−0.1% | 減碼 |
| Western Wealth Management, LLC | 5,805 | $26.8 萬 | 0.01% | −1,310−18.4% | 減碼 |
| IFP Advisors, Inc | 5,765 | $26.6 萬 | 0.01% | +155+2.8% | 加碼 |
| RS Crum Inc. | 5,740 | $26.5 萬 | 0.05% | 00.0% | 不變 |
| National Asset Management, Inc. | 5,824 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Sapient Capital LLC | 5,589 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 5,446 | $25.1 萬 | 0.04% | +5,446 | 新進 |
| Calton & Associates, Inc. | 5,404 | $24.9 萬 | 0.04% | +629+13.2% | 加碼 |
| Tudor Investment Corp Et Al | 5,313 | $24.5 萬 | 0.00% | +5,313 | 新進 |
| Whittier Trust Co | 5,340 | $24.5 萬 | 0.00% | +5,340 | 新進 |
| SeaCrest Wealth Management, LLC | 5,150 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| MONECO Advisors, LLC | 5,000 | $23.1 萬 | 0.02% | 00.0% | 不變 |
| Fairvoy Private Wealth, LLC | 4,952 | $22.8 萬 | 0.05% | +4,952 | 新進 |
| Investment Management Corp | 4,926 | $22.7 萬 | 0.20% | 00.0% | 不變 |
| Thrive Capital Management, LLC | 4,810 | $22.2 萬 | 0.05% | +93+2.0% | 加碼 |
| Financial Strategies Group, Inc. | 4,625 | $21.3 萬 | 0.04% | −980−17.5% | 減碼 |
| Marathon Strategic Advisors, LLC | 4,613 | $21.3 萬 | 0.15% | +4,613 | 新進 |
| Harbour Investments, Inc. | 4,122 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 3,089 | $14.2 萬 | 0.00% | −862−21.8% | 減碼 |
| Advisory Services Network, LLC | 1,835 | $8.46 萬 | 0.00% | +1,835 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,637 | $7.55 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,317 | $6.04 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,246 | $5.75 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 990 | $4.57 萬 | 0.00% | +100+11.2% | 加碼 |
| Archer Investment Corp | 923 | $4.26 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 575 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Cypress Capital Management LLC (WY) | 485 | $2.24 萬 | 0.02% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 481 | $2.22 萬 | 0.00% | +48+11.1% | 加碼 |
| South State Corp. | 464 | $2.14 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 415 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 380 | $1.75 萬 | 0.00% | +68+21.8% | 加碼 |
| Assetmark, Inc | 344 | $1.59 萬 | 0.00% | +135+64.6% | 加碼 |
| SHP Wealth Management | 293 | $1.35 萬 | 0.00% | −164−35.9% | 減碼 |
| National Bank of Canada | 230 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 221 | $1.02 萬 | 0.00% | +221 | 新進 |
| Root Financial Partners, LLC | 189 | $8,719 | 0.00% | 00.0% | 不變 |
| Trust Co of Toledo NA | 115 | $5,305 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 102 | $4,706 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 100 | $4,613 | 0.00% | +100 | 新進 |
| BNP Paribas Arbitrage, SA | 75 | $3,460 | 0.00% | −1,272−94.4% | 減碼 |
| Signaturefd, LLC | 71 | $3,275 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 67 | $3,091 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 62 | $2,860 | 0.00% | +62 | 新進 |
| Roble, Belko & Company, Inc | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 41 | $1,891 | 0.00% | +41 | 新進 |
| Frazier Financial Advisors, LLC | 40 | $1,846 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 35 | $1,615 | 0.00% | 00.0% | 不變 |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −181,946−100.0% | 清倉 |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −153,843−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −68,245−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −36,691−100.0% | 清倉 |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −11,100−100.0% | 清倉 |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −9,767−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −8,695−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −4,761−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,660−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −2,315−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −1,517−100.0% | 清倉 |
| Essential Partners LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
