| GHP Investment Advisors, Inc. | 1,100 | $1.83 萬 | 0.00% | −2,472−69.2% | 減碼 |
| United Community Bank | 1,082 | $1.80 萬 | 0.01% | +748+224.0% | 加碼 |
| Quest 10 Wealth Builders, Inc. | 1,077 | $1.79 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 982 | $1.63 萬 | 0.00% | +982 | 新進 |
| Ankerstar Wealth, LLC | 592 | $9,833 | 0.01% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 581 | $9,650 | 0.00% | +581 | 新進 |
| Gill Capital Partners, LLC | 569 | $9,457 | 0.00% | +569 | 新進 |
| WFA of San Diego, LLC | 548 | $9,102 | 0.01% | −157−22.3% | 減碼 |
| Barrett & Company, Inc. | 529 | $8,795 | 0.00% | +10+1.9% | 加碼 |
| Transce3nd, LLC | 506 | $8,405 | 0.07% | 00.0% | 不變 |
| Truvestments Capital LLC | 497 | $8,255 | 0.00% | −537−51.9% | 減碼 |
| Huntington National Bank | – | $7,923 | 0.00% | – | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 384 | $6,378 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 283 | $4,731 | 0.00% | +6+2.2% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 253 | $4,203 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 244 | $4,066 | 0.00% | +4+1.7% | 加碼 |
| Keating Financial Advisory Services, Inc. | 240 | $3,986 | 0.00% | +240 | 新進 |
| Beaird Harris Wealth Management, LLC | 227 | $3,763 | 0.00% | +5+2.3% | 加碼 |
| JPL Wealth Management, LLC | 182 | $3,024 | 0.00% | +182 | 新進 |
| PlanVest Financial, Inc | 171 | $2,840 | 0.00% | +171 | 新進 |
| Quaker Wealth Management, LLC | 150 | $2,492 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 122 | $2,026 | 0.00% | 00.0% | 不變 |
| City Holding Co | 92 | $1,528 | 0.00% | +92 | 新進 |
| Bessemer Group Inc | 57 | $1,000 | 0.00% | −696−92.4% | 減碼 |
| Key Capital Management, INC | 10 | $174 | 0.00% | −300−96.8% | 減碼 |
| Russell Investments Group, Ltd. | 2 | $33 | 0.00% | 00.0% | 不變 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −1,004,483−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −429,890−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −255,928−100.0% | 清倉 |
| Almitas Capital LLC | 0 | $0 | 0.00% | −212,185−100.0% | 清倉 |
| MJP Associates Inc | 0 | $0 | 0.00% | −184,225−100.0% | 清倉 |
| Advisor OS, LLC | 0 | $0 | 0.00% | −184,225−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −184,118−100.0% | 清倉 |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −173,648−100.0% | 清倉 |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −138,573−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −118,111−100.0% | 清倉 |
| Socha Financial Group, LLC | 0 | $0 | 0.00% | −89,667−100.0% | 清倉 |
| Kings Path Partners LLC | 0 | $0 | 0.00% | −45,970−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −38,279−100.0% | 清倉 |
| Financial Advisory Service, Inc. | 0 | $0 | 0.00% | −29,177−100.0% | 清倉 |
| Willner & Heller, LLC | 0 | $0 | 0.00% | −26,191−100.0% | 清倉 |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −24,978−100.0% | 清倉 |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −24,085−100.0% | 清倉 |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −23,467−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −22,531−100.0% | 清倉 |
| Plan Group Financial, LLC | 0 | $0 | 0.00% | −22,214−100.0% | 清倉 |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −22,196−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −21,104−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −20,619−100.0% | 清倉 |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −19,491−100.0% | 清倉 |
| Benson Wealth Management INC | 0 | $0 | 0.00% | −17,966−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −17,903−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −17,494−100.0% | 清倉 |
| American Institute for Advanced Investment Management, LLP | 0 | $0 | 0.00% | −16,732−100.0% | 清倉 |
| Weatherly Asset Management L. P. | 0 | $0 | 0.00% | −16,387−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −16,237−100.0% | 清倉 |
| AJ Advisors, LLC | 0 | $0 | 0.00% | −16,199−100.0% | 清倉 |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −14,816−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −14,550−100.0% | 清倉 |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −13,872−100.0% | 清倉 |
| Montis Financial, LLC | 0 | $0 | 0.00% | −12,802−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −12,247−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −11,878−100.0% | 清倉 |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −11,577−100.0% | 清倉 |
| Oregon Pacific Wealth Management, LLC | 0 | $0 | 0.00% | −11,499−100.0% | 清倉 |
| Quartz Partners, LLC | 0 | $0 | 0.00% | −11,434−100.0% | 清倉 |
| Applied Capital LLC | 0 | $0 | 0.00% | −10,937−100.0% | 清倉 |
| SFG Wealth Management, LLC. | 0 | $0 | 0.00% | −10,684−100.0% | 清倉 |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −10,234−100.0% | 清倉 |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −6,246−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −6,107−100.0% | 清倉 |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −5,444−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −3,541−100.0% | 清倉 |
| Smithfield Trust Co | 0 | $0 | 0.00% | −2,908−100.0% | 清倉 |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −2,310−100.0% | 清倉 |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −1,759−100.0% | 清倉 |
| Kilter Group LLC | 0 | $0 | 0.00% | −1,458−100.0% | 清倉 |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −1,416−100.0% | 清倉 |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1,393−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −1,291−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,026−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −893−100.0% | 清倉 |
| Walsh & Associates, LLC | 0 | $0 | 0.00% | −801−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −677−100.0% | 清倉 |
| Lodestone Wealth Management LLC | 0 | $0 | 0.00% | −547−100.0% | 清倉 |
| Navalign, LLC | 0 | $0 | 0.00% | −533−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −491−100.0% | 清倉 |
| Elevated Capital Advisors, LLC | 0 | $0 | 0.00% | −435−100.0% | 清倉 |
| Three Bearings Fiduciary Advisors, Inc. | 0 | $0 | 0.00% | −363−100.0% | 清倉 |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −311−100.0% | 清倉 |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −307−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −294−100.0% | 清倉 |
| SHP Wealth Management | 0 | $0 | 0.00% | −173−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Navigoe, LLC | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Motiv8 Investments LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Litman Gregory Asset Management LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
