| Tradewinds Capital Management, LLC | 53 | $2,531 | 0.00% | 00.0% | 不變 |
| Bullock Wealth Management Group | 54 | $2,520 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 52 | $2,483 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 50 | $2,388 | 0.00% | +50 | 新進 |
| Carolina Wealth Advisors, LLC | 47 | $2,244 | 0.00% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 47 | $2,244 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 45 | $2,149 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 41 | $1,958 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 41 | $1,958 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 40 | $1,910 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 40 | $1,910 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 38 | $1,815 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 36 | $1,785 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 37 | $1,766 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 36 | $1,719 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 32 | $1,528 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 32 | $1,528 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 32 | $1,528 | 0.00% | +32 | 新進 |
| Versant Capital Management, Inc | 30 | $1,433 | 0.00% | 00.0% | 不變 |
| Premier Financial Group | 27 | $1,431 | 0.00% | +27 | 新進 |
| Medallion Wealth Advisors, LLC | 30 | $1,399 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 27 | $1,259 | 0.00% | 00.0% | 不變 |
| Vision Financial Markets LLC | 25 | $1,194 | 0.00% | 00.0% | 不變 |
| Comprehensive Financial Planning, Inc. | 25 | $1,194 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 25 | $1,194 | 0.00% | +20+400.0% | 加碼 |
| Legacy Investment Solutions, LLC | 25 | $1,194 | 0.00% | +25 | 新進 |
| Tortoise Investment Management, LLC | 24 | $1,146 | 0.00% | +14+140.0% | 加碼 |
| Hallmark Capital Management Inc | 22 | $1,051 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 26 | $1,000 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 20 | $955 | 0.00% | −100−83.3% | 減碼 |
| Armstrong Advisory Group, Inc | 20 | $955 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 20 | $955 | 0.00% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 20 | $955 | 0.00% | 00.0% | 不變 |
| Graney & King, LLC | 20 | $955 | 0.00% | 00.0% | 不變 |
| City Holding Co | 20 | $955 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 19 | $907 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 18 | $860 | 0.00% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 16 | $825 | 0.00% | 00.0% | 不變 |
| WealthTrak Capital Management LLC | 16 | $764 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 14 | $669 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 12 | $636 | 0.00% | +12 | 新進 |
| Thompson Investment Management, Inc. | 12 | $573 | 0.00% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 12 | $573 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 10 | $478 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 10 | $478 | 0.00% | 00.0% | 不變 |
| WFA of San Diego, LLC | 10 | $478 | 0.00% | +10 | 新進 |
| Danske Bank A/S | 6 | $287 | 0.00% | 00.0% | 不變 |
| S&T Bank | 6 | $287 | 0.00% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 5 | $239 | 0.00% | 00.0% | 不變 |
| Hager Investment Management Services, LLC | 5 | $239 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 4 | $191 | 0.00% | 00.0% | 不變 |
| Mid-American Wealth Advisory Group, Inc. | 4 | $191 | 0.00% | +4 | 新進 |
| Albion Financial Group | 2 | $96 | 0.00% | 00.0% | 不變 |
| Kentucky Trust Co | 2 | $96 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 2 | $96 | 0.00% | +2 | 新進 |
| Family Legacy Financial Solutions, LLC | 2 | $95 | 0.00% | +2 | 新進 |
| Prestige Wealth Management Group LLC | 1 | $48 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 14 | $0 | 0.00% | +2+16.7% | 加碼 |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | 不變 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −126,531−100.0% | 清倉 |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −39,593−100.0% | 清倉 |
| Financial Counselors Inc | 0 | $0 | 0.00% | −15,905−100.0% | 清倉 |
| Claris Financial LLC | 0 | $0 | 0.00% | −11,663−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −13,019−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,350−100.0% | 清倉 |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −9,581−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −6,406−100.0% | 清倉 |
| Allegheny Financial Group LTD | 0 | $0 | 0.00% | −5,549−100.0% | 清倉 |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,241−100.0% | 清倉 |
| Guardian Wealth Management, Inc. | 0 | $0 | 0.00% | −2,022−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,917−100.0% | 清倉 |
| Abound Financial, LLC | 0 | $0 | 0.00% | −1,040−100.0% | 清倉 |
| Graybill Bartz & Assoc Ltd | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −942−100.0% | 清倉 |
| Ransom Advisory, Ltd | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −172−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −111−100.0% | 清倉 |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Coastline Trust Co | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| ARK Investment Management LLC大師方舟投資 | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| Sandy Spring Bank | – | – | – | – | 本季未申報 |
| Spectrum Wealth Counsel, LLC | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
| Nova Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| Davis Capital Management | – | – | – | – | 本季未申報 |