| Pathstone Holdings, LLC | 17,537 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 17,278 | $25.4 萬 | 0.01% | +3,200+22.7% | 加碼 |
| StoneX Group Inc. | 17,174 | $25.2 萬 | 0.01% | −2,628−13.3% | 減碼 |
| Decision Investments, Inc | 16,936 | $24.9 萬 | 0.27% | +16,936 | 新進 |
| Captrust Financial Advisors | 16,662 | $24.5 萬 | 0.00% | +3,454+26.2% | 加碼 |
| Jane Street Group, LLC | 16,283 | $23.9 萬 | 0.00% | +16,283 | 新進 |
| Bay Capital Advisors, LLC | 15,950 | $23.4 萬 | 0.14% | 00.0% | 不變 |
| Commerce Bank | 15,819 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 15,633 | $23.0 萬 | 0.00% | −475−2.9% | 減碼 |
| Apella Capital, LLC | 15,035 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 14,207 | $20.9 萬 | 0.07% | 00.0% | 不變 |
| Pointe Capital Management LLC | 14,155 | $20.8 萬 | 0.10% | +14,155 | 新進 |
| Concurrent Investment Advisors, LLC | 14,101 | $20.7 萬 | 0.00% | +1,340+10.5% | 加碼 |
| RSM US Wealth Management LLC | 13,790 | $20.5 萬 | 0.00% | −2,299−14.3% | 減碼 |
| Davenport & Co LLC | 13,927 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 13,923 | $20.5 萬 | 0.00% | −4,349−23.8% | 減碼 |
| Quantedge Capital Pte Ltd | 13,900 | $20.4 萬 | 0.10% | +13,900 | 新進 |
| Laird Norton Trust Company, LLC | 13,768 | $20.2 萬 | 0.00% | +13,768 | 新進 |
| Founders Financial Alliance, LLC | 13,225 | $19.4 萬 | 0.04% | +211+1.6% | 加碼 |
| Centurion Wealth Management LLC | 12,318 | $18.1 萬 | 0.04% | 00.0% | 不變 |
| Quarry LP | 11,723 | $17.2 萬 | 0.03% | +11,723 | 新進 |
| KLCM Advisors, Inc. | 11,694 | $17.2 萬 | 0.01% | +11,694 | 新進 |
| Horizon Wealth Management, LLC | 11,660 | $17.1 萬 | 0.03% | 00.0% | 不變 |
| Arq Wealth Advisors, LLC | 10,976 | $16.1 萬 | 0.04% | +10,976 | 新進 |
| Glen Eagle Advisors, LLC | 10,738 | $15.8 萬 | 0.02% | −1,888−15.0% | 減碼 |
| Closed-End Fund Advisors, Inc. | 10,353 | $15.2 萬 | 0.09% | +10,353 | 新進 |
| Snowden Capital Advisors LLC | 10,339 | $15.2 萬 | 0.00% | +10,339 | 新進 |
| Almitas Capital LLC | 10,320 | $15.2 萬 | 0.03% | +10,320 | 新進 |
| CWM, LLC | 9,748 | $14.3 萬 | 0.00% | +8,000+457.7% | 加碼 |
| Ronald Blue Trust, Inc. | 9,321 | $13.7 萬 | 0.00% | +9,321 | 新進 |
| Hollencrest Capital Management | 8,609 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 8,273 | $12.2 萬 | 0.00% | +6,448+353.3% | 加碼 |
| Cornerstone Financial Management LLC | 8,000 | $11.8 萬 | 0.11% | +8,000 | 新進 |
| Wealth Preservation Advisors, LLC | 7,655 | $11.3 萬 | 0.06% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $11.2 萬 | 0.04% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 5,179 | $7.61 萬 | 0.00% | +353+7.3% | 加碼 |
| US Bancorp | 5,000 | $7.35 萬 | 0.00% | 00.0% | 不變 |
| Bayban | 5,000 | $7.35 萬 | 0.06% | +5,000 | 新進 |
| Global Retirement Partners, LLC | 4,645 | $6.83 萬 | 0.00% | +4,645 | 新進 |
| Smallwood Wealth Investment Management, LLC | 4,100 | $6.03 萬 | 0.03% | +36+0.9% | 加碼 |
| Citigroup Inc | 3,450 | $5.07 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 3,400 | $5.00 萬 | 0.00% | +932+37.8% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $4.41 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | – | $3.73 萬 | 0.00% | – | – |
| Signaturefd, LLC | 2,511 | $3.69 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 2,428 | $3.57 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,250 | $3.31 萬 | 0.00% | +2,000+800.0% | 加碼 |
| Eastern Bank | 2,199 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,027 | $2.98 萬 | 0.00% | +2,027 | 新進 |
| Private Trust Co NA | 2,000 | $2.94 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,875 | $2.74 萬 | 0.00% | +1,875 | 新進 |
| Delta Asset Management LLC | 1,800 | $2.65 萬 | 0.00% | 00.0% | 不變 |
| Bangor Savings Bank | 1,057 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 975 | $1.43 萬 | 0.01% | +35+3.7% | 加碼 |
| CoreFirst Bank & Trust | 930 | $1.37 萬 | 0.01% | 00.0% | 不變 |
| Hoese & Co LLP | 875 | $1.29 萬 | 0.01% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 811 | $1.19 萬 | 0.00% | +811 | 新進 |
| Rothschild Investment LLC | 693 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Imprint Wealth LLC | 630 | $9,261 | 0.04% | −630−50.0% | 減碼 |
| Geneos Wealth Management Inc. | 564 | $8,291 | 0.00% | −1,136−66.8% | 減碼 |
| WPG Advisers, LLC | 562 | $8,261 | 0.01% | −68−10.8% | 減碼 |
| Bryn Mawr Trust Co | 504 | $7,409 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 500 | $7,350 | 0.00% | +500 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6,836 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 435 | $6,395 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 406 | $5,968 | 0.00% | +406 | 新進 |
| Glass Jacobson Investment Advisors llc | 256 | $3,764 | 0.00% | −233−47.6% | 減碼 |
| Colonial Trust Co | 254 | $3,703 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 250 | $3,675 | 0.00% | 00.0% | 不變 |
| Lodestone Wealth Management LLC | 228 | $3,352 | 0.00% | +228 | 新進 |
| Ameliora Wealth Management Ltd. | 200 | $2,940 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 187 | $2,749 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 115 | $1,691 | 0.00% | −2,780−96.0% | 減碼 |
| SHP Wealth Management | 110 | $1,620 | 0.00% | +110 | 新進 |
| Evolution Wealth Management Inc. | 109 | $1,602 | 0.00% | +109 | 新進 |
| Costello Asset Management, INC | 100 | $1,470 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 37 | $544 | 0.00% | 00.0% | 不變 |
| Matrix Trust Co | 0 | $0 | 0.00% | −52,360−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −159,707−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −124,735−100.0% | 清倉 |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −15,760−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,544−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −11,183−100.0% | 清倉 |
| Wealth Dimensions Group, Ltd. | 0 | $0 | 0.00% | −10,943−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,090−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,061−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −978−100.0% | 清倉 |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −978−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
