| GPS Wealth Strategies Group, LLC | 15,479 | $14.8 萬 | 0.02% | +129+0.8% | 加碼 |
| Integrated Wealth Concepts LLC | 15,230 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 15,094 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| Triumph Capital Management | 14,619 | $14.0 萬 | 0.04% | −8,580−37.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 14,599 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 14,225 | $13.6 萬 | 0.00% | −855−5.7% | 減碼 |
| Cape Investment Advisory, Inc. | 14,045 | $13.4 萬 | 0.05% | −1,000−6.6% | 減碼 |
| JPMorgan Chase & Co | 14,015 | $13.4 萬 | 0.00% | −40,698−74.4% | 減碼 |
| Rydar Equities, Inc. | 13,942 | $13.3 萬 | 0.11% | +13,942 | 新進 |
| O'Shaughnessy Asset Management, LLC | 13,702 | $13.1 萬 | 0.00% | −116,074−89.4% | 減碼 |
| PAX Financial Group, LLC | 13,662 | $13.1 萬 | 0.02% | −10,965−44.5% | 減碼 |
| Global Retirement Partners, LLC | 13,410 | $12.8 萬 | 0.00% | +13,410 | 新進 |
| Western Wealth Management, LLC | 13,068 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 12,643 | $12.1 萬 | 0.00% | +12,643 | 新進 |
| Sanctuary Advisors, LLC | 12,468 | $11.9 萬 | 0.00% | +12,468 | 新進 |
| SageView Advisory Group, LLC | 11,322 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 11,493 | $11.0 萬 | 0.01% | −5,592−32.7% | 減碼 |
| United Capital Financial Advisers, LLC | 11,482 | $11.0 萬 | 0.00% | −4,910−30.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 11,346 | $10.9 萬 | 0.00% | +11,346 | 新進 |
| Coppell Advisory Solutions LLC | 10,966 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 10,594 | $10.1 萬 | 0.03% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 10,283 | $9.84 萬 | 0.00% | +10,283 | 新進 |
| Gen-Wealth Partners Inc | 9,500 | $9.09 萬 | 0.04% | −1,798−15.9% | 減碼 |
| Geneos Wealth Management Inc. | 8,802 | $8.42 萬 | 0.00% | +1,571+21.7% | 加碼 |
| Legacy Wealth Managment, LLC | 7,711 | $7.38 萬 | 0.04% | 00.0% | 不變 |
| Legacy Investment Solutions, LLC | 7,711 | $7.38 萬 | 0.04% | +7,711 | 新進 |
| CWM, LLC | 7,679 | $7.30 萬 | 0.00% | +180+2.4% | 加碼 |
| Bank of America Corp | 7,458 | $7.14 萬 | 0.00% | −132−1.7% | 減碼 |
| Gitterman Wealth Management, LLC | 7,300 | $6.99 萬 | 0.02% | +7,300 | 新進 |
| Private Trust Co NA | 7,284 | $6.97 萬 | 0.01% | 00.0% | 不變 |
| Royal Bank of Canada | 6,856 | $6.60 萬 | 0.00% | −22,901−77.0% | 減碼 |
| Transce3nd, LLC | 5,875 | $5.62 萬 | 0.02% | −1,620−21.6% | 減碼 |
| Farther Finance Advisors, LLC | 5,826 | $5.58 萬 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 5,144 | $4.92 萬 | 0.00% | +5,144 | 新進 |
| Joseph Group Capital Management | 4,131 | $3.95 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 3,931 | $3.76 萬 | 0.00% | −12,327−75.8% | 減碼 |
| Aquatic Capital Management LLC | 3,907 | $3.74 萬 | 0.00% | +3,907 | 新進 |
| MAI Capital Management | 3,562 | $3.41 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 3,497 | $3.35 萬 | 0.03% | 00.0% | 不變 |
| Signaturefd, LLC | 3,309 | $3.17 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,133 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 3,061 | $2.93 萬 | 0.02% | 00.0% | 不變 |
| Hollencrest Capital Management | 3,000 | $2.87 萬 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 2,856 | $2.73 萬 | 0.01% | −918−24.3% | 減碼 |
| New England Capital Financial Advisors LLC | 2,513 | $2.40 萬 | 0.01% | +187+8.0% | 加碼 |
| Sunbelt Securities, Inc. | 2,000 | $2.28 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 2,342 | $2.24 萬 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 2,134 | $2.04 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,562 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| Darwin Advisors, LLC | 1,511 | $1.45 萬 | 0.01% | +1,511 | 新進 |
| Ameritas Advisory Services, LLC | 1,416 | $1.36 萬 | 0.00% | +1,416 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,068 | $1.02 萬 | 0.00% | +668+167.0% | 加碼 |
| Arlington Trust Co LLC | 1,000 | $9,340 | 0.00% | −1,100−52.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 800 | $7,656 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 590 | $5,689 | 0.00% | +23+4.1% | 加碼 |
| Sound Income Strategies, LLC | 404 | $3,866 | 0.00% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 399 | $3,854 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 402 | $3,847 | 0.00% | +333+482.6% | 加碼 |
| First Horizon Advisors, Inc. | 153 | $1,464 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 7 | $64 | 0.00% | +1+16.7% | 加碼 |
| Creekmur Asset Management LLC | 2 | $19 | 0.00% | −13−86.7% | 減碼 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −161,878−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −89,388−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −65,718−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −50,023−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −35,184−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −31,557−100.0% | 清倉 |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −31,151−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −29,755−100.0% | 清倉 |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −29,423−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −28,565−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,259−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,336−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −14,943−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,500−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −13,700−100.0% | 清倉 |
| Leigh Baldwin & Co., LLC | 0 | $0 | 0.00% | −13,259−100.0% | 清倉 |
| Fullcircle Wealth LLC | 0 | $0 | 0.00% | −12,214−100.0% | 清倉 |
| Providence Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,146−100.0% | 清倉 |
| Elevatus Welath Management | 0 | $0 | 0.00% | −11,099−100.0% | 清倉 |
| Bensler, LLC | 0 | $0 | 0.00% | −10,250−100.0% | 清倉 |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −10,197−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −8,407−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −3,280−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −2,570−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,004−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −930−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Sofos Investments, Inc. | – | – | – | – | 本季未申報 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |