| PharVision Advisers, LLC | 17,485 | $16.9 萬 | 0.09% | +17,485 | 新進 |
| HighTower Advisors, LLC | 17,350 | $16.8 萬 | 0.00% | −18,106−51.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 17,076 | $16.5 萬 | 0.00% | −6,248−26.8% | 減碼 |
| Wealthspire Advisors, LLC | 16,687 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 15,517 | $15.0 萬 | 0.00% | −7,172−31.6% | 減碼 |
| Newbridge Financial Services Group, Inc. | 15,094 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 15,093 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Rydar Equities, Inc. | 14,978 | $14.5 萬 | 0.11% | +522+3.6% | 加碼 |
| Brinker Capital Investments, LLC | 14,869 | $14.4 萬 | 0.00% | −4,400−22.8% | 減碼 |
| Aviso Wealth Management | 14,632 | $14.2 萬 | 0.06% | −1,556−9.6% | 減碼 |
| Kingswood Wealth Advisors, LLC | 14,599 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 14,424 | $13.9 萬 | 0.00% | −1,015−6.6% | 減碼 |
| Susquehanna International Group, LLP | 13,956 | $13.5 萬 | 0.00% | +13,956 | 新進 |
| Mariner, LLC | 13,816 | $13.4 萬 | 0.00% | +1,907+16.0% | 加碼 |
| Global Retirement Partners, LLC | 13,791 | $13.3 萬 | 0.00% | +191+1.4% | 加碼 |
| Sowell Financial Services LLC | 13,763 | $13.3 萬 | 0.00% | +13,763 | 新進 |
| PAX Financial Group, LLC | 13,662 | $13.2 萬 | 0.02% | 00.0% | 不變 |
| Triumph Capital Management | 13,563 | $13.1 萬 | 0.03% | −856−5.9% | 減碼 |
| Mercer Global Advisors Inc | 13,243 | $12.8 萬 | 0.00% | −2,450−15.6% | 減碼 |
| Western Wealth Management, LLC | 13,068 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 12,928 | $12.5 萬 | 0.00% | −8,826−40.6% | 減碼 |
| BridgePort Financial Solutions, LLC | 12,233 | $11.8 萬 | 0.03% | −3,754−23.5% | 減碼 |
| Bensler, LLC | 11,866 | $11.5 萬 | 0.01% | +11,866 | 新進 |
| First Heartland Consultants, Inc. | 11,770 | $11.4 萬 | 0.01% | +11,770 | 新進 |
| Colony Group, LLC | 11,689 | $11.3 萬 | 0.00% | +11,689 | 新進 |
| United Capital Financial Advisers, LLC | 11,482 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| Capital Asset Managemnet, LLC | 10,821 | $10.5 萬 | 0.12% | +10,821 | 新進 |
| Savvy Advisors, Inc. | 10,675 | $10.3 萬 | 0.00% | +10,675 | 新進 |
| Atticus Wealth Management, LLC | 10,594 | $10.2 萬 | 0.03% | 00.0% | 不變 |
| Punch & Associates Investment Management, Inc. | 10,435 | $10.1 萬 | 0.01% | +10,435 | 新進 |
| Diversify Advisory Services, LLC | 10,042 | $9.49 萬 | 0.00% | +10,042 | 新進 |
| Gen-Wealth Partners Inc | 9,500 | $9.19 萬 | 0.03% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 9,071 | $8.77 萬 | 0.00% | −1,196−11.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,872 | $8.58 萬 | 0.00% | +5,739+183.2% | 加碼 |
| Geneos Wealth Management Inc. | 8,802 | $8.51 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 8,130 | $7.90 萬 | 0.00% | −2,213−21.4% | 減碼 |
| Essential Investment Partners LLC | 7,880 | $7.62 萬 | 0.07% | +7,880 | 新進 |
| Private Trust Co NA | 7,284 | $7.04 萬 | 0.01% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 6,720 | $6.50 萬 | 0.06% | −7,215−51.8% | 減碼 |
| Farther Finance Advisors, LLC | 5,826 | $5.63 萬 | 0.00% | 00.0% | 不變 |
| Joseph Group Capital Management | 4,131 | $3.99 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 3,821 | $3.69 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 3,562 | $3.44 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 3,497 | $3.38 萬 | 0.03% | 00.0% | 不變 |
| Signaturefd, LLC | 3,309 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 3,061 | $2.96 萬 | 0.01% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 2,696 | $2.61 萬 | 0.01% | +91+3.5% | 加碼 |
| Financial Management Professionals, Inc. | 2,482 | $2.40 萬 | 0.00% | +2,482 | 新進 |
| Tidemark, LLC | 2,134 | $2.06 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 2,000 | $1.93 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,000 | $1.93 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,902 | $1.84 萬 | 0.00% | −1,951−50.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,562 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 1,542 | $1.49 萬 | 0.09% | +1,542 | 新進 |
| Rockefeller Capital Management L.P. | 1,353 | $1.31 萬 | 0.00% | +46+3.5% | 加碼 |
| Quarry LP | 1,183 | $1.14 萬 | 0.00% | +297+33.5% | 加碼 |
| Strategic Wealth Partners, Ltd. | 962 | $9,303 | 0.00% | +962 | 新進 |
| Federation des caisses Desjardins du Quebec | 800 | $7,736 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 633 | $6,093 | 0.00% | +22+3.6% | 加碼 |
| CX Institutional | 574 | $6,000 | 0.00% | +574 | 新進 |
| Garner Asset Management Corp | 600 | $5,802 | 0.00% | +600 | 新進 |
| Richardson Financial Services Inc. | 399 | $3,858 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 404 | $3,818 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 312 | $3,017 | 0.00% | +312 | 新進 |
| Tower Research Capital LLC (TRC) | 50 | $484 | 0.00% | −2,933−98.3% | 減碼 |
| Caitong International Asset Management Co., Ltd | 3 | $29 | 0.00% | +3 | 新進 |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −267,862−100.0% | 清倉 |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −40,973−100.0% | 清倉 |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −26,460−100.0% | 清倉 |
| Collaborative Wealth Managment Inc. | 0 | $0 | 0.00% | −19,402−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −18,306−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −15,797−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −15,230−100.0% | 清倉 |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −15,155−100.0% | 清倉 |
| Leigh Baldwin & Co., LLC | 0 | $0 | 0.00% | −14,334−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,533−100.0% | 清倉 |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −11,493−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −11,218−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −10,669−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −10,627−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,040−100.0% | 清倉 |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,165−100.0% | 清倉 |
| Main Street Group, LTD | 0 | $0 | 0.00% | −2,856−100.0% | 清倉 |
| Comerica Bank | 0 | $0 | 0.00% | −2,320−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −1,461−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| EWG Elevate Inc. | – | – | – | – | 本季未申報 |
| Creekmur Asset Management LLC | – | – | – | – | 本季未申報 |
