| Destination Wealth Management | 10,723 | $11.6 萬 | 0.00% | +10,723 | 新進 |
| Chicago Capital, LLC | 10,215 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 10,084 | $10.9 萬 | 0.01% | +10+0.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,014 | $10.9 萬 | 0.00% | +10,014 | 新進 |
| Running Point Capital Advisors, LLC | 10,000 | $10.8 萬 | 0.07% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 9,750 | $10.6 萬 | 0.13% | 00.0% | 不變 |
| Ancora Advisors, LLC | 9,638 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 9,600 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| Caldwell Trust Co | 9,200 | $9.97 萬 | 0.01% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 9,000 | $9.80 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 8,588 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 8,557 | $9.20 萬 | 0.01% | +491+6.1% | 加碼 |
| Worth Asset Management, LLC | 8,500 | $9.20 萬 | 0.06% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 8,233 | $8.90 萬 | 0.00% | +6,013+270.9% | 加碼 |
| Huntington National Bank | – | $8.40 萬 | 0.00% | – | 新進 |
| Resolute Partners Group | 7,472 | $8.10 萬 | 0.01% | +128+1.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 6,623 | $7.20 萬 | 0.01% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 6,413 | $7.00 萬 | 0.09% | 00.0% | 不變 |
| North Star Investment Management Corp. | 6,313 | $6.80 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 5,668 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,475 | $5.90 萬 | 0.01% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 5,294 | $5.70 萬 | 0.03% | 00.0% | 不變 |
| Investors Research Corp | 5,092 | $5.50 萬 | 0.02% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 4,850 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 4,750 | $5.10 萬 | 0.01% | +4,750 | 新進 |
| Clearstead Advisors, LLC | 4,413 | $4.80 萬 | 0.00% | −4,122−48.3% | 減碼 |
| Banque Cantonale Vaudoise | 5,000 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 4,191 | $4.50 萬 | 0.03% | 00.0% | 不變 |
| First Financial Corp | 4,170 | $4.50 萬 | 0.03% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 4,068 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,051 | $4.40 萬 | 0.02% | 00.0% | 不變 |
| City State Bank | 4,000 | $4.30 萬 | 0.03% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 3,187 | $3.50 萬 | 0.00% | −1,790−36.0% | 減碼 |
| ACG Wealth | 3,194 | $3.50 萬 | 0.01% | +3,194 | 新進 |
| Sound Income Strategies, LLC | 3,007 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 3,000 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 2,832 | $3.10 萬 | 0.00% | −4,518−61.5% | 減碼 |
| Independence Bank of Kentucky | 2,750 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 2,576 | $2.80 萬 | 0.01% | +2,576 | 新進 |
| Global Trust Asset Management, LLC | 2,400 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 2,418 | $2.60 萬 | 0.02% | +2,418 | 新進 |
| Anchor Investment Management, LLC | 2,226 | $2.41 萬 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 2,005 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,955 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Cedar Wealth Management, LLC | 1,900 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 1,839 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,815 | $2.00 萬 | 0.02% | +32+1.8% | 加碼 |
| Arcadia Investment Management Corp | 1,766 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 1,500 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 1,435 | $1.60 萬 | 0.01% | +1,435 | 新進 |
| First Manhattan Co | 1,346 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 1,309 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,123 | $1.20 萬 | 0.00% | +1,123 | 新進 |
| Money Concepts Capital Corp | 972 | $1.10 萬 | 0.00% | −44,707−97.9% | 減碼 |
| FinTrust Capital Advisors, LLC | 1,000 | $1.10 萬 | 0.00% | −151−13.1% | 減碼 |
| Venture Visionary Partners LLC | 1,000 | $1.08 萬 | 0.00% | +1,000 | 新進 |
| Rockefeller Capital Management L.P. | 945 | $1.00 萬 | 0.00% | −3−0.3% | 減碼 |
| Leelyn Smith, LLC | 827 | $9,000 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 870 | $9,000 | 0.00% | 00.0% | 不變 |
| Trust Co | 800 | $9,000 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 849 | $9,000 | 0.00% | +849 | 新進 |
| Brown, Lisle/Cummings, Inc. | 738 | $8,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 733 | $7,000 | 0.00% | −3,431−82.4% | 減碼 |
| Baystate Wealth Management LLC | 686 | $7,000 | 0.00% | +12+1.8% | 加碼 |
| BerganKDV Wealth Management, LLC | 605 | $7,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 500 | $5,420 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 432 | $5,000 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 444 | $5,000 | 0.00% | +444 | 新進 |
| Trust Co of Vermont | 500 | $5,000 | 0.00% | +500 | 新進 |
| National Bank of Canada | 400 | $4,000 | 0.00% | +400 | 新進 |
| Financial Perspectives, Inc | 304 | $3,295 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 252 | $3,000 | 0.00% | +4+1.6% | 加碼 |
| Farmers & Merchants Investments Inc | 251 | $3,000 | 0.00% | +251 | 新進 |
| Retirement Group, LLC | 195 | $2,000 | 0.00% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 159 | $2,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 120 | $1,000 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 123 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | 減碼 |
| Assetmark, Inc | 0 | $0 | 0.00% | −884−100.0% | 清倉 |
| American Financial Advisors, LLC | 0 | $0 | 0.00% | −1,330,883−100.0% | 清倉 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −277,945−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,100−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −17,300−100.0% | 清倉 |
| Congress Park Capital LLC | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,177−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −13,129−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,083−100.0% | 清倉 |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −10,004−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2,853−100.0% | 清倉 |
| Commons Capital, LLC | 0 | $0 | 0.00% | −2,251−100.0% | 清倉 |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,457−100.0% | 清倉 |
| Resources Management Corp | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −462−100.0% | 清倉 |
| Legacy Capital Partners, Inc. | – | – | – | – | 本季未申報 |
| Viridian Ria, LLC | – | – | – | – | 本季未申報 |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | 本季未申報 |
| Kings Point Capital Management | – | – | – | – | 本季未申報 |
