| Integrated Wealth Concepts LLC | 20,191 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 20,116 | $21.7 萬 | 0.00% | +794+4.1% | 加碼 |
| Sigma Planning Corp | 19,551 | $21.1 萬 | 0.01% | −462−2.3% | 減碼 |
| Financial Advocates Investment Management | 19,505 | $21.1 萬 | 0.02% | +2,227+12.9% | 加碼 |
| Capital Investment Advisors, LLC | 19,450 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| Next Level Private LLC | 18,550 | $20.7 萬 | 0.18% | +18,550 | 新進 |
| Belpointe Asset Management LLC | 19,077 | $20.6 萬 | 0.01% | 00.0% | 不變 |
| Integrated Capital Management, Inc. | 18,991 | $20.5 萬 | 0.20% | +312+1.7% | 加碼 |
| InterOcean Capital Group, LLC | 18,206 | $19.7 萬 | 0.01% | +7,506+70.1% | 加碼 |
| Advisory Services Network, LLC | 18,108 | $19.6 萬 | 0.01% | +1,241+7.4% | 加碼 |
| Westchester Capital Management, LLC | 17,967 | $19.4 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 17,681 | $19.1 萬 | 0.00% | −1,314−6.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 17,591 | $19.0 萬 | 0.03% | +328+1.9% | 加碼 |
| Susquehanna International Group, LLP | 17,150 | $18.5 萬 | 0.00% | +17,150 | 新進 |
| AE Wealth Management LLC | 17,048 | $18.4 萬 | 0.00% | −30.0% | 減碼 |
| Clearbridge Investments, LLC | 17,000 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 16,233 | $17.9 萬 | 0.06% | +16,233 | 新進 |
| Geneos Wealth Management Inc. | 16,497 | $17.8 萬 | 0.01% | −2,190−11.7% | 減碼 |
| EWG Elevate Inc. | 16,062 | $17.3 萬 | 0.10% | +342+2.2% | 加碼 |
| WealthPlan Investment Management, LLC | 13,899 | $16.8 萬 | 0.01% | +13,899 | 新進 |
| Diversified Trust Co | 15,400 | $16.6 萬 | 0.01% | −11,300−42.3% | 減碼 |
| Concorde Asset Management, LLC | 13,900 | $15.0 萬 | 0.17% | +1,000+7.8% | 加碼 |
| Silver Oak Securities, Inc | 12,604 | $14.8 萬 | 0.03% | +12,604 | 新進 |
| Apriem Advisors | 13,620 | $14.7 萬 | 0.03% | −1,300−8.7% | 減碼 |
| HRT Financial LP | 13,177 | $14.2 萬 | 0.00% | +13,177 | 新進 |
| Captrust Financial Advisors | 12,930 | $14.0 萬 | 0.00% | +12,930 | 新進 |
| Gator Capital Management, LLC | 12,650 | $13.7 萬 | 0.11% | 00.0% | 不變 |
| Csenge Advisory Group | 12,671 | $13.7 萬 | 0.01% | +1,426+12.7% | 加碼 |
| Apollon Wealth Management, LLC | 12,605 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Pointe Capital Management LLC | 12,480 | $13.5 萬 | 0.11% | −2,027−14.0% | 減碼 |
| Harbour Investments, Inc. | 10,840 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Stiles Financial Services Inc | 12,081 | $13.0 萬 | 0.08% | −6,640−35.5% | 減碼 |
| Jane Street Group, LLC | 11,289 | $12.2 萬 | 0.00% | −2,396−17.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 11,059 | $11.9 萬 | 0.00% | +859+8.4% | 加碼 |
| King Luther Capital Management Corp | – | $11.9 萬 | 0.00% | – | 新進 |
| American Financial Advisors, LLC | 10,661 | $11.5 萬 | 0.02% | +10,661 | 新進 |
| TFG Advisers LLC | 10,512 | $11.4 萬 | 0.06% | +245+2.4% | 加碼 |
| Focus Financial Network, Inc. | 10,114 | $10.9 萬 | 0.01% | +10,114 | 新進 |
| Addison Capital Co | 10,075 | $10.8 萬 | 0.07% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 10,025 | $10.8 萬 | 0.01% | +10,025 | 新進 |
| Whittier Trust Co of Nevada Inc | 9,304 | $10.0 萬 | 0.00% | −4,670−33.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,404 | $9.00 萬 | 0.00% | +2,842+51.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,571 | $6.02 萬 | 0.00% | +5,571 | 新進 |
| Signaturefd, LLC | 4,748 | $5.10 萬 | 0.00% | +124+2.7% | 加碼 |
| Washington Trust Co | 4,565 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,963 | $4.40 萬 | 0.00% | +14+0.7% | 加碼 |
| Fifth Third Bancorp | 4,000 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 3,565 | $3.80 萬 | 0.00% | +680+23.6% | 加碼 |
| Simplex Trading, LLC | 2,662 | $2.80 萬 | 0.00% | −2,721−50.5% | 減碼 |
| Proequities, Inc. | 2,600 | $2.80 萬 | 0.00% | −1,500−36.6% | 減碼 |
| Larson Financial Group LLC | 2,350 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 2,275 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 2,235 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,000 | $2.20 萬 | 0.00% | +2,000 | 新進 |
| SOA Wealth Advisors, LLC. | 1,782 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 1,650 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,375 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 1,393 | $1.50 萬 | 0.00% | +1,393 | 新進 |
| Financial Management Professionals, Inc. | 1,242 | $1.30 萬 | 0.00% | +32+2.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,135 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,118 | $1.20 萬 | 0.00% | −3,640−76.5% | 減碼 |
| Beacon Capital Management, LLC | 1,000 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,035 | $1.10 萬 | 0.00% | +1,035 | 新進 |
| First Manhattan Co | 1,000 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 638 | $7,000 | 0.00% | +17+2.7% | 加碼 |
| Ancora Advisors, LLC | 500 | $5,000 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 393 | $4,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 235 | $3,000 | 0.00% | −8,064−97.2% | 減碼 |
| Ellis Investment Partners, LLC | 347 | $3,000 | 0.00% | +9+2.7% | 加碼 |
| FourThought Financial, LLC | 232 | $3,000 | 0.00% | +232 | 新進 |
| Quadrant Capital Group LLC | 185 | $2,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 177 | $2,000 | 0.00% | +177 | 新進 |
| Avion Wealth | 112 | $1,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 27 | $0 | 0.00% | −173−86.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 8 | $0 | 0.00% | +8 | 新進 |
| PYA Waltman Capital, LLC | 0 | $0 | 0.00% | −251,457−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −203,873−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −97,471−100.0% | 清倉 |
| Litman Gregory Asset Management LLC | 0 | $0 | 0.00% | −72,533−100.0% | 清倉 |
| Family Management Corp | 0 | $0 | 0.00% | −63,969−100.0% | 清倉 |
| Next Capital Management LLC | 0 | $0 | 0.00% | −30,030−100.0% | 清倉 |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −24,200−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −16,545−100.0% | 清倉 |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −7,398−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −3,400−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −2,699−100.0% | 清倉 |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −2,574−100.0% | 清倉 |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| NTB Financial Corp | – | – | – | – | 本季未申報 |
| Smart Portfolios, LLC | – | – | – | – | 本季未申報 |
