| Financial Advocates Investment Management | 19,505 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 18,650 | $22.2 萬 | 0.23% | +5,000+36.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 17,741 | $21.1 萬 | 0.00% | −2,850−13.8% | 減碼 |
| RFG Advisory, LLC | 17,355 | $20.7 萬 | 0.01% | +17,355 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 16,620 | $19.8 萬 | 0.10% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 16,000 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| First Foundation Advisors | 15,167 | $18.1 萬 | 0.01% | −20,651−57.7% | 減碼 |
| Csenge Advisory Group | 15,083 | $18.0 萬 | 0.01% | −1,335−8.1% | 減碼 |
| Kovack Advisors, Inc. | 14,969 | $17.8 萬 | 0.02% | +894+6.4% | 加碼 |
| Focus Financial Network, Inc. | 14,093 | $16.9 萬 | 0.01% | +2,428+20.8% | 加碼 |
| InterOcean Capital Group, LLC | 14,200 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 13,590 | $16.2 萬 | 0.00% | −5,585−29.1% | 減碼 |
| Snowden Capital Advisors LLC | 13,291 | $15.8 萬 | 0.01% | +1,361+11.4% | 加碼 |
| Pointe Capital Management LLC | 12,533 | $14.9 萬 | 0.11% | +14+0.1% | 加碼 |
| Advisory Services Network, LLC | 12,481 | $14.9 萬 | 0.00% | +460+3.8% | 加碼 |
| Geneos Wealth Management Inc. | 12,342 | $14.7 萬 | 0.01% | −1,713−12.2% | 減碼 |
| Lido Advisors, LLC | 12,112 | $14.4 萬 | 0.00% | +12,112 | 新進 |
| Parkside Investments, LLC | 12,000 | $14.3 萬 | 0.03% | 00.0% | 不變 |
| Gator Capital Management, LLC | 11,450 | $13.6 萬 | 0.10% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 11,250 | $13.4 萬 | 0.01% | +11,250 | 新進 |
| Mercer Global Advisors Inc | 11,105 | $13.2 萬 | 0.00% | −576−4.9% | 減碼 |
| WealthPLAN Partners, LLC | 10,899 | $13.0 萬 | 0.02% | 00.0% | 不變 |
| Apriem Advisors | 10,800 | $12.9 萬 | 0.02% | 00.0% | 不變 |
| American Financial Advisors, LLC | 10,143 | $12.1 萬 | 0.02% | +10,143 | 新進 |
| Vivaldi Capital Management, LLC | 10,100 | $12.0 萬 | 0.04% | 00.0% | 不變 |
| TFG Advisers LLC | 10,028 | $11.9 萬 | 0.05% | −1,014−9.2% | 減碼 |
| Sykon Capital LLC | 10,000 | $11.9 萬 | 0.08% | +10,000 | 新進 |
| Harbour Investments, Inc. | 7,606 | $9.06 萬 | 0.00% | −204−2.6% | 減碼 |
| Kistler-Tiffany Companies, LLC | 5,262 | $6.27 萬 | 0.01% | +5,262 | 新進 |
| Signaturefd, LLC | 5,255 | $6.26 萬 | 0.00% | +147+2.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,204 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 5,150 | $6.13 萬 | 0.00% | +250+5.1% | 加碼 |
| Spire Wealth Management | 4,720 | $5.62 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,000 | $4.76 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 4,000 | $4.76 萬 | 0.02% | +4,000 | 新進 |
| CWM, LLC | 3,577 | $4.30 萬 | 0.00% | +775+27.7% | 加碼 |
| Highlander Capital Management, LLC | 3,600 | $4.30 萬 | 0.02% | +3,600 | 新進 |
| Safeguard Financial, LLC | 3,595 | $4.20 萬 | 0.02% | +3,595 | 新進 |
| Cary Street Partner Investment Advisory LLC | 2,950 | $3.51 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 2,612 | $3.11 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 2,600 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,350 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 2,275 | $2.71 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 2,235 | $2.66 萬 | 0.01% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,782 | $2.12 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,674 | $1.99 萬 | 0.00% | +1,000+148.4% | 加碼 |
| Carmichael Hill & Associates, Inc. | 1,650 | $1.97 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,375 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,352 | $1.60 萬 | 0.00% | +38+2.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,135 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,000 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 1,000 | $1.19 萬 | 0.00% | +1,000 | 新進 |
| Raleigh Capital Management Inc. | 850 | $1.01 萬 | 0.01% | +100+13.3% | 加碼 |
| Simplex Trading, LLC | 876 | $1.00 萬 | 0.00% | +876 | 新進 |
| Armstrong Advisory Group, Inc | 782 | $9,314 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 694 | $8,268 | 0.00% | +19+2.8% | 加碼 |
| Global Retirement Partners, LLC | 556 | $6,622 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 500 | $5,955 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 380 | $4,526 | 0.00% | −1,485−79.6% | 減碼 |
| IFP Advisors, Inc | 197 | $3,975 | 0.00% | −5,371−96.5% | 減碼 |
| Ronald Blue Trust, Inc. | 238 | $3,000 | 0.00% | +238 | 新進 |
| St Germain D J Co Inc | 245 | $2,918 | 0.00% | +245 | 新進 |
| Castleview Partners, LLC | 191 | $2,269 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 103 | $1,227 | 0.00% | −200−66.0% | 減碼 |
| Avion Wealth | 112 | $1,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 8 | $95 | 0.00% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −128,658−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −75,539−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −41,261−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,240−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −22,500−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −21,856−100.0% | 清倉 |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,856−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −16,950−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −12,301−100.0% | 清倉 |
| Channel Wealth LLC | 0 | $0 | 0.00% | −11,735−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −8,772−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −5,483−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −4,281−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −1,393−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −759−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −185−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Ahrens Investment Partners LLC | – | – | – | – | 本季未申報 |
| Pathway Financial Advisers, LLC | – | – | – | – | 本季未申報 |
