| NWF Advisory Services Inc. | 24,090 | $28.2 萬 | 0.07% | +1,066+4.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 23,455 | $27.5 萬 | 0.00% | +23,455 | 新進 |
| Next Level Private LLC | 23,040 | $27.0 萬 | 0.18% | 00.0% | 不變 |
| GDS Wealth Management | 22,858 | $26.8 萬 | 0.04% | 00.0% | 不變 |
| Ghe, LLC | 21,600 | $25.3 萬 | 0.17% | +100+0.5% | 加碼 |
| Capital Investment Advisors, LLC | 20,750 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Jane Street Group, LLC | 20,286 | $23.8 萬 | 0.00% | −741−3.5% | 減碼 |
| Comerica Bank | 20,252 | $23.7 萬 | 0.00% | +20,252 | 新進 |
| Wetherby Asset Management Inc | 20,000 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Financial Advocates Investment Management | 19,505 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 18,111 | $21.2 萬 | 0.02% | −17,106−48.6% | 減碼 |
| Future Financial Wealth Managment LLC | 17,650 | $20.7 萬 | 0.23% | −1,000−5.4% | 減碼 |
| RFG Advisory, LLC | 17,355 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 16,620 | $19.5 萬 | 0.10% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 16,000 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 15,489 | $18.2 萬 | 0.03% | +520+3.5% | 加碼 |
| Advisory Services Network, LLC | 15,066 | $17.7 萬 | 0.00% | +2,585+20.7% | 加碼 |
| Focus Financial Network, Inc. | 14,240 | $16.7 萬 | 0.01% | +147+1.0% | 加碼 |
| InterOcean Capital Group, LLC | 14,200 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| First Foundation Advisors | 13,867 | $16.3 萬 | 0.01% | −1,300−8.6% | 減碼 |
| Silver Oak Securities, Inc | 12,604 | $14.8 萬 | 0.03% | +12,604 | 新進 |
| Pointe Capital Management LLC | 12,547 | $14.7 萬 | 0.12% | +14+0.1% | 加碼 |
| Shaker Financial Services, LLC | 12,300 | $14.4 萬 | 0.07% | +12,300 | 新進 |
| Steward Partners Investment Advisory, LLC | 12,241 | $14.3 萬 | 0.00% | −5,500−31.0% | 減碼 |
| Parkside Investments, LLC | 12,000 | $14.1 萬 | 0.03% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 11,648 | $13.7 萬 | 0.00% | +11,648 | 新進 |
| Lido Advisors, LLC | 11,469 | $13.4 萬 | 0.00% | −643−5.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 11,250 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 11,105 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 10,899 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| Apriem Advisors | 10,800 | $12.7 萬 | 0.02% | 00.0% | 不變 |
| Gator Capital Management, LLC | 10,680 | $12.5 萬 | 0.09% | −770−6.7% | 減碼 |
| Csenge Advisory Group | 10,182 | $11.9 萬 | 0.01% | −4,901−32.5% | 減碼 |
| Vivaldi Capital Management, LLC | 10,100 | $11.8 萬 | 0.04% | 00.0% | 不變 |
| Citadel Advisors LLC | 8,863 | $10.4 萬 | 0.00% | −24,900−73.7% | 減碼 |
| Harbour Investments, Inc. | 6,608 | $7.74 萬 | 0.00% | −998−13.1% | 減碼 |
| BOK Financial Private Wealth, Inc. | 6,056 | $7.10 萬 | 0.01% | +3,781+166.2% | 加碼 |
| Geneos Wealth Management Inc. | 5,670 | $6.65 萬 | 0.00% | −6,672−54.1% | 減碼 |
| Signaturefd, LLC | 5,402 | $6.33 萬 | 0.00% | +147+2.8% | 加碼 |
| Parallel Advisors, LLC | 5,260 | $6.16 萬 | 0.00% | +110+2.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,204 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 4,800 | $5.60 萬 | 0.02% | +1,200+33.3% | 加碼 |
| Spire Wealth Management | 4,720 | $5.53 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,000 | $4.69 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 3,806 | $4.46 萬 | 0.02% | −194−4.9% | 減碼 |
| CWM, LLC | 3,133 | $3.70 萬 | 0.00% | −444−12.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,950 | $3.46 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 2,612 | $3.06 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,350 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 2,240 | $2.63 萬 | 0.00% | +2,240 | 新進 |
| Proequities, Inc. | 2,000 | $2.34 萬 | 0.00% | −600−23.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 1,782 | $2.09 萬 | 0.01% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 1,650 | $1.93 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. | 1,389 | $1.60 萬 | 0.00% | +37+2.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,135 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 1,134 | $1.30 萬 | 0.00% | +258+29.5% | 加碼 |
| Beacon Capital Management, LLC | 1,000 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 1,011 | $1.19 萬 | 0.00% | +1,011 | 新進 |
| RFP Financial Group LLC | 1,000 | $1.17 萬 | 0.01% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 950 | $1.11 萬 | 0.01% | +100+11.8% | 加碼 |
| Armstrong Advisory Group, Inc | 782 | $9,166 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 707 | $8,284 | 0.00% | +13+1.9% | 加碼 |
| Global Retirement Partners, LLC | 556 | $6,383 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 500 | $5,860 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 238 | $3,000 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 245 | $2,871 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 103 | $1,208 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 112 | $1,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 20 | $234 | 0.00% | −360−94.7% | 減碼 |
| FMR LLC | 1 | $12 | 0.00% | +1 | 新進 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −31,366−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Mackay Shields LLC | 0 | $0 | 0.00% | −21,256−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −13,291−100.0% | 清倉 |
| American Financial Advisors, LLC | 0 | $0 | 0.00% | −10,143−100.0% | 清倉 |
| TFG Advisers LLC | 0 | $0 | 0.00% | −10,028−100.0% | 清倉 |
| Sykon Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −3,595−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −2,235−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,674−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −191−100.0% | 清倉 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Kistler-Tiffany Companies, LLC | – | – | – | – | 本季未申報 |
