| Avantax Advisory Services, Inc. | 20,284 | $26.3 萬 | 0.00% | +8,333+69.7% | 加碼 |
| Whittier Trust Co | 19,724 | $25.6 萬 | 0.00% | −6,000−23.3% | 減碼 |
| Gridiron Partners, LLC | 19,136 | $24.8 萬 | 0.15% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 18,630 | $24.2 萬 | 0.02% | −19,449−51.1% | 減碼 |
| Next Level Private LLC | 18,550 | $24.1 萬 | 0.10% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 18,500 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| Financial Advocates Investment Management | 18,181 | $23.6 萬 | 0.01% | −2,192−10.8% | 減碼 |
| Parsons Capital Management Inc | 17,125 | $22.2 萬 | 0.01% | −2,725−13.7% | 減碼 |
| Future Financial Wealth Managment LLC | 16,850 | $21.9 萬 | 0.16% | 00.0% | 不變 |
| Secure Asset Management, LLC | 16,355 | $21.2 萬 | 0.04% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 16,000 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 15,585 | $20.2 萬 | 0.00% | −4,952−24.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 15,247 | $19.8 萬 | 0.00% | 00.0% | 不變 |
| Botty Investors LLC | 15,000 | $19.5 萬 | 0.07% | 00.0% | 不變 |
| NCM Capital Management, LLC | 14,430 | $18.7 萬 | 0.09% | −1,000−6.5% | 減碼 |
| Transcend Wealth Collective, LLC | 14,228 | $18.5 萬 | 0.01% | −2,000−12.3% | 減碼 |
| ELCO Management Co., LLC | 14,200 | $18.4 萬 | 0.10% | +3,900+37.9% | 加碼 |
| WealthPLAN Partners, LLC | 14,174 | $18.4 萬 | 0.02% | +2,475+21.2% | 加碼 |
| Bell Bank | 13,656 | $17.7 萬 | 0.02% | +13,656 | 新進 |
| Mercer Global Advisors Inc | 13,543 | $17.5 萬 | 0.00% | +3,064+29.2% | 加碼 |
| Institute for Wealth Management, LLC. | 13,419 | $17.4 萬 | 0.02% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 13,220 | $17.2 萬 | 0.02% | +180+1.4% | 加碼 |
| Jane Street Group, LLC | 13,194 | $17.1 萬 | 0.00% | +13,194 | 新進 |
| Dorsey & Whitney Trust CO LLC | 12,150 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| Parkside Investments, LLC | 12,000 | $15.6 萬 | 0.02% | 00.0% | 不變 |
| Optimum Investment Advisors | 11,427 | $14.8 萬 | 0.06% | 00.0% | 不變 |
| Apriem Advisors | 11,300 | $14.7 萬 | 0.02% | +11,300 | 新進 |
| Advisory Services Network, LLC | 11,402 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,604 | $13.8 萬 | 0.08% | +14+0.1% | 加碼 |
| Fisher Asset Management, LLC | 10,258 | $13.3 萬 | 0.00% | +10,258 | 新進 |
| Vivaldi Capital Management, LLC | 10,100 | $13.1 萬 | 0.04% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 10,031 | $13.0 萬 | 0.00% | +10.0% | 加碼 |
| Natixis | 9,677 | $12.6 萬 | 0.00% | −4,656−32.5% | 減碼 |
| Grove Bank & Trust | 8,000 | $10.4 萬 | 0.02% | +8,000 | 新進 |
| Citadel Advisors LLC | 7,055 | $9.16 萬 | 0.00% | −2,631−27.2% | 減碼 |
| Harbour Investments, Inc. | 6,641 | $8.62 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 6,407 | $8.32 萬 | 0.00% | −2,445−27.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 6,056 | $7.86 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 6,015 | $7.81 萬 | 0.00% | +155+2.6% | 加碼 |
| Allworth Financial LP | 5,908 | $7.67 萬 | 0.00% | +5,050+588.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,845 | $7.59 萬 | 0.00% | +2,116+56.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,000 | $5.19 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 4,000 | $5.19 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 3,750 | $4.87 萬 | 0.00% | +3,750 | 新進 |
| Proequities, Inc. | 3,600 | $4.67 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,500 | $4.54 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 3,486 | $4.50 萬 | 0.00% | +76+2.2% | 加碼 |
| Salem Investment Counselors Inc | 3,463 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 3,000 | $3.89 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,900 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,670 | $3.47 萬 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,219 | $2.88 萬 | 0.01% | +2,219 | 新進 |
| Jaffetilchin Investment Partners, LLC | 2,179 | $2.83 萬 | 0.00% | +2,179 | 新進 |
| Bogart Wealth, LLC | 2,000 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,999 | $2.60 萬 | 0.00% | +50+2.6% | 加碼 |
| Bryn Mawr Trust Co | 1,800 | $2.34 萬 | 0.00% | +1,800 | 新進 |
| Carmichael Hill & Associates, Inc. | 1,650 | $2.14 萬 | 0.01% | 00.0% | 不變 |
| Kiely Wealth Advisory Group, Inc. | 1,659 | $2.10 萬 | 0.01% | +42+2.6% | 加碼 |
| Financial Management Professionals, Inc. | 1,558 | $2.00 萬 | 0.00% | +39+2.6% | 加碼 |
| Farther Finance Advisors, LLC | 1,500 | $1.95 萬 | 0.00% | +1,500 | 新進 |
| Fifth Third Bancorp | 1,347 | $1.75 萬 | 0.00% | +1,347 | 新進 |
| FSA Wealth Management LLC | 1,258 | $1.63 萬 | 0.01% | +1,258 | 新進 |
| Raleigh Capital Management Inc. | 1,150 | $1.49 萬 | 0.01% | −205−15.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,135 | $1.47 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,050 | $1.36 萬 | 0.00% | −1,227−53.9% | 減碼 |
| Beacon Capital Management, LLC | 1,000 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 860 | $1.12 萬 | 0.00% | +760+760.0% | 加碼 |
| Global Retirement Partners, LLC | 816 | $1.06 萬 | 0.00% | +260+46.8% | 加碼 |
| Armstrong Advisory Group, Inc | 782 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 633 | $8,000 | 0.00% | +7+1.1% | 加碼 |
| FMR LLC | 605 | $7,853 | 0.00% | +603+30,150.0% | 加碼 |
| Ancora Advisors, LLC | 500 | $6,490 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Securities, LLC | 400 | $5,192 | 0.00% | +400 | 新進 |
| Coppell Advisory Solutions LLC | 93 | $1,206 | 0.00% | +93 | 新進 |
| Simplex Trading, LLC | 88 | $1,000 | 0.00% | +88 | 新進 |
| Pathway Financial Advisers, LLC | 8,849 | $682 | 0.00% | +8,176+1,214.9% | 加碼 |
| Huntington National Bank | – | $649 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 18 | $234 | 0.00% | −2−10.0% | 減碼 |
| International Assets Investment Management, LLC | 164,729 | – | – | +164,729 | 新進 |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −34,224−100.0% | 清倉 |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −25,984−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,648−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −14,972−100.0% | 清倉 |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −14,166−100.0% | 清倉 |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −12,213−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,355−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −10,969−100.0% | 清倉 |
| Sykon Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −8,900−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −5,402−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −1,860−100.0% | 清倉 |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −1,375−100.0% | 清倉 |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −245−100.0% | 清倉 |
| Herr Investment Group LLC | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
