| Blueprint Financial Advisors LLC | 20,000 | $24.6 萬 | 0.05% | +20,000 | 新進 |
| Next Level Private LLC | 20,081 | $24.5 萬 | 0.07% | +437+2.2% | 加碼 |
| Gridiron Partners, LLC | 415,869 | $23.5 萬 | 0.13% | +396,733+2,073.2% | 加碼 |
| Kingstone Capital Partners Texas, LLC | 19,064 | $23.4 萬 | 0.14% | +4,053+27.0% | 加碼 |
| Capital Investment Advisors, LLC | 18,700 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Alteri Wealth LLC | 18,276 | $22.4 萬 | 0.08% | −845−4.4% | 減碼 |
| Insigneo Advisory Services, LLC | 18,271 | $22.4 萬 | 0.02% | +817+4.7% | 加碼 |
| Apollon Wealth Management, LLC | 17,564 | $21.6 萬 | 0.00% | +924+5.6% | 加碼 |
| Arete Wealth Advisors, LLC | 17,493 | $21.5 萬 | 0.01% | −321−1.8% | 減碼 |
| International Assets Investment Management, LLC | 17,290 | $21.1 萬 | 0.02% | 00.0% | 不變 |
| Cura Wealth Advisors, LLC | 17,165 | $21.1 萬 | 0.08% | −4,745−21.7% | 減碼 |
| Virtu Financial LLC | 16,966 | $20.8 萬 | 0.01% | +16,966 | 新進 |
| Future Financial Wealth Managment LLC | 16,850 | $20.7 萬 | 0.13% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 16,598 | $20.4 萬 | 0.02% | +1,053+6.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 16,000 | $19.6 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 15,915 | $19.5 萬 | 0.02% | +215+1.4% | 加碼 |
| World Equity Group, Inc. | 15,219 | $18.7 萬 | 0.04% | +1,389+10.0% | 加碼 |
| Botty Investors LLC | 15,000 | $18.4 萬 | 0.05% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 13,914 | $17.1 萬 | 0.02% | −1,066−7.1% | 減碼 |
| PFG Investments, LLC | 13,764 | $16.9 萬 | 0.01% | −110−0.8% | 減碼 |
| ELCO Management Co., LLC | 13,700 | $16.8 萬 | 0.09% | −1,300−8.7% | 減碼 |
| Bell Bank | 13,656 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 13,575 | $16.7 萬 | 0.02% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 13,350 | $16.4 萬 | 0.01% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 12,822 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 12,480 | $15.3 萬 | 0.00% | +193+1.6% | 加碼 |
| RFG Advisory, LLC | 12,200 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| NCM Capital Management, LLC | 12,100 | $14.9 萬 | 0.06% | −200−1.6% | 減碼 |
| Woodard & Co Asset Management Group Inc | 10,350 | $12.7 萬 | 0.02% | 00.0% | 不變 |
| Comerica Bank | 10,117 | $12.4 萬 | 0.00% | −1,640−13.9% | 減碼 |
| Vivaldi Capital Management, LLC | 10,100 | $12.4 萬 | 0.02% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 10,034 | $12.3 萬 | 0.00% | +10.0% | 加碼 |
| Advisory Services Network, LLC | 7,041 | $8.65 萬 | 0.00% | +7,041 | 新進 |
| CWM, LLC | 6,124 | $7.50 萬 | 0.00% | +633+11.5% | 加碼 |
| BOK Financial Private Wealth, Inc. | 6,056 | $7.44 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 5,345 | $6.56 萬 | 0.00% | −500−8.6% | 減碼 |
| CX Institutional | 5,146 | $6.30 萬 | 0.00% | +5,146 | 新進 |
| Farther Finance Advisors, LLC | 4,000 | $4.91 萬 | 0.00% | −3,001−42.9% | 減碼 |
| Allworth Financial LP | 3,758 | $4.61 萬 | 0.00% | −3,894−50.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,607 | $4.43 萬 | 0.00% | 00.0% | 不變 |
| Natixis | 3,471 | $4.26 萬 | 0.00% | +90+2.7% | 加碼 |
| Eastern Bank | 3,000 | $3.68 萬 | 0.00% | +3,000 | 新進 |
| CoreCap Advisors, LLC | 2,950 | $3.62 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 2,910 | $3.57 萬 | 0.01% | −3,100−51.6% | 減碼 |
| Geneos Wealth Management Inc. | 2,670 | $3.28 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,300 | $2.82 萬 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 2,162 | $2.65 萬 | 0.01% | +2,162 | 新進 |
| SOA Wealth Advisors, LLC. | 2,090 | $2.57 萬 | 0.00% | +55+2.7% | 加碼 |
| Larson Financial Group LLC | 1,984 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,800 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,750 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,732 | $2.13 萬 | 0.00% | +46+2.7% | 加碼 |
| MAI Capital Management | 1,650 | $2.03 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,356 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 1,272 | $1.56 萬 | 0.00% | +1,272 | 新進 |
| Strategic Advocates LLC | 1,250 | $1.53 萬 | 0.00% | +1,250 | 新進 |
| Highline Wealth Partners LLC | 1,250 | $1.53 萬 | 0.00% | +1,250 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,135 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,133 | $1.39 萬 | 0.00% | +1,132+113,200.0% | 加碼 |
| Westside Investment Management, Inc. | 1,000 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 850 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 700 | $8,596 | 0.00% | +284+68.3% | 加碼 |
| Ancora Advisors, LLC | 500 | $6,140 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 489 | $6,000 | 0.00% | −12−2.4% | 減碼 |
| AdvisorNet Financial, Inc | 400 | $4,912 | 0.00% | 00.0% | 不變 |
| North Capital, Inc. | 361 | $4,433 | 0.00% | +1+0.3% | 加碼 |
| Dauntless Investment Group, LLC | 326 | $4,003 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 281 | $3,451 | 0.00% | −218−43.7% | 減碼 |
| Creekmur Asset Management LLC | 16 | $194 | 0.00% | +1+6.7% | 加碼 |
| LeConte Wealth Management, LLC | 0 | $0 | 0.00% | −237,396−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −177,762−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −114,950−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −102,730−100.0% | 清倉 |
| Fiera Capital Corp | 0 | $0 | 0.00% | −83,264−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −45,065−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −39,816−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −16,831−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −15,839−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,986−100.0% | 清倉 |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −14,642−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −14,303−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −10,334−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,700−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,426−100.0% | 清倉 |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −1,437−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,068−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,064−100.0% | 清倉 |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −333−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −173−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Iron Horse Wealth Management, LLC | – | – | – | – | 本季未申報 |
