| Wealth Enhancement Advisory Services, LLC | 19,085 | $20.4 萬 | 0.00% | −40,280−67.9% | 減碼 |
| World Equity Group, Inc. | 18,580 | $20.1 萬 | 0.05% | +2,200+13.4% | 加碼 |
| Future Financial Wealth Managment LLC | 18,000 | $20.0 萬 | 0.13% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 18,271 | $19.8 萬 | 0.01% | 00.0% | 不變 |
| Apriem Advisors | 17,300 | $18.7 萬 | 0.02% | 00.0% | 不變 |
| Cura Wealth Advisors, LLC | 17,165 | $18.6 萬 | 0.08% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 17,080 | $18.5 萬 | 0.00% | +17,080 | 新進 |
| SeaCrest Wealth Management, LLC | 16,211 | $17.6 萬 | 0.02% | −920−5.4% | 減碼 |
| Avidian Wealth Solutions, LLC | 16,000 | $17.3 萬 | 0.01% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 15,988 | $17.3 萬 | 0.01% | −5,247−24.7% | 減碼 |
| PFG Investments, LLC | 15,648 | $16.9 萬 | 0.01% | +2,198+16.3% | 加碼 |
| Alteri Wealth LLC | 15,101 | $16.4 萬 | 0.05% | −2,135−12.4% | 減碼 |
| Botty Investors LLC | 15,000 | $16.2 萬 | 0.04% | 00.0% | 不變 |
| Fifth Third Bancorp | 14,514 | $15.7 萬 | 0.00% | +14,514 | 新進 |
| Kingsview Wealth Management, LLC | 14,400 | $15.6 萬 | 0.00% | −4,350−23.2% | 減碼 |
| Bell Bank | 13,656 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 13,350 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Wall Street Access Asset Management, LLC | 13,289 | $14.4 萬 | 0.04% | +262+2.0% | 加碼 |
| Medallion Wealth Advisors, LLC | 13,185 | $14.3 萬 | 0.05% | −250−1.9% | 減碼 |
| Advisory Advocates, LLC | 12,800 | $13.9 萬 | 0.14% | +12,800 | 新進 |
| Nomura Holdings Inc | 12,500 | $13.5 萬 | 0.00% | −9,687−43.7% | 減碼 |
| WealthPLAN Partners, LLC | 12,175 | $13.2 萬 | 0.03% | −1,300−9.6% | 減碼 |
| MML Investors Services, LLC | 11,823 | $12.8 萬 | 0.00% | −723−5.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 11,822 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 11,709 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Decision Investments, Inc | 11,620 | $12.6 萬 | 0.14% | +11,620 | 新進 |
| Apollon Wealth Management, LLC | 11,554 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Berger Financial Group, Inc | 11,521 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 11,456 | $12.4 萬 | 0.00% | +11,456 | 新進 |
| Integrity Advisory Solutions, LLC | 10,832 | $11.7 萬 | 0.02% | +10,832 | 新進 |
| Kingswood Wealth Advisors, LLC | 10,744 | $11.6 萬 | 0.01% | +10,744 | 新進 |
| Whittier Trust Co | 10,508 | $11.5 萬 | 0.00% | −5,833−35.7% | 減碼 |
| NWF Advisory Services Inc. | 10,522 | $11.4 萬 | 0.01% | +46+0.4% | 加碼 |
| HRT Financial LP | 10,349 | $11.2 萬 | 0.00% | −684−6.2% | 減碼 |
| Vivaldi Capital Management, LLC | 10,100 | $10.9 萬 | 0.02% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 9,877 | $10.7 萬 | 0.01% | −17,869−64.4% | 減碼 |
| Ronald Blue Trust, Inc. | 7,925 | $8.58 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 6,056 | $6.56 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 5,405 | $5.85 萬 | 0.00% | −91,915−94.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,345 | $5.79 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 5,008 | $5.42 萬 | 0.00% | −1,273−20.3% | 減碼 |
| National Bank of Canada | 4,559 | $4.92 萬 | 0.00% | −88,898−95.1% | 減碼 |
| Advisory Services Network, LLC | 4,257 | $4.61 萬 | 0.00% | +4,257 | 新進 |
| Natixis | 3,670 | $3.97 萬 | 0.00% | +102+2.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,182 | $3.45 萬 | 0.00% | +1,000+45.8% | 加碼 |
| Allworth Financial LP | 2,958 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,670 | $2.89 萬 | 0.00% | 00.0% | 不變 |
| IFG Advisory, LLC | 2,500 | $2.71 萬 | 0.08% | +2,500 | 新進 |
| SOA Wealth Advisors, LLC. | 2,215 | $2.40 萬 | 0.00% | +64+3.0% | 加碼 |
| Legacy Wealth Managment, LLC | 2,162 | $2.34 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,984 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,835 | $1.99 萬 | 0.00% | +53+3.0% | 加碼 |
| Bryn Mawr Trust Co | 1,800 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 1,650 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 1,349 | $1.46 萬 | 0.00% | +40+3.1% | 加碼 |
| Highline Wealth Partners LLC | 1,250 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Holos Integrated Wealth LLC | 1,238 | $1.35 萬 | 0.01% | +1,238 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,135 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,017 | $1.10 萬 | 0.00% | −1,633−61.6% | 減碼 |
| Westside Investment Management, Inc. | 1,000 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Greykasell Wealth Strategies, Inc. | 900 | $9,747 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 835 | $9,268 | 0.00% | +835 | 新進 |
| St Germain D J Co Inc | 850 | $9,206 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 500 | $5,415 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 489 | $5,000 | 0.00% | 00.0% | 不變 |
| Bard Associates Inc | 332 | $3,596 | 0.00% | −664−66.7% | 減碼 |
| Dauntless Investment Group, LLC | 326 | $3,531 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 297 | $3,217 | 0.00% | +8+2.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 250 | $2,730 | 0.00% | 00.0% | 不變 |
| Basepoint Wealth LLC | 223 | $2,415 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 162 | $1,754 | 0.00% | +162 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 100 | $1,083 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 46 | $498 | 0.00% | −3,075−98.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 39 | $422 | 0.00% | +39 | 新進 |
| Signaturefd, LLC | 4 | $45 | 0.00% | −35,211−100.0% | 減碼 |
| Sound Income Strategies, LLC | 1 | $11 | 0.00% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −416,584−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −338,485−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −184,336−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −146,066−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −51,400−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −31,372−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −27,045−100.0% | 清倉 |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −25,774−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −24,752−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,345−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −20,813−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −14,840−100.0% | 清倉 |
| Asset One Wealth Management LLC | 0 | $0 | 0.00% | −14,617−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −11,182−100.0% | 清倉 |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −10,604−100.0% | 清倉 |
| Woodard & Co Asset Management Group Inc | 0 | $0 | 0.00% | −10,350−100.0% | 清倉 |
| Eastern Bank | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −1,268−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −848−100.0% | 清倉 |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −456−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Motiv8 Investments LLC | – | – | – | – | 本季未申報 |
