| Aspire Private Capital, LLC | 496 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 500 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| TFC Financial Management | 456 | $1.10 萬 | 0.00% | −55−10.8% | 減碼 |
| PFG Private Wealth Management, LLC | 447 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 414 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Resources Management Corp | 407 | $1.00 萬 | 0.00% | −145−26.3% | 減碼 |
| Tompkins Financial Corp | 400 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 400 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 404 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| RWM Asset Management, LLC | 400 | $1.00 萬 | 0.00% | +400 | 新進 |
| Norwood Financial Corp | 394 | $9,000 | 0.02% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 380 | $9,000 | 0.00% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 400 | $9,000 | 0.01% | 00.0% | 不變 |
| Macroview Investment Management LLC | 385 | $9,000 | 0.02% | +385 | 新進 |
| TCTC Holdings, LLC | 316 | $8,000 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 329 | $7,824 | 0.00% | +329 | 新進 |
| Glen Eagle Advisors, LLC | 320 | $7,616 | 0.00% | +35+12.3% | 加碼 |
| Financial Connections Group, Inc. | 335 | $7,000 | 0.01% | +6+1.8% | 加碼 |
| St. Johns Investment Management Company, LLC | 292 | $7,000 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 233 | $5,000 | 0.00% | −296−56.0% | 減碼 |
| Spectrum Management Group, LLC | 200 | $5,000 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 200 | $5,000 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 177 | $5,000 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 180 | $4,281 | 0.00% | 00.0% | 不變 |
| Cornerstone Management, Inc. | 171 | $4,075 | 0.00% | 00.0% | 不變 |
| Monolith Advisors | 180 | $4,000 | 0.00% | 00.0% | 不變 |
| Investment Research & Advisory Group, Inc. | 98 | $2,000 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 101 | $2,000 | 0.00% | +8+8.6% | 加碼 |
| Delos Wealth Advisors, LLC | 23 | $1,000 | 0.00% | +1+4.5% | 加碼 |
| Strengthening Families & Communities, LLC | 59 | $1,000 | 0.00% | +2+3.5% | 加碼 |
| Crewe Advisors LLC | 15 | $0 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 800 | – | – | 00.0% | 不變 |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −145,774−100.0% | 清倉 |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −109,996−100.0% | 清倉 |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −107,533−100.0% | 清倉 |
| Oslo Asset Management AS | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Cincinnati Insurance Co | 0 | $0 | 0.00% | −96,023−100.0% | 清倉 |
| Glovista Investments LLC | 0 | $0 | 0.00% | −68,993−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −60,779−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −53,176−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −52,050−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −44,273−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −44,472−100.0% | 清倉 |
| Peconic Partners LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −39,134−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −34,939−100.0% | 清倉 |
| Citizens Business Bank | 0 | $0 | 0.00% | −28,350−100.0% | 清倉 |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −23,706−100.0% | 清倉 |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −20,462−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −18,170−100.0% | 清倉 |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,109−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −17,844−100.0% | 清倉 |
| Middleton & Co Inc | 0 | $0 | 0.00% | −15,350−100.0% | 清倉 |
| Vaughan & Co Securities, Inc. | 0 | $0 | 0.00% | −15,253−100.0% | 清倉 |
| EJF Capital LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −14,212−100.0% | 清倉 |
| Fiera Capital Corp | 0 | $0 | 0.00% | −13,980−100.0% | 清倉 |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −13,600−100.0% | 清倉 |
| Kiley Juergens Wealth Management, LLC | 0 | $0 | 0.00% | −12,835−100.0% | 清倉 |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −12,300−100.0% | 清倉 |
| Goff John C | 0 | $0 | 0.00% | −12,250−100.0% | 清倉 |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Ironsides Asset Advisors, LLC | 0 | $0 | 0.00% | −11,300−100.0% | 清倉 |
| Grandfield & Dodd, LLC | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,612−100.0% | 清倉 |
| RNC Capital Management LLC | 0 | $0 | 0.00% | −10,112−100.0% | 清倉 |
| Doyle Wealth Management | 0 | $0 | 0.00% | −9,839−100.0% | 清倉 |
| Legacy Wealth Planning, LLC | 0 | $0 | 0.00% | −9,681−100.0% | 清倉 |
| Collective Family Office LLC | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −8,874−100.0% | 清倉 |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −8,745−100.0% | 清倉 |
| Asio Capital, LLC | 0 | $0 | 0.00% | −8,700−100.0% | 清倉 |
| Plancorp, LLC | 0 | $0 | 0.00% | −8,355−100.0% | 清倉 |
| Leisure Capital Management | 0 | $0 | 0.00% | −8,315−100.0% | 清倉 |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −8,260−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −5,523−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −4,575−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −4,050−100.0% | 清倉 |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −4,042−100.0% | 清倉 |
| ACG Wealth | 0 | $0 | 0.00% | −3,876−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −3,393−100.0% | 清倉 |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −2,620−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,802−100.0% | 清倉 |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,190−100.0% | 清倉 |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −243−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Robbins Farley LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Arrow Financial Corp | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| B. Riley Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| Icon Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| Fieldpoint Private Securities, LLC | – | – | – | – | 本季未申報 |
| Glassy Mountain Advisors, Inc. | – | – | – | – | 本季未申報 |
| Quadrant Private Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Murphy Capital Management Inc | – | – | – | – | 本季未申報 |