| Main Street Group, LTD | 14,861 | $20.5 萬 | 0.08% | −578−3.7% | 減碼 |
| AlphaStar Capital Management, LLC | 14,314 | $19.8 萬 | 0.02% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 14,134 | $19.5 萬 | 0.03% | +272+2.0% | 加碼 |
| Jacobi Capital Management LLC | 13,538 | $18.7 萬 | 0.01% | +196+1.5% | 加碼 |
| Burford Brothers, Inc. | 13,200 | $18.2 萬 | 0.09% | 00.0% | 不變 |
| Sigma Planning Corp | 13,090 | $18.1 萬 | 0.01% | +13,090 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 12,940 | $17.9 萬 | 0.00% | +438+3.5% | 加碼 |
| Principle Wealth Partners LLC | 12,800 | $17.7 萬 | 0.01% | +12,800 | 新進 |
| Cannon Advisors, Inc. | 12,825 | $17.5 萬 | 0.14% | +12,825 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,603 | $17.4 萬 | 0.05% | +12,603 | 新進 |
| Birchcreek Wealth Management, LLC | 12,593 | $17.4 萬 | 0.11% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 12,466 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 12,388 | $17.1 萬 | 0.00% | −126−1.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 12,345 | $17.0 萬 | 0.01% | −1,584−11.4% | 減碼 |
| Merit Financial Group, LLC | 12,189 | $16.8 萬 | 0.00% | −592−4.6% | 減碼 |
| Mill Creek Capital Advisors, LLC | 12,151 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 11,888 | $16.4 萬 | 0.00% | −500−4.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 11,882 | $16.4 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 11,236 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 11,169 | $15.4 萬 | 0.00% | +29+0.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 10,428 | $14.4 萬 | 0.00% | +18+0.2% | 加碼 |
| Clark Capital Management Group, Inc. | 10,395 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Capital CS Group, LLC | 10,356 | $14.3 萬 | 0.17% | +110+1.1% | 加碼 |
| Belpointe Asset Management LLC | 10,181 | $14.0 萬 | 0.01% | +10,181 | 新進 |
| Fortis Capital Advisors, LLC | 10,181 | $14.0 萬 | 0.05% | +10,181 | 新進 |
| Ameritas Advisory Services, LLC | 10,080 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 11,219 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Westend Capital Management, LLC | 9,496 | $13.1 萬 | 0.04% | 00.0% | 不變 |
| Parallel Advisors, LLC | 8,540 | $11.8 萬 | 0.00% | +95+1.1% | 加碼 |
| Olistico Wealth, LLC | 8,400 | $11.6 萬 | 0.07% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 8,198 | $11.3 萬 | 0.00% | −890−9.8% | 減碼 |
| Private Trust Co NA | 7,563 | $10.4 萬 | 0.01% | +18+0.2% | 加碼 |
| Avion Wealth | 7,561 | $10.4 萬 | 0.03% | +55+0.7% | 加碼 |
| Montag A & Associates Inc | 6,900 | $9.52 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 6,420 | $8.86 萬 | 0.02% | +2,941+84.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,180 | $8.53 萬 | 0.00% | −6,500−51.3% | 減碼 |
| Carolinas Wealth Consulting LLC | 5,809 | $8.02 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,671 | $5.07 萬 | 0.00% | +1,000+37.4% | 加碼 |
| Fifth Third Bancorp | 3,550 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $4.14 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 2,500 | $3.45 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,351 | $3.24 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 1,820 | $2.50 萬 | 0.00% | +1,820 | 新進 |
| Northwest Financial Advisors | 1,700 | $2.35 萬 | 0.02% | +1,700 | 新進 |
| CoreCap Advisors, LLC | 1,446 | $2.00 萬 | 0.00% | −742−33.9% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,250 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Darwin Advisors, LLC | 1,114 | $1.54 萬 | 0.00% | +1,114 | 新進 |
| Farther Finance Advisors, LLC | 1,063 | $1.47 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 1,046 | $1.40 萬 | 0.01% | +23+2.2% | 加碼 |
| Blume Capital Management, Inc. | 1,000 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,000 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 937 | $1.29 萬 | 0.01% | +937 | 新進 |
| CWM, LLC | 700 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 636 | $8,777 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 517 | $7,141 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 500 | $6,900 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 500 | $6,900 | 0.00% | +500 | 新進 |
| Laurel Wealth Advisors LLC | 400 | $5,520 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 333 | $4,595 | 0.00% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 225 | $3,105 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9 | $124 | 0.00% | +9 | 新進 |
| DecisionPoint Financial, LLC | 8 | $113 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $14 | 0.00% | – | – |
| FMR LLC | 1 | $14 | 0.00% | +1 | 新進 |
| International Assets Investment Management, LLC | 1,138,936 | – | – | +1,094,622+2,470.1% | 加碼 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −24,623−100.0% | 清倉 |
| BCR Wealth Strategies, LLC | 0 | $0 | 0.00% | −16,035−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,590−100.0% | 清倉 |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −12,024−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −11,470−100.0% | 清倉 |
| Semus Wealth Partners LLC | 0 | $0 | 0.00% | −11,244−100.0% | 清倉 |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −2,555−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −2,205−100.0% | 清倉 |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −198−100.0% | 清倉 |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Abbrea Capital, LLC | – | – | – | – | 本季未申報 |
| ICA Group Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
