| CIBC Private Wealth Group, LLC | 17,162 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| M.E. Allison & Co., Inc. | 14,462 | $19.1 萬 | 0.19% | +74+0.5% | 加碼 |
| Insigneo Advisory Services, LLC | 14,398 | $19.0 萬 | 0.02% | +14,398 | 新進 |
| AlphaStar Capital Management, LLC | 14,314 | $18.9 萬 | 0.02% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 13,315 | $17.6 萬 | 0.01% | +139+1.1% | 加碼 |
| Anderson Financial Strategies, LLC | 13,226 | $17.5 萬 | 0.11% | 00.0% | 不變 |
| Burford Brothers, Inc. | 13,200 | $17.4 萬 | 0.08% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 13,165 | $17.4 萬 | 0.01% | +13,165 | 新進 |
| Summit Global Investments | 13,000 | $17.2 萬 | 0.01% | +13,000 | 新進 |
| Principle Wealth Partners LLC | 12,800 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 12,781 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 12,466 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 12,389 | $16.4 萬 | 0.00% | −411−3.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 12,378 | $16.4 萬 | 0.01% | +12,378 | 新進 |
| Northwestern Mutual Wealth Management Co | 12,369 | $16.3 萬 | 0.00% | +141+1.2% | 加碼 |
| Focused Wealth Management, Inc | 12,204 | $16.1 萬 | 0.02% | −44−0.4% | 減碼 |
| Sigma Planning Corp | 12,153 | $16.1 萬 | 0.01% | −4,534−27.2% | 減碼 |
| Jane Street Group, LLC | 11,506 | $15.2 萬 | 0.00% | +11,506 | 新進 |
| Arlington Capital Management, Inc. | 11,241 | $14.8 萬 | 0.11% | −57,824−83.7% | 減碼 |
| Comerica Bank | 11,236 | $14.8 萬 | 0.00% | −1,021−8.3% | 減碼 |
| Pinnacle Associates Ltd | 11,219 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 11,185 | $14.8 萬 | 0.08% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 11,140 | $14.7 萬 | 0.01% | +39+0.4% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 11,198 | $14.7 萬 | 0.07% | +703+6.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 11,000 | $14.5 萬 | 0.00% | −1,166−9.6% | 減碼 |
| Capital CS Group, LLC | 10,577 | $14.0 萬 | 0.24% | +113+1.1% | 加碼 |
| Kingsview Wealth Management, LLC | 10,429 | $13.8 萬 | 0.00% | −959−8.4% | 減碼 |
| Clark Capital Management Group, Inc. | 10,395 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 10,080 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 10,270 | $13.6 萬 | 0.01% | +206+2.0% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 10,213 | $13.5 萬 | 0.02% | +10,213 | 新進 |
| Wealthcare Advisory Partners LLC | 10,212 | $13.5 萬 | 0.00% | −978−8.7% | 減碼 |
| International Assets Investment Management, LLC | 10,204 | $13.5 萬 | 0.01% | −300−2.9% | 減碼 |
| Main Street Group, LTD | 9,967 | $13.2 萬 | 0.05% | +1,523+18.0% | 加碼 |
| Parallel Advisors, LLC | 8,800 | $11.6 萬 | 0.00% | +150+1.7% | 加碼 |
| Kentucky Trust Co | 8,252 | $10.9 萬 | 0.06% | 00.0% | 不變 |
| Avion Wealth | 7,561 | $10.8 萬 | 0.03% | 00.0% | 不變 |
| Olistico Wealth, LLC | 7,734 | $10.2 萬 | 0.06% | −666−7.9% | 減碼 |
| Montag A & Associates Inc | 6,900 | $9.11 萬 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 6,700 | $8.85 萬 | 0.04% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 6,420 | $8.48 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 6,180 | $8.16 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 5,808 | $7.67 萬 | 0.02% | −10.0% | 減碼 |
| Wolverine Asset Management LLC | 5,602 | $7.40 萬 | 0.00% | +5,602 | 新進 |
| BankPlus Trust Department | 5,560 | $7.34 萬 | 0.02% | 00.0% | 不變 |
| Larson Financial Group LLC | 5,400 | $7.13 萬 | 0.00% | +4,900+980.0% | 加碼 |
| Private Trust Co NA | 5,127 | $6.77 萬 | 0.01% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 4,565 | $6.03 萬 | 0.06% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,550 | $4.69 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,421 | $4.52 萬 | 0.00% | −250−6.8% | 減碼 |
| US Bancorp | 3,075 | $4.06 萬 | 0.00% | +3,075 | 新進 |
| Vermillion Wealth Management, Inc. | 2,784 | $3.68 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 2,500 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 2,207 | $2.92 萬 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 2,003 | $2.65 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 1,820 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,446 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 1,297 | $1.71 萬 | 0.00% | +1,297 | 新進 |
| SOA Wealth Advisors, LLC. | 1,250 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 1,234 | $1.63 萬 | 0.00% | +1,234 | 新進 |
| Darwin Advisors, LLC | 1,114 | $1.61 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 1,099 | $1.50 萬 | 0.01% | −1,319−54.5% | 減碼 |
| Blume Capital Management, Inc. | 1,000 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,000 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 793 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 636 | $8,402 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 630 | $8,000 | 0.00% | −70−10.0% | 減碼 |
| Spire Wealth Management | 517 | $6,836 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 400 | $5,284 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 396 | $5,230 | 0.00% | −277−41.2% | 減碼 |
| Allworth Financial LP | 400 | $5,064 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 333 | $4,398 | 0.00% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 225 | $2,972 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 200 | $2,882 | 0.00% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 175 | $2,312 | 0.00% | +175 | 新進 |
| Concord Wealth Partners | 129 | $1,704 | 0.00% | +129 | 新進 |
| Tower Research Capital LLC (TRC) | 26 | $343 | 0.00% | +17+188.9% | 加碼 |
| Huntington National Bank | – | $13 | 0.00% | – | – |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −372,711−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −123,500−100.0% | 清倉 |
| B&L Asset Management LLC | 0 | $0 | 0.00% | −25,666−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −20,449−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −18,340−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −13,392−100.0% | 清倉 |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −12,593−100.0% | 清倉 |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −12,151−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −11,882−100.0% | 清倉 |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,063−100.0% | 清倉 |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −937−100.0% | 清倉 |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −685−100.0% | 清倉 |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −387−100.0% | 清倉 |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Executive Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
