| Cerity Partners LLC | 19,450 | $16.8 萬 | 0.00% | +19,450 | 新進 |
| TCG Advisory Services, LLC | 19,275 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 19,236 | $16.6 萬 | 0.03% | +19,236 | 新進 |
| Comerica Bank | 18,971 | $16.4 萬 | 0.00% | +500+2.7% | 加碼 |
| Modern Wealth Management, LLC | 18,754 | $16.2 萬 | 0.00% | −580−3.0% | 減碼 |
| Commerce Bank | 18,115 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 17,284 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 17,250 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 17,000 | $14.7 萬 | 0.01% | 00.0% | 不變 |
| Sowell Financial Services LLC | 16,742 | $14.5 萬 | 0.01% | −896−5.1% | 減碼 |
| Worth Asset Management, LLC | 15,870 | $13.7 萬 | 0.07% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 15,587 | $13.5 萬 | 0.02% | +3,400+27.9% | 加碼 |
| LVZ Advisors, Inc. | 15,490 | $13.4 萬 | 0.02% | −1,045−6.3% | 減碼 |
| Harbour Investments, Inc. | 15,383 | $13.3 萬 | 0.00% | +26+0.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,112 | $13.1 萬 | 0.00% | −7,115−32.0% | 減碼 |
| Financial Alternatives, Inc | 15,091 | $13.1 萬 | 0.08% | 00.0% | 不變 |
| Davenport & Co LLC | 15,020 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| L.M. Kohn & Company | 14,642 | $12.7 萬 | 0.03% | 00.0% | 不變 |
| CFO4Life Group, LLC | 13,908 | $12.0 萬 | 0.02% | +327+2.4% | 加碼 |
| HRT Financial LP | 13,926 | $12.0 萬 | 0.00% | +13,926 | 新進 |
| Fearless Solutions, LLC dba Best Invest | 13,526 | $11.7 萬 | 0.08% | 00.0% | 不變 |
| CI Private Wealth, LLC | 13,281 | $11.5 萬 | 0.00% | −1,444−9.8% | 減碼 |
| Sanctuary Advisors, LLC | 12,942 | $11.2 萬 | 0.00% | +12,942 | 新進 |
| West Michigan Advisors, LLC | 12,865 | $11.1 萬 | 0.03% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 12,842 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| Sharp Financial Services, LLC | 12,250 | $10.6 萬 | 0.07% | −17,380−58.7% | 減碼 |
| IHT Wealth Management, LLC | 12,210 | $10.6 萬 | 0.00% | +1,824+17.6% | 加碼 |
| VSM Wealth Advisory, LLC | 11,953 | $10.3 萬 | 0.03% | +325+2.8% | 加碼 |
| Quantedge Capital Pte Ltd | 11,900 | $10.3 萬 | 0.09% | +11,900 | 新進 |
| Tyche Wealth Partners LLC | 11,464 | $9.92 萬 | 0.02% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 11,439 | $9.89 萬 | 0.00% | +11,439 | 新進 |
| Citadel Advisors LLC | 11,348 | $9.82 萬 | 0.00% | −81,844−87.8% | 減碼 |
| Integrated Wealth Concepts LLC | 11,322 | $9.79 萬 | 0.00% | +50.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 11,252 | $9.73 萬 | 0.00% | +265+2.4% | 加碼 |
| Busey Wealth Management | 11,113 | $9.61 萬 | 0.00% | +11,113 | 新進 |
| Quad-Cities Investment Group, LLC | 11,072 | $9.58 萬 | 0.04% | +242+2.2% | 加碼 |
| Ashton Thomas Securities, LLC | 10,467 | $9.05 萬 | 0.02% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 10,388 | $8.99 萬 | 0.00% | −4,263−29.1% | 減碼 |
| Guardian Wealth Advisors, LLC | 10,388 | $8.99 萬 | 0.01% | −4,263−29.1% | 減碼 |
| Detalus Advisors, LLC | 10,375 | $8.97 萬 | 0.03% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 10,300 | $8.91 萬 | 0.01% | −1,052−9.3% | 減碼 |
| Abel Hall, LLC | 10,000 | $8.65 萬 | 0.04% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 9,489 | $8.21 萬 | 0.00% | +9,489 | 新進 |
| MAI Capital Management | 8,734 | $7.55 萬 | 0.00% | +206+2.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 8,493 | $7.35 萬 | 0.01% | 00.0% | 不變 |
| Colonial Trust Advisors | 6,725 | $5.82 萬 | 0.00% | +6,725 | 新進 |
| Private Trust Co NA | 5,500 | $4.76 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 4,500 | $3.89 萬 | 0.00% | +4,500 | 新進 |
| NBC Securities, Inc. | 4,269 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 3,500 | $3.03 萬 | 0.01% | +3,500 | 新進 |
| Hurley Capital, LLC | 2,831 | $2.45 萬 | 0.02% | +2,831 | 新進 |
| Vermillion Wealth Management, Inc. | 2,747 | $2.38 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 2,250 | $1.95 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,925 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Financial Gravity Companies, Inc. | 1,495 | $1.29 萬 | 0.00% | +1,495 | 新進 |
| TSFG, LLC | 1,104 | $1.00 萬 | 0.00% | +1,104 | 新進 |
| CoreCap Advisors, LLC | 1,150 | $9,948 | 0.00% | −1,000−46.5% | 減碼 |
| Parallel Advisors, LLC | 1,091 | $9,433 | 0.00% | −721−39.8% | 減碼 |
| US Bancorp | 1,000 | $8,650 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 720 | $6,228 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 637 | $5,508 | 0.00% | +15+2.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 608 | $5,259 | 0.00% | +601+8,585.7% | 加碼 |
| Farther Finance Advisors, LLC | 407 | $3,521 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 400 | $3,460 | 0.00% | 00.0% | 不變 |
| Decker Retirement Planning Inc. | 350 | $3,028 | 0.00% | +350 | 新進 |
| Global Retirement Partners, LLC | 250 | $2,163 | 0.00% | +250 | 新進 |
| Jones Financial Companies LLLP | 247 | $2,117 | 0.00% | +247 | 新進 |
| JPMorgan Chase & Co | 220 | $1,910 | 0.00% | 00.0% | 不變 |
| Bernard Wealth Management Corp. | 205 | $1,774 | 0.00% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −580,229−100.0% | 清倉 |
| SAM Advisors, LLC | 0 | $0 | 0.00% | −478,221−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −258,758−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −37,234−100.0% | 清倉 |
| Argentarii, LLC | 0 | $0 | 0.00% | −25,195−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −16,777−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −14,586−100.0% | 清倉 |
| Sensible Money, LLC | 0 | $0 | 0.00% | −14,586−100.0% | 清倉 |
| Kapstone Financial Advisors LLC | 0 | $0 | 0.00% | −11,185−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,381−100.0% | 清倉 |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −10,412−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,402−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −6,974−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −5,993−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −3,040−100.0% | 清倉 |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −2,240−100.0% | 清倉 |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −775−100.0% | 清倉 |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −525−100.0% | 清倉 |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Keeley-Teton Advisors, LLC | – | – | – | – | 本季未申報 |
| Sofos Investments, Inc. | – | – | – | – | 本季未申報 |