| Cyndeo Wealth Partners, LLC | 17,000 | $15.4 萬 | 0.01% | 00.0% | 不變 |
| Worth Asset Management, LLC | 15,870 | $14.4 萬 | 0.06% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 15,587 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 15,490 | $14.0 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 15,408 | $13.9 萬 | 0.00% | +25+0.2% | 加碼 |
| Resources Investment Advisors, LLC. | 15,108 | $13.7 萬 | 0.00% | +15,108 | 新進 |
| Saba Capital Management, L.P. | 15,026 | $13.6 萬 | 0.00% | +15,026 | 新進 |
| Davenport & Co LLC | 15,020 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 14,269 | $12.9 萬 | 0.01% | +10,000+234.2% | 加碼 |
| CFO4Life Group, LLC | 14,222 | $12.9 萬 | 0.02% | +314+2.3% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 13,526 | $12.2 萬 | 0.08% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 13,290 | $12.0 萬 | 0.00% | +348+2.7% | 加碼 |
| West Michigan Advisors, LLC | 12,865 | $11.6 萬 | 0.03% | 00.0% | 不變 |
| CI Private Wealth, LLC | 12,560 | $11.4 萬 | 0.00% | −721−5.4% | 減碼 |
| Financial Alternatives, Inc | 12,466 | $11.3 萬 | 0.07% | −2,625−17.4% | 減碼 |
| VSM Wealth Advisory, LLC | 12,067 | $10.9 萬 | 0.03% | +114+1.0% | 加碼 |
| IHT Wealth Management, LLC | 12,049 | $10.9 萬 | 0.00% | −161−1.3% | 減碼 |
| Kingsview Wealth Management, LLC | 12,012 | $10.9 萬 | 0.00% | −830−6.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 11,506 | $10.4 萬 | 0.00% | +254+2.3% | 加碼 |
| Tyche Wealth Partners LLC | 11,464 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 11,322 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 11,302 | $10.2 萬 | 0.01% | +1,813+19.1% | 加碼 |
| Quad-Cities Investment Group, LLC | 11,302 | $10.2 萬 | 0.04% | +230+2.1% | 加碼 |
| Busey Wealth Management | 11,113 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 10,904 | $9.87 萬 | 0.00% | +10,904 | 新進 |
| Detalus Advisors, LLC | 10,875 | $9.84 萬 | 0.03% | +500+4.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,799 | $9.76 萬 | 0.00% | −640−5.6% | 減碼 |
| Susquehanna International Group, LLP | 10,633 | $9.62 萬 | 0.00% | +10,633 | 新進 |
| Guardian Wealth Advisors, LLC | 10,397 | $9.41 萬 | 0.01% | +9+0.1% | 加碼 |
| Aptus Capital Advisors, LLC | 10,397 | $9.41 萬 | 0.00% | +9+0.1% | 加碼 |
| Strategic Financial Concepts, LLC | 10,300 | $9.32 萬 | 0.01% | 00.0% | 不變 |
| Abel Hall, LLC | 10,000 | $9.05 萬 | 0.04% | 00.0% | 不變 |
| MAI Capital Management | 8,931 | $8.08 萬 | 0.00% | +197+2.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 8,493 | $7.69 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 8,335 | $7.54 萬 | 0.00% | +8,335 | 新進 |
| City Holding Co | 6,000 | $5.43 萬 | 0.01% | +6,000 | 新進 |
| Private Trust Co NA | 5,500 | $4.98 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 4,500 | $4.07 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 4,500 | $4.07 萬 | 0.00% | +3,500+350.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 3,500 | $3.17 萬 | 0.01% | 00.0% | 不變 |
| Mather Group, LLC. | 3,040 | $2.75 萬 | 0.00% | +3,040 | 新進 |
| Hurley Capital, LLC | 2,831 | $2.56 萬 | 0.01% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 2,747 | $2.49 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 2,250 | $2.04 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,000 | $1.81 萬 | 0.00% | +2,000 | 新進 |
| Harbor Investment Advisory, LLC | 1,925 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 1,530 | $1.39 萬 | 0.01% | +1,530 | 新進 |
| Sofos Investments, Inc. | 1,495 | $1.35 萬 | 0.00% | +1,495 | 新進 |
| CoreCap Advisors, LLC | 1,150 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| ESL Trust Services, LLC | 1,150 | $1.04 萬 | 0.00% | +1,150 | 新進 |
| Parallel Advisors, LLC | 1,115 | $1.01 萬 | 0.00% | +24+2.2% | 加碼 |
| TSFG, LLC | 1,129 | $1.00 萬 | 0.00% | +25+2.3% | 加碼 |
| Ameriflex Group, Inc. | 1,050 | $9,503 | 0.00% | +1,050 | 新進 |
| JFS Wealth Advisors, LLC | 1,000 | $9,050 | 0.00% | +1,000 | 新進 |
| Caldwell Trust Co | 720 | $6,516 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 651 | $5,892 | 0.00% | +14+2.2% | 加碼 |
| Central Trust Co | 430 | $3,892 | 0.00% | +430 | 新進 |
| Guerra Advisors Inc | 420 | $3,801 | 0.00% | +420 | 新進 |
| Farther Finance Advisors, LLC | 407 | $3,683 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 335 | $3,065 | 0.00% | +335 | 新進 |
| Global Retirement Partners, LLC | 250 | $2,263 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 220 | $1,996 | 0.00% | 00.0% | 不變 |
| Bernard Wealth Management Corp. | 205 | $1,856 | 0.00% | 00.0% | 不變 |
| Decker Retirement Planning Inc. | 200 | $1,810 | 0.00% | −150−42.9% | 減碼 |
| Jones Financial Companies LLLP | 132 | $1,179 | 0.00% | −115−46.6% | 減碼 |
| CNH Partners LLC | 0 | $0 | 0.00% | −292,139−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −167,796−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −53,185−100.0% | 清倉 |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −45,100−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −37,132−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −32,194−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,606−100.0% | 清倉 |
| Summit Investment Advisory Services, LLC | 0 | $0 | 0.00% | −22,362−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −20,231−100.0% | 清倉 |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −19,236−100.0% | 清倉 |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −14,642−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −13,926−100.0% | 清倉 |
| Sharp Financial Services, LLC | 0 | $0 | 0.00% | −12,250−100.0% | 清倉 |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −11,900−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,348−100.0% | 清倉 |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −10,467−100.0% | 清倉 |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −6,725−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −608−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Atria Wealth Solutions, Inc. | – | – | – | – | 本季未申報 |
| Financial Gravity Companies, Inc. | – | – | – | – | 本季未申報 |
