| Investment Management Trust, LLC | 20,150 | $17.7 萬 | 0.17% | +20,150 | 新進 |
| Cornerstone Advisory, LLC | 20,097 | $17.6 萬 | 0.02% | +44+0.2% | 加碼 |
| Cerity Partners LLC | 19,450 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 18,903 | $16.9 萬 | 0.00% | +50+0.3% | 加碼 |
| Vista Investment Partners II, LLC | 19,103 | $16.8 萬 | 0.08% | 00.0% | 不變 |
| Fifth Third Bancorp | 18,527 | $16.3 萬 | 0.00% | +18,527 | 新進 |
| Sowell Financial Services LLC | 17,881 | $15.7 萬 | 0.01% | +384+2.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 17,284 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 17,250 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 17,000 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Colony Group, LLC | 15,920 | $14.0 萬 | 0.00% | −429−2.6% | 減碼 |
| Worth Asset Management, LLC | 15,870 | $13.9 萬 | 0.05% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 15,490 | $13.6 萬 | 0.02% | 00.0% | 不變 |
| Davenport & Co LLC | 15,020 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 14,999 | $13.2 萬 | 0.00% | +3,801+33.9% | 加碼 |
| Independent Advisor Alliance | 14,877 | $13.1 萬 | 0.00% | +14,877 | 新進 |
| CFO4Life Group, LLC | 14,852 | $13.0 萬 | 0.02% | +318+2.2% | 加碼 |
| NBC Securities, Inc. | 14,269 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Almitas Capital LLC | 13,772 | $12.1 萬 | 0.03% | +13,772 | 新進 |
| Sanctuary Advisors, LLC | 13,719 | $12.0 萬 | 0.00% | +397+3.0% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 13,526 | $11.9 萬 | 0.07% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 12,865 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| VSM Wealth Advisory, LLC | 12,499 | $11.0 萬 | 0.03% | +12,499 | 新進 |
| Financial Alternatives, Inc | 12,466 | $10.9 萬 | 0.06% | 00.0% | 不變 |
| TMB Capital Partners, LLC | 12,370 | $10.9 萬 | 0.04% | +260+2.1% | 加碼 |
| IHT Wealth Management, LLC | 12,049 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 12,015 | $10.5 萬 | 0.00% | +12,015 | 新進 |
| Old Mission Investment Co LLC | 11,575 | $10.2 萬 | 0.02% | +11,575 | 新進 |
| Tyche Wealth Partners LLC | 11,464 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 11,390 | $10.0 萬 | 0.00% | −2,865−20.1% | 減碼 |
| Kingsview Wealth Management, LLC | 11,359 | $9.97 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 11,322 | $9.94 萬 | 0.00% | +820+7.8% | 加碼 |
| Boothbay Fund Management, LLC | 11,170 | $9.81 萬 | 0.00% | +11,170 | 新進 |
| Busey Wealth Management | 11,113 | $9.76 萬 | 0.00% | 00.0% | 不變 |
| Detalus Advisors, LLC | 10,875 | $9.55 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 10,780 | $9.46 萬 | 0.00% | +90+0.8% | 加碼 |
| NWF Advisory Services Inc. | 10,700 | $9.39 萬 | 0.01% | −2,900−21.3% | 減碼 |
| Aptus Capital Advisors, LLC | 10,494 | $9.21 萬 | 0.00% | +87+0.8% | 加碼 |
| Guardian Wealth Advisors, LLC | 10,494 | $9.21 萬 | 0.01% | +87+0.8% | 加碼 |
| Abel Hall, LLC | 10,000 | $8.78 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 9,327 | $8.19 萬 | 0.00% | +200+2.2% | 加碼 |
| Private Trust Co NA | 5,500 | $4.83 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 4,950 | $4.35 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 4,581 | $4.02 萬 | 0.00% | +4,581 | 新進 |
| Parkside Financial Bank & Trust | 4,500 | $3.95 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 3,150 | $2.77 萬 | 0.00% | −5,000−61.3% | 減碼 |
| UBS Asset Management Americas Inc | 2,848 | $2.50 萬 | 0.00% | +2,848 | 新進 |
| Keating Financial Advisory Services, Inc. | 2,309 | $2.03 萬 | 0.00% | +147+6.8% | 加碼 |
| Barrett & Company, Inc. | 2,250 | $1.98 萬 | 0.01% | −4,350−65.9% | 減碼 |
| City Holding Co | 2,250 | $1.98 萬 | 0.00% | −2,250−50.0% | 減碼 |
| SRS Capital Advisors, Inc. | 2,000 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,925 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 1,586 | $1.39 萬 | 0.01% | +22+1.4% | 加碼 |
| Sofos Investments, Inc. | 1,495 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,164 | $1.02 萬 | 0.00% | +25+2.2% | 加碼 |
| ESL Trust Services, LLC | 1,150 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,179 | $1.00 萬 | 0.00% | +25+2.2% | 加碼 |
| Pinnacle Bancorp, Inc. | 780 | $6,848 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 747 | $6,559 | 0.00% | −2,000−72.8% | 減碼 |
| Caldwell Trust Co | 720 | $6,322 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 680 | $5,970 | 0.00% | +15+2.3% | 加碼 |
| Sound Income Strategies, LLC | 646 | $5,759 | 0.00% | +646 | 新進 |
| Ameriflex Group, Inc. | 525 | $4,610 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 407 | $3,630 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 335 | $2,985 | 0.00% | 00.0% | 不變 |
| Axiom Investment Management LLC | 233 | $2,046 | 0.00% | +233 | 新進 |
| JPMorgan Chase & Co | 220 | $1,866 | 0.00% | 00.0% | 不變 |
| Bernard Wealth Management Corp. | 205 | $1,800 | 0.00% | 00.0% | 不變 |
| Decker Retirement Planning Inc. | 200 | $1,756 | 0.00% | +190+1,900.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 50 | $439 | 0.00% | +46+1,150.0% | 加碼 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −792,677−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −438,995−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −82,764−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −36,257−100.0% | 清倉 |
| Winebrenner Capital Management LLC | 0 | $0 | 0.00% | −32,000−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −19,275−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,612−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −16,795−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −13,060−100.0% | 清倉 |
| Blue Water Asset Management | 0 | $0 | 0.00% | −11,017−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −7,990−100.0% | 清倉 |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |