| XTX Topco Ltd | 20,717 | $20.0 萬 | 0.00% | +20,717 | 新進 |
| Investment Management Trust, LLC | 20,575 | $19.8 萬 | 0.18% | +425+2.1% | 加碼 |
| Kestra Advisory Services, LLC | 20,563 | $19.8 萬 | 0.00% | −83,801−80.3% | 減碼 |
| Truist Financial Corp | 20,294 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 19,450 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 19,427 | $18.7 萬 | 0.00% | +900+4.9% | 加碼 |
| Vista Investment Partners II, LLC | 19,103 | $18.4 萬 | 0.07% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 18,953 | $18.3 萬 | 0.00% | +50+0.3% | 加碼 |
| Mercer Global Advisors Inc | 18,771 | $18.1 萬 | 0.00% | −22,281−54.3% | 減碼 |
| Citadel Advisors LLC | 18,656 | $18.0 萬 | 0.00% | +18,656 | 新進 |
| Sowell Financial Services LLC | 18,259 | $17.6 萬 | 0.01% | +378+2.1% | 加碼 |
| Susquehanna International Group, LLP | 17,883 | $17.2 萬 | 0.00% | −8,370−31.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 17,284 | $16.7 萬 | 0.00% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 17,250 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 17,000 | $16.4 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 16,044 | $15.5 萬 | 0.02% | +4,580+40.0% | 加碼 |
| Colony Group, LLC | 15,920 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Worth Asset Management, LLC | 15,870 | $15.3 萬 | 0.05% | 00.0% | 不變 |
| CFO4Life Group, LLC | 15,166 | $14.6 萬 | 0.02% | +314+2.1% | 加碼 |
| NBC Securities, Inc. | 14,269 | $13.8 萬 | 0.01% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 14,150 | $13.6 萬 | 0.00% | +14,150 | 新進 |
| Fearless Solutions, LLC dba Best Invest | 13,526 | $13.0 萬 | 0.07% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 13,188 | $12.7 萬 | 0.04% | −43,531−76.7% | 減碼 |
| West Michigan Advisors, LLC | 12,865 | $12.4 萬 | 0.02% | 00.0% | 不變 |
| TMB Capital Partners, LLC | 12,637 | $12.2 萬 | 0.04% | +267+2.2% | 加碼 |
| VSM Wealth Advisory, LLC | 12,499 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| Financial Alternatives, Inc | 12,466 | $12.0 萬 | 0.06% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 11,633 | $11.2 萬 | 0.00% | +243+2.1% | 加碼 |
| Old Mission Investment Co LLC | 11,575 | $11.2 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 11,568 | $11.2 萬 | 0.00% | +788+7.3% | 加碼 |
| CI Private Wealth, LLC | 11,532 | $11.1 萬 | 0.00% | +11,532 | 新進 |
| Integrated Wealth Concepts LLC | 11,397 | $11.0 萬 | 0.00% | +75+0.7% | 加碼 |
| Kingsview Wealth Management, LLC | 11,359 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Busey Wealth Management | 11,113 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Detalus Advisors, LLC | 10,875 | $10.5 萬 | 0.02% | 00.0% | 不變 |
| Howard Financial Services, Ltd. | 10,865 | $10.5 萬 | 0.01% | +10,865 | 新進 |
| Boothbay Fund Management, LLC | 10,757 | $10.4 萬 | 0.00% | −413−3.7% | 減碼 |
| Guardian Wealth Advisors, LLC | 10,503 | $10.1 萬 | 0.01% | +9+0.1% | 加碼 |
| Aptus Capital Advisors, LLC | 10,503 | $10.1 萬 | 0.00% | +9+0.1% | 加碼 |
| SRS Capital Advisors, Inc. | 10,485 | $10.1 萬 | 0.00% | +8,485+424.3% | 加碼 |
| Davenport & Co LLC | 10,020 | $9.66 萬 | 0.00% | −5,000−33.3% | 減碼 |
| Abel Hall, LLC | 10,000 | $9.64 萬 | 0.02% | 00.0% | 不變 |
| Barrett & Company, Inc. | 6,600 | $6.44 萬 | 0.02% | +4,350+193.3% | 加碼 |
| Private Trust Co NA | 5,500 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 4,500 | $4.34 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 4,000 | $3.86 萬 | 0.00% | +4,000 | 新進 |
| CoreCap Advisors, LLC | 3,150 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 2,848 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 2,359 | $2.27 萬 | 0.00% | +50+2.2% | 加碼 |
| City Holding Co | 2,250 | $2.17 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 2,200 | $2.12 萬 | 0.00% | +2,200 | 新進 |
| Harbor Investment Advisory, LLC | 1,925 | $1.86 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 1,565 | $1.51 萬 | 0.00% | +1,565 | 新進 |
| Financial Gravity Companies, Inc. | 1,495 | $1.44 萬 | 0.00% | +1,495 | 新進 |
| TSFG, LLC | 1,204 | $1.20 萬 | 0.00% | +25+2.1% | 加碼 |
| Parallel Advisors, LLC | 1,189 | $1.15 萬 | 0.00% | +25+2.1% | 加碼 |
| ESL Trust Services, LLC | 1,150 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,095 | $1.06 萬 | 0.00% | +1,095 | 新進 |
| Axiom Investment Management LLC | 884 | $8,524 | 0.01% | +651+279.4% | 加碼 |
| Pinnacle Bancorp, Inc. | 780 | $7,519 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 747 | $7,201 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 720 | $6,941 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 694 | $6,693 | 0.00% | +14+2.1% | 加碼 |
| IFP Advisors, Inc | 613 | $5,909 | 0.00% | +613 | 新進 |
| Ameriflex Group, Inc. | 525 | $5,061 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 407 | $3,923 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 335 | $3,203 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 330 | $3,181 | 0.00% | +330 | 新進 |
| Buck Wealth Strategies, LLC | 300 | $2,892 | 0.00% | +300 | 新進 |
| Global Retirement Partners, LLC | 250 | $2,410 | 0.00% | +250 | 新進 |
| JPMorgan Chase & Co | 220 | $2,083 | 0.00% | 00.0% | 不變 |
| CX Institutional | 250 | $2,000 | 0.00% | +250 | 新進 |
| Bernard Wealth Management Corp. | 205 | $1,977 | 0.00% | 00.0% | 不變 |
| Decker Retirement Planning Inc. | 204 | $1,969 | 0.00% | +4+2.0% | 加碼 |
| JFS Wealth Advisors, LLC | 100 | $964 | 0.00% | +100 | 新進 |
| Kilter Group LLC | 1 | $10 | 0.00% | −1,585−99.9% | 減碼 |
| Millennium Management LLC | 0 | $0 | 0.00% | −66,363−100.0% | 清倉 |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −30,963−100.0% | 清倉 |
| Claro Advisors LLC | 0 | $0 | 0.00% | −30,472−100.0% | 清倉 |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −24,004−100.0% | 清倉 |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −15,490−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −14,877−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −12,049−100.0% | 清倉 |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −12,015−100.0% | 清倉 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −10,700−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −9,327−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,581−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −646−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Sofos Investments, Inc. | – | – | – | – | 本季未申報 |