| Activest Wealth Management | 8,158 | $7.42 萬 | 0.02% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 7,800 | $7.10 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | – | $6.76 萬 | 0.00% | – | – |
| Caldwell Trust Co | 6,749 | $6.14 萬 | 0.01% | 00.0% | 不變 |
| WFA of San Diego, LLC | 6,650 | $6.05 萬 | 0.04% | 00.0% | 不變 |
| Optimum Investment Advisors | 6,552 | $5.96 萬 | 0.02% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 6,500 | $5.92 萬 | 0.00% | 00.0% | 不變 |
| Millstone Evans Group, LLC | 6,390 | $5.81 萬 | 0.04% | 00.0% | 不變 |
| City Holding Co | 6,000 | $5.46 萬 | 0.01% | +6,000 | 新進 |
| North Star Investment Management Corp. | 5,286 | $4.81 萬 | 0.00% | −901−14.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 5,254 | $4.78 萬 | 0.01% | +1,264+31.7% | 加碼 |
| Cypress Capital Management LLC (WY) | 5,000 | $4.55 萬 | 0.04% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $4.55 萬 | 0.00% | 00.0% | 不變 |
| BankPlus Trust Department | 5,000 | $4.55 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,623 | $4.21 萬 | 0.01% | 00.0% | 不變 |
| Bogart Wealth, LLC | 4,538 | $4.13 萬 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 4,531 | $4.12 萬 | 0.00% | −401−8.1% | 減碼 |
| Barrett & Company, Inc. | 4,350 | $3.96 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,859 | $3.51 萬 | 0.00% | +3,859 | 新進 |
| Hughes Financial Services, LLC | 3,630 | $3.37 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,622 | $3.30 萬 | 0.00% | +1,269+53.9% | 加碼 |
| Harbor Investment Advisory, LLC | 3,350 | $3.05 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 3,206 | $2.92 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 2,900 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 2,828 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 2,734 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 2,708 | $2.48 萬 | 0.00% | +39+1.5% | 加碼 |
| Wealthspire Advisors, LLC | 2,659 | $2.42 萬 | 0.00% | +2,659 | 新進 |
| American Capital Advisory, LLC | 2,650 | $2.41 萬 | 0.01% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 2,648 | $2.41 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 2,500 | $2.27 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,470 | $2.25 萬 | 0.00% | +9+0.4% | 加碼 |
| MAI Capital Management | 2,115 | $1.92 萬 | 0.00% | −1,031−32.8% | 減碼 |
| Central Trust Co | 2,000 | $1.82 萬 | 0.00% | +2,000 | 新進 |
| EverSource Wealth Advisors, LLC | 1,953 | $1.78 萬 | 0.00% | −300−13.3% | 減碼 |
| Global Retirement Partners, LLC | 1,875 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 1,799 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,700 | $1.55 萬 | 0.00% | −1,271−42.8% | 減碼 |
| Legacy Wealth Managment, LLC | 1,687 | $1.54 萬 | 0.01% | +1,687 | 新進 |
| WPG Advisers, LLC | 1,650 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 1,605 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1,583 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 1,530 | $1.39 萬 | 0.01% | +1,530 | 新進 |
| ZRC Wealth Management, LLC | 1,500 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,465 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,389 | $1.26 萬 | 0.00% | +1,298+1,426.4% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 1,268 | $1.15 萬 | 0.00% | +1,268 | 新進 |
| GAMMA Investing LLC | 1,265 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Vision Financial Markets LLC | 1,083 | $9,855 | 0.01% | +23+2.2% | 加碼 |
| Avion Wealth | 1,000 | $9,000 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 900 | $8,190 | 0.00% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 850 | $7,735 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 9 | $7,280 | 0.00% | −791−98.9% | 減碼 |
| Russell Investments Group, Ltd. | 429 | $3,904 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 390 | $3,549 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 349 | $3,197 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 300 | $2,730 | 0.00% | +300 | 新進 |
| Caldwell Sutter Capital, Inc. | 296 | $2,694 | 0.00% | 00.0% | 不變 |
| Trust Co of Toledo NA | 250 | $2,275 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 225 | $2,061 | 0.00% | +225 | 新進 |
| Tidemark, LLC | 200 | $1,820 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 159 | $1,447 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 125 | $1,138 | 0.00% | +125 | 新進 |
| Jones Financial Companies LLLP | 114 | $1,019 | 0.00% | +114 | 新進 |
| Smartleaf Asset Management LLC | 100 | $902 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 32 | $291 | 0.00% | +32 | 新進 |
| Hantz Financial Services, Inc. | 10 | $0 | 0.00% | −324−97.0% | 減碼 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −107,434−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −96,729−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −88,564−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −61,257−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −56,104−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −24,664−100.0% | 清倉 |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −23,675−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −20,937−100.0% | 清倉 |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −18,081−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −17,256−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −17,002−100.0% | 清倉 |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −15,962−100.0% | 清倉 |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −15,399−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,031−100.0% | 清倉 |
| SK Wealth Management, LLC | 0 | $0 | 0.00% | −12,504−100.0% | 清倉 |
| Traphagen Investment Advisors LLC | 0 | $0 | 0.00% | −12,315−100.0% | 清倉 |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −11,384−100.0% | 清倉 |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −10,966−100.0% | 清倉 |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −10,896−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −10,771−100.0% | 清倉 |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,333−100.0% | 清倉 |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −842−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −334−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Atria Wealth Solutions, Inc. | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Horan Securities, Inc. | – | – | – | – | 本季未申報 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |
| Montag & Caldwell, LLC | – | – | – | – | 本季未申報 |