| Nwam LLC | 12,110 | $5.75 萬 | 0.00% | +12,110 | 新進 |
| BKD Wealth Advisors, LLC | 12,048 | $5.72 萬 | 0.00% | −25,578−68.0% | 減碼 |
| West Wealth Group, LLC | 11,814 | $5.61 萬 | 0.02% | +11,814 | 新進 |
| Legacy Capital Wealth Partners, LLC | 11,799 | $5.60 萬 | 0.05% | −15,267−56.4% | 減碼 |
| PVG Asset Management Corp | 11,708 | $5.56 萬 | 0.24% | +11,708 | 新進 |
| Pure Financial Advisors, Inc. | 11,655 | $5.54 萬 | 0.00% | +11,655 | 新進 |
| Coppell Advisory Solutions LLC | 11,669 | $5.52 萬 | 0.02% | +11,669 | 新進 |
| Janney Montgomery Scott LLC | 12,029 | $5.50 萬 | 0.00% | +12,029 | 新進 |
| Evanson Asset Management, LLC | 11,418 | $5.42 萬 | 0.01% | +11,418 | 新進 |
| Tactive Advisors, LLC | 11,400 | $5.42 萬 | 0.04% | +11,400 | 新進 |
| Proequities, Inc. | 11,361 | $5.40 萬 | 0.00% | +2,229+24.4% | 加碼 |
| Silver Oak Securities, Inc | 11,236 | $5.30 萬 | 0.01% | +11,236 | 新進 |
| Empower Advisory Group, LLC | 10,953 | $5.20 萬 | 0.00% | +10,953 | 新進 |
| Apella Capital, LLC | 10,734 | $5.10 萬 | 0.00% | +10,734 | 新進 |
| Investment Advisory Group, LLC | 10,652 | $5.06 萬 | 0.03% | −3,095−22.5% | 減碼 |
| Consolidated Planning Corp | 10,546 | $5.01 萬 | 0.01% | +10,546 | 新進 |
| BCJ Capital Management, LLC | 10,404 | $4.94 萬 | 0.00% | +10,404 | 新進 |
| Armstrong, Fleming & Moore, Inc | 10,357 | $4.92 萬 | 0.05% | +10,357 | 新進 |
| Laidlaw Wealth Management LLC | 10,500 | $4.83 萬 | 0.01% | 00.0% | 不變 |
| Colonial Trust Advisors | 9,731 | $4.62 萬 | 0.01% | −9−0.1% | 減碼 |
| CVA Family Office, LLC | 9,156 | $4.35 萬 | 0.01% | +3,052+50.0% | 加碼 |
| Rosenberg Matthew Hamilton | 8,859 | $4.21 萬 | 0.01% | +2,953+50.0% | 加碼 |
| Larson Financial Group LLC | 8,268 | $3.93 萬 | 0.00% | +2,756+50.0% | 加碼 |
| ICA Group Wealth Management, LLC | 8,246 | $3.92 萬 | 0.01% | +3,103+60.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,773 | $3.69 萬 | 0.00% | +2,591+50.0% | 加碼 |
| Kistler-Tiffany Companies, LLC | 7,682 | $3.65 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 7,678 | $3.65 萬 | 0.01% | +2,648+52.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,798 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 6,696 | $3.18 萬 | 0.01% | +2,232+50.0% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,321 | $3.00 萬 | 0.01% | +1,762+38.6% | 加碼 |
| Sunbelt Securities, Inc. | 5,616 | $2.67 萬 | 0.00% | +1,980+54.5% | 加碼 |
| Raleigh Capital Management Inc. | 5,532 | $2.63 萬 | 0.01% | +1,203+27.8% | 加碼 |
| Trust Co | 5,073 | $2.41 萬 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 4,848 | $2.30 萬 | 0.01% | +1,616+50.0% | 加碼 |
| Hantz Financial Services, Inc. | 4,430 | $2.10 萬 | 0.00% | +2,215+100.0% | 加碼 |
| PSI Advisors, LLC | 4,146 | $1.97 萬 | 0.01% | +1,382+50.0% | 加碼 |
| Clearstead Advisors, LLC | 3,987 | $1.89 萬 | 0.00% | +1,329+50.0% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 3,663 | $1.74 萬 | 0.01% | +1,221+50.0% | 加碼 |
| JPMorgan Chase & Co | 3,598 | $1.71 萬 | 0.00% | +3,598 | 新進 |
| Tradition Wealth Management, LLC | 3,260 | $1.50 萬 | 0.00% | +1,630+100.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,204 | $1.50 萬 | 0.00% | +3,204 | 新進 |
| Umb Bank N A | 2,901 | $1.38 萬 | 0.00% | +2,901 | 新進 |
| Wolff Wiese Magana LLC | 2,808 | $1.33 萬 | 0.01% | +936+50.0% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 2,778 | $1.32 萬 | 0.00% | +926+50.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 2,681 | $1.27 萬 | 0.00% | +891+49.8% | 加碼 |
| Kozak & Associates, Inc. | 2,402 | $1.18 萬 | 0.00% | +2,402 | 新進 |
| Beacon Capital Management, LLC | 2,245 | $1.07 萬 | 0.00% | +2,245 | 新進 |
| Luken Investment Analytics, LLC | 2,082 | $9,890 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,956 | $9,000 | 0.00% | +67+3.5% | 加碼 |
| Koesten, Hirschmann & Crabtree, INC. | 1,655 | $7,862 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,581 | $7,510 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,556 | $7,391 | 0.00% | +778+100.0% | 加碼 |
| Ancora Advisors, LLC | 1,386 | $6,583 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 1,355 | $6,436 | 0.00% | −1,355−50.0% | 減碼 |
| US Bancorp | 1,316 | $6,251 | 0.00% | +1,316 | 新進 |
| Bourgeon Capital Management LLC | 1,277 | $6,066 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,218 | $5,784 | 0.00% | +1,218 | 新進 |
| Signaturefd, LLC | 1,104 | $5,244 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $5,050 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 797 | $3,786 | 0.00% | −796−50.0% | 減碼 |
| Impact Partnership Wealth, LLC | 794 | $3,772 | 0.00% | +794 | 新進 |
| FMR LLC | 6 | $29 | 0.00% | +4+200.0% | 加碼 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −4,980−100.0% | 清倉 |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −235,544−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −44,254−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −28,476−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −27,397−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −24,038−100.0% | 清倉 |
| PFG Advisors | 0 | $0 | 0.00% | −21,853−100.0% | 清倉 |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −19,970−100.0% | 清倉 |
| Rain Capital Management, LLC | 0 | $0 | 0.00% | −18,733−100.0% | 清倉 |
| Abound Wealth Management | 0 | $0 | 0.00% | −17,166−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −13,854−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −13,278−100.0% | 清倉 |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −10,341−100.0% | 清倉 |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −4,337−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,722−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,716−100.0% | 清倉 |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −3,170−100.0% | 清倉 |
| HFG Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Catalyst Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Barber Financial Group, Inc. | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
