| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13,134 | $7.12 萬 | 0.01% | −1,764−11.8% | 減碼 |
| Tactive Advisors, LLC | 13,100 | $7.10 萬 | 0.06% | +1,700+14.9% | 加碼 |
| Global Assets Advisory, LLC | 13,003 | $7.05 萬 | 0.06% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 13,011 | $7.03 萬 | 0.03% | +13,011 | 新進 |
| Vista Finance, LLC | 12,474 | $6.76 萬 | 0.10% | +12,474 | 新進 |
| Mission Wealth Management, LP | 12,221 | $6.62 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 12,192 | $6.61 萬 | 0.00% | −9,341−43.4% | 減碼 |
| First Heartland Consultants, Inc. | 12,219 | $6.60 萬 | 0.01% | +12,219 | 新進 |
| Nwam LLC | 12,110 | $6.56 萬 | 0.01% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 12,048 | $6.53 萬 | 0.00% | 00.0% | 不變 |
| West Wealth Group, LLC | 11,936 | $6.47 萬 | 0.03% | +122+1.0% | 加碼 |
| PVG Asset Management Corp | 11,708 | $6.35 萬 | 0.43% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 11,655 | $6.32 萬 | 0.00% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 11,418 | $6.19 萬 | 0.01% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 11,004 | $5.96 萬 | 0.03% | +352+3.3% | 加碼 |
| Marshall Financial Group LLC | 10,953 | $5.94 萬 | 0.02% | +10,953 | 新進 |
| Apella Capital, LLC | 10,815 | $5.86 萬 | 0.00% | +81+0.8% | 加碼 |
| Consolidated Planning Corp | 10,546 | $5.72 萬 | 0.01% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 10,500 | $5.69 萬 | 0.02% | 00.0% | 不變 |
| Colonial Trust Advisors | 9,731 | $5.27 萬 | 0.01% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 9,478 | $5.14 萬 | 0.01% | +6,700+241.2% | 加碼 |
| Rosenberg Matthew Hamilton | 8,859 | $4.80 萬 | 0.02% | 00.0% | 不變 |
| Larson Financial Group LLC | 8,268 | $4.48 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 7,931 | $4.30 萬 | 0.01% | +253+3.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,773 | $4.21 萬 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 6,696 | $3.63 萬 | 0.01% | 00.0% | 不變 |
| PSI Advisors, LLC | 6,646 | $3.60 萬 | 0.02% | +2,500+60.3% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,321 | $3.43 萬 | 0.02% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 5,801 | $3.14 萬 | 0.00% | +185+3.3% | 加碼 |
| Trust Co | 5,073 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 4,848 | $2.63 萬 | 0.01% | 00.0% | 不變 |
| Team Financial Group, LLC | 4,471 | $2.42 萬 | 0.02% | +4,471 | 新進 |
| Clearstead Advisors, LLC | 3,987 | $2.16 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 3,800 | $2.06 萬 | 0.01% | +3,800 | 新進 |
| Tanglewood Legacy Advisors, LLC | 3,663 | $1.99 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,425 | $1.86 萬 | 0.00% | −3,373−49.6% | 減碼 |
| Tradition Wealth Management, LLC | 3,260 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,848 | $1.80 萬 | 0.00% | +1,892+96.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,204 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 2,808 | $1.52 萬 | 0.01% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,681 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 2,331 | $1.26 萬 | 0.01% | −3,201−57.9% | 減碼 |
| Beacon Capital Management, LLC | 2,245 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 1,671 | $9,057 | 0.01% | +1,671 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 1,658 | $8,988 | 0.00% | +1,658 | 新進 |
| Koesten, Hirschmann & Crabtree, INC. | 1,655 | $8,971 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,581 | $8,569 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,556 | $8,434 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,386 | $7,512 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 1,360 | $7,439 | 0.00% | −1,042−43.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 1,355 | $7,344 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,104 | $5,984 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $5,762 | 0.00% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 794 | $4,303 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 194 | $914 | 0.00% | −11,475−98.3% | 減碼 |
| FMR LLC | 2 | $11 | 0.00% | −4−66.7% | 減碼 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −941,405−100.0% | 清倉 |
| Almitas Capital LLC | 0 | $0 | 0.00% | −205,615−100.0% | 清倉 |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −160,795−100.0% | 清倉 |
| Sterling Financial Group, Inc. | 0 | $0 | 0.00% | −98,929−100.0% | 清倉 |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −78,007−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −45,414−100.0% | 清倉 |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −44,406−100.0% | 清倉 |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −36,720−100.0% | 清倉 |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −29,329−100.0% | 清倉 |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −26,539−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −24,282−100.0% | 清倉 |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −21,999−100.0% | 清倉 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −20,085−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −19,824−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −17,371−100.0% | 清倉 |
| FC Advisory LLC | 0 | $0 | 0.00% | −17,049−100.0% | 清倉 |
| Sterling Group Wealth Management, LLC | 0 | $0 | 0.00% | −12,615−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,029−100.0% | 清倉 |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −11,236−100.0% | 清倉 |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −10,953−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −10,404−100.0% | 清倉 |
| Armstrong, Fleming & Moore, Inc | 0 | $0 | 0.00% | −10,357−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −9,156−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −8,246−100.0% | 清倉 |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −4,430−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −3,598−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −2,901−100.0% | 清倉 |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −2,082−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −1,316−100.0% | 清倉 |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −1,277−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −1,218−100.0% | 清倉 |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −797−100.0% | 清倉 |
| Sentinus, LLC | – | – | – | – | 本季未申報 |
| Wealth Enhancement & Preservation of GA, LLC | – | – | – | – | 本季未申報 |
| Kistler-Tiffany Companies, LLC | – | – | – | – | 本季未申報 |
