| Saxony Capital Management, LLC | 13,438 | $7.62 萬 | 0.10% | +13,438 | 新進 |
| MBM Wealth Consultants, LLC | 13,011 | $7.49 萬 | 0.03% | 00.0% | 不變 |
| CI Private Wealth, LLC | 13,158 | $7.46 萬 | 0.00% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13,134 | $7.45 萬 | 0.01% | 00.0% | 不變 |
| Tactive Advisors, LLC | 13,100 | $7.43 萬 | 0.05% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 13,007 | $7.38 萬 | 0.01% | +13,007 | 新進 |
| International Assets Investment Management, LLC | 12,665 | $7.18 萬 | 0.01% | −2,750−17.8% | 減碼 |
| Vista Finance, LLC | 12,474 | $7.07 萬 | 0.15% | 00.0% | 不變 |
| Aviso Wealth Management | 12,360 | $7.01 萬 | 0.05% | +12,360 | 新進 |
| First Heartland Consultants, Inc. | 12,219 | $6.90 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 12,096 | $6.86 萬 | 0.02% | +12,096 | 新進 |
| BKD Wealth Advisors, LLC | 12,048 | $6.83 萬 | 0.00% | 00.0% | 不變 |
| PVG Asset Management Corp | 11,708 | $6.64 萬 | 0.32% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 11,655 | $6.61 萬 | 0.00% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 11,418 | $6.47 萬 | 0.01% | 00.0% | 不變 |
| Frontier Asset Management, LLC | 11,163 | $6.33 萬 | 0.02% | −4,800−30.1% | 減碼 |
| Apella Capital, LLC | 10,815 | $6.06 萬 | 0.00% | 00.0% | 不變 |
| Consolidated Planning Corp | 10,546 | $5.98 萬 | 0.01% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 10,369 | $5.88 萬 | 0.01% | +10,369 | 新進 |
| Nwam LLC | 10,342 | $5.86 萬 | 0.00% | −1,768−14.6% | 減碼 |
| Gerber, LLC | 10,000 | $5.67 萬 | 0.05% | +10,000 | 新進 |
| Coppell Advisory Solutions LLC | 9,760 | $5.53 萬 | 0.01% | +9,566+4,930.9% | 加碼 |
| Rosenberg Matthew Hamilton | 8,859 | $5.02 萬 | 0.02% | 00.0% | 不變 |
| Larson Financial Group LLC | 8,268 | $4.69 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 8,175 | $4.64 萬 | 0.01% | +244+3.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,773 | $4.41 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 7,646 | $4.34 萬 | 0.02% | +1,000+15.0% | 加碼 |
| Tyler-Stone Wealth Management | 7,302 | $4.14 萬 | 0.02% | −9,930−57.6% | 減碼 |
| Annapolis Financial Services, LLC | 6,696 | $3.80 萬 | 0.01% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 6,321 | $3.58 萬 | 0.02% | 00.0% | 不變 |
| Caitlin John, LLC | 6,205 | $3.52 萬 | 0.03% | +6,205 | 新進 |
| ICA Group Wealth Management, LLC | 6,120 | $3.47 萬 | 0.01% | +6,120 | 新進 |
| Sunbelt Securities, Inc. | 5,979 | $3.39 萬 | 0.00% | +178+3.1% | 加碼 |
| Colonial Trust Advisors | 5,829 | $3.31 萬 | 0.00% | −3,902−40.1% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 5,800 | $3.29 萬 | 0.01% | −3,678−38.8% | 減碼 |
| Trust Co | 5,073 | $2.88 萬 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 4,848 | $2.75 萬 | 0.01% | 00.0% | 不變 |
| Team Financial Group, LLC | 4,610 | $2.61 萬 | 0.02% | +139+3.1% | 加碼 |
| Optimum Investment Advisors | 4,200 | $2.38 萬 | 0.01% | +400+10.5% | 加碼 |
| Pineridge Advisors LLC | 4,098 | $2.32 萬 | 0.01% | +4,098 | 新進 |
| Clearstead Advisors, LLC | 3,987 | $2.26 萬 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 3,898 | $2.20 萬 | 0.01% | +2,240+135.1% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 3,663 | $2.08 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,373 | $1.91 萬 | 0.00% | −52−1.5% | 減碼 |
| Tradition Wealth Management, LLC | 3,260 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,204 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 3,054 | $1.73 萬 | 0.00% | +3,054 | 新進 |
| Ronald Blue Trust, Inc. | 2,934 | $1.60 萬 | 0.00% | −914−23.8% | 減碼 |
| Main Street Group, LTD | 2,756 | $1.56 萬 | 0.01% | +2,756 | 新進 |
| REAP Financial Group, LLC | 2,746 | $1.56 萬 | 0.00% | +2,746 | 新進 |
| GPS Wealth Strategies Group, LLC | 2,682 | $1.52 萬 | 0.00% | +10.0% | 加碼 |
| Greenwood Gearhart Inc | 2,442 | $1.38 萬 | 0.00% | +2,442 | 新進 |
| Raleigh Capital Management Inc. | 2,403 | $1.36 萬 | 0.01% | +72+3.1% | 加碼 |
| Beacon Capital Management, LLC | 2,245 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 1,671 | $9,475 | 0.01% | 00.0% | 不變 |
| Koesten, Hirschmann & Crabtree, INC. | 1,655 | $9,384 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,581 | $8,964 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,556 | $8,823 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,386 | $7,859 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 1,360 | $7,752 | 0.00% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 1,354 | $7,677 | 0.00% | +1,354 | 新進 |
| Signaturefd, LLC | 1,104 | $6,260 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $6,028 | 0.00% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 794 | $4,502 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $11 | 0.00% | 00.0% | 不變 |
| Mason & Associates Inc | 0 | $0 | 0.00% | −110,528−100.0% | 清倉 |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −90,149−100.0% | 清倉 |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −83,477−100.0% | 清倉 |
| Sanchez Wealth Management Group | 0 | $0 | 0.00% | −77,471−100.0% | 清倉 |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −48,264−100.0% | 清倉 |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −35,541−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −34,485−100.0% | 清倉 |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −33,754−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −23,600−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −22,925−100.0% | 清倉 |
| Plan Group Financial, LLC | 0 | $0 | 0.00% | −21,281−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −19,344−100.0% | 清倉 |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −18,477−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −16,768−100.0% | 清倉 |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −15,608−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −14,757−100.0% | 清倉 |
| Cooper/Haims Advisors, LLC | 0 | $0 | 0.00% | −14,037−100.0% | 清倉 |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −13,614−100.0% | 清倉 |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −13,371−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −13,003−100.0% | 清倉 |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −12,221−100.0% | 清倉 |
| Wells Fargo & Company | 0 | $0 | 0.00% | −12,192−100.0% | 清倉 |
| West Wealth Group, LLC | 0 | $0 | 0.00% | −11,936−100.0% | 清倉 |
| Investment Advisory Group, LLC | 0 | $0 | 0.00% | −11,004−100.0% | 清倉 |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −2,808−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,355−100.0% | 清倉 |
| Colony Group LLC | – | – | – | – | 本季未申報 |
| Focus Financial Network, Inc. | – | – | – | – | 本季未申報 |
