| Cooper Financial Group | 13,489 | $8.00 萬 | 0.01% | 00.0% | 不變 |
| Saxony Capital Management, LLC | 13,438 | $7.97 萬 | 0.10% | 00.0% | 不變 |
| CI Private Wealth, LLC | 13,158 | $7.80 萬 | 0.00% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 13,000 | $7.71 萬 | 0.00% | +13,000 | 新進 |
| Aviso Wealth Management | 12,360 | $7.33 萬 | 0.05% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 12,219 | $7.20 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 12,096 | $7.17 萬 | 0.02% | 00.0% | 不變 |
| Divergent Planning, LLC | 12,030 | $7.05 萬 | 0.03% | −3,931−24.6% | 減碼 |
| Pure Financial Advisors, Inc. | 11,655 | $6.91 萬 | 0.00% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 11,418 | $6.77 萬 | 0.01% | 00.0% | 不變 |
| Tactive Advisors, LLC | 11,400 | $6.76 萬 | 0.04% | −1,700−13.0% | 減碼 |
| Frontier Asset Management, LLC | 11,395 | $6.76 萬 | 0.02% | +232+2.1% | 加碼 |
| Marshall Financial Group LLC | 10,953 | $6.50 萬 | 0.02% | −3,639−24.9% | 減碼 |
| Coppell Advisory Solutions Corp. | 10,922 | $6.48 萬 | 0.01% | +10,922 | 新進 |
| Private Portfolio Partners LLC | 10,885 | $6.45 萬 | 0.01% | +10,885 | 新進 |
| Modern Wealth Management, LLC | 10,859 | $6.44 萬 | 0.01% | −2,148−16.5% | 減碼 |
| Nwam LLC | 10,342 | $6.43 萬 | 0.01% | 00.0% | 不變 |
| Apella Capital, LLC | 10,815 | $6.41 萬 | 0.00% | 00.0% | 不變 |
| Valley Financial Group, Inc. | 10,752 | $6.38 萬 | 0.05% | +10,752 | 新進 |
| Consolidated Planning Corp | 10,546 | $6.25 萬 | 0.01% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 10,545 | $6.19 萬 | 0.01% | −3,502−24.9% | 減碼 |
| NWF Advisory Services Inc. | 10,369 | $6.15 萬 | 0.01% | 00.0% | 不變 |
| Imprint Wealth LLC | 10,368 | $6.08 萬 | 0.01% | +10,368 | 新進 |
| Investors Asset Management of Georgia Inc | 10,000 | $5.93 萬 | 0.03% | −3,896−28.0% | 減碼 |
| Gerber, LLC | 10,000 | $5.93 萬 | 0.05% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 8,800 | $5.22 萬 | 0.01% | +3,000+51.7% | 加碼 |
| Rosenberg Matthew Hamilton | 8,859 | $5.19 萬 | 0.02% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 8,424 | $5.00 萬 | 0.01% | +249+3.0% | 加碼 |
| Larson Financial Group LLC | 8,268 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 7,773 | $4.59 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 7,646 | $4.53 萬 | 0.02% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 7,302 | $4.33 萬 | 0.02% | 00.0% | 不變 |
| Gradient Investments LLC | 7,032 | $4.17 萬 | 0.00% | −14,252−67.0% | 減碼 |
| Annapolis Financial Services, LLC | 6,696 | $3.97 萬 | 0.01% | 00.0% | 不變 |
| Continuum Advisory, LLC | 6,253 | $3.86 萬 | 0.01% | +6,253 | 新進 |
| Farther Finance Advisors, LLC | 6,360 | $3.73 萬 | 0.00% | +6,360 | 新進 |
| Caitlin John, LLC | 6,205 | $3.68 萬 | 0.03% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 6,162 | $3.65 萬 | 0.00% | +183+3.1% | 加碼 |
| Mather Group, LLC. | 5,489 | $3.11 萬 | 0.00% | +5,489 | 新進 |
| Trust Co | 5,073 | $3.01 萬 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 4,848 | $2.86 萬 | 0.01% | 00.0% | 不變 |
| Pineridge Advisors LLC | 4,264 | $2.53 萬 | 0.01% | +166+4.1% | 加碼 |
| Clearstead Advisors, LLC | 3,987 | $2.46 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 4,000 | $2.37 萬 | 0.00% | −16,739−80.7% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 3,950 | $2.34 萬 | 0.01% | +52+1.3% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 3,663 | $2.17 萬 | 0.01% | 00.0% | 不變 |
| Colonial Trust Advisors | 3,579 | $2.12 萬 | 0.00% | −2,250−38.6% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 3,204 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 3,054 | $1.81 萬 | 0.00% | 00.0% | 不變 |
| REAP Financial Group, LLC | 2,798 | $1.66 萬 | 0.00% | +52+1.9% | 加碼 |
| GPS Wealth Strategies Group, LLC | 2,682 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 2,476 | $1.47 萬 | 0.01% | +73+3.0% | 加碼 |
| Beacon Capital Management, LLC | 2,245 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 2,200 | $1.30 萬 | 0.01% | −2,000−47.6% | 減碼 |
| Ronald Blue Trust, Inc. | 1,907 | $1.13 萬 | 0.00% | −1,027−35.0% | 減碼 |
| FSC Wealth Advisors, LLC | 1,671 | $9,909 | 0.01% | 00.0% | 不變 |
| Koesten, Hirschmann & Crabtree, INC. | 1,655 | $9,815 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,581 | $9,375 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 1,401 | $8,619 | 0.00% | +41+3.0% | 加碼 |
| Ancora Advisors, LLC | 1,386 | $8,219 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,104 | $6,547 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $6,304 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 1,035 | $6,138 | 0.00% | −5,286−83.6% | 減碼 |
| JJJ Advisors Inc. | 889 | $5,272 | 0.00% | +889 | 新進 |
| Impact Partnership Wealth, LLC | 794 | $4,708 | 0.00% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 11,521 | $1,966 | 0.09% | +11,521 | 新進 |
| FMR LLC | 1 | $6 | 0.00% | −1−50.0% | 減碼 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,703,100−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −1,265,446−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −321,505−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −188,722−100.0% | 清倉 |
| Sea Otter Advisors LLC | 0 | $0 | 0.00% | −111,510−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −63,584−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −58,178−100.0% | 清倉 |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −40,599−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −36,087−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −31,602−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −29,608−100.0% | 清倉 |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −24,089−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,104−100.0% | 清倉 |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −18,330−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −18,258−100.0% | 清倉 |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −17,545−100.0% | 清倉 |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −16,671−100.0% | 清倉 |
| Austin Wealth Management, LLC | 0 | $0 | 0.00% | −14,076−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −14,500−100.0% | 清倉 |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −13,449−100.0% | 清倉 |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −13,011−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −12,665−100.0% | 清倉 |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,048−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −6,120−100.0% | 清倉 |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −4,610−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −3,373−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −3,260−100.0% | 清倉 |
| Main Street Group, LTD | 0 | $0 | 0.00% | −2,756−100.0% | 清倉 |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −2,442−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,556−100.0% | 清倉 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −1,354−100.0% | 清倉 |
| Sawtooth Solutions, LLC | – | – | – | – | 本季未申報 |
| Focus Financial Network Inc | – | – | – | – | 本季未申報 |
