| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13,134 | $8.37 萬 | 0.01% | −13,134−50.0% | 減碼 |
| Rehmann Capital Advisory Group | 12,397 | $7.90 萬 | 0.01% | −6,383−34.0% | 減碼 |
| Aviso Wealth Management | 12,360 | $7.87 萬 | 0.05% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 12,219 | $7.80 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 12,096 | $7.71 萬 | 0.02% | 00.0% | 不變 |
| Divergent Planning, LLC | 12,030 | $7.70 萬 | 0.03% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 13,449 | $7.63 萬 | 0.02% | +13,449 | 新進 |
| Sym Financial Corp | 11,940 | $7.61 萬 | 0.01% | +11,940 | 新進 |
| Cooper Financial Group | 11,710 | $7.46 萬 | 0.01% | −1,779−13.2% | 減碼 |
| Pure Financial Advisors, Inc. | 11,655 | $7.42 萬 | 0.00% | 00.0% | 不變 |
| Frontier Asset Management, LLC | 11,568 | $7.37 萬 | 0.03% | +173+1.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,512 | $7.33 萬 | 0.01% | +11,512 | 新進 |
| Evanson Asset Management, LLC | 11,418 | $7.27 萬 | 0.01% | 00.0% | 不變 |
| Saxony Capital Management, LLC | 11,096 | $7.07 萬 | 0.08% | −2,342−17.4% | 減碼 |
| Apella Capital, LLC | 10,815 | $7.01 萬 | 0.00% | 00.0% | 不變 |
| Marshall Financial Group LLC | 10,953 | $6.98 萬 | 0.02% | 00.0% | 不變 |
| Consolidated Planning Corp | 10,546 | $6.72 萬 | 0.01% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 10,369 | $6.60 萬 | 0.01% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 10,051 | $6.40 萬 | 0.02% | +6,101+154.5% | 加碼 |
| Investors Asset Management of Georgia Inc | 10,000 | $6.37 萬 | 0.03% | 00.0% | 不變 |
| Gerber, LLC | 10,000 | $6.37 萬 | 0.05% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 9,760 | $6.22 萬 | 0.01% | +9,760 | 新進 |
| Rosenberg Matthew Hamilton | 8,859 | $5.73 萬 | 0.02% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 8,670 | $5.52 萬 | 0.01% | +246+2.9% | 加碼 |
| Larson Financial Group LLC | 8,268 | $5.27 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 7,773 | $5.05 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 7,646 | $4.87 萬 | 0.02% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 7,302 | $4.65 萬 | 0.02% | 00.0% | 不變 |
| Gradient Investments LLC | 7,032 | $4.48 萬 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 6,696 | $4.27 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 6,360 | $4.11 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 6,370 | $4.06 萬 | 0.01% | +117+1.9% | 加碼 |
| Sunbelt Securities, Inc. | 6,342 | $4.04 萬 | 0.00% | +180+2.9% | 加碼 |
| Castleview Partners, LLC | 6,158 | $3.92 萬 | 0.02% | +6,158 | 新進 |
| Mather Group, LLC. | 5,489 | $3.25 萬 | 0.00% | 00.0% | 不變 |
| Trust Co | 5,073 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 4,848 | $3.15 萬 | 0.01% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 4,892 | $3.12 萬 | 0.01% | −3,908−44.4% | 減碼 |
| AdvisorNet Financial, Inc | 4,000 | $2.55 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,987 | $2.54 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 3,821 | $2.43 萬 | 0.00% | +3,821 | 新進 |
| Tanglewood Legacy Advisors, LLC | 3,663 | $2.33 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,204 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 2,872 | $1.83 萬 | 0.00% | +2,872 | 新進 |
| REAP Financial Group, LLC | 2,849 | $1.81 萬 | 0.00% | +51+1.8% | 加碼 |
| GPS Wealth Strategies Group, LLC | 2,682 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 2,549 | $1.62 萬 | 0.01% | +73+2.9% | 加碼 |
| Triad Wealth Partners, LLC | 2,378 | $1.51 萬 | 0.01% | +2,378 | 新進 |
| Beacon Capital Management, LLC | 2,245 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 2,200 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Mattson Financial Services, LLC | 1,851 | $1.18 萬 | 0.00% | +1,851 | 新進 |
| Ronald Blue Trust, Inc. | 1,907 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 1,671 | $1.06 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,581 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Koesten, Hirschmann & Crabtree, INC. | 1,655 | $9,815 | 0.01% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 1,428 | $9,138 | 0.00% | +27+1.9% | 加碼 |
| Signaturefd, LLC | 1,104 | $7,032 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $6,772 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 1,035 | $6,593 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,000 | $6,370 | 0.00% | +1,000 | 新進 |
| JJJ Advisors Inc. | 889 | $5,663 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 237 | $1,510 | 0.00% | −82,146−99.7% | 減碼 |
| FMR LLC | 3 | $19 | 0.00% | +2+200.0% | 加碼 |
| JPMorgan Chase & Co | 1 | $0 | 0.00% | −51,403−100.0% | 減碼 |
| Strategic Financial Concepts, LLC | 30,316 | – | – | +30,316 | 新進 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −874,470−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −332,500−100.0% | 清倉 |
| Matisse Capital | 0 | $0 | 0.00% | −328,000−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −91,252−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −60,001−100.0% | 清倉 |
| Concord Asset Management, LLC | 0 | $0 | 0.00% | −56,105−100.0% | 清倉 |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −54,826−100.0% | 清倉 |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −36,764−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −28,378−100.0% | 清倉 |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −15,781−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,596−100.0% | 清倉 |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −15,228−100.0% | 清倉 |
| Curran Financial Partners, LLC | 0 | $0 | 0.00% | −14,010−100.0% | 清倉 |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −13,750−100.0% | 清倉 |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −10,885−100.0% | 清倉 |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −10,859−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −10,342−100.0% | 清倉 |
| Amussen Hunsaker Associates LLC | 0 | $0 | 0.00% | −10,545−100.0% | 清倉 |
| Caitlin John, LLC | 0 | $0 | 0.00% | −6,205−100.0% | 清倉 |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −4,264−100.0% | 清倉 |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −3,579−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −3,054−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,386−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −794−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −11,521−100.0% | 清倉 |
| Panoramic Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| InterOcean Capital Group, LLC | – | – | – | – | 本季未申報 |
| Highlander Capital Management, LLC | – | – | – | – | 本季未申報 |
| Tactive Advisors, LLC | – | – | – | – | 本季未申報 |
| Coppell Advisory Solutions Corp. | – | – | – | – | 本季未申報 |
| Imprint Wealth LLC | – | – | – | – | 本季未申報 |
