| Centaurus Financial, Inc. | 14,912 | $10.5 萬 | 0.01% | −15,413−50.8% | 減碼 |
| Norden Group LLC | 14,757 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| BridgePort Financial Solutions, LLC | 14,407 | $10.2 萬 | 0.05% | 00.0% | 不變 |
| Townsend & Associates, Inc | 14,999 | $9.87 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 13,780 | $9.70 萬 | 0.00% | −459−3.2% | 減碼 |
| Rehmann Capital Advisory Group | 13,463 | $9.49 萬 | 0.01% | +368+2.8% | 加碼 |
| Sunbelt Securities, Inc. | 13,387 | $9.44 萬 | 0.01% | +247+1.9% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13,134 | $9.33 萬 | 0.01% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 12,806 | $9.03 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 12,744 | $8.98 萬 | 0.00% | +12,744 | 新進 |
| A&I Financial Services, LLC | 12,618 | $8.90 萬 | 0.06% | 00.0% | 不變 |
| Benjamin Edwards Inc | 12,377 | $8.73 萬 | 0.00% | +12,377 | 新進 |
| First Heartland Consultants, Inc. | 12,219 | $8.61 萬 | 0.01% | 00.0% | 不變 |
| Frontier Asset Management, LLC | 12,092 | $8.52 萬 | 0.02% | +181+1.5% | 加碼 |
| Freestate Advisors LLC | 12,060 | $8.50 萬 | 0.08% | +12,060 | 新進 |
| Andina Capital Management, LLC | 11,995 | $8.46 萬 | 0.06% | +11,995 | 新進 |
| WPG Advisers, LLC | 11,896 | $8.39 萬 | 0.08% | −624−5.0% | 減碼 |
| Quadrature Capital Ltd | 11,259 | $7.94 萬 | 0.00% | +11,259 | 新進 |
| Aspen Wealth Strategies, LLC | 11,138 | $7.85 萬 | 0.05% | −2,918−20.8% | 減碼 |
| Curran Financial Partners, LLC | 11,112 | $7.83 萬 | 0.02% | +11,112 | 新進 |
| Saxony Capital Management, LLC | 11,089 | $7.82 萬 | 0.07% | −448−3.9% | 減碼 |
| Divergent Planning, LLC | 11,030 | $7.77 萬 | 0.03% | 00.0% | 不變 |
| Marshall Financial Group LLC | 10,953 | $7.72 萬 | 0.02% | 00.0% | 不變 |
| Cooper Financial Group | 10,900 | $7.68 萬 | 0.01% | −643−5.6% | 減碼 |
| Global Assets Advisory, LLC | 11,607 | $7.66 萬 | 0.01% | +11,607 | 新進 |
| Bravias Capital Group, LLC | 10,764 | $7.59 萬 | 0.06% | 00.0% | 不變 |
| Consolidated Planning Corp | 10,546 | $7.43 萬 | 0.01% | 00.0% | 不變 |
| HRT Financial LP | 10,409 | $7.30 萬 | 0.00% | +10,409 | 新進 |
| Gerber, LLC | 10,000 | $7.05 萬 | 0.06% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 9,416 | $6.64 萬 | 0.01% | +257+2.8% | 加碼 |
| Rosenberg Matthew Hamilton | 8,859 | $6.25 萬 | 0.02% | 00.0% | 不變 |
| JPMorgan Chase & Co | 8,457 | $5.96 萬 | 0.00% | +8,457 | 新進 |
| CoreCap Advisors, LLC | 7,984 | $5.63 萬 | 0.00% | +67+0.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,773 | $5.48 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 6,667 | $4.70 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 6,360 | $4.52 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 6,396 | $4.51 萬 | 0.01% | −1,250−16.3% | 減碼 |
| Spire Wealth Management | 5,670 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 5,489 | $3.87 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 5,382 | $3.80 萬 | 0.00% | +5,382 | 新進 |
| GWM Advisors LLC | 5,389 | $3.80 萬 | 0.00% | −19,644−78.5% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 4,892 | $3.45 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 4,722 | $3.33 萬 | 0.00% | −3,546−42.9% | 減碼 |
| Clearstead Advisors, LLC | 3,987 | $2.81 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 3,190 | $2.25 萬 | 0.00% | +87+2.8% | 加碼 |
| REAP Financial Group, LLC | 3,002 | $2.12 萬 | 0.01% | +53+1.8% | 加碼 |
| Raleigh Capital Management Inc. | 2,768 | $1.95 萬 | 0.01% | +76+2.8% | 加碼 |
| Russell Investments Group, Ltd. | 2,685 | $1.89 萬 | 0.00% | 00.0% | 不變 |
| Abound Financial, LLC | 2,673 | $1.88 萬 | 0.01% | +2,673 | 新進 |
| Optimum Investment Advisors | 2,200 | $1.55 萬 | 0.01% | 00.0% | 不變 |
| Mattson Financial Services, LLC | 1,851 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 1,671 | $1.18 萬 | 0.01% | 00.0% | 不變 |
| Darwin Advisors, LLC | 1,657 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,581 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,556 | $1.10 萬 | 0.00% | +43+2.8% | 加碼 |
| Kozak & Associates, Inc. | 1,550 | $1.02 萬 | 0.00% | +42+2.8% | 加碼 |
| Beacon Capital Management, LLC | 1,419 | $1.00 萬 | 0.00% | −846−37.4% | 減碼 |
| Signaturefd, LLC | 1,104 | $7,783 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $7,495 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,000 | $7,000 | 0.00% | +1,000 | 新進 |
| Concord Wealth Partners | 237 | $1,671 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 62 | $437 | 0.00% | −139,446−100.0% | 減碼 |
| Comerica Bank | 46 | $324 | 0.00% | −300−86.7% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −95,397−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,875,576−100.0% | 清倉 |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −83,577−100.0% | 清倉 |
| Ergawealth Advisors, Inc. | 0 | $0 | 0.00% | −67,909−100.0% | 清倉 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −34,704−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −31,470−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −29,434−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −23,550−100.0% | 清倉 |
| Alpha Omega Group, Inc. | 0 | $0 | 0.00% | −22,344−100.0% | 清倉 |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −21,423−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −18,844−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −15,732−100.0% | 清倉 |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −15,702−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −13,158−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −12,969−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −12,419−100.0% | 清倉 |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −12,096−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −11,974−100.0% | 清倉 |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −11,418−100.0% | 清倉 |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −10,679−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −10,390−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −7,662−100.0% | 清倉 |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −2,404−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,173−100.0% | 清倉 |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −2,026−100.0% | 清倉 |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −1,035−100.0% | 清倉 |
| BlackRock, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −165,894−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Financial Gravity Companies, Inc. | – | – | – | – | 本季未申報 |
| Lakeview Capital Partners, LLC | – | – | – | – | 本季未申報 |
| Private Portfolio Partners LLC | – | – | – | – | 本季未申報 |
| WR Wealth Planners, LLC | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
