| We Are One Seven, LLC | 16,986 | $11.7 萬 | 0.00% | +16,986 | 新進 |
| GPS Wealth Strategies Group, LLC | 16,652 | $11.5 萬 | 0.01% | −3,636−17.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 16,132 | $11.1 萬 | 0.00% | +16,132 | 新進 |
| Vestia Personal Wealth Advisors | 16,109 | $11.1 萬 | 0.06% | −5,688−26.1% | 減碼 |
| Symmetry Partners, LLC | 16,003 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 15,998 | $11.1 萬 | 0.02% | +15,998 | 新進 |
| Integrity Advisory Solutions, LLC | 15,998 | $11.1 萬 | 0.02% | +15,998 | 新進 |
| Cerity Partners LLC | 15,687 | $10.8 萬 | 0.00% | +15,687 | 新進 |
| Adamsbrown Wealth Consultants LLC | 15,658 | $10.8 萬 | 0.03% | −3,026−16.2% | 減碼 |
| Fullcircle Wealth LLC | 17,109 | $10.8 萬 | 0.04% | 00.0% | 不變 |
| Souders Financial Advisors | 15,617 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 15,477 | $10.7 萬 | 0.00% | +2,924+23.3% | 加碼 |
| CWS Financial Advisors, LLC | 15,201 | $10.5 萬 | 0.03% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 15,200 | $10.5 萬 | 0.00% | −672−4.2% | 減碼 |
| US Bancorp | 15,150 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 15,075 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 15,045 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Lakeridge Wealth Management LLC | 14,858 | $10.3 萬 | 0.05% | +205+1.4% | 加碼 |
| Quartz Partners, LLC | 14,460 | $9.99 萬 | 0.04% | +14,460 | 新進 |
| AdvisorNet Financial, Inc | 14,439 | $9.98 萬 | 0.01% | −36,042−71.4% | 減碼 |
| Rehmann Capital Advisory Group | 14,237 | $9.84 萬 | 0.01% | +397+2.9% | 加碼 |
| Gerber, LLC | 14,077 | $9.73 萬 | 0.06% | 00.0% | 不變 |
| Townsend & Associates, Inc | 14,999 | $9.61 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 13,598 | $9.40 萬 | 0.00% | +109+0.8% | 加碼 |
| Freestate Advisors LLC | 12,913 | $8.92 萬 | 0.07% | +359+2.9% | 加碼 |
| Compass Ion Advisors, LLC | 12,806 | $8.85 萬 | 0.01% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 12,745 | $8.81 萬 | 0.00% | +178+1.4% | 加碼 |
| First Heartland Consultants, Inc. | 12,627 | $8.73 萬 | 0.01% | +408+3.3% | 加碼 |
| BridgePort Financial Solutions, LLC | 12,237 | $8.46 萬 | 0.02% | −2,170−15.1% | 減碼 |
| Tyche Wealth Partners LLC | 12,096 | $8.36 萬 | 0.01% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,703 | $8.09 萬 | 0.00% | 00.0% | 不變 |
| Summit Wealth Group LLC | 14,757 | $8.00 萬 | 0.01% | −219,089−93.7% | 減碼 |
| Aptus Capital Advisors, LLC | 11,473 | $7.93 萬 | 0.00% | 00.0% | 不變 |
| Second Line Capital, LLC | 11,473 | $7.93 萬 | 0.02% | 00.0% | 不變 |
| Paul Damon & Associates, Inc. | 11,401 | $7.88 萬 | 0.04% | +11,401 | 新進 |
| Divergent Planning, LLC | 11,030 | $7.70 萬 | 0.02% | 00.0% | 不變 |
| Curran Financial Partners, LLC | 11,112 | $7.68 萬 | 0.02% | 00.0% | 不變 |
| Marshall Financial Group LLC | 10,953 | $7.57 萬 | 0.01% | 00.0% | 不變 |
| WPG Advisers, LLC | 10,893 | $7.53 萬 | 0.06% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 10,762 | $7.44 萬 | 0.01% | +277+2.6% | 加碼 |
| Endowment Wealth Management, Inc. | 10,613 | $7.33 萬 | 0.03% | +296+2.9% | 加碼 |
| Consolidated Planning Corp | 10,546 | $7.29 萬 | 0.01% | 00.0% | 不變 |
| Cooper Financial Group | 10,538 | $7.28 萬 | 0.01% | +7+0.1% | 加碼 |
| Sunbelt Securities, Inc. | 10,000 | $6.91 萬 | 0.00% | −3,199−24.2% | 減碼 |
| Rosenberg Matthew Hamilton | 8,859 | $6.12 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 7,773 | $5.37 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 7,054 | $4.87 萬 | 0.00% | −9,699−57.9% | 減碼 |
| JPMorgan Chase & Co | 6,702 | $4.63 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 6,360 | $4.39 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 5,670 | $3.92 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 5,522 | $3.82 萬 | 0.00% | +68+1.2% | 加碼 |
| Wells Fargo & Company | 5,497 | $3.80 萬 | 0.00% | +5,496+549,600.0% | 加碼 |
| Mather Group, LLC. | 5,489 | $3.79 萬 | 0.00% | +5,489 | 新進 |
| Millstone Evans Group, LLC | 5,472 | $3.78 萬 | 0.02% | 00.0% | 不變 |
| CX Institutional | 5,382 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 4,892 | $3.38 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 4,722 | $3.26 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,987 | $2.76 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 3,371 | $2.33 萬 | 0.00% | +92+2.8% | 加碼 |
| Optimum Investment Advisors | 2,200 | $1.52 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 2,060 | $1.42 萬 | 0.00% | +2,060 | 新進 |
| Russell Investments Group, Ltd. | 1,756 | $1.21 萬 | 0.00% | −358−16.9% | 減碼 |
| Darwin Advisors, LLC | 1,657 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,644 | $1.14 萬 | 0.00% | +45+2.8% | 加碼 |
| Sound Income Strategies, LLC | 1,581 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 1,655 | $1.05 萬 | 0.00% | +62+3.9% | 加碼 |
| Principal Securities, Inc. | 1,432 | $9,895 | 0.00% | +1,432 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $7,346 | 0.00% | 00.0% | 不變 |
| REAP Financial Group, LLC | 1,063 | $7,345 | 0.00% | −1,993−65.2% | 減碼 |
| Chung Wu Investment Group, LLC | 900 | $6,219 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 237 | $1,638 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 47 | $325 | 0.00% | −899−95.0% | 減碼 |
| Comerica Bank | 46 | $318 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | −2,845−100.0% | 減碼 |
| Virtue Capital Management, LLC | 1,157,731 | – | – | +1,122,648+3,200.0% | 加碼 |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −158,256−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −70,494−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −47,658−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −39,540−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −37,128−100.0% | 清倉 |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −27,800−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,286−100.0% | 清倉 |
| Norden Group LLC | 0 | $0 | 0.00% | −14,757−100.0% | 清倉 |
| Keystone Financial Group | 0 | $0 | 0.00% | −11,138−100.0% | 清倉 |
| Bravias Capital Group, LLC | 0 | $0 | 0.00% | −10,764−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −10,505−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −8,679−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −4,821−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −2,952−100.0% | 清倉 |
| Total Investment Management Inc | 0 | $0 | 0.00% | −2,520−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,507−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,472−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,623−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,572−100.0% | 清倉 |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −1,499−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,459−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Good Life Advisors, LLC | – | – | – | – | 本季未申報 |
| Financial Gravity Companies, Inc. | – | – | – | – | 本季未申報 |
