| Avidian Wealth Solutions, LLC | 15,075 | $7.52 萬 | 0.00% | 00.0% | 不變 |
| Townsend & Associates, Inc | 14,999 | $7.41 萬 | 0.01% | 00.0% | 不變 |
| Apella Capital, LLC | 14,991 | $7.35 萬 | 0.00% | 00.0% | 不變 |
| Channel Wealth LLC | 14,623 | $7.30 萬 | 0.02% | −7,454−33.8% | 減碼 |
| Freestate Advisors LLC | 14,143 | $7.06 萬 | 0.05% | +480+3.5% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 13,900 | $6.94 萬 | 0.01% | 00.0% | 不變 |
| Cooper Financial Group | 13,853 | $6.91 萬 | 0.01% | +3,297+31.2% | 加碼 |
| Miramontes Capital, LLC | 13,671 | $6.82 萬 | 0.02% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 13,430 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 13,335 | $6.65 萬 | 0.00% | −3,341−20.0% | 減碼 |
| Advisor OS, LLC | 13,000 | $6.49 萬 | 0.00% | 00.0% | 不變 |
| Grimes & Company, Inc. | 12,916 | $6.45 萬 | 0.00% | +439+3.5% | 加碼 |
| Adamsbrown Wealth Consultants LLC | 12,904 | $6.44 萬 | 0.01% | +224+1.8% | 加碼 |
| Jump Financial, LLC | 12,800 | $6.39 萬 | 0.00% | −11,479−47.3% | 減碼 |
| Financial Partners Group, Inc | 12,465 | $6.22 萬 | 0.01% | +354+2.9% | 加碼 |
| Tyche Wealth Partners LLC | 12,096 | $6.04 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 11,891 | $5.93 萬 | 0.00% | +11,891 | 新進 |
| Glen Eagle Advisors, LLC | 11,829 | $5.90 萬 | 0.01% | +375+3.3% | 加碼 |
| BIP Wealth, LLC | 11,802 | $5.89 萬 | 0.00% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 11,696 | $5.84 萬 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 11,508 | $5.74 萬 | 0.02% | −4,313−27.3% | 減碼 |
| BLB&B Advisors, LLC | 11,328 | $5.65 萬 | 0.00% | −3,872−25.5% | 減碼 |
| Global Assets Advisory, LLC | 11,359 | $5.63 萬 | 0.01% | −4,254−27.2% | 減碼 |
| CoreCap Advisors, LLC | 11,180 | $5.58 萬 | 0.00% | +380+3.5% | 加碼 |
| Simplicity Wealth,LLC | 11,021 | $5.50 萬 | 0.00% | +11,021 | 新進 |
| Moneta Group Investment Advisors LLC | 10,822 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| Amicus Financial Advisors, LLC | 10,818 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| Consolidated Planning Corp | 10,546 | $5.26 萬 | 0.01% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 10,415 | $5.20 萬 | 0.00% | −930−8.2% | 減碼 |
| Second Line Capital, LLC | 10,415 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 10,202 | $5.19 萬 | 0.00% | +10,202 | 新進 |
| Madrid Wealth Management, LLC | 10,272 | $5.13 萬 | 0.03% | 00.0% | 不變 |
| Marshall Financial Group LLC | 10,217 | $5.10 萬 | 0.01% | 00.0% | 不變 |
| Visionary Wealth Advisors | 10,063 | $5.02 萬 | 0.00% | −1,482−12.8% | 減碼 |
| AdvisorNet Financial, Inc | 9,683 | $4.83 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 8,859 | $4.42 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 7,773 | $3.88 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 7,509 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Advocate Investing Services LLC | 6,813 | $3.40 萬 | 0.03% | 00.0% | 不變 |
| Continuum Advisory, LLC | 6,667 | $3.33 萬 | 0.00% | +6,667 | 新進 |
| US Bancorp | 6,129 | $3.06 萬 | 0.00% | −8,021−56.7% | 減碼 |
| Napier Financial, LLC | 5,745 | $2.87 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 5,670 | $2.83 萬 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 5,490 | $2.74 萬 | 0.01% | +5,490 | 新進 |
| Mather Group, LLC. | 5,489 | $2.74 萬 | 0.00% | 00.0% | 不變 |
| Millstone Evans Group, LLC | 5,472 | $2.73 萬 | 0.01% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 5,000 | $2.50 萬 | 0.00% | +5,000 | 新進 |
| Burnham & Co LLC | 5,000 | $2.50 萬 | 0.02% | +5,000 | 新進 |
| WPG Advisers, LLC | 4,278 | $2.13 萬 | 0.01% | +1,674+64.3% | 加碼 |
| Clearstead Advisors, LLC | 3,987 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,801 | $1.90 萬 | 0.00% | +3,801 | 新進 |
| Parallel Advisors, LLC | 3,093 | $1.54 萬 | 0.00% | +3,093 | 新進 |
| PlanVest Financial, Inc | 1,888 | $9,421 | 0.01% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,750 | $8,750 | 0.00% | 00.0% | 不變 |
| Darwin Advisors, LLC | 1,657 | $8,268 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,071 | $5,344 | 0.00% | +1,071 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $5,305 | 0.00% | 00.0% | 不變 |
| REAP Financial Group, LLC | 1,063 | $5,304 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 844 | $4,214 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 255 | $1,273 | 0.00% | +255 | 新進 |
| Wells Fargo & Company | 2 | $8 | 0.00% | −13,260−100.0% | 減碼 |
| Kozak & Associates, Inc. | 1 | $4 | 0.00% | −1,750−99.9% | 減碼 |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | 不變 |
| Perryman Financial Advisory Inc | 0 | $0 | 0.00% | −178,589−100.0% | 清倉 |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −156,674−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −56,747−100.0% | 清倉 |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −50,876−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −47,000−100.0% | 清倉 |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −39,764−100.0% | 清倉 |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −38,724−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −34,293−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −30,711−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −28,710−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,611−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −17,698−100.0% | 清倉 |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −17,226−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −16,809−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −15,643−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −15,045−100.0% | 清倉 |
| Gerber, LLC | 0 | $0 | 0.00% | −14,077−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −13,705−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −13,233−100.0% | 清倉 |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −12,806−100.0% | 清倉 |
| TRB Wealth Management, LLC | 0 | $0 | 0.00% | −12,522−100.0% | 清倉 |
| BridgePort Financial Solutions, LLC | 0 | $0 | 0.00% | −12,237−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −10,594−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,162−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,855−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,600−100.0% | 清倉 |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −5,469−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −4,722−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,581−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,530−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Signature Resources Capital Management, LLC | 0 | $0 | 0.00% | −394−100.0% | 清倉 |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −309−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Catalina Capital Group, LLC | – | – | – | – | 本季未申報 |
