| REAP Financial Group, LLC | 880 | $1.10 萬 | 0.00% | −4,151−82.5% | 減碼 |
| ZRC Wealth Management, LLC | 856 | $1.07 萬 | 0.00% | −1,356−61.3% | 減碼 |
| Clearstead Advisors, LLC | 824 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 789 | $9,865 | 0.00% | +25+3.3% | 加碼 |
| BOK Financial Private Wealth, Inc. | 777 | $9,721 | 0.00% | −3,999−83.7% | 減碼 |
| Salem Investment Counselors Inc | 757 | $9,471 | 0.00% | +757 | 新進 |
| Meramec Financial Planners, LLC | 758 | $9,453 | 0.00% | −274−26.6% | 減碼 |
| Smartleaf Asset Management LLC | 773 | $9,446 | 0.00% | −761−49.6% | 減碼 |
| Strategic Advocates LLC | 695 | $8,694 | 0.04% | +695 | 新進 |
| Atlantic Edge Private Wealth Management, LLC | 675 | $8,445 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 670 | $8,382 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 664 | $8,307 | 0.00% | +664 | 新進 |
| Navigoe, LLC | 714 | $8,000 | 0.00% | 00.0% | 不變 |
| Key Capital Management, INC | 639 | $7,994 | 0.01% | +265+70.9% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 628 | $7,856 | 0.00% | +628 | 新進 |
| Bokf, NA | 595 | $7,443 | 0.00% | +595 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 548 | $6,855 | 0.00% | +273+99.3% | 加碼 |
| Wealth Science Advisors LLC | 479 | $6,773 | 0.00% | +479 | 新進 |
| New England Capital Financial Advisors LLC | 536 | $6,710 | 0.00% | +17+3.3% | 加碼 |
| West Financial Advisors, LLC | 510 | $6,381 | 0.00% | −512−50.1% | 減碼 |
| Evolution Wealth Management Inc. | 499 | $6,242 | 0.00% | 00.0% | 不變 |
| Networth Advisors, LLC | 490 | $6,130 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 484 | $6,055 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 477 | $5,967 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 471 | $5,892 | 0.00% | −6,128−92.9% | 減碼 |
| Napier Financial, LLC | 465 | $5,817 | 0.00% | +465 | 新進 |
| Frazier Financial Advisors, LLC | 454 | $5,680 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 450 | $5,499 | 0.00% | −11,632−96.3% | 減碼 |
| ROSS\JOHNSON & Associates LLC | 439 | $5,492 | 0.10% | +439 | 新進 |
| Cranbrook Wealth Management, LLC | 425 | $5,317 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 397 | $4,971 | 0.00% | −1,993−83.4% | 減碼 |
| NorthAvenue LLC | 386 | $4,829 | 0.00% | 00.0% | 不變 |
| Sunrise Financial Services, LLC | 380 | $4,754 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 373 | $4,666 | 0.00% | +373 | 新進 |
| Whipplewood Advisors, LLC | 348 | $4,353 | 0.00% | +348 | 新進 |
| Silicon Valley Capital Partners | 315 | $3,941 | 0.00% | +315 | 新進 |
| Ronald Blue Trust, Inc. | 285 | $3,565 | 0.00% | 00.0% | 不變 |
| Beacon Financial Strategies CORP | 274 | $3,428 | 0.00% | +274 | 新進 |
| Financial Freedom, LLC | 271 | $3,395 | 0.00% | +8+3.0% | 加碼 |
| POM Investment Strategies, LLC | 268 | $3,353 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 252 | $3,153 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 248 | $3,102 | 0.00% | −523−67.8% | 減碼 |
| Darwin Advisors, LLC | 210 | $2,627 | 0.00% | −690−76.7% | 減碼 |
| Beacon Capital Management, Inc. | 202 | $2,527 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 180 | $2,252 | 0.00% | −222−55.2% | 減碼 |
| Capital Analysts, LLC | 166 | $2,000 | 0.00% | −852−83.7% | 減碼 |
| Valley National Advisers Inc | 211 | $2,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 129 | $1,614 | 0.00% | −142−52.4% | 減碼 |
| Parallel Advisors, LLC | 93 | $1,163 | 0.00% | +93 | 新進 |
| Ballast Advisors LLC | 54 | $676 | 0.00% | +54 | 新進 |
| Marex Group plc | 0 | $0 | 0.00% | −430,044−100.0% | 清倉 |
| Kraft, Davis & Associates, LLC | 0 | $0 | 0.00% | −129,474−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −80,457−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −63,707−100.0% | 清倉 |
| Flagship Private Wealth, LLC | 0 | $0 | 0.00% | −37,290−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −34,487−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −29,422−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −26,983−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −25,488−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −23,718−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −23,015−100.0% | 清倉 |
| Valley Financial Group, Inc. | 0 | $0 | 0.00% | −22,249−100.0% | 清倉 |
| Evergreen Wealth Solutions, LLC | 0 | $0 | 0.00% | −17,144−100.0% | 清倉 |
| Crumly & Associates Inc. | 0 | $0 | 0.00% | −16,986−100.0% | 清倉 |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −13,320−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −12,661−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −12,655−100.0% | 清倉 |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −12,126−100.0% | 清倉 |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −11,944−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −11,940−100.0% | 清倉 |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −11,917−100.0% | 清倉 |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −11,515−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −11,281−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −8,167−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −6,060−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −4,108−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −4,022−100.0% | 清倉 |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −3,651−100.0% | 清倉 |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −2,637−100.0% | 清倉 |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −2,576−100.0% | 清倉 |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −1,515−100.0% | 清倉 |
| First Pacific Financial | 0 | $0 | 0.00% | −1,471−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,424−100.0% | 清倉 |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −1,280−100.0% | 清倉 |
| Strive Financial Group ,LLC | 0 | $0 | 0.00% | −664−100.0% | 清倉 |
| TSFG, LLC | 0 | $0 | 0.00% | −598−100.0% | 清倉 |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −540−100.0% | 清倉 |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −507−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −443−100.0% | 清倉 |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −434−100.0% | 清倉 |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −413−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −356−100.0% | 清倉 |
| MidFirst Bank | 0 | $0 | 0.00% | −330−100.0% | 清倉 |
| RHL Group, LLC | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −274−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −136−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| ORG Partners LLC | – | – | – | – | 本季未申報 |
| GPS Wealth Strategies Group, LLC | – | – | – | – | 本季未申報 |
