| Safeguard Investment Advisory Group, LLC | 14,651 | $8.03 萬 | 0.05% | +398+2.8% | 加碼 |
| Money Concepts Capital Corp | 14,586 | $7.99 萬 | 0.00% | +14,586 | 新進 |
| Clearbridge Investments, LLC | 14,300 | $7.84 萬 | 0.00% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 13,857 | $7.59 萬 | 0.01% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 13,750 | $7.54 萬 | 0.12% | −2,500−15.4% | 減碼 |
| MTM Investment Management, LLC | 13,530 | $7.41 萬 | 0.04% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 12,982 | $7.11 萬 | 0.00% | +12,982 | 新進 |
| AE Wealth Management LLC | 12,627 | $6.92 萬 | 0.00% | −612−4.6% | 減碼 |
| CWM, LLC | 12,552 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 12,357 | $6.87 萬 | 0.03% | +12,357 | 新進 |
| Savant Capital, LLC | 12,297 | $6.74 萬 | 0.00% | 00.0% | 不變 |
| RDA Financial Network | 12,265 | $6.72 萬 | 0.03% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 12,123 | $6.64 萬 | 0.07% | +329+2.8% | 加碼 |
| Citadel Advisors LLC | 11,823 | $6.48 萬 | 0.00% | +11,823 | 新進 |
| Good Life Advisors, LLC | 11,377 | $6.23 萬 | 0.01% | 00.0% | 不變 |
| Graham Capital Wealth Management, LLC | 11,283 | $6.18 萬 | 0.11% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 11,279 | $6.18 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Trust Co NA | 11,048 | $6.05 萬 | 0.00% | 00.0% | 不變 |
| Sym Financial Corp | 11,026 | $6.04 萬 | 0.01% | +281+2.6% | 加碼 |
| Register Financial Advisors LLC | 10,900 | $5.97 萬 | 0.04% | +10,900 | 新進 |
| TD Waterhouse Canada Inc. | 10,650 | $5.80 萬 | 0.00% | −3,000−22.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 10,540 | $5.78 萬 | 0.00% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 10,450 | $5.73 萬 | 0.00% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 10,350 | $5.67 萬 | 0.00% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 10,260 | $5.62 萬 | 0.00% | +10,260 | 新進 |
| GHP Investment Advisors, Inc. | 8,892 | $4.87 萬 | 0.00% | +90+1.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,914 | $4.34 萬 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 7,525 | $4.12 萬 | 0.02% | +192+2.6% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 7,478 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 6,590 | $3.61 萬 | 0.02% | +6,590 | 新進 |
| HBK Sorce Advisory LLC | 30,000 | $3.20 萬 | 0.00% | +15,000+100.0% | 加碼 |
| Salem Investment Counselors Inc | 5,826 | $3.19 萬 | 0.00% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 5,428 | $2.97 萬 | 0.01% | 00.0% | 不變 |
| Atwood & Palmer Inc | 5,286 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 4,500 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,000 | $2.19 萬 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 3,985 | $2.18 萬 | 0.02% | +108+2.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,823 | $2.10 萬 | 0.00% | −1,483−27.9% | 減碼 |
| National Bank of Canada | 3,542 | $1.94 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,000 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 3,030 | $1.66 萬 | 0.00% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 3,000 | $1.64 萬 | 0.01% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 2,549 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,263 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 2,109 | $1.10 萬 | 0.00% | +2,109 | 新進 |
| Proequities, Inc. | 1,700 | $9,316 | 0.00% | 00.0% | 不變 |
| US Bancorp | 1,654 | $9,064 | 0.00% | −9,962−85.8% | 減碼 |
| Ronald Blue Trust, Inc. | 1,560 | $9,000 | 0.00% | +1,560 | 新進 |
| North Star Investment Management Corp. | 1,617 | $8,861 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1,522 | $8,372 | 0.00% | 00.0% | 不變 |
| Romano Brothers and Company | 1,511 | $8,280 | 0.00% | +1,511 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,450 | $7,946 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,395 | $7,642 | 0.00% | +1,395 | 新進 |
| Carolinas Wealth Consulting LLC | 1,270 | $6,960 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,213 | $6,647 | 0.00% | +1,213 | 新進 |
| SOA Wealth Advisors, LLC. | 1,200 | $6,576 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 1,143 | $6,264 | 0.00% | +1,143 | 新進 |
| Coppell Advisory Solutions Corp. | 1,143 | $6,264 | 0.00% | +1,143 | 新進 |
| M&R Capital Management Inc | 1,066 | $5,841 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 1,000 | $5,480 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $5,480 | 0.00% | +1,000 | 新進 |
| Spire Wealth Management | 1,000 | $5,000 | 0.00% | 00.0% | 不變 |
| Red Cedar Capital, LLC | 847 | $5,000 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 739 | $4,050 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 667 | $3,655 | 0.00% | −16,747−96.2% | 減碼 |
| PFS Partners, LLC | 483 | $2,645 | 0.00% | +14+3.0% | 加碼 |
| Huntington National Bank | – | $1,918 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 343 | $1,880 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 200 | $1,100 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 169 | $926 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 67,561 | $370 | 0.00% | +34,827+106.4% | 加碼 |
| Paragon Wealth Strategies, LLC | 1 | $5 | 0.00% | +1 | 新進 |
| Avion Wealth | 108 | $0 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 35 | $0 | 0.00% | +35 | 新進 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −849,857−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −78,180−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −44,135−100.0% | 清倉 |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −13,601−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Plancorp, LLC | 0 | $0 | 0.00% | −12,283−100.0% | 清倉 |
| Bickling Financial Services, Inc. | 0 | $0 | 0.00% | −11,514−100.0% | 清倉 |
| Manchester Financial Inc | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −10,087−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −4,420−100.0% | 清倉 |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −3,299−100.0% | 清倉 |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −2,403−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,612−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1,166−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −1,077−100.0% | 清倉 |
| BlackRock Inc. | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Covington Capital Management | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |