| Prestige Wealth Management Group LLC | 20 | $1,304 | 0.00% | 00.0% | 不變 |
| Coastline Trust Co | 20 | $1,303 | 0.00% | 00.0% | 不變 |
| ARK Investment Management LLC大師方舟投資 | 20 | $1,303 | 0.00% | +20 | 新進 |
| Coldstream Capital Management Inc | 18 | $1,174 | 0.00% | +18 | 新進 |
| PrairieView Partners, LLC | 22 | $1,000 | 0.00% | 00.0% | 不變 |
| Kentucky Trust Co | 11 | $717 | 0.00% | 00.0% | 不變 |
| Eq Wealth Advisors, LLC | 11 | $717 | 0.00% | +11 | 新進 |
| Cranbrook Wealth Management, LLC | 10 | $652 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 10 | $652 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 10 | $652 | 0.00% | +10 | 新進 |
| Nemes Rush Group LLC | 2 | $130 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Advisors LLC | 1 | $66 | 0.00% | 00.0% | 不變 |
| Atala Financial Inc | 1 | $65 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 10 | $0 | 0.00% | +10 | 新進 |
| Palacios Wealth Management, LLC | 1,000,000 | $0 | 0.00% | +1,000,000 | 新進 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −221,267−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −149,745−100.0% | 清倉 |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −107,400−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −75,118−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −49,183−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −22,238−100.0% | 清倉 |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −17,434−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −11,963−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| Senator Investment Group LP | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −8,557−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,607−100.0% | 清倉 |
| Giverny Capital Inc.大師吉維尼資本 | 0 | $0 | 0.00% | −7,442−100.0% | 清倉 |
| Fortress Private Ledger, LLC | 0 | $0 | 0.00% | −6,138−100.0% | 清倉 |
| Morling Financial Advisors, LLC | 0 | $0 | 0.00% | −6,001−100.0% | 清倉 |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −5,682−100.0% | 清倉 |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −4,872−100.0% | 清倉 |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −4,703−100.0% | 清倉 |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −4,420−100.0% | 清倉 |
| Windle Wealth, LLC | 0 | $0 | 0.00% | −4,225−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −4,198−100.0% | 清倉 |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −3,990−100.0% | 清倉 |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −3,798−100.0% | 清倉 |
| Smart Money Group LLC | 0 | $0 | 0.00% | −3,749−100.0% | 清倉 |
| Financial Security Advisor, Inc. | 0 | $0 | 0.00% | −3,686−100.0% | 清倉 |
| Miller Financial Services LLC | 0 | $0 | 0.00% | −3,464−100.0% | 清倉 |
| LGL Partners, LLC | 0 | $0 | 0.00% | −3,437−100.0% | 清倉 |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −3,357−100.0% | 清倉 |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,216−100.0% | 清倉 |
| Accredited Investor Services, LLC | 0 | $0 | 0.00% | −3,165−100.0% | 清倉 |
| New World Advisors LLC | 0 | $0 | 0.00% | −3,161−100.0% | 清倉 |
| M1 Capital Management LLC | 0 | $0 | 0.00% | −3,044−100.0% | 清倉 |
| Ascent Group, LLC | 0 | $0 | 0.00% | −3,033−100.0% | 清倉 |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −3,033−100.0% | 清倉 |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −2,990−100.0% | 清倉 |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −2,969−100.0% | 清倉 |
| Purkiss Capital Advisors LLC | 0 | $0 | 0.00% | −2,958−100.0% | 清倉 |
| 25 LLC | 0 | $0 | 0.00% | −2,950−100.0% | 清倉 |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −2,949−100.0% | 清倉 |
| Sandhill Capital Partners LLC | 0 | $0 | 0.00% | −2,935−100.0% | 清倉 |
| Horizon Wealth Management, LLC | 0 | $0 | 0.00% | −2,921−100.0% | 清倉 |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −2,911−100.0% | 清倉 |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −2,908−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Elevatus Welath Management | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −2,895−100.0% | 清倉 |
| SWP Financial LLC | 0 | $0 | 0.00% | −2,895−100.0% | 清倉 |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −2,825−100.0% | 清倉 |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −2,796−100.0% | 清倉 |
| Vestia Personal Wealth Advisors | 0 | $0 | 0.00% | −2,777−100.0% | 清倉 |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −2,771−100.0% | 清倉 |
| MWA Asset Management | 0 | $0 | 0.00% | −2,752−100.0% | 清倉 |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −2,643−100.0% | 清倉 |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −2,748−100.0% | 清倉 |
| Summit Asset Management, LLC | 0 | $0 | 0.00% | −2,725−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −2,724−100.0% | 清倉 |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −2,723−100.0% | 清倉 |
| Hengehold Capital Management LLC | 0 | $0 | 0.00% | −2,714−100.0% | 清倉 |
| Knuff & Co LLC | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,621−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −1,618−100.0% | 清倉 |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −1,015−100.0% | 清倉 |
| Main Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Financial Life Planners | 0 | $0 | 0.00% | −824−100.0% | 清倉 |
| Avondale Wealth Management | 0 | $0 | 0.00% | −625−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −548−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −490−100.0% | 清倉 |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −430−100.0% | 清倉 |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −302−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −298−100.0% | 清倉 |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −74−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −72−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Evolution Advisers, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Bray Capital Advisors | – | – | – | – | 本季未申報 |
| Lakeview Capital Partners, LLC | – | – | – | – | 本季未申報 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |
| Cornerstone Planning, LLC | – | – | – | – | 本季未申報 |
| Strategic Wealth Partners, Ltd. | – | – | – | – | 本季未申報 |