| Bullish | 2,255,000 | $5,951 萬 | 33.39% | 00.0% | 不變 |
| Cetera Investment Advisers | 191,900 | $506.4 萬 | 0.00% | −12,746−6.2% | 減碼 |
| Envestnet Asset Management Inc | 148,162 | $391.0 萬 | 0.00% | +49,215+49.7% | 加碼 |
| Rehmann Capital Advisory Group | 146,490 | $387.0 萬 | 0.18% | +38,003+35.0% | 加碼 |
| Independent Financial Group, LLC | 118,960 | $313.9 萬 | 0.06% | −53,187−30.9% | 減碼 |
| Integrated Wealth Concepts LLC | 84,720 | $223.6 萬 | 0.01% | +22,224+35.6% | 加碼 |
| DWM Financial Group, Inc. | 48,359 | $199.8 萬 | 1.78% | +48,359 | 新進 |
| Hartmann Taylor Wealth Management, LLC | 58,757 | $183.3 萬 | 1.21% | −285−0.5% | 減碼 |
| BIP Wealth, LLC | 65,344 | $172.4 萬 | 0.05% | +58,070+798.3% | 加碼 |
| Pasadena Private Wealth, LLC | 62,492 | $164.9 萬 | 0.21% | −190,158−75.3% | 減碼 |
| Pathstone Holdings, LLC | 62,204 | $164.2 萬 | 0.00% | −81,394−56.7% | 減碼 |
| SRS Capital Advisors, Inc. | 52,113 | $137.5 萬 | 0.01% | +51,913+25,956.5% | 加碼 |
| Wealthspire Advisors, LLC | 48,014 | $126.7 萬 | 0.01% | +10,766+28.9% | 加碼 |
| Aries Wealth Management | 46,080 | $121.6 萬 | 0.24% | +18,335+66.1% | 加碼 |
| Intrinsic Edge Capital Management LLC | 45,567 | $120.3 萬 | 0.15% | 00.0% | 不變 |
| Mariner, LLC | 41,771 | $110.2 萬 | 0.00% | +1,839+4.6% | 加碼 |
| Horizon Kinetics Asset Management LLC | 41,029 | $108.3 萬 | 0.01% | 00.0% | 不變 |
| Kingsbury Capital Investment Advisors LLC | 36,504 | $96.3 萬 | 0.82% | +17,248+89.6% | 加碼 |
| KMT Wealth Management, LLC | 36,504 | $96.3 萬 | 0.82% | +36,504 | 新進 |
| Keystone Financial Services, LLC | 34,604 | $91.3 萬 | 0.55% | +13,664+65.3% | 加碼 |
| DeDora Capital, Inc. | 32,787 | $86.5 萬 | 0.19% | +7,111+27.7% | 加碼 |
| Elyxium Wealth, LLC | 26,690 | $70.4 萬 | 0.07% | +1,962+7.9% | 加碼 |
| Modern Wealth Management, LLC | 21,793 | $57.5 萬 | 0.01% | −6,530−23.1% | 減碼 |
| Professional Financial Advisors, LLC | 20,944 | $55.3 萬 | 0.10% | +20,944 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 19,792 | $52.2 萬 | 0.00% | +9,386+90.2% | 加碼 |
| Fortis Group Advisors, LLC | 18,745 | $49.5 萬 | 0.08% | −3,579−16.0% | 減碼 |
| Mather Group, LLC. | 16,115 | $42.5 萬 | 0.00% | −695−4.1% | 減碼 |
| Huntington National Bank | – | $40.8 萬 | 0.00% | – | – |
| Farther Finance Advisors, LLC | 15,374 | $40.6 萬 | 0.00% | +9,145+146.8% | 加碼 |
| Rossmore Private Capital | 13,650 | $36.0 萬 | 0.03% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 12,400 | $32.7 萬 | 0.02% | +12,400 | 新進 |
| Formidable Asset Management, LLC | 10,368 | $32.3 萬 | 0.05% | −800−7.2% | 減碼 |
| Soltis Investment Advisors LLC | 11,661 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 11,442 | $30.2 萬 | 0.00% | −1,935−14.5% | 減碼 |
| Visionary Wealth Advisors | 11,020 | $29.1 萬 | 0.01% | +3,528+47.1% | 加碼 |
| Fort Point Capital Partners LLC | 9,373 | $24.7 萬 | 0.03% | +9,373 | 新進 |
| Moneta Group Investment Advisors LLC | 8,548 | $22.6 萬 | 0.00% | +8,548 | 新進 |
| Alesco Advisors LLC | 8,289 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Balboa Wealth Partners | 7,954 | $21.0 萬 | 0.03% | +20+0.3% | 加碼 |
| Claro Advisors LLC | 7,929 | $20.9 萬 | 0.02% | −1,374−14.8% | 減碼 |
| Commonwealth Equity Services, LLC | 7,589 | $20.0 萬 | 0.00% | −640−7.8% | 減碼 |
| Advisor Group Holdings, Inc. | 6,527 | $17.2 萬 | 0.00% | −2,170−25.0% | 減碼 |
| Oakworth Capital, Inc. | 4,606 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Benson Wealth Management INC | 3,847 | $10.2 萬 | 0.10% | −474−11.0% | 減碼 |
| MCF Advisors LLC | 3,663 | $9.67 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 2,801 | $7.39 萬 | 0.03% | −469−14.3% | 減碼 |
| Global Retirement Partners, LLC | 2,050 | $5.41 萬 | 0.00% | +2,050 | 新進 |
| Federation des caisses Desjardins du Quebec | 2,000 | $5.24 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 1,420 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 1,346 | $3.55 萬 | 0.02% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,159 | $3.06 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,075 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,000 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 861 | $2.27 萬 | 0.01% | +861 | 新進 |
| SOA Wealth Advisors, LLC. | 719 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 695 | $1.83 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 656 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 626 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 480 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Wilkerson Advisory Group LLC | 479 | $1.26 萬 | 0.00% | +119+33.1% | 加碼 |
| Allworth Financial LP | 472 | $1.25 萬 | 0.00% | −6,901−93.6% | 減碼 |
| Larson Financial Group LLC | 393 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Sims Investment Management, LLC | 385 | $1.02 萬 | 0.00% | +385 | 新進 |
| Ameritas Advisory Services, LLC | 362 | $9,553 | 0.00% | +362 | 新進 |
| McGuire Capital Advisors Inc | 330 | $8,709 | 0.00% | 00.0% | 不變 |
| Sankala Group LLC | 284 | $8,284 | 0.01% | 00.0% | 不變 |
| Manchester Capital Management LLC | 300 | $7,917 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 269 | $7,099 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 245 | $6,466 | 0.00% | −500−67.1% | 減碼 |
| Financial Perspectives, Inc | 221 | $5,832 | 0.00% | 00.0% | 不變 |
| Forum Finance Group S.A. | 215 | $5,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 180 | $4,750 | 0.00% | +180 | 新進 |
| Bullseye Investment Management, LLC | 150 | $3,959 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 135 | $3,563 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 2 | $53 | 0.00% | +2 | 新進 |
| 3EDGE Asset Management, LP | 0 | $0 | 0.00% | −9,671−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −8,793−100.0% | 清倉 |
| Duncan Williams Asset Management, LLC | 0 | $0 | 0.00% | −8,722−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,530−100.0% | 清倉 |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −7,109−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −6,730−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −3,685−100.0% | 清倉 |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −2,801−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,107−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −615−100.0% | 清倉 |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −599−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −224−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Anfield Capital Management, LLC | – | – | – | – | 本季未申報 |
| Sunbelt Securities, Inc. | – | – | – | – | 本季未申報 |
