| Pacific Sage Partners, LLC | 17,345 | $9.23 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 15,797 | $8.40 萬 | 0.00% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 15,725 | $8.37 萬 | 0.00% | 00.0% | 不變 |
| Nomura Holdings Inc | 15,550 | $8.27 萬 | 0.00% | −20,700−57.1% | 減碼 |
| Triad Wealth Partners, LLC | 15,078 | $8.02 萬 | 0.01% | +15,078 | 新進 |
| D.A. Davidson & Co. | 14,908 | $7.93 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 14,556 | $7.74 萬 | 0.00% | +4,156+40.0% | 加碼 |
| Modera Wealth Management, LLC | 14,263 | $7.59 萬 | 0.00% | +194+1.4% | 加碼 |
| Creative Financial Designs Inc | 14,183 | $7.55 萬 | 0.00% | +185+1.3% | 加碼 |
| Freestone Capital Holdings, LLC | 13,819 | $7.35 萬 | 0.00% | +228+1.7% | 加碼 |
| Detalus Advisors, LLC | 13,769 | $7.32 萬 | 0.02% | +143+1.0% | 加碼 |
| Mitchell Sinkler & Starr | 13,750 | $7.32 萬 | 0.03% | 00.0% | 不變 |
| XTX Topco Ltd | 13,410 | $7.13 萬 | 0.00% | −14,212−51.5% | 減碼 |
| WESPAC Advisors, LLC | 13,250 | $7.05 萬 | 0.04% | 00.0% | 不變 |
| StoneX Group Inc. | 13,195 | $7.02 萬 | 0.00% | −2,545−16.2% | 減碼 |
| Bryn Mawr Trust Co | 13,025 | $6.93 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 12,906 | $6.87 萬 | 0.00% | −4,123−24.2% | 減碼 |
| Rhodes Investment Advisors Inc | 12,450 | $6.62 萬 | 0.06% | +12,450 | 新進 |
| Pinnacle Family Advisors, LLC | 12,434 | $6.62 萬 | 0.03% | +12,434 | 新進 |
| HighTower Advisors, LLC | 12,327 | $6.56 萬 | 0.00% | −449−3.5% | 減碼 |
| NBC Securities, Inc. | 11,500 | $6.12 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 10,662 | $5.76 萬 | 0.00% | −3,938−27.0% | 減碼 |
| Coastal Investment Advisors, Inc. | 10,234 | $5.44 萬 | 0.02% | −312−3.0% | 減碼 |
| Huntleigh Advisors, Inc. | 10,000 | $5.32 萬 | 0.01% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 10,000 | $5.32 萬 | 0.01% | +10,000 | 新進 |
| Northwestern Mutual Wealth Management Co | 9,442 | $5.02 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 9,287 | $4.94 萬 | 0.00% | 00.0% | 不變 |
| Hilton Head Capital Partners, LLC | 8,850 | $4.71 萬 | 0.03% | −1,000−10.2% | 減碼 |
| CoreCap Advisors, LLC | 7,480 | $3.98 萬 | 0.00% | −1,520−16.9% | 減碼 |
| GWM Advisors LLC | 6,491 | $3.45 萬 | 0.00% | +33+0.5% | 加碼 |
| Spire Wealth Management | 6,000 | $3.19 萬 | 0.00% | +2,000+50.0% | 加碼 |
| Hurley Capital, LLC | 4,180 | $2.22 萬 | 0.01% | +69+1.7% | 加碼 |
| Gables Capital Management Inc. | 3,333 | $1.77 萬 | 0.01% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 3,297 | $1.75 萬 | 0.00% | −209−6.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,257 | $1.73 萬 | 0.00% | +1,861+133.3% | 加碼 |
| MAI Capital Management | 3,090 | $1.64 萬 | 0.00% | +51+1.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,750 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 2,450 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,200 | $1.17 萬 | 0.00% | +2,200 | 新進 |
| Whittier Trust Co | 1,500 | $8,115 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 1,489 | $7,921 | 0.00% | +1,489 | 新進 |
| WPG Advisers, LLC | 1,431 | $7,613 | 0.01% | +864+152.4% | 加碼 |
| Rockefeller Capital Management L.P. | 1,213 | $6,458 | 0.00% | +1,213 | 新進 |
| DHJJ Financial Advisors, Ltd. | 1,200 | $6,384 | 0.00% | +1,200 | 新進 |
| Community Financial Services Group, LLC | 1,050 | $5,691 | 0.00% | +1,050 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,000 | $5,320 | 0.00% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 800 | $4,256 | 0.00% | 00.0% | 不變 |
| WFA of San Diego, LLC | 800 | $4,256 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 673 | $3,578 | 0.00% | +673 | 新進 |
| Sound Income Strategies, LLC | 635 | $3,442 | 0.00% | 00.0% | 不變 |
| Osbon Capital Management LLC | 622 | $3,309 | 0.00% | +622 | 新進 |
| Tidemark, LLC | 598 | $3,181 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 520 | $2,766 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 509 | $2,708 | 0.00% | +509 | 新進 |
| Frazier Financial Advisors, LLC | 446 | $2,373 | 0.00% | 00.0% | 不變 |
| Vision Financial Markets LLC | 437 | $2,325 | 0.00% | +7+1.6% | 加碼 |
| CWM, LLC | 424 | $2,256 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 390 | $2,075 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $1,404 | 0.00% | – | – |
| Salem Investment Counselors Inc | 250 | $1,330 | 0.00% | +250 | 新進 |
| Truvestments Capital LLC | 202 | $1,075 | 0.00% | 00.0% | 不變 |
| Financial Life Planners | 103 | $550 | 0.00% | +103 | 新進 |
| Root Financial Partners, LLC | 84 | $447 | 0.00% | +84 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $212 | 0.00% | +40 | 新進 |
| Sachetta, LLC | 6 | $32 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3 | $16 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 1 | $5 | 0.00% | −244−99.6% | 減碼 |
| Millennium Management LLC | 0 | $0 | 0.00% | −212,098−100.0% | 清倉 |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −138,151−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −136,605−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −43,000−100.0% | 清倉 |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −34,073−100.0% | 清倉 |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −17,978−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,941−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −12,767−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −12,114−100.0% | 清倉 |
| Barry Investment Advisors, LLC | 0 | $0 | 0.00% | −11,429−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −11,300−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Alpha Cubed Investments, LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Vantage Financial Partners, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Trust Co of Vermont | – | – | – | – | 本季未申報 |
| Motiv8 Investments LLC | – | – | – | – | 本季未申報 |
