| Creekside Partners | 1,050 | $23.0 萬 | 0.09% | −20−1.9% | 減碼 |
| Note Advisors, LLC | 1,044 | $22.8 萬 | 0.11% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,030 | $22.5 萬 | 0.00% | +21+2.1% | 加碼 |
| Lodestone Wealth Management LLC | 1,000 | $21.9 萬 | 0.09% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 987 | $21.6 萬 | 0.01% | 00.0% | 不變 |
| Asset Allocation Strategies LLC | 962 | $21.0 萬 | 0.04% | +962 | 新進 |
| Plan Group Financial, LLC | 950 | $20.8 萬 | 0.05% | +950 | 新進 |
| Strategies Wealth Advisors, LLC | 938 | $20.5 萬 | 0.02% | +938 | 新進 |
| CIBC Bancorp USA Inc. | 936 | $20.5 萬 | 0.00% | +936 | 新進 |
| Founders Grove Wealth Partners, LLC | 925 | $20.2 萬 | 0.05% | +925 | 新進 |
| Fifth Third Bancorp | 922 | $20.2 萬 | 0.00% | +922 | 新進 |
| Geneos Wealth Management Inc. | 880 | $19.2 萬 | 0.00% | +230+35.4% | 加碼 |
| Winch Advisory Services, LLC | 802 | $17.5 萬 | 0.04% | 00.0% | 不變 |
| Winthrop Capital Management, LLC | 790 | $17.3 萬 | 0.04% | −3,300−80.7% | 減碼 |
| SRS Capital Advisors, Inc. | 786 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 777 | $17.0 萬 | 0.01% | +386+98.7% | 加碼 |
| Allworth Financial LP | 748 | $16.4 萬 | 0.00% | +12+1.6% | 加碼 |
| Parallel Advisors, LLC | 740 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Friedenthal Financial | 687 | $15.0 萬 | 0.08% | 00.0% | 不變 |
| Spire Wealth Management | 638 | $14.0 萬 | 0.00% | +20+3.2% | 加碼 |
| Private Trust Co NA | 610 | $13.3 萬 | 0.01% | +610 | 新進 |
| Colonial Trust Co | 601 | $13.1 萬 | 0.02% | +40+7.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 573 | $12.5 萬 | 0.00% | −1,326−69.8% | 減碼 |
| Signaturefd, LLC | 565 | $12.4 萬 | 0.00% | +500+769.2% | 加碼 |
| FMR LLC | 542 | $11.9 萬 | 0.00% | +521+2,481.0% | 加碼 |
| Huntington National Bank | – | $11.6 萬 | 0.00% | – | – |
| RWM Asset Management, LLC | 494 | $10.8 萬 | 0.01% | +494 | 新進 |
| Whittier Trust Co of Nevada Inc | 479 | $10.3 萬 | 0.00% | +479 | 新進 |
| Wealth Enhancement Trust Services, Inc. | 342 | $7.48 萬 | 0.01% | +160+87.9% | 加碼 |
| MAI Capital Management | 320 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 315 | $6.89 萬 | 0.07% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 253 | $5.53 萬 | 0.01% | 00.0% | 不變 |
| Longview Financial Advisors, Inc. | 230 | $5.03 萬 | 0.03% | +230 | 新進 |
| GGM Financials LLC | 227 | $4.96 萬 | 0.02% | 00.0% | 不變 |
| WFA of San Diego, LLC | 225 | $4.92 萬 | 0.04% | +225 | 新進 |
| Costello Asset Management, INC | 215 | $4.70 萬 | 0.02% | 00.0% | 不變 |
| JPMorgan Chase & Co | 217 | $4.52 萬 | 0.00% | −79−26.7% | 減碼 |
| Bogart Wealth, LLC | 205 | $4.48 萬 | 0.00% | +205 | 新進 |
| US Bancorp | 200 | $4.37 萬 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 200 | $4.37 萬 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 200 | $4.37 萬 | 0.01% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 177 | $3.87 萬 | 0.02% | +177 | 新進 |
| Seneschal Advisors, LLC | 168 | $3.67 萬 | 0.03% | −28−14.3% | 減碼 |
| Gables Capital Management Inc. | 165 | $3.61 萬 | 0.02% | 00.0% | 不變 |
| Capital Analysts, LLC | 150 | $3.30 萬 | 0.00% | +150 | 新進 |
| Intesa Sanpaolo Wealth Management | 150 | $3.28 萬 | 0.01% | +150 | 新進 |
| Creative Financial Designs Inc | 142 | $3.11 萬 | 0.00% | +142 | 新進 |
| Measured Wealth Private Client Group, LLC | 130 | $2.84 萬 | 0.01% | −18−12.2% | 減碼 |
| MPWM Advisory Solutions, LLC | 115 | $2.52 萬 | 0.01% | +15+15.0% | 加碼 |
| Asset Dedication, LLC | 113 | $2.47 萬 | 0.00% | +72+175.6% | 加碼 |
| Parvin Asset Management, LLC | 113 | $2.47 萬 | 0.02% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 109 | $2.38 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 103 | $2.25 萬 | 0.00% | +103 | 新進 |
| Gill Capital Partners, LLC | 93 | $2.03 萬 | 0.01% | +93 | 新進 |
| Private Wealth Asset Management, LLC | 83 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 67 | $1.47 萬 | 0.00% | +67 | 新進 |
| New England Capital Financial Advisors LLC | 58 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Birchwood Financial Partners, Inc. | 49 | $1.07 萬 | 0.01% | −3−5.8% | 減碼 |
| Hickory Point Bank & Trust | 47 | $1.03 萬 | 0.01% | +47 | 新進 |
| Financial Freedom, LLC | 42 | $9,205 | 0.00% | +42 | 新進 |
| POM Investment Strategies, LLC | 34 | $7,436 | 0.01% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 33 | $7,218 | 0.00% | +33 | 新進 |
| Ritter Daniher Financial Advisory LLC | 31 | $6,781 | 0.00% | +31 | 新進 |
| Sound Income Strategies, LLC | 30 | $6,627 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 25 | $5,468 | 0.00% | +25 | 新進 |
| Abound Wealth Management | 20 | $4,375 | 0.00% | 00.0% | 不變 |
| Darwin Advisors, LLC | 10 | $2,187 | 0.00% | −14−58.3% | 減碼 |
| First Command Advisory Services, Inc. | 9 | $1,968 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 7 | $1,531 | 0.00% | +7 | 新進 |
| Tower Research Capital LLC (TRC) | 7 | $1,531 | 0.00% | +7 | 新進 |
| Smartleaf Asset Management LLC | 7 | $1,458 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 6 | $1,325 | 0.00% | +6 | 新進 |
| Mather Group, LLC. | 5 | $1,094 | 0.00% | +5 | 新進 |
| Strengthening Families & Communities, LLC | 4 | $875 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3 | $656 | 0.00% | +2+200.0% | 加碼 |
| Harbor Investment Advisory, LLC | 1 | $219 | 0.00% | +1 | 新進 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −71,648−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −15,147−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −9,706−100.0% | 清倉 |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −3,403−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −2,266−100.0% | 清倉 |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −1,630−100.0% | 清倉 |
| Fortress Private Ledger, LLC | 0 | $0 | 0.00% | −1,487−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −1,046−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,163−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −999−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −980−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Caitlin John, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Optima Capital LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Cape Cod Five Cents Savings Bank | – | – | – | – | 本季未申報 |
| Prosperity Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| Vantage Financial Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Motiv8 Investments LLC | – | – | – | – | 本季未申報 |
