| Lodestone Wealth Management LLC | 728 | $13.2 萬 | 0.05% | −272−27.2% | 減碼 |
| Friedenthal Financial | 687 | $12.4 萬 | 0.06% | 00.0% | 不變 |
| Colonial Trust Co | 601 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 570 | $10.3 萬 | 0.00% | −3−0.5% | 減碼 |
| Signaturefd, LLC | 565 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 486 | $8.80 萬 | 0.00% | −56−10.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 468 | $8.69 萬 | 0.00% | −11−2.3% | 減碼 |
| Huntington National Bank | – | $7.81 萬 | 0.00% | – | – |
| Wealth Enhancement Trust Services, Inc. | 400 | $7.25 萬 | 0.01% | +58+17.0% | 加碼 |
| First National Bank | 391 | $7.08 萬 | 0.03% | +391 | 新進 |
| Spire Wealth Management | 388 | $7.03 萬 | 0.00% | −250−39.2% | 減碼 |
| Continuum Advisory, LLC | 317 | $5.74 萬 | 0.00% | +317 | 新進 |
| Financial Network Wealth Advisors LLC | 315 | $5.71 萬 | 0.06% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 253 | $4.58 萬 | 0.01% | 00.0% | 不變 |
| GGM Financials LLC | 227 | $4.11 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 220 | $3.99 萬 | 0.00% | −528−70.6% | 減碼 |
| Costello Asset Management, INC | 215 | $3.89 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 200 | $3.62 萬 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 200 | $3.62 萬 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 200 | $3.62 萬 | 0.01% | 00.0% | 不變 |
| Capital Analysts, LLC | 197 | $3.60 萬 | 0.00% | +47+31.3% | 加碼 |
| Seneschal Advisors, LLC | 193 | $3.50 萬 | 0.02% | +25+14.9% | 加碼 |
| Creative Financial Designs Inc | 168 | $3.04 萬 | 0.00% | +26+18.3% | 加碼 |
| Gables Capital Management Inc. | 165 | $2.99 萬 | 0.01% | 00.0% | 不變 |
| Intesa Sanpaolo Wealth Management | 150 | $2.72 萬 | 0.01% | 00.0% | 不變 |
| Markowski Investments | 143 | $2.59 萬 | 0.01% | +143 | 新進 |
| Comprehensive Financial Planning, Inc. | 130 | $2.35 萬 | 0.01% | −991−88.4% | 減碼 |
| Measured Wealth Private Client Group, LLC | 130 | $2.35 萬 | 0.01% | 00.0% | 不變 |
| MPWM Advisory Solutions, LLC | 115 | $2.08 萬 | 0.01% | 00.0% | 不變 |
| Asset Dedication, LLC | 113 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| Parvin Asset Management, LLC | 113 | $2.05 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 103 | $1.87 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 100 | $1.81 萬 | 0.00% | +100 | 新進 |
| Gill Capital Partners, LLC | 93 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 89 | $1.61 萬 | 0.01% | +89 | 新進 |
| Private Trust Co NA | 88 | $1.59 萬 | 0.00% | −522−85.6% | 減碼 |
| Private Wealth Asset Management, LLC | 83 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Catherine Avery Investment Management LLC | 67 | $1.21 萬 | 0.01% | +67 | 新進 |
| New England Capital Financial Advisors LLC | 58 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Birchwood Financial Partners, Inc. | 49 | $8,876 | 0.01% | 00.0% | 不變 |
| McDonald Partners LLC | 43 | $7,789 | 0.00% | +43 | 新進 |
| BFSG, LLC | 42 | $7,609 | 0.00% | +42 | 新進 |
| Key Financial Inc | 41 | $7,427 | 0.00% | +41 | 新進 |
| POM Investment Strategies, LLC | 34 | $6,159 | 0.01% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 33 | $5,978 | 0.00% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 31 | $5,616 | 0.00% | 00.0% | 不變 |
| Sims Investment Management, LLC | 30 | $5,435 | 0.00% | +30 | 新進 |
| Keating Financial Advisory Services, Inc. | 15 | $2,717 | 0.00% | −94−86.2% | 減碼 |
| LifeSteps Financial, Inc. | 10 | $1,812 | 0.00% | +10 | 新進 |
| Darwin Advisors, LLC | 10 | $1,811 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 7 | $1,263 | 0.00% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 4 | $725 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1 | $181 | 0.00% | −2−66.7% | 減碼 |
| Harbor Investment Advisory, LLC | 1 | $181 | 0.00% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −17,963−100.0% | 清倉 |
| SFG Wealth Management, LLC. | 0 | $0 | 0.00% | −11,641−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −7,743−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,574−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −4,107−100.0% | 清倉 |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,152−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −3,337−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,866−100.0% | 清倉 |
| Henderson Brothers Financial Partners, LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,645−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,378−100.0% | 清倉 |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −1,303−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,220−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,124−100.0% | 清倉 |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,086−100.0% | 清倉 |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −1,011−100.0% | 清倉 |
| Creekside Partners | 0 | $0 | 0.00% | −1,050−100.0% | 清倉 |
| COFG Advisors, LLC | 0 | $0 | 0.00% | −1,050−100.0% | 清倉 |
| Note Advisors, LLC | 0 | $0 | 0.00% | −1,044−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −1,030−100.0% | 清倉 |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −987−100.0% | 清倉 |
| Asset Allocation Strategies LLC | 0 | $0 | 0.00% | −962−100.0% | 清倉 |
| Plan Group Financial, LLC | 0 | $0 | 0.00% | −950−100.0% | 清倉 |
| Strategies Wealth Advisors, LLC | 0 | $0 | 0.00% | −938−100.0% | 清倉 |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −936−100.0% | 清倉 |
| Founders Grove Wealth Partners, LLC | 0 | $0 | 0.00% | −925−100.0% | 清倉 |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −790−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −494−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −320−100.0% | 清倉 |
| Longview Financial Advisors, Inc. | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −177−100.0% | 清倉 |
| Hickory Point Bank & Trust | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Abound Wealth Management | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Eastern Bank | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| VectorGlobal IAG, Inc. | – | – | – | – | 本季未申報 |
| First Affirmative Financial Network | – | – | – | – | 本季未申報 |
| TCFG Wealth Management, LLC | – | – | – | – | 本季未申報 |
