| Marex Group plc | 17,855 | $27.2 萬 | 0.00% | +17,855 | 新進 |
| Coastal Investment Advisors, Inc. | 16,383 | $25.2 萬 | 0.10% | +16,383 | 新進 |
| J.W. Cole Advisors, Inc. | 16,301 | $24.9 萬 | 0.01% | +16,301 | 新進 |
| International Assets Investment Management, LLC | 16,180 | $24.8 萬 | 0.02% | −457,416−96.6% | 減碼 |
| Perennial Investment Advisors, LLC | 15,979 | $24.4 萬 | 0.03% | +250+1.6% | 加碼 |
| Vantage Financial Partners, LLC | 15,979 | $24.4 萬 | 0.06% | −310−1.9% | 減碼 |
| Apollon Wealth Management, LLC | 14,850 | $22.7 萬 | 0.01% | +14,850 | 新進 |
| Flynn Zito Capital Management, LLC | 14,771 | $22.5 萬 | 0.10% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,539 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Vista Investment Partners II, LLC | 14,285 | $21.8 萬 | 0.13% | +14,285 | 新進 |
| LVZ Advisors, Inc. | 14,209 | $21.7 萬 | 0.03% | −6,506−31.4% | 減碼 |
| Capital Analysts, LLC | 13,846 | $21.1 萬 | 0.01% | +2,237+19.3% | 加碼 |
| Gill Capital Partners, LLC | 13,761 | $21.0 萬 | 0.08% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 13,673 | $20.9 萬 | 0.01% | +1,668+13.9% | 加碼 |
| Elm3 Financial Group, LLC | 13,645 | $20.8 萬 | 0.18% | +13,645 | 新進 |
| Kingswood Wealth Advisors, LLC | 13,000 | $19.8 萬 | 0.01% | +13,000 | 新進 |
| Aptus Capital Advisors, LLC | 11,243 | $17.2 萬 | 0.00% | +11,243 | 新進 |
| IHT Wealth Management, LLC | 11,104 | $16.9 萬 | 0.01% | +231+2.1% | 加碼 |
| Core Wealth Partners LLC | 10,979 | $16.8 萬 | 0.10% | +10,979 | 新進 |
| Independent Financial Group, LLC | 10,768 | $16.4 萬 | 0.01% | −3,400−24.0% | 減碼 |
| Geneos Wealth Management Inc. | 10,750 | $16.4 萬 | 0.01% | +256+2.4% | 加碼 |
| Ameritas Advisory Services, LLC | 10,546 | $16.1 萬 | 0.01% | +10,546 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 10,282 | $15.8 萬 | 0.00% | +10,282 | 新進 |
| Foundations Investment Advisors, LLC | 10,176 | $15.5 萬 | 0.00% | +10,176 | 新進 |
| Altus Wealth Group LLC | 10,125 | $15.5 萬 | 0.07% | 00.0% | 不變 |
| Gridiron Partners, LLC | 10,000 | $15.3 萬 | 0.10% | 00.0% | 不變 |
| Uniting Wealth Partners, LLC | 10,000 | $15.3 萬 | 0.07% | +10,000 | 新進 |
| Spire Wealth Management | 9,708 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 7,851 | $11.9 萬 | 0.01% | +93+1.2% | 加碼 |
| Coppell Advisory Solutions LLC | 7,163 | $10.9 萬 | 0.02% | −5,837−44.9% | 減碼 |
| MPWM Advisory Solutions, LLC | 7,000 | $10.7 萬 | 0.08% | +7,000 | 新進 |
| ORG Partners LLC | 6,698 | $10.2 萬 | 0.01% | +92+1.4% | 加碼 |
| TSFG, LLC | 5,241 | $8.00 萬 | 0.02% | 00.0% | 不變 |
| Transcendent Capital Group LLC | 5,000 | $7.63 萬 | 0.04% | +2,000+66.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,825 | $7.39 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 4,703 | $7.18 萬 | 0.00% | −26−0.5% | 減碼 |
| FSA Wealth Management LLC | 4,676 | $7.14 萬 | 0.03% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,408 | $6.73 萬 | 0.00% | +184+4.4% | 加碼 |
| Global Retirement Partners, LLC | 4,265 | $6.51 萬 | 0.00% | +509+13.6% | 加碼 |
| Farther Finance Advisors, LLC | 4,206 | $6.42 萬 | 0.00% | −71−1.7% | 減碼 |
| Future Financial Wealth Managment LLC | 4,000 | $6.10 萬 | 0.04% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 3,654 | $5.58 萬 | 0.02% | +3,654 | 新進 |
| MAI Capital Management | 3,168 | $4.83 萬 | 0.00% | +3,168 | 新進 |
| Nova Wealth Management, Inc. | 2,940 | $4.49 萬 | 0.04% | +2,940 | 新進 |
| Tucker Asset Management LLC | 2,518 | $3.84 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,461 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 2,364 | $3.61 萬 | 0.01% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 2,292 | $3.60 萬 | 0.03% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 2,110 | $3.22 萬 | 0.01% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,983 | $3.03 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,695 | $2.59 萬 | 0.00% | −3,570−67.8% | 減碼 |
| ZRC Wealth Management, LLC | 1,500 | $2.29 萬 | 0.01% | +1,500 | 新進 |
| Kentucky Trust Co | 1,500 | $2.29 萬 | 0.01% | +1,500 | 新進 |
| PSI Advisors, LLC | 1,450 | $2.21 萬 | 0.01% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 752 | $1.15 萬 | 0.00% | −921−55.1% | 減碼 |
| Darwin Advisors, LLC | 750 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 713 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 659 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 653 | $9,957 | 0.00% | +653 | 新進 |
| Allworth Financial LP | 552 | $8,523 | 0.00% | +552 | 新進 |
| Mather Group, LLC. | 365 | $5,566 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 315 | $5,000 | 0.00% | 00.0% | 不變 |
| Transce3nd, LLC | 327 | $4,990 | 0.00% | +327 | 新進 |
| US Bancorp | 186 | $2,838 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 52 | $794 | 0.00% | +52 | 新進 |
| Financial Perspectives, Inc | 35 | $534 | 0.00% | 00.0% | 不變 |
| Bank & Trust Co | 32 | $488 | 0.00% | 00.0% | 不變 |
| Marshall & Sterling Wealth Advisors Inc. | 26 | $397 | 0.00% | +26 | 新進 |
| NBC Securities, Inc. | 17 | $267 | 0.02% | −8,166−99.8% | 減碼 |
| Smartleaf Asset Management LLC | 6 | $102 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $31 | 0.00% | +1+100.0% | 加碼 |
| Huntington National Bank | – | $15 | 0.00% | – | – |
| Citigroup Inc | 1 | $15 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Designers | 51,927 | – | – | +51,927 | 新進 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −92,510−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,767−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −14,407−100.0% | 清倉 |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −11,777−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −11,608−100.0% | 清倉 |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −10,188−100.0% | 清倉 |
| Adirondack Trust Co | 0 | $0 | 0.00% | −1,902−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −1,159−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
| 9258 Wealth Management, LLC | – | – | – | – | 本季未申報 |
