| Coastal Investment Advisors, Inc. | 20,383 | $30.4 萬 | 0.12% | +1,000+5.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 20,059 | $29.9 萬 | 0.03% | +529+2.7% | 加碼 |
| Warren Averett Asset Management, LLC | 19,855 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 19,747 | $29.4 萬 | 0.01% | +3,593+22.2% | 加碼 |
| Perennial Investment Advisors, LLC | 19,489 | $29.0 萬 | 0.03% | +3,510+22.0% | 加碼 |
| Wagner Wealth Management, LLC | 19,403 | $28.9 萬 | 0.07% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 19,323 | $28.8 萬 | 0.01% | +1,430+8.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 17,825 | $26.5 萬 | 0.03% | +3,559+24.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,597 | $26.2 萬 | 0.00% | +17,597 | 新進 |
| Quad-Cities Investment Group, LLC | 16,982 | $25.3 萬 | 0.11% | +1,327+8.5% | 加碼 |
| International Assets Investment Management, LLC | 15,941 | $23.7 萬 | 0.02% | +529+3.4% | 加碼 |
| Vista Investment Partners II, LLC | 14,592 | $21.7 萬 | 0.10% | −349−2.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,539 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 14,510 | $21.6 萬 | 0.01% | +14,510 | 新進 |
| Fisher Asset Management, LLC | 13,964 | $20.8 萬 | 0.00% | +13,964 | 新進 |
| Milestone Asset Management, LLC | 13,835 | $20.6 萬 | 0.04% | −104,032−88.3% | 減碼 |
| Elm3 Financial Group, LLC | 13,667 | $20.4 萬 | 0.17% | −10−0.1% | 減碼 |
| Vantage Financial Partners, LLC | 13,445 | $20.0 萬 | 0.05% | −2,578−16.1% | 減碼 |
| Foundations Investment Advisors, LLC | 12,904 | $19.2 萬 | 0.00% | +2,144+19.9% | 加碼 |
| Harbour Investments, Inc. | 12,764 | $19.0 萬 | 0.00% | −879−6.4% | 減碼 |
| LVZ Advisors, Inc. | 12,682 | $18.9 萬 | 0.02% | −1,527−10.7% | 減碼 |
| Daymark Wealth Partners, LLC | 12,301 | $18.3 萬 | 0.01% | +12,301 | 新進 |
| Moors & Cabot, Inc. | 12,055 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| TSFG, LLC | 11,900 | $17.7 萬 | 0.03% | +9+0.1% | 加碼 |
| Aptus Capital Advisors, LLC | 11,374 | $16.9 萬 | 0.00% | +35+0.3% | 加碼 |
| Kapstone Financial Advisors LLC | 11,070 | $16.5 萬 | 0.08% | +11,070 | 新進 |
| Kingsview Wealth Management, LLC | 11,030 | $16.4 萬 | 0.00% | +11,030 | 新進 |
| IHT Wealth Management, LLC | 11,015 | $16.4 萬 | 0.00% | −288−2.5% | 減碼 |
| Core Wealth Partners LLC | 10,979 | $16.3 萬 | 0.08% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 10,979 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 10,588 | $15.8 萬 | 0.07% | +384+3.8% | 加碼 |
| Ameritas Advisory Services, LLC | 10,546 | $15.7 萬 | 0.01% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 10,296 | $15.3 萬 | 0.04% | +10,296 | 新進 |
| Altus Wealth Group LLC | 10,092 | $15.0 萬 | 0.07% | −273−2.6% | 減碼 |
| Creative Planning | 10,064 | $15.0 萬 | 0.00% | −12,153−54.7% | 減碼 |
| Gridiron Partners, LLC | 10,000 | $14.9 萬 | 0.09% | 00.0% | 不變 |
| Uniting Wealth Partners, LLC | 10,000 | $14.9 萬 | 0.06% | 00.0% | 不變 |
| Spire Wealth Management | 9,708 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Wells Fargo & Company | 9,196 | $13.7 萬 | 0.00% | +3,564+63.3% | 加碼 |
| Sunbelt Securities, Inc. | 7,851 | $12.0 萬 | 0.01% | +301+4.0% | 加碼 |
| MPWM Advisory Solutions, LLC | 7,000 | $10.4 萬 | 0.07% | 00.0% | 不變 |
| FSA Wealth Management LLC | 4,676 | $6.96 萬 | 0.03% | 00.0% | 不變 |
| Canal Capital Management, LLC | 64,252 | $6.43 萬 | 0.01% | +64,252 | 新進 |
| Eastern Bank | 4,073 | $6.06 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 4,000 | $5.96 萬 | 0.04% | 00.0% | 不變 |
| Country Trust Bank | 4,000 | $5.96 萬 | 0.00% | +4,000 | 新進 |
| CIBC Private Wealth Group, LLC | 3,826 | $5.70 萬 | 0.00% | −999−20.7% | 減碼 |
| Anfield Capital Management, LLC | 3,654 | $5.44 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 3,417 | $5.09 萬 | 0.00% | +130+4.0% | 加碼 |
| Pin Oak Investment Advisors Inc | 3,122 | $4.80 萬 | 0.04% | +106+3.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,144 | $4.68 萬 | 0.00% | −7,538−70.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,461 | $3.66 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,293 | $3.41 萬 | 0.00% | +22+1.0% | 加碼 |
| Garde Capital, Inc. | 2,258 | $3.36 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 2,110 | $3.29 萬 | 0.01% | +2,110 | 新進 |
| Iron Horse Wealth Management, LLC | 2,006 | $2.99 萬 | 0.01% | +2,006 | 新進 |
| Beacon Capital Management, LLC | 1,983 | $2.95 萬 | 0.00% | 00.0% | 不變 |
| Kentucky Trust Co | 1,500 | $2.23 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 1,355 | $2.00 萬 | 0.01% | +80+6.3% | 加碼 |
| Darwin Advisors, LLC | 750 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 713 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 695 | $1.03 萬 | 0.01% | +18+2.7% | 加碼 |
| Gen-Wealth Partners Inc | 659 | $9,813 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 325 | $4,839 | 0.00% | +325 | 新進 |
| Concord Wealth Partners | 271 | $4,035 | 0.00% | 00.0% | 不變 |
| US Bancorp | 186 | $2,770 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 97 | $1,450 | 0.00% | −16,828−99.4% | 減碼 |
| Total Investment Management Inc | 79 | $1,177 | 0.00% | +79 | 新進 |
| Financial Perspectives, Inc | 35 | $521 | 0.00% | 00.0% | 不變 |
| Bank & Trust Co | 32 | $476 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 26 | $387 | 0.00% | −4,278−99.4% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 26 | $387 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 6 | $100 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $15 | 0.00% | – | – |
| Citigroup Inc | 1 | $15 | 0.00% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −94,352−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −60,115−100.0% | 清倉 |
| Greenberg Financial Group | 0 | $0 | 0.00% | −23,572−100.0% | 清倉 |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −14,834−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −12,171−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −11,760−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,563−100.0% | 清倉 |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −2,270−100.0% | 清倉 |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −365−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| Nova Wealth Management, Inc. | – | – | – | – | 本季未申報 |
