| World Equity Group, Inc. | 11,320 | $24.0 萬 | 0.06% | −460−3.9% | 減碼 |
| Evoke Wealth, LLC | 10,710 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Apeiron RIA LLC | 10,551 | $22.4 萬 | 0.09% | +13+0.1% | 加碼 |
| W.H. Cornerstone Investments Inc. | 10,280 | $21.7 萬 | 0.21% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 9,925 | $21.1 萬 | 0.02% | 00.0% | 不變 |
| EPG Wealth Management LLC | 9,800 | $20.8 萬 | 0.08% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 9,600 | $20.4 萬 | 0.02% | +9,600 | 新進 |
| Tower Research Capital LLC (TRC) | 7,730 | $16.4 萬 | 0.01% | +5,345+224.1% | 加碼 |
| Citigroup Inc | 7,700 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 6,915 | $14.7 萬 | 0.07% | 00.0% | 不變 |
| Arlington Partners LLC | 6,250 | $13.3 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 5,885 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 4,811 | $10.2 萬 | 0.03% | −14,350−74.9% | 減碼 |
| Cordant, Inc. | 4,714 | $10.0 萬 | 0.07% | −194−4.0% | 減碼 |
| Barclays PLC | 4,320 | $9.17 萬 | 0.00% | −17,450−80.2% | 減碼 |
| Belpointe Asset Management LLC | 3,966 | $8.42 萬 | 0.01% | +3,966 | 新進 |
| IFP Advisors, Inc | 4,607 | $8.10 萬 | 0.00% | −250−5.1% | 減碼 |
| Huntington National Bank | – | $7.43 萬 | 0.00% | – | – |
| Rise Advisors, LLC | 3,446 | $7.32 萬 | 0.06% | 00.0% | 不變 |
| Rational Advisors LLC | 3,223 | $6.84 萬 | 0.01% | 00.0% | 不變 |
| Gould Capital, LLC | 2,977 | $6.32 萬 | 0.05% | −35−1.2% | 減碼 |
| Rockefeller Capital Management L.P. | 2,888 | $6.10 萬 | 0.00% | −776−21.2% | 減碼 |
| Ronald Blue Trust, Inc. | 2,839 | $5.80 萬 | 0.00% | +2,839 | 新進 |
| FMR LLC | 1,891 | $4.01 萬 | 0.00% | −1,161−38.0% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,747 | $3.71 萬 | 0.02% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 1,700 | $3.61 萬 | 0.03% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,609 | $3.42 萬 | 0.00% | +1,609 | 新進 |
| Proequities, Inc. | 1,486 | $3.15 萬 | 0.00% | −280−15.9% | 減碼 |
| Citadel Advisors LLC | 1,407 | $2.99 萬 | 0.00% | −38,266−96.5% | 減碼 |
| Asset Dedication, LLC | 1,281 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Piershale Financial Group, Inc. | 1,000 | $2.12 萬 | 0.02% | +1,000 | 新進 |
| Cary Street Partner Investment Advisory LLC | 1,000 | $2.12 萬 | 0.00% | +1,000 | 新進 |
| Harvest Fund Management Co., Ltd | 1,006 | $2.10 萬 | 0.01% | −4,571−82.0% | 減碼 |
| EWG Elevate Inc. | 973 | $2.07 萬 | 0.01% | +973 | 新進 |
| Spire Wealth Management | 775 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 700 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 580 | $1.23 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 536 | $1.14 萬 | 0.00% | −90−14.4% | 減碼 |
| TD Waterhouse Canada Inc. | 550 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 450 | $1.00 萬 | 0.00% | +450 | 新進 |
| Whittier Trust Co of Nevada Inc | 349 | $7,405 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 300 | $6,369 | 0.00% | +300 | 新進 |
| Pin Oak Investment Advisors Inc | 260 | $6,000 | 0.01% | 00.0% | 不變 |
| Private Ocean, LLC | 240 | $5,096 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 226 | $4,798 | 0.00% | −521−69.7% | 減碼 |
| Beacon Capital Management, LLC | 200 | $4,246 | 0.00% | +200 | 新進 |
| Fortis Capital Advisors, LLC | 200 | $4,246 | 0.00% | +200 | 新進 |
| Key Financial Inc | 158 | $3,252 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 150 | $3,185 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 125 | $2,652 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 100 | $2,123 | 0.00% | +100 | 新進 |
| Coppell Advisory Solutions Corp. | 100 | $2,123 | 0.00% | +100 | 新進 |
| Cutler Group LP | 100 | $2,000 | 0.00% | −206−67.3% | 減碼 |
| Headlands Technologies LLC | 100 | $2,000 | 0.00% | +100 | 新進 |
| Delta Asset Management LLC | 90 | $1,911 | 0.00% | +90 | 新進 |
| Clearstead Advisors, LLC | 81 | $1,720 | 0.00% | +81 | 新進 |
| Steward Partners Investment Advisory, LLC | 78 | $1,656 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 75 | $1,592 | 0.00% | −8,625−99.1% | 減碼 |
| Optimum Investment Advisors | 50 | $1,062 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 24 | $1,000 | 0.00% | −190−88.8% | 減碼 |
| SOA Wealth Advisors, LLC. | 40 | $849 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 10 | $0 | 0.00% | +10 | 新進 |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Well Done, LLC | 0 | $0 | 0.00% | −168,254−100.0% | 清倉 |
| Sierra Capital LLC | 0 | $0 | 0.00% | −151,965−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −120,632−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −107,513−100.0% | 清倉 |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −106,000−100.0% | 清倉 |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −72,066−100.0% | 清倉 |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −69,200−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −47,787−100.0% | 清倉 |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −44,813−100.0% | 清倉 |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −33,220−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −27,770−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −18,850−100.0% | 清倉 |
| JT Stratford LLC | 0 | $0 | 0.00% | −16,643−100.0% | 清倉 |
| Ciovacco Capital Management LLC | 0 | $0 | 0.00% | −14,126−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −13,186−100.0% | 清倉 |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12,832−100.0% | 清倉 |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,974−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −11,468−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −11,103−100.0% | 清倉 |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −10,645−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,072−100.0% | 清倉 |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,699−100.0% | 清倉 |
| Signature Securities Group Corporation | 0 | $0 | 0.00% | −7,185−100.0% | 清倉 |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | – | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3,043−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −2,624−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −1,774−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −1,150−100.0% | 清倉 |
| CWM, LLC | 0 | $0 | 0.00% | −218−100.0% | 清倉 |
| Doyle Wealth Management | – | – | – | – | 本季未申報 |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| American Research & Management Co. | – | – | – | – | 本季未申報 |