| Two Sigma Securities, LLC | 15,352 | $14.6 萬 | 0.02% | +15,352 | 新進 |
| CWM, LLC | 15,291 | $14.5 萬 | 0.00% | +29+0.2% | 加碼 |
| Everstar Asset Management, LLC | 14,200 | $13.5 萬 | 0.08% | −2,100−12.9% | 減碼 |
| L.K. Benson & Company, P.C. | 14,035 | $13.3 萬 | 0.07% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 13,504 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 13,235 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 13,000 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Oklahoma | 12,500 | $11.9 萬 | 0.04% | 00.0% | 不變 |
| Dakota Wealth Management | 12,493 | $11.9 萬 | 0.00% | +12,493 | 新進 |
| Brookstone Capital Management | 11,902 | $11.3 萬 | 0.00% | −8,767−42.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 11,889 | $11.3 萬 | 0.00% | −258−2.1% | 減碼 |
| BKD Wealth Advisors, LLC | 11,786 | $11.2 萬 | 0.00% | −46−0.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 11,600 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 11,477 | $10.9 萬 | 0.01% | −152−1.3% | 減碼 |
| Cresset Asset Management, LLC | 10,905 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Independent Financial Group, LLC | 10,898 | $10.4 萬 | 0.00% | +26+0.2% | 加碼 |
| Spire Wealth Management | 10,812 | $10.3 萬 | 0.00% | +239+2.3% | 加碼 |
| Mercer Global Advisors Inc | 10,596 | $10.1 萬 | 0.00% | +10,596 | 新進 |
| Pine Valley Investments Ltd Liability Co | 10,470 | $9.95 萬 | 0.01% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 10,345 | $9.83 萬 | 0.02% | 00.0% | 不變 |
| Summit Financial, LLC | 10,292 | $9.78 萬 | 0.00% | +10,292 | 新進 |
| Susquehanna International Group, LLP | 10,215 | $9.70 萬 | 0.00% | −33,155−76.4% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,108 | $9.60 萬 | 0.01% | +10,108 | 新進 |
| Plancorp, LLC | 10,000 | $9.50 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 9,294 | $8.83 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 9,290 | $8.83 萬 | 0.00% | −107−1.1% | 減碼 |
| Fifth Third Bancorp | 8,614 | $8.18 萬 | 0.00% | +8,614 | 新進 |
| Larson Financial Group LLC | 7,966 | $7.57 萬 | 0.00% | +4,466+127.6% | 加碼 |
| Ameritas Advisory Services, LLC | 7,694 | $7.31 萬 | 0.00% | +24+0.3% | 加碼 |
| Golden State Wealth Management, LLC | 7,514 | $7.14 萬 | 0.01% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 7,327 | $6.96 萬 | 0.05% | 00.0% | 不變 |
| TFC Financial Management | 5,300 | $5.04 萬 | 0.01% | +5,300 | 新進 |
| Duncker Streett & Co Inc | 4,858 | $4.62 萬 | 0.01% | −1,500−23.6% | 減碼 |
| Allworth Financial LP | 4,691 | $4.46 萬 | 0.00% | −589−11.2% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,000 | $2.85 萬 | 0.00% | +3,000 | 新進 |
| EverSource Wealth Advisors, LLC | 2,955 | $2.81 萬 | 0.00% | +837+39.5% | 加碼 |
| AdvisorNet Financial, Inc | 2,724 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 1,350 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Hurley Capital, LLC | 1,152 | $1.09 萬 | 0.01% | +540+88.2% | 加碼 |
| CoreCap Advisors, LLC | 1,143 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 1,121 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,103 | $1.05 萬 | 0.00% | +26+2.4% | 加碼 |
| Caldwell Sutter Capital, Inc. | 1,100 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,080 | $1.03 萬 | 0.00% | −82−7.1% | 減碼 |
| Wealthspire Advisors, LLC | 1,030 | $9,785 | 0.00% | +1,030 | 新進 |
| Cedar Mountain Advisors, LLC | 1,023 | $9,719 | 0.00% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 1,021 | $9,700 | 0.00% | +1,021 | 新進 |
| Fortitude Family Office, LLC | 1,000 | $9,500 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 904 | $8,498 | 0.00% | −6,614−88.0% | 減碼 |
| HHM Wealth Advisors, LLC | 818 | $7,771 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 800 | $7,600 | 0.00% | +800 | 新進 |
| Private Trust Co NA | 670 | $6,365 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 666 | $6,327 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 596 | $5,662 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 535 | $5,083 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 516 | $4,902 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 500 | $4,750 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 500 | $4,750 | 0.00% | +500 | 新進 |
| Highline Wealth Partners LLC | 500 | $4,750 | 0.00% | +500 | 新進 |
| Global Retirement Partners, LLC | 478 | $4,543 | 0.00% | 00.0% | 不變 |
| Gould Capital, LLC | 307 | $2,917 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 105 | $1,001 | 0.00% | +2+1.9% | 加碼 |
| Elequin Capital LP | 0 | $0 | 0.00% | −50,918−100.0% | 清倉 |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −32,400−100.0% | 清倉 |
| Concord Asset Management, LLC | 0 | $0 | 0.00% | −32,061−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −27,346−100.0% | 清倉 |
| BlackRock, Inc. | 0 | $0 | 0.00% | −19,937−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,539−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −18,309−100.0% | 清倉 |
| Kennedy Investment Group | 0 | $0 | 0.00% | −11,010−100.0% | 清倉 |
| Saxony Capital Management, LLC | 0 | $0 | 0.00% | −10,137−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,513−100.0% | 清倉 |
| New England Capital Financial Advisors LLC | 0 | $0 | 0.00% | −404−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | – | – | – | – | 本季未申報 |
| Tyler-Stone Wealth Management | – | – | – | – | 本季未申報 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |
| Financial Gravity Companies, Inc. | – | – | – | – | 本季未申報 |
| Talon Private Wealth, LLC | – | – | – | – | 本季未申報 |
