| Advisory Services Network, LLC | 4,669 | $23.7 萬 | 0.01% | −127−2.6% | 減碼 |
| Jeppson Wealth Management, LLC | 4,631 | $23.5 萬 | 0.10% | +287+6.6% | 加碼 |
| Lee Financial Co | 4,555 | $23.1 萬 | 0.04% | +149+3.4% | 加碼 |
| Truist Financial Corp | 4,537 | $23.0 萬 | 0.00% | −172−3.7% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 4,480 | $22.7 萬 | 0.16% | +4,480 | 新進 |
| Southland Equity Partners LLC | 4,462 | $22.6 萬 | 0.09% | +4,462 | 新進 |
| National Bank of Canada | 4,300 | $21.8 萬 | 0.00% | +4,300 | 新進 |
| Mayflower Financial Advisors, LLC | 4,263 | $21.6 萬 | 0.03% | +160+3.9% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 4,200 | $21.3 萬 | 0.09% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 4,162 | $21.1 萬 | 0.00% | +4,162 | 新進 |
| Welch Group, LLC | 4,071 | $20.6 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4,059 | $20.6 萬 | 0.01% | +4,052+57,885.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,543 | $17.9 萬 | 0.03% | +3,543 | 新進 |
| Parallel Advisors, LLC | 3,362 | $17.0 萬 | 0.01% | +3,119+1,283.5% | 加碼 |
| Belpointe Asset Management LLC | 3,133 | $15.9 萬 | 0.01% | −2,641−45.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,661 | $13.5 萬 | 0.00% | +200+8.1% | 加碼 |
| GWM Advisors LLC | 3,701 | $11.5 萬 | 0.00% | +3,701 | 新進 |
| Proequities, Inc. | 2,245 | $11.4 萬 | 0.01% | +10.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,030 | $10.3 萬 | 0.00% | −100−4.7% | 減碼 |
| Clearstead Advisors, LLC | 1,941 | $9.83 萬 | 0.01% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,912 | $9.68 萬 | 0.06% | −6,038−75.9% | 減碼 |
| Fifth Third Bancorp | 1,883 | $9.54 萬 | 0.00% | 00.0% | 不變 |
| Seaport Global Advisors, LLC | 1,698 | $8.60 萬 | 0.30% | +64+3.9% | 加碼 |
| Tradition Wealth Management, LLC | 1,644 | $8.30 萬 | 0.01% | +49+3.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,425 | $7.22 萬 | 0.00% | −528−27.0% | 減碼 |
| Private Trust Co NA | 1,217 | $6.20 萬 | 0.01% | −254−17.3% | 減碼 |
| Gradient Investments LLC | 1,200 | $6.08 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 1,154 | $5.84 萬 | 0.00% | +1,154 | 新進 |
| Fortis Capital Advisors, LLC | 1,138 | $5.76 萬 | 0.03% | +1,138 | 新進 |
| FinTrust Capital Advisors, LLC | 860 | $4.36 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 819 | $4.10 萬 | 0.00% | −2,611−76.1% | 減碼 |
| Pinnacle Holdings, LLC | 683 | $3.46 萬 | 0.02% | +683 | 新進 |
| Baldwin Brothers Inc | 672 | $3.40 萬 | 0.00% | +25+3.9% | 加碼 |
| Harbor Investment Advisory, LLC | 672 | $3.40 萬 | 0.01% | +25+3.9% | 加碼 |
| Cedar Wealth Management, LLC | 635 | $3.22 萬 | 0.02% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 578 | $2.93 萬 | 0.00% | +578 | 新進 |
| US Bancorp | 545 | $2.76 萬 | 0.00% | 00.0% | 不變 |
| Worth Asset Management, LLC | 492 | $2.49 萬 | 0.02% | +492 | 新進 |
| Huntington National Bank | 464 | $2.35 萬 | 0.00% | 00.0% | 不變 |
| Capital Impact Advisors, LLC | 365 | $1.85 萬 | 0.02% | −8,842−96.0% | 減碼 |
| AllSquare Wealth Management LLC | 240 | $1.22 萬 | 0.01% | +9+3.9% | 加碼 |
| Brown Brothers Harriman & Co | 233 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 221 | $1.14 萬 | 0.00% | −179−44.8% | 減碼 |
| HHM Wealth Advisors, LLC | 225 | $1.14 萬 | 0.00% | +9+4.2% | 加碼 |
| Anchor Investment Management, LLC | 210 | $1.06 萬 | 0.00% | +8+4.0% | 加碼 |
| BDO Wealth Advisors, LLC | 193 | $9,775 | 0.00% | +193 | 新進 |
| Cranbrook Wealth Management, LLC | 160 | $8,093 | 0.00% | +6+3.9% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 149 | $7,546 | 0.00% | +149 | 新進 |
| Focused Wealth Management, Inc | 100 | $5,065 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 100 | $5,065 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 100 | $5,065 | 0.00% | +100 | 新進 |
| EWG Elevate Inc. | 100 | $5,065 | 0.00% | +100 | 新進 |
| Deutsche Bank AG | 99 | $5,014 | 0.00% | +99 | 新進 |
| Clear Street Markets LLC | 79 | $4,000 | 0.00% | +41+107.9% | 加碼 |
| Private Advisor Group, LLC | 22,129 | $1,121 | 0.00% | +2,941+15.3% | 加碼 |
| Albion Financial Group | 22 | $1,114 | 0.00% | +22 | 新進 |
| Hantz Financial Services, Inc. | 11 | $1,000 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 16 | $810 | 0.00% | −97−85.8% | 減碼 |
| Coastal Capital Group, Inc. | 16 | $795 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 15 | $774 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 12 | $614 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 6 | $294 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3 | $152 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 3 | $152 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $101 | 0.00% | −2−50.0% | 減碼 |
| Penserra Capital Management LLC | 18 | $0 | 0.00% | +18 | 新進 |
| Invesco Ltd. | 0 | $0 | 0.00% | −193,488−100.0% | 清倉 |
| Ulrich Consultants & Investment Group, LLC | 0 | $0 | 0.00% | −144,104−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −20,200−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,174−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | – | 清倉 |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −7,561−100.0% | 清倉 |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,935−100.0% | 清倉 |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −4,385−100.0% | 清倉 |
| Hudock, Inc. | 0 | $0 | 0.00% | −207−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Regentatlantic Capital LLC | – | – | – | – | 本季未申報 |
| Newfound Research LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Strategic Asset Management, LLC | – | – | – | – | 本季未申報 |
