| Shulman DeMeo Asset Management LLC | 22,568 | $18.5 萬 | 0.06% | −20.0% | 減碼 |
| Captrust Financial Advisors | 22,351 | $18.4 萬 | 0.00% | +22,351 | 新進 |
| ProVise Management Group, LLC | 21,236 | $17.4 萬 | 0.02% | +21,236 | 新進 |
| Klingman & Associates, LLC | 20,143 | $16.5 萬 | 0.01% | +20,143 | 新進 |
| Jones Road Capital Management, L.P. | 19,732 | $16.2 萬 | 0.20% | +19,732 | 新進 |
| Spire Wealth Management | 18,640 | $15.3 萬 | 0.01% | +12,500+203.6% | 加碼 |
| Centurion Wealth Management LLC | 18,640 | $15.3 萬 | 0.07% | +18,640 | 新進 |
| Avantax Advisory Services, Inc. | 18,568 | $15.2 萬 | 0.00% | +18,568 | 新進 |
| Elequin Capital LP | 18,310 | $15.0 萬 | 0.03% | −15,005−45.0% | 減碼 |
| Investment Advisory Group, LLC | 17,998 | $14.8 萬 | 0.08% | +10.0% | 加碼 |
| Apollon Wealth Management, LLC | 17,769 | $14.6 萬 | 0.01% | +17,769 | 新進 |
| CWM, LLC | 17,557 | $14.4 萬 | 0.00% | +16,007+1,032.7% | 加碼 |
| Level Four Advisory Services, LLC | 16,835 | $13.8 萬 | 0.01% | +16,835 | 新進 |
| Camelot Portfolios, LLC | 15,531 | $12.8 萬 | 0.12% | +15,531 | 新進 |
| Transform Wealth, LLC | 15,312 | $12.7 萬 | 0.01% | +15,312 | 新進 |
| Wintrust Investments LLC | 15,439 | $12.7 萬 | 0.01% | +15,439 | 新進 |
| Cetera Investment Advisers | 15,397 | $12.6 萬 | 0.00% | +15,397 | 新進 |
| Drive Wealth Management, LLC | 15,149 | $12.6 萬 | 0.05% | +15,149 | 新進 |
| Snowden Capital Advisors LLC | 14,342 | $11.8 萬 | 0.01% | +14,342 | 新進 |
| Stratos Wealth Partners, LTD. | 13,334 | $10.9 萬 | 0.00% | +13,334 | 新進 |
| Bank of New York Mellon Corp | 12,336 | $10.1 萬 | 0.00% | +12,336 | 新進 |
| IFG Advisory, LLC | 12,333 | $10.1 萬 | 0.01% | +12,333 | 新進 |
| Flow State Investments, L.P. | 12,285 | $10.1 萬 | 0.04% | +12,285 | 新進 |
| CWA Asset Management Group, LLC | 12,252 | $10.1 萬 | 0.01% | +12,252 | 新進 |
| Change Path, LLC | 12,170 | $10.0 萬 | 0.01% | +12,170 | 新進 |
| Cullen/Frost Bankers, Inc. | 11,840 | $9.72 萬 | 0.00% | +11,840 | 新進 |
| Ieq Capital, LLC | 11,827 | $9.71 萬 | 0.00% | +1,449+14.0% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 11,741 | $9.64 萬 | 0.03% | +11,741 | 新進 |
| GSG Advisors LLC | 11,590 | $9.52 萬 | 0.05% | +11,590 | 新進 |
| NWF Advisory Services Inc. | 11,276 | $9.26 萬 | 0.02% | +11,276 | 新進 |
| Stratos Wealth Advisors, LLC | 10,847 | $8.91 萬 | 0.01% | +10,847 | 新進 |
| AE Wealth Management LLC | 10,611 | $8.71 萬 | 0.00% | +10,611 | 新進 |
| Cary Street Partner Investment Advisory LLC | 10,432 | $8.56 萬 | 0.00% | +8,632+479.6% | 加碼 |
| CoreFirst Bank & Trust | 10,196 | $8.37 萬 | 0.06% | +3,148+44.7% | 加碼 |
| Virtu Financial LLC | 10,159 | $8.30 萬 | 0.01% | +10,159 | 新進 |
| The PNC Financial Services Group, Inc. | 10,024 | $8.23 萬 | 0.00% | +10,024 | 新進 |
| Northwestern Mutual Wealth Management Co | 8,744 | $7.18 萬 | 0.00% | +1,394+19.0% | 加碼 |
| Hollencrest Capital Management | 7,625 | $6.26 萬 | 0.01% | +6,455+551.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 7,000 | $5.70 萬 | 0.00% | +2,000+40.0% | 加碼 |
| JPMorgan Chase & Co | 6,588 | $5.41 萬 | 0.00% | +6,588 | 新進 |
| Optimum Investment Advisors | 5,200 | $4.27 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 4,705 | $3.86 萬 | 0.00% | +4,705 | 新進 |
| Barrett & Company, Inc. | 4,499 | $3.69 萬 | 0.02% | +4,499 | 新進 |
| Zazove Associates LLC | 4,387 | $3.60 萬 | 0.00% | +4,387 | 新進 |
| GPS Wealth Strategies Group, LLC | 4,341 | $3.56 萬 | 0.01% | +4,341 | 新進 |
| NBC Securities, Inc. | 3,557 | $2.90 萬 | 0.00% | +3,557 | 新進 |
| Highlander Capital Management, LLC | 3,400 | $2.80 萬 | 0.01% | +3,400 | 新進 |
| Bessemer Group Inc | 2,927 | $2.40 萬 | 0.00% | +2,927 | 新進 |
| Hexagon Capital Partners LLC | 2,915 | $2.39 萬 | 0.01% | +2,915 | 新進 |
| Gradient Investments LLC | 2,691 | $2.21 萬 | 0.00% | +2,691 | 新進 |
| Caldwell Sutter Capital, Inc. | 2,558 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 2,400 | $1.97 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,652 | $1.36 萬 | 0.00% | +1,652 | 新進 |
| McIlrath & Eck, LLC | 1,625 | $1.33 萬 | 0.00% | +1,625 | 新進 |
| Global Retirement Partners, LLC | 1,628 | $1.30 萬 | 0.00% | +1,628 | 新進 |
| Focused Wealth Management, Inc | 1,313 | $1.08 萬 | 0.00% | +37+2.9% | 加碼 |
| Pinnacle Financial Partners Inc | 1,280 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,225 | $1.01 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,220 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,108 | $9,096 | 0.00% | +32+3.0% | 加碼 |
| FNY Investment Advisers, LLC | 1,200 | $9,000 | 0.01% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 1,026 | $8,423 | 0.00% | +1,026 | 新進 |
| Coston, McIsaac & Partners | 958 | $7,000 | 0.00% | +958 | 新進 |
| CNB Bank | 635 | $5,213 | 0.00% | +635 | 新進 |
| National Bank of Canada | 592 | $4,754 | 0.00% | +592 | 新進 |
| Creative Financial Designs Inc | 340 | $2,792 | 0.00% | +340 | 新進 |
| Robinson Capital Management, LLC | 188 | $1,484 | 0.00% | +188 | 新進 |
| Lindbrook Capital, LLC | 120 | $985 | 0.00% | +66+122.2% | 加碼 |
| Assetmark, Inc | 41 | $337 | 0.00% | +41 | 新進 |
| Tower Research Capital LLC (TRC) | 12 | $99 | 0.00% | +6+100.0% | 加碼 |
| Huntington National Bank | – | $8 | 0.00% | – | – |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −106,006−100.0% | 清倉 |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −95,073−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −89,261−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −84,844−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −29,283−100.0% | 清倉 |
| Almitas Capital LLC | 0 | $0 | 0.00% | −10,941−100.0% | 清倉 |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −4,273−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Lumature Wealth Partners, LLC | – | – | – | – | 本季未申報 |
