| Klingman & Associates, LLC | 20,143 | $17.4 萬 | 0.01% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 20,050 | $17.3 萬 | 0.06% | +200+1.0% | 加碼 |
| Colony Group, LLC | 19,520 | $16.9 萬 | 0.00% | +19,520 | 新進 |
| Snowden Capital Advisors LLC | 19,342 | $16.9 萬 | 0.01% | +2,000+11.5% | 加碼 |
| MML Investors Services, LLC | 19,442 | $16.8 萬 | 0.00% | −11,915−38.0% | 減碼 |
| Carolinas Wealth Consulting LLC | 19,089 | $16.7 萬 | 0.03% | +19,089 | 新進 |
| Investment Advisory Group, LLC | 17,999 | $15.6 萬 | 0.06% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 17,528 | $15.2 萬 | 0.01% | +291+1.7% | 加碼 |
| Ameritas Advisory Services, LLC | 17,526 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 17,017 | $15.0 萬 | 0.01% | +17,017 | 新進 |
| ProVise Management Group, LLC | 16,994 | $14.7 萬 | 0.01% | −789−4.4% | 減碼 |
| Mariner, LLC | 16,894 | $14.6 萬 | 0.00% | +6,377+60.6% | 加碼 |
| Wintrust Investments LLC | 16,642 | $14.4 萬 | 0.01% | +1,243+8.1% | 加碼 |
| QSV Equity Investors LLC | 16,576 | $14.3 萬 | 0.15% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 15,900 | $13.9 萬 | 0.04% | +454+2.9% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 15,920 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| Transform Wealth, LLC | 15,447 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 15,531 | $13.4 萬 | 0.08% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 15,446 | $13.4 萬 | 0.00% | +1,806+13.2% | 加碼 |
| Marex Group plc | 15,043 | $13.0 萬 | 0.00% | +15,043 | 新進 |
| Trilogy Capital Inc. | 14,967 | $12.9 萬 | 0.01% | +14,967 | 新進 |
| MGB Wealth Management, LLC | 14,599 | $12.9 萬 | 0.05% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 14,202 | $12.3 萬 | 0.02% | −150−1.0% | 減碼 |
| Platform Technology Partners | 14,051 | $12.2 萬 | 0.04% | +14,051 | 新進 |
| Bank of New York Mellon Corp | 13,848 | $12.0 萬 | 0.00% | −798−5.4% | 減碼 |
| First Financial Bankshares Inc | 13,481 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Burford Brothers, Inc. | 13,070 | $11.3 萬 | 0.07% | 00.0% | 不變 |
| IFG Advisory, LLC | 12,333 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 12,258 | $10.6 萬 | 0.05% | +353+3.0% | 加碼 |
| GM Advisory Group, Inc. | 11,950 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 11,884 | $10.3 萬 | 0.01% | +342+3.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 11,840 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 11,741 | $10.2 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 11,594 | $10.0 萬 | 0.00% | +640+5.8% | 加碼 |
| Ieq Capital, LLC | 10,480 | $9.07 萬 | 0.00% | −130−1.2% | 減碼 |
| True North Advisors, LLC | 10,473 | $9.06 萬 | 0.02% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 10,432 | $9.02 萬 | 0.00% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 10,348 | $8.95 萬 | 0.01% | +261+2.6% | 加碼 |
| CoreFirst Bank & Trust | 10,196 | $8.82 萬 | 0.06% | 00.0% | 不變 |
| Spire Wealth Management | 6,500 | $5.62 萬 | 0.00% | −32,374−83.3% | 減碼 |
| Principal Securities, Inc. | 5,790 | $5.01 萬 | 0.00% | −3,433−37.2% | 減碼 |
| Signaturefd, LLC | 5,274 | $4.56 萬 | 0.00% | +270+5.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 5,120 | $4.43 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,823 | $4.17 萬 | 0.00% | +2,958+158.6% | 加碼 |
| Hollencrest Capital Management | 4,599 | $3.98 萬 | 0.00% | +132+3.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 4,500 | $3.90 萬 | 0.00% | +1,200+36.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,341 | $3.75 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 4,107 | $3.50 萬 | 0.00% | +550+15.5% | 加碼 |
| Caldwell Sutter Capital, Inc. | 2,808 | $2.43 萬 | 0.01% | +250+9.8% | 加碼 |
| Gradient Investments LLC | 2,691 | $2.33 萬 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 2,467 | $2.13 萬 | 0.01% | −2,032−45.2% | 減碼 |
| Kimelman & Baird, LLC | 1,823 | $1.58 萬 | 0.00% | +1,823 | 新進 |
| Global Retirement Partners, LLC | 1,765 | $1.53 萬 | 0.00% | +51+3.0% | 加碼 |
| Raleigh Capital Management Inc. | 1,630 | $1.41 萬 | 0.01% | +130+8.7% | 加碼 |
| Bogart Wealth, LLC | 1,578 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,550 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,220 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,149 | $1.01 萬 | 0.00% | +1,149 | 新進 |
| Redwood Wealth Management Group, LLC | 1,100 | $9,515 | 0.01% | +1,100 | 新進 |
| Larson Financial Group LLC | 592 | $5,121 | 0.00% | +592 | 新進 |
| Beacon Capital Management, LLC | 470 | $4,066 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 433 | $3,745 | 0.00% | +433 | 新進 |
| WR Wealth Planners, LLC | 230 | $1,990 | 0.00% | +114+98.3% | 加碼 |
| Robinson Capital Management, LLC | 188 | $1,643 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 158 | $1,364 | 0.00% | −9,866−98.4% | 減碼 |
| Assetmark, Inc | 132 | $1,142 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 120 | $1,038 | 0.00% | 00.0% | 不變 |
| Voisard Asset Management Group, Inc. | 98 | $848 | 0.00% | +98 | 新進 |
| IFP Advisors, Inc | 56 | $484 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 24 | $208 | 0.00% | +24 | 新進 |
| Huntington National Bank | – | $9 | 0.00% | – | – |
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | 不變 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −437,190−100.0% | 清倉 |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −399,493−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −311,490−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −248,629−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −240,304−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −38,616−100.0% | 清倉 |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −37,344−100.0% | 清倉 |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −31,732−100.0% | 清倉 |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −28,636−100.0% | 清倉 |
| Charles Schwab Investment Advisory, Inc. | 0 | $0 | 0.00% | −24,303−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −21,210−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −12,225−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −10,902−100.0% | 清倉 |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −10,765−100.0% | 清倉 |
| Zazove Associates LLC | 0 | $0 | 0.00% | −4,387−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Centurion Wealth Management LLC | – | – | – | – | 本季未申報 |
| InterOcean Capital Group, LLC | – | – | – | – | 本季未申報 |
| CWA Asset Management Group, LLC | – | – | – | – | 本季未申報 |
| Highlander Capital Management, LLC | – | – | – | – | 本季未申報 |
