| Glass Jacobson Investment Advisors llc | 18,875 | $16.6 萬 | 0.06% | −1,175−5.9% | 減碼 |
| Level Four Advisory Services, LLC | 17,979 | $15.9 萬 | 0.01% | +451+2.6% | 加碼 |
| Investment Advisory Group, LLC | 18,000 | $15.9 萬 | 0.06% | +10.0% | 加碼 |
| Bank of New York Mellon Corp | 17,591 | $15.5 萬 | 0.00% | +3,743+27.0% | 加碼 |
| ProVise Management Group, LLC | 16,994 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 16,983 | $15.0 萬 | 0.01% | −543−3.1% | 減碼 |
| QSV Equity Investors LLC | 16,576 | $14.6 萬 | 0.14% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 15,920 | $14.0 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 15,866 | $14.0 萬 | 0.00% | −1,028−6.1% | 減碼 |
| Transform Wealth, LLC | 15,447 | $13.8 萬 | 0.01% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 15,531 | $13.7 萬 | 0.13% | 00.0% | 不變 |
| Trilogy Capital Inc. | 14,967 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| MGB Wealth Management, LLC | 14,599 | $12.9 萬 | 0.05% | 00.0% | 不變 |
| Platform Technology Partners | 14,051 | $12.4 萬 | 0.04% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 13,628 | $12.0 萬 | 0.05% | +1,370+11.2% | 加碼 |
| Jane Street Group, LLC | 13,439 | $11.9 萬 | 0.00% | −41,274−75.4% | 減碼 |
| Burford Brothers, Inc. | 13,070 | $11.5 萬 | 0.06% | 00.0% | 不變 |
| CI Private Wealth, LLC | 12,687 | $11.2 萬 | 0.00% | +12,687 | 新進 |
| Susquehanna International Group, LLP | 12,535 | $11.1 萬 | 0.00% | +941+8.1% | 加碼 |
| IFG Advisory, LLC | 12,273 | $10.8 萬 | 0.01% | −60−0.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 12,233 | $10.8 萬 | 0.00% | +349+2.9% | 加碼 |
| GM Advisory Group, Inc. | 11,950 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 11,840 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 11,741 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 11,702 | $10.3 萬 | 0.00% | +11,702 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,750 | $9.48 萬 | 0.00% | +5,927+122.9% | 加碼 |
| Ieq Capital, LLC | 10,480 | $9.24 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 10,432 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 7,596 | $6.70 萬 | 0.00% | +2,476+48.4% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,317 | $6.45 萬 | 0.02% | +7,317 | 新進 |
| Spire Wealth Management | 6,500 | $5.73 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 6,118 | $5.40 萬 | 0.03% | −4,078−40.0% | 減碼 |
| Principal Securities, Inc. | 5,460 | $4.82 萬 | 0.00% | −330−5.7% | 減碼 |
| Signaturefd, LLC | 5,428 | $4.79 萬 | 0.00% | +154+2.9% | 加碼 |
| Hollencrest Capital Management | 4,733 | $4.17 萬 | 0.00% | +134+2.9% | 加碼 |
| NBC Securities, Inc. | 4,107 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,960 | $2.61 萬 | 0.00% | −1,381−31.8% | 減碼 |
| Barrett & Company, Inc. | 2,467 | $2.18 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,214 | $1.95 萬 | 0.00% | +994+81.5% | 加碼 |
| Larson Financial Group LLC | 2,170 | $1.91 萬 | 0.00% | +1,578+266.6% | 加碼 |
| Ashton Thomas Securities, LLC | 1,972 | $1.74 萬 | 0.00% | +1,972 | 新進 |
| CWM, LLC | 1,882 | $1.70 萬 | 0.00% | +332+21.4% | 加碼 |
| Kimelman & Baird, LLC | 1,823 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,817 | $1.60 萬 | 0.00% | +52+2.9% | 加碼 |
| Raleigh Capital Management Inc. | 1,630 | $1.44 萬 | 0.01% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,578 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Wintrust Investments LLC | 1,282 | $1.10 萬 | 0.01% | −15,360−92.3% | 減碼 |
| FNY Investment Advisers, LLC | 1,200 | $1.00 萬 | 0.00% | +1,200 | 新進 |
| CIBC Private Wealth Group, LLC | 568 | $5,006 | 0.00% | −581−50.6% | 減碼 |
| WR Wealth Planners, LLC | 230 | $2,029 | 0.00% | 00.0% | 不變 |
| Robinson Capital Management, LLC | 188 | $1,643 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 158 | $1,391 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 132 | $1,164 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 120 | $1,058 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 59 | $513 | 0.00% | −374−86.4% | 減碼 |
| IFP Advisors, Inc | 56 | $494 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 11 | $97 | 0.00% | +11 | 新進 |
| Huntington National Bank | – | $9 | 0.00% | – | – |
| FMR LLC | 1 | $9 | 0.00% | +1 | 新進 |
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | 不變 |
| International Assets Investment Management, LLC | 2,104,142 | – | – | +1,854,254+742.0% | 加碼 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −350,000−100.0% | 清倉 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −229,185−100.0% | 清倉 |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −128,428−100.0% | 清倉 |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −76,730−100.0% | 清倉 |
| Investment Management Associates Inc | 0 | $0 | 0.00% | −48,590−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −40,389−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −38,502−100.0% | 清倉 |
| DCF Advisers, LLC | 0 | $0 | 0.00% | −29,500−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −26,112−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −25,757−100.0% | 清倉 |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −24,303−100.0% | 清倉 |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −15,900−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −15,446−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −15,043−100.0% | 清倉 |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −13,481−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −10,473−100.0% | 清倉 |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −10,348−100.0% | 清倉 |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −2,808−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −2,691−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −470−100.0% | 清倉 |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |