| Quadcap Wealth Management, LLC | 25,663 | $21.7 萬 | 0.03% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 23,924 | $21.3 萬 | 0.07% | 00.0% | 不變 |
| StoneX Group Inc. | 24,392 | $20.7 萬 | 0.01% | +531+2.2% | 加碼 |
| MGB Wealth Management, LLC | 23,698 | $20.6 萬 | 0.07% | +11,349+91.9% | 加碼 |
| Captrust Financial Advisors | 23,600 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 23,367 | $19.8 萬 | 0.00% | +43+0.2% | 加碼 |
| Nations Financial Group Inc, | 22,960 | $19.4 萬 | 0.01% | −1,755−7.1% | 減碼 |
| MML Investors Services, LLC | 22,005 | $18.6 萬 | 0.00% | −11,712−34.7% | 減碼 |
| Shulman DeMeo Asset Management LLC | 21,685 | $18.4 萬 | 0.05% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 21,546 | $18.2 萬 | 0.01% | +19,171+807.2% | 加碼 |
| Samalin Investment Counsel, LLC | 21,046 | $17.8 萬 | 0.07% | +6,891+48.7% | 加碼 |
| Financial & Tax Architects, LLC | 18,757 | $15.9 萬 | 0.04% | +1,188+6.8% | 加碼 |
| Ameritas Advisory Services, LLC | 17,583 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 18,001 | $15.2 萬 | 0.05% | +10.0% | 加碼 |
| Bank of New York Mellon Corp | 17,853 | $15.1 萬 | 0.00% | +17,853 | 新進 |
| Park Avenue Securities LLC | 17,758 | $15.0 萬 | 0.00% | +17,758 | 新進 |
| Chicago Partners Investment Group LLC | 18,176 | $15.0 萬 | 0.00% | −6,544−26.5% | 減碼 |
| Merit Financial Group, LLC | 17,652 | $15.0 萬 | 0.00% | +17,652 | 新進 |
| Citadel Advisors LLC | 17,356 | $14.7 萬 | 0.00% | +630+3.8% | 加碼 |
| QSV Equity Investors LLC | 16,576 | $14.0 萬 | 0.15% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 16,550 | $14.0 萬 | 0.09% | +2,760+20.0% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 15,920 | $13.5 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 15,239 | $12.9 萬 | 0.00% | −5,941−28.1% | 減碼 |
| ProVise Management Group, LLC | 15,194 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 15,000 | $12.7 萬 | 0.00% | +3,160+26.7% | 加碼 |
| Trilogy Capital Inc. | 14,967 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 14,898 | $12.6 萬 | 0.02% | +14,898 | 新進 |
| Absolute Investment Advisers LLC | 14,360 | $12.2 萬 | 0.02% | +14,360 | 新進 |
| Platform Technology Partners | 14,051 | $11.9 萬 | 0.03% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 13,702 | $11.6 萬 | 0.00% | −263−1.9% | 減碼 |
| Burford Brothers, Inc. | 13,070 | $11.1 萬 | 0.05% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 12,960 | $11.0 萬 | 0.01% | +253+2.0% | 加碼 |
| Westbourne Investments, Inc. | 12,950 | $11.0 萬 | 0.07% | +1,000+8.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 12,718 | $10.8 萬 | 0.00% | +12,560+7,949.4% | 加碼 |
| GM Advisory Group, Inc. | 11,950 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 11,747 | $9.95 萬 | 0.00% | +56+0.5% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 11,741 | $9.94 萬 | 0.02% | 00.0% | 不變 |
| Spire Wealth Management | 10,500 | $8.89 萬 | 0.00% | +4,000+61.5% | 加碼 |
| Cary Street Partners Financial LLC | 10,432 | $8.84 萬 | 0.00% | 00.0% | 不變 |
| Ieq Capital, LLC | 10,378 | $8.79 萬 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,317 | $6.20 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 5,677 | $5.06 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 5,784 | $4.90 萬 | 0.00% | +869+17.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,711 | $3.99 萬 | 0.00% | +4,711 | 新進 |
| US Bancorp | 4,637 | $3.93 萬 | 0.00% | +4,637 | 新進 |
| WPG Advisers, LLC | 4,577 | $3.88 萬 | 0.04% | +2,922+176.6% | 加碼 |
| Park Square Financial Group, LLC | 4,508 | $3.82 萬 | 0.03% | 00.0% | 不變 |
| Boston Private Wealth LLC | 3,779 | $3.20 萬 | 0.00% | +3,779 | 新進 |
| Ameriflex Group, Inc. | 3,371 | $2.86 萬 | 0.01% | 00.0% | 不變 |
| Binnacle Investments Inc | 3,337 | $2.83 萬 | 0.02% | +3,337 | 新進 |
| GPS Wealth Strategies Group, LLC | 2,960 | $2.51 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,771 | $2.23 萬 | 0.00% | +2,022+270.0% | 加碼 |
| Barrett & Company, Inc. | 2,467 | $2.09 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 2,376 | $2.01 萬 | 0.00% | +2,376 | 新進 |
| TD Waterhouse Canada Inc. | 2,000 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,882 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 1,823 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,578 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 1,200 | $1.00 萬 | 0.01% | +1,200 | 新進 |
| Coldstream Capital Management Inc | 1,004 | $8,504 | 0.00% | +1,004 | 新進 |
| Wealth Preservation Advisors, LLC | 965 | $8,174 | 0.01% | +965 | 新進 |
| Noble Wealth Management PBC | 900 | $7,623 | 0.01% | +900 | 新進 |
| Northwestern Mutual Wealth Management Co | 870 | $7,369 | 0.00% | −4,250−83.0% | 減碼 |
| Byrne Asset Management LLC | 666 | $5,641 | 0.00% | −146,559−99.5% | 減碼 |
| NBC Securities, Inc. | 550 | $4,000 | 0.00% | +546+13,650.0% | 加碼 |
| Signaturefd, LLC | 132 | $1,119 | 0.00% | −5,454−97.6% | 減碼 |
| Assetmark, Inc | 132 | $1,118 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 120 | $1,016 | 0.00% | 00.0% | 不變 |
| Quarry LP | 65 | $551 | 0.00% | +65 | 新進 |
| SRS Capital Advisors, Inc. | 23 | $195 | 0.00% | +23 | 新進 |
| Huntington National Bank | – | $8 | 0.00% | – | – |
| CIBC Private Wealth Group, LLC | 1 | $4 | 0.00% | −567−99.8% | 減碼 |
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | 不變 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −549,904−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −116,009−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −93,878−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −84,360−100.0% | 清倉 |
| Kane Investment Management, Inc. | 0 | $0 | 0.00% | −50,814−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −39,702−100.0% | 清倉 |
| Next Capital Management LLC | 0 | $0 | 0.00% | −35,541−100.0% | 清倉 |
| Parr McKnight Wealth Management Group, LLC | 0 | $0 | 0.00% | −33,956−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −24,866−100.0% | 清倉 |
| Colony Group, LLC | 0 | $0 | 0.00% | −21,593−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −19,342−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −13,606−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −11,821−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −11,702−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −6,878−100.0% | 清倉 |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −6,118−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Albion Financial Group | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −1,161−100.0% | 清倉 |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Kades & Cheifetz LLC | – | – | – | – | 本季未申報 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| WR Wealth Planners, LLC | – | – | – | – | 本季未申報 |
