| Stratos Wealth Partners, LTD. | 25,050 | $21.2 萬 | 0.00% | +25,050 | 新進 |
| Private Advisor Group, LLC | 24,505 | $20.8 萬 | 0.00% | +1,138+4.9% | 加碼 |
| Centurion Wealth Management LLC | 23,924 | $20.3 萬 | 0.06% | 00.0% | 不變 |
| Nations Financial Group Inc, | 23,914 | $20.3 萬 | 0.01% | +954+4.2% | 加碼 |
| New England Private Wealth Advisors LLC | 23,631 | $20.1 萬 | 0.03% | −14,986−38.8% | 減碼 |
| Geneos Wealth Management Inc. | 22,139 | $18.8 萬 | 0.00% | +593+2.8% | 加碼 |
| D.A. Davidson & Co. | 22,064 | $18.7 萬 | 0.00% | −5,784−20.8% | 減碼 |
| Shulman DeMeo Asset Management LLC | 21,639 | $18.3 萬 | 0.05% | −46−0.2% | 減碼 |
| Merit Financial Group, LLC | 20,076 | $17.0 萬 | 0.00% | +2,424+13.7% | 加碼 |
| Grove Bank & Trust | 20,000 | $16.9 萬 | 0.02% | −30,000−60.0% | 減碼 |
| Wetherby Asset Management Inc | 19,382 | $16.4 萬 | 0.01% | +19,382 | 新進 |
| Captrust Financial Advisors | 18,274 | $15.5 萬 | 0.00% | −5,326−22.6% | 減碼 |
| Investment Advisory Group, LLC | 18,001 | $15.2 萬 | 0.05% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 17,614 | $14.9 萬 | 0.01% | +31+0.2% | 加碼 |
| Park Avenue Securities LLC | 17,586 | $14.9 萬 | 0.00% | −172−1.0% | 減碼 |
| QSV Equity Investors LLC | 16,576 | $14.0 萬 | 0.15% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 16,550 | $14.0 萬 | 0.08% | 00.0% | 不變 |
| Comerica Bank | 16,530 | $14.0 萬 | 0.00% | −21,566−56.6% | 減碼 |
| Farther Finance Advisors, LLC | 15,287 | $12.9 萬 | 0.00% | +48+0.3% | 加碼 |
| 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% | 00.0% | 不變 |
| Trilogy Capital Inc. | 14,967 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Summit Financial, LLC | 14,091 | $12.1 萬 | 0.00% | +14,091 | 新進 |
| Platform Technology Partners | 14,051 | $11.9 萬 | 0.03% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 14,032 | $11.9 萬 | 0.00% | +330+2.4% | 加碼 |
| Westbourne Investments, Inc. | 13,950 | $11.8 萬 | 0.06% | +1,000+7.7% | 加碼 |
| StoneX Group Inc. | 13,862 | $11.7 萬 | 0.01% | −10,530−43.2% | 減碼 |
| MML Investors Services, LLC | 13,568 | $11.5 萬 | 0.00% | −8,437−38.3% | 減碼 |
| Chicago Partners Investment Group LLC | 13,412 | $11.4 萬 | 0.00% | −4,764−26.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 13,364 | $11.3 萬 | 0.01% | +404+3.1% | 加碼 |
| Burford Brothers, Inc. | 13,070 | $11.1 萬 | 0.05% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 12,014 | $10.2 萬 | 0.00% | −5,839−32.7% | 減碼 |
| GM Advisory Group, Inc. | 11,950 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 11,741 | $9.94 萬 | 0.02% | 00.0% | 不變 |
| MGB Wealth Management, LLC | 11,349 | $9.61 萬 | 0.03% | −12,349−52.1% | 減碼 |
| 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 |
| Elequin Capital LP | 9,346 | $7.92 萬 | 0.01% | +9,346 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,417 | $7.13 萬 | 0.01% | +1,100+15.0% | 加碼 |
| Principal Securities, Inc. | 6,216 | $5.27 萬 | 0.00% | +539+9.5% | 加碼 |
| Hollencrest Capital Management | 5,963 | $5.05 萬 | 0.00% | +179+3.1% | 加碼 |
| Allworth Financial LP | 4,919 | $4.17 萬 | 0.00% | +2,148+77.5% | 加碼 |
| Park Square Financial Group, LLC | 4,508 | $3.82 萬 | 0.03% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,742 | $3.17 萬 | 0.02% | +3,742 | 新進 |
| WPG Advisers, LLC | 3,734 | $3.16 萬 | 0.03% | −843−18.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,518 | $2.98 萬 | 0.00% | −9,200−72.3% | 減碼 |
| Binnacle Investments Inc | 3,337 | $2.83 萬 | 0.02% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,960 | $2.51 萬 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 2,467 | $2.09 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 2,376 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,000 | $1.69 萬 | 0.00% | −2,637−56.9% | 減碼 |
| TD Waterhouse Canada Inc. | 2,000 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,985 | $1.68 萬 | 0.00% | +1,985 | 新進 |
| Kimelman & Baird, LLC | 1,823 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,688 | $1.43 萬 | 0.00% | +818+94.0% | 加碼 |
| Byrne Asset Management LLC | 1,666 | $1.41 萬 | 0.01% | +1,000+150.2% | 加碼 |
| Bogart Wealth, LLC | 1,578 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,405 | $1.20 萬 | 0.00% | −477−25.3% | 減碼 |
| FNY Investment Advisers, LLC | 1,200 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 1,111 | $9,310 | 0.00% | −2,260−67.0% | 減碼 |
| Wealth Preservation Advisors, LLC | 965 | $8,174 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 570 | $4,830 | 0.00% | +570 | 新進 |
| Ronald Blue Trust, Inc. | 540 | $4,574 | 0.00% | +540 | 新進 |
| NBC Securities, Inc. | 550 | $4,000 | 0.00% | 00.0% | 不變 |
| Evolution Wealth Management Inc. | 333 | $2,821 | 0.00% | +333 | 新進 |
| Signaturefd, LLC | 136 | $1,153 | 0.00% | +4+3.0% | 加碼 |
| Assetmark, Inc | 62 | $525 | 0.00% | −70−53.0% | 減碼 |
| Huntington National Bank | – | $8 | 0.00% | – | – |
| CIBC Private Wealth Group, LLC | 1 | $5 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | 不變 |
| Jones Road Capital Management, L.P. | 0 | $0 | 0.00% | −65,227−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −34,420−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −32,359−100.0% | 清倉 |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −26,414−100.0% | 清倉 |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −21,046−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −17,356−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −15,920−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,898−100.0% | 清倉 |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −14,360−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,747−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4,711−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,779−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,004−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Noble Wealth Management PBC | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
