| Accredited Investor Services, LLC | 29,725 | $14.9 萬 | 0.10% | +5,663+23.5% | 加碼 |
| Cary Street Partners Financial LLC | 26,215 | $13.2 萬 | 0.00% | +3,250+14.2% | 加碼 |
| Firethorn Wealth Partners, LLC | 24,955 | $12.5 萬 | 0.05% | +24,955 | 新進 |
| Consolidated Capital Management, LLC | 24,514 | $12.3 萬 | 0.04% | +24,514 | 新進 |
| Quad-Cities Investment Group, LLC | 24,441 | $12.3 萬 | 0.05% | +663+2.8% | 加碼 |
| Traub Capital Management LLC | 24,247 | $12.2 萬 | 0.12% | +24,247 | 新進 |
| CI Private Wealth, LLC | 23,573 | $11.8 萬 | 0.00% | +22+0.1% | 加碼 |
| Melfa Wealth Management, LLC | 21,803 | $10.9 萬 | 0.06% | +21,803 | 新進 |
| Ausdal Financial Partners, Inc. | 20,158 | $10.1 萬 | 0.00% | +764+3.9% | 加碼 |
| Hollencrest Capital Management | 19,780 | $9.93 萬 | 0.00% | 00.0% | 不變 |
| Decision Investments, Inc | 19,250 | $9.66 萬 | 0.11% | +19,250 | 新進 |
| Savvy Advisors, Inc. | 18,697 | $9.39 萬 | 0.00% | +18,697 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 18,110 | $9.25 萬 | 0.00% | −10,445−36.6% | 減碼 |
| Level Four Advisory Services, LLC | 18,417 | $9.25 萬 | 0.00% | −11,146−37.7% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 17,986 | $9.03 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 17,396 | $8.70 萬 | 0.00% | +1,067+6.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 16,960 | $8.51 萬 | 0.00% | −4,434−20.7% | 減碼 |
| CoreCap Advisors, LLC | 16,955 | $8.51 萬 | 0.00% | +280+1.7% | 加碼 |
| Captrust Financial Advisors | 16,706 | $8.39 萬 | 0.00% | −25,216−60.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 16,200 | $8.13 萬 | 0.00% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 16,188 | $8.13 萬 | 0.00% | +90+0.6% | 加碼 |
| Allworth Financial LP | 15,270 | $7.67 萬 | 0.00% | +20+0.1% | 加碼 |
| Ignite Planners, LLC | 14,833 | $7.65 萬 | 0.01% | −2,817−16.0% | 減碼 |
| Forum Financial Management, LP | 15,000 | $7.53 萬 | 0.00% | 00.0% | 不變 |
| DKM Wealth Management, Inc. | 15,000 | $7.53 萬 | 0.06% | 00.0% | 不變 |
| StoneX Group Inc. | 14,686 | $7.37 萬 | 0.00% | +14,686 | 新進 |
| Allen Mooney & Barnes Investment Advisors LLC | 14,601 | $7.33 萬 | 0.01% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 13,618 | $6.84 萬 | 0.01% | +941+7.4% | 加碼 |
| Fiduciary Group LLC | 12,950 | $6.50 萬 | 0.01% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 12,861 | $6.46 萬 | 0.02% | +51+0.4% | 加碼 |
| Icon Wealth Advisors, LLC | 12,500 | $6.28 萬 | 0.00% | +12,500 | 新進 |
| Smith, Moore & Co. | 12,055 | $6.05 萬 | 0.00% | −1,000−7.7% | 減碼 |
| First Foundation Advisors | 12,000 | $6.02 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 11,088 | $5.57 萬 | 0.01% | +11,088 | 新進 |
| Matauro, LLC | 10,065 | $5.05 萬 | 0.01% | +10,065 | 新進 |
| MML Investors Services, LLC | 10,037 | $5.04 萬 | 0.00% | −13,439−57.2% | 減碼 |
| TCFG Wealth Management, LLC | 10,000 | $5.02 萬 | 0.02% | −9,093−47.6% | 減碼 |
| Arkadios Wealth Advisors | 10,000 | $5.02 萬 | 0.00% | −203−2.0% | 減碼 |
| US Bancorp | 9,494 | $4.77 萬 | 0.00% | +5,002+111.4% | 加碼 |
| Private Trust Co NA | 9,000 | $4.52 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 8,343 | $4.19 萬 | 0.00% | +24+0.3% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 8,000 | $4.02 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 6,317 | $3.17 萬 | 0.02% | +448+7.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,392 | $2.71 萬 | 0.00% | −5,731−51.5% | 減碼 |
| Maryland Capital Advisors Inc. | 5,000 | $2.51 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 4,757 | $2.40 萬 | 0.00% | −284−5.6% | 減碼 |
| Sound Income Strategies, LLC | 4,688 | $2.37 萬 | 0.00% | +147+3.2% | 加碼 |
| TSFG, LLC | 3,000 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 2,230 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 2,000 | $1.00 萬 | 0.00% | −3,500−63.6% | 減碼 |
| Tompkins Financial Corp | 1,826 | $9,167 | 0.00% | +1,826 | 新進 |
| CIBC Private Wealth Group, LLC | 1,519 | $7,623 | 0.00% | −2,632−63.4% | 減碼 |
| PFS Partners, LLC | 1,000 | $5,020 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 750 | $3,765 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 704 | $3,534 | 0.00% | +704 | 新進 |
| Hilltop National Bank | 700 | $3,514 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 550 | $2,761 | 0.00% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 550 | $2,761 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 401 | $2,016 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 350 | $1,757 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 330 | $1,657 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 330 | $1,657 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 235 | $1,180 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 166 | $834 | 0.00% | +166 | 新進 |
| Tower Research Capital LLC (TRC) | 57 | $286 | 0.00% | +57 | 新進 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,525,466−100.0% | 清倉 |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −188,255−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −84,840−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −78,539−100.0% | 清倉 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −63,386−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −57,696−100.0% | 清倉 |
| Keyes, Stange & Wooten Wealth Management, LLC | 0 | $0 | 0.00% | −26,820−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −19,600−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −19,367−100.0% | 清倉 |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −16,725−100.0% | 清倉 |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −15,300−100.0% | 清倉 |
| Disciplined Investors, L.L.C. | 0 | $0 | 0.00% | −13,329−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −12,573−100.0% | 清倉 |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −11,266−100.0% | 清倉 |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −11,403−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,147−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7,425−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,729−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −614−100.0% | 清倉 |
| Main Street Group, LTD | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Fullcircle Wealth LLC | – | – | – | – | 本季未申報 |
