| Level Four Advisory Services, LLC | 20,263 | $9.84 萬 | 0.00% | +1,846+10.0% | 加碼 |
| Hollencrest Capital Management | 19,780 | $9.63 萬 | 0.00% | 00.0% | 不變 |
| Decision Investments, Inc | 19,250 | $9.37 萬 | 0.11% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 18,094 | $8.81 萬 | 0.01% | +18,094 | 新進 |
| Ashton Thomas Private Wealth, LLC | 17,986 | $8.76 萬 | 0.00% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 16,236 | $7.99 萬 | 0.00% | +48+0.3% | 加碼 |
| Accredited Investor Services, LLC | 16,359 | $7.97 萬 | 0.05% | −13,366−45.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 16,339 | $7.96 萬 | 0.00% | −621−3.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 16,200 | $7.89 萬 | 0.00% | 00.0% | 不變 |
| Smith, Moore & Co. | 15,805 | $7.70 萬 | 0.01% | +3,750+31.1% | 加碼 |
| Allworth Financial LP | 15,270 | $7.44 萬 | 0.00% | 00.0% | 不變 |
| Forum Financial Management, LP | 15,000 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| DKM Wealth Management, Inc. | 15,000 | $7.30 萬 | 0.05% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 14,904 | $7.26 萬 | 0.00% | −186,586−92.6% | 減碼 |
| Savvy Advisors, Inc. | 14,440 | $7.03 萬 | 0.00% | −4,257−22.8% | 減碼 |
| Fiduciary Group LLC | 12,950 | $6.31 萬 | 0.01% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 12,889 | $6.28 萬 | 0.02% | +28+0.2% | 加碼 |
| Ignite Planners, LLC | 12,342 | $6.01 萬 | 0.01% | −2,491−16.8% | 減碼 |
| AE Wealth Management LLC | 11,073 | $5.39 萬 | 0.00% | +11,073 | 新進 |
| First Foundation Advisors | 11,000 | $5.36 萬 | 0.00% | −1,000−8.3% | 減碼 |
| Wealthspan Partners, LLC | 10,922 | $5.32 萬 | 0.02% | +10,922 | 新進 |
| Occidental Asset Management, LLC | 10,756 | $5.24 萬 | 0.01% | −2,862−21.0% | 減碼 |
| Cascade Financial Partners, LLC | 10,305 | $5.02 萬 | 0.01% | +10,305 | 新進 |
| Matauro, LLC | 10,283 | $5.01 萬 | 0.01% | +218+2.2% | 加碼 |
| MML Investors Services, LLC | 10,097 | $4.92 萬 | 0.00% | +60+0.6% | 加碼 |
| TCFG Wealth Management, LLC | 10,000 | $4.87 萬 | 0.02% | 00.0% | 不變 |
| TCFG Investment Advisors, LLC | 10,000 | $4.87 萬 | 0.02% | +10,000 | 新進 |
| US Bancorp | 9,494 | $4.62 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 9,000 | $4.38 萬 | 0.00% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 8,000 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 6,815 | $3.32 萬 | 0.00% | −10,140−59.8% | 減碼 |
| Farther Finance Advisors, LLC | 6,812 | $3.29 萬 | 0.00% | −1,531−18.4% | 減碼 |
| Advisory Services Network, LLC | 6,729 | $3.28 萬 | 0.00% | +6,729 | 新進 |
| CWM, LLC | 6,139 | $2.99 萬 | 0.00% | +1,382+29.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,392 | $2.63 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 5,079 | $2.47 萬 | 0.02% | −1,238−19.6% | 減碼 |
| Sound Income Strategies, LLC | 4,838 | $2.34 萬 | 0.00% | +150+3.2% | 加碼 |
| Axiom Investment Management LLC | 4,277 | $2.08 萬 | 0.02% | +4,277 | 新進 |
| Golden State Equity Partners | 3,389 | $1.65 萬 | 0.00% | +3,389 | 新進 |
| TSFG, LLC | 3,000 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 2,230 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 1,883 | $9,170 | 0.00% | +1,883 | 新進 |
| Tompkins Financial Corp | 1,826 | $8,893 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 1,800 | $8,000 | 0.00% | +1,800 | 新進 |
| PFS Partners, LLC | 1,000 | $4,870 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 750 | $3,653 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 700 | $3,409 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 550 | $2,679 | 0.00% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 550 | $2,679 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 556 | $2,652 | 0.00% | +556 | 新進 |
| Main Street Group, LTD | 500 | $2,435 | 0.00% | +500 | 新進 |
| Smartleaf Asset Management LLC | 401 | $1,879 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 350 | $1,705 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 330 | $1,608 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 330 | $1,607 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 259 | $1,206 | 0.00% | +259 | 新進 |
| SRS Capital Advisors, Inc. | 235 | $1,145 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 187 | $911 | 0.00% | −1,813−90.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 37 | $180 | 0.00% | −20−35.1% | 減碼 |
| Stolper Co | 24,908 | – | – | −218,724−89.8% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −531,122−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −453,908−100.0% | 清倉 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −282,011−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −254,926−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −247,735−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −188,913−100.0% | 清倉 |
| Anchor Capital Management Group Inc | 0 | $0 | 0.00% | −175,000−100.0% | 清倉 |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −139,164−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −66,389−100.0% | 清倉 |
| Almitas Capital LLC | 0 | $0 | 0.00% | −63,304−100.0% | 清倉 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −58,309−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −30,893−100.0% | 清倉 |
| Firethorn Wealth Partners, LLC | 0 | $0 | 0.00% | −24,955−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −23,573−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −18,110−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −16,706−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −14,686−100.0% | 清倉 |
| Allen Mooney & Barnes Investment Advisors LLC | 0 | $0 | 0.00% | −14,601−100.0% | 清倉 |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −704−100.0% | 清倉 |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Maryland Capital Advisors Inc. | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
