| National Bank of Canada | 6,000 | $7.42 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 5,778 | $7.15 萬 | 0.00% | +38+0.7% | 加碼 |
| BlackRock, Inc. | 5,362 | $6.64 萬 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 4,916 | $6.09 萬 | 0.00% | +4,916 | 新進 |
| MAI Capital Management | 4,725 | $5.85 萬 | 0.00% | −600−11.3% | 減碼 |
| Jones Financial Companies LLLP | 4,323 | $5.35 萬 | 0.00% | +4,323 | 新進 |
| JPMorgan Chase & Co | 4,294 | $5.32 萬 | 0.00% | −2,544−37.2% | 減碼 |
| Cape Investment Advisory, Inc. | 3,425 | $4.24 萬 | 0.01% | +2,112+160.9% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 3,338 | $4.13 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 3,160 | $3.91 萬 | 0.00% | +3,100+5,166.7% | 加碼 |
| SRS Capital Advisors, Inc. | 2,667 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,595 | $3.21 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,512 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,350 | $2.91 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 2,328 | $2.88 萬 | 0.00% | +163+7.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,220 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Northwest Capital Management Inc | 2,200 | $2.72 萬 | 0.12% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,195 | $2.72 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,214 | $2.70 萬 | 0.00% | −1,000−31.1% | 減碼 |
| Sunbelt Securities, Inc. | 1,823 | $2.26 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 1,819 | $2.25 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 1,800 | $2.23 萬 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 1,650 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| Strive Financial Group ,LLC | 1,500 | $1.86 萬 | 0.01% | +1,500 | 新進 |
| IFP Advisors, Inc | 1,456 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 1,372 | $1.70 萬 | 0.01% | +1,372 | 新進 |
| Caitlin John, LLC | 1,321 | $1.64 萬 | 0.01% | +1,321 | 新進 |
| Mountain Hill Investment Partners Corp. | 1,306 | $1.62 萬 | 0.01% | +6+0.5% | 加碼 |
| Evermay Wealth Management LLC | 1,266 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,177 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 1,142 | $1.41 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,000 | $1.24 萬 | 0.00% | −209−17.3% | 減碼 |
| Bryn Mawr Trust Co | 1,000 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,000 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 900 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 780 | $9,656 | 0.00% | +400+105.3% | 加碼 |
| Golden State Wealth Management, LLC | 769 | $9,520 | 0.00% | −137−15.1% | 減碼 |
| Financial Consulate, Inc | 750 | $9,285 | 0.00% | +750 | 新進 |
| Assetmark, Inc | 733 | $9,075 | 0.00% | 00.0% | 不變 |
| Chung Wu Investment Group, LLC | 719 | $8,901 | 0.01% | 00.0% | 不變 |
| Garton & Associates Financial Advisors LLC | 647 | $8,007 | 0.00% | +647 | 新進 |
| Olistico Wealth, LLC | 620 | $7,676 | 0.00% | +620 | 新進 |
| Sound Income Strategies, LLC | 575 | $7,239 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 503 | $6,231 | 0.00% | +503 | 新進 |
| ORG Partners LLC | 430 | $5,323 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 422 | $5,224 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 386 | $4,779 | 0.00% | 00.0% | 不變 |
| Trust Co of Toledo NA | 359 | $4,444 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 325 | $4,024 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 242 | $2,996 | 0.00% | +242 | 新進 |
| Avion Wealth | 225 | $2,000 | 0.00% | +4+1.8% | 加碼 |
| 1620 Investment Advisors, Inc. | 100 | $1,238 | 0.00% | 00.0% | 不變 |
| Entrust Financial LLC | 77 | $954 | 0.00% | +77 | 新進 |
| Truvestments Capital LLC | 68 | $842 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 55 | $681 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 32 | $396 | 0.00% | −285−89.9% | 減碼 |
| AdvisorNet Financial, Inc | 9 | $111 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2 | $25 | 0.00% | −123−98.4% | 減碼 |
| Huntington National Bank | – | $12 | 0.00% | – | – |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −395,339−100.0% | 清倉 |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −321,171−100.0% | 清倉 |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −205,708−100.0% | 清倉 |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −46,967−100.0% | 清倉 |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −35,768−100.0% | 清倉 |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −30,555−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −27,249−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −26,952−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −25,810−100.0% | 清倉 |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −20,105−100.0% | 清倉 |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −13,538−100.0% | 清倉 |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −13,487−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −12,610−100.0% | 清倉 |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −10,721−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −5,156−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,775−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −902−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −254−100.0% | 清倉 |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Moloney Securities Asset Management, LLC | – | – | – | – | 本季未申報 |
| WNY Asset Management, LLC | – | – | – | – | 本季未申報 |
| Stonegate Investment Group, LLC | – | – | – | – | 本季未申報 |
| Sonora Investment Management Group, LLC | – | – | – | – | 本季未申報 |
| Sheets Smith Investment Management | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| FSA Wealth Management LLC | – | – | – | – | 本季未申報 |
