| Private Trust Co NA | 6,898 | $1.88 萬 | 0.00% | +2,558+58.9% | 加碼 |
| Eagle Bay Advisors LLC | 6,682 | $1.82 萬 | 0.01% | 00.0% | 不變 |
| Sierra Ocean, LLC | 5,929 | $1.61 萬 | 0.01% | +5,929 | 新進 |
| Bogart Wealth, LLC | 5,695 | $1.55 萬 | 0.00% | +4,695+469.5% | 加碼 |
| Rothschild Investment LLC | 5,403 | $1.47 萬 | 0.00% | −8,188−60.2% | 減碼 |
| Bessemer Group Inc | 5,142 | $1.40 萬 | 0.00% | +860+20.1% | 加碼 |
| Geneos Wealth Management Inc. | 4,471 | $1.22 萬 | 0.00% | +399+9.8% | 加碼 |
| JFS Wealth Advisors, LLC | 4,300 | $1.17 萬 | 0.00% | −523−10.8% | 減碼 |
| Concord Wealth Partners | 4,053 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 4,088 | $1.10 萬 | 0.00% | +4,088 | 新進 |
| Glen Eagle Advisors, LLC | 4,000 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 3,700 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 3,675 | $9,996 | 0.00% | −2,798−43.2% | 減碼 |
| Washington Trust Co | 3,600 | $9,792 | 0.00% | +3,600 | 新進 |
| Parkside Financial Bank & Trust | 3,558 | $9,678 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 3,000 | $8,160 | 0.00% | 00.0% | 不變 |
| Conquis Financial LLC | 2,983 | $8,114 | 0.01% | +2,983 | 新進 |
| Whipplewood Advisors, LLC | 2,838 | $7,719 | 0.00% | +2,838 | 新進 |
| Umb Bank N A | 2,804 | $7,627 | 0.00% | −284−9.2% | 減碼 |
| Raffa Wealth Management, LLC | 2,712 | $7,377 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 2,497 | $7,000 | 0.00% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 2,469 | $6,716 | 0.00% | +2,469 | 新進 |
| Barclays PLC | 2,050 | $5,576 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 1,969 | $5,000 | 0.00% | −2,465−55.6% | 減碼 |
| Fortitude Family Office, LLC | 1,691 | $4,600 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,575 | $4,284 | 0.00% | −35−2.2% | 減碼 |
| Bell Investment Advisors, Inc | 1,494 | $4,064 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,469 | $3,996 | 0.00% | +497+51.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,325 | $3,604 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 1,288 | $3,503 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,188 | $3,232 | 0.00% | +1,188 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $3,144 | 0.00% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 1,055 | $2,870 | 0.00% | +1,055 | 新進 |
| WealthCollab, LLC | 1,046 | $2,846 | 0.00% | −1,400−57.2% | 減碼 |
| Retirement Wealth Solutions LLC | 1,039 | $2,681 | 0.00% | +1,039 | 新進 |
| Harbour Investments, Inc. | 981 | $2,668 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 860 | $2,339 | 0.00% | +60+7.5% | 加碼 |
| Cornerstone Planning Group LLC | 683 | $2,083 | 0.00% | −258−27.4% | 減碼 |
| Decker Retirement Planning Inc. | 736 | $2,002 | 0.00% | +736 | 新進 |
| Manchester Capital Management LLC | 576 | $1,567 | 0.00% | −3,468−85.8% | 減碼 |
| TD Capital Management LLC | 528 | $1,436 | 0.00% | +528 | 新進 |
| CVA Family Office, LLC | 493 | $1,341 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 443 | $1,205 | 0.00% | +443 | 新進 |
| HBC Financial Services, PLLC | 500 | $1,000 | 0.00% | 00.0% | 不變 |
| MPWM Advisory Solutions, LLC | 310 | $843 | 0.00% | +310 | 新進 |
| Mendota Financial Group, LLC | 232 | $632 | 0.00% | −109−32.0% | 減碼 |
| WPG Advisers, LLC | 223 | $607 | 0.00% | +223 | 新進 |
| Millstone Evans Group, LLC | 207 | $563 | 0.00% | +207 | 新進 |
| Abound Wealth Management | 201 | $547 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 200 | $544 | 0.00% | −4,272−95.5% | 減碼 |
| Lee Danner & Bass Inc | 200 | $544 | 0.00% | +200 | 新進 |
| Provenance Wealth Advisors, LLC | 174 | $473 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 161 | $438 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 64 | $174 | 0.00% | +64 | 新進 |
| NBC Securities, Inc. | 3 | $9 | 0.00% | −3,535−99.9% | 減碼 |
| Wood Tarver Financial Group, LLC | 206 | $0 | 0.00% | +206 | 新進 |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −668,738−100.0% | 清倉 |
| Veriti Management LLC | 0 | $0 | 0.00% | −269,710−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −262,011−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −131,285−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −94,542−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −74,465−100.0% | 清倉 |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −31,037−100.0% | 清倉 |
| Sym Financial Corp | 0 | $0 | 0.00% | −25,251−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −25,113−100.0% | 清倉 |
| Sterling Financial Group, Inc. | 0 | $0 | 0.00% | −17,206−100.0% | 清倉 |
| JB Capital LLC | 0 | $0 | 0.00% | −15,281−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −15,242−100.0% | 清倉 |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −14,746−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −14,584−100.0% | 清倉 |
| Sentinus, LLC | 0 | $0 | 0.00% | −12,487−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −11,916−100.0% | 清倉 |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −10,864−100.0% | 清倉 |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −3,456−100.0% | 清倉 |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −3,048−100.0% | 清倉 |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −2,771−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,938−100.0% | 清倉 |
| Grove Bank & Trust | 0 | $0 | 0.00% | −1,897−100.0% | 清倉 |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −201−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| West Branch Capital LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −22,620−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Eagle Asset Management Inc | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
| Sweet Financial Partners, LLC | – | – | – | – | 本季未申報 |
| ClariVest Asset Management LLC | – | – | – | – | 本季未申報 |
