| Creative Planning | 16,905 | $20.3 萬 | 0.00% | +2,366+16.3% | 加碼 |
| Marshall Wace, LLP | 16,761 | $20.1 萬 | 0.00% | +16,761 | 新進 |
| Oppenheimer & Co Inc | 16,063 | $19.3 萬 | 0.00% | +320+2.0% | 加碼 |
| Resources Investment Advisors, LLC. | 15,615 | $18.7 萬 | 0.00% | −3,332−17.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 15,600 | $18.7 萬 | 0.00% | +15,600 | 新進 |
| Arete Wealth Advisors, LLC | 15,633 | $18.7 萬 | 0.01% | −305−1.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 14,989 | $18.0 萬 | 0.00% | +14,989 | 新進 |
| Essex Financial Services, Inc. | 14,640 | $17.6 萬 | 0.01% | +4,019+37.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,621 | $17.5 萬 | 0.00% | −24,003−62.1% | 減碼 |
| Fox Run Management, L.L.C. | 14,175 | $17.0 萬 | 0.03% | +14,175 | 新進 |
| The PNC Financial Services Group, Inc. | 14,142 | $17.0 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 14,051 | $16.8 萬 | 0.01% | −143,177−91.1% | 減碼 |
| Melfa Wealth Management, LLC | 13,718 | $16.4 萬 | 0.10% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 13,640 | $16.4 萬 | 0.03% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 13,587 | $16.3 萬 | 0.03% | +13,587 | 新進 |
| HB Wealth Management, LLC | 13,231 | $15.9 萬 | 0.00% | +412+3.2% | 加碼 |
| Redmont Wealth Advisors LLC | 13,054 | $15.7 萬 | 0.22% | 00.0% | 不變 |
| AlphaCore Capital LLC | 11,889 | $14.3 萬 | 0.00% | +360+3.1% | 加碼 |
| Easterly Investment Partners LLC | 11,476 | $13.8 萬 | 0.01% | +11,476 | 新進 |
| Sovereign Financial Group, Inc. | 11,212 | $13.4 萬 | 0.03% | −901−7.4% | 減碼 |
| Permanens Capital L.P. | 11,029 | $13.2 萬 | 0.02% | +11,029 | 新進 |
| Accel Wealth Management | 11,000 | $13.2 萬 | 0.04% | −2,731−19.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 10,901 | $13.1 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 10,500 | $12.6 萬 | 0.00% | +10,500 | 新進 |
| Guggenheim Capital LLC | 10,378 | $12.4 萬 | 0.00% | −65−0.6% | 減碼 |
| Wealthspire Advisors, LLC | 10,335 | $12.4 萬 | 0.00% | +317+3.2% | 加碼 |
| Private Management Group Inc | 10,317 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Stablepoint Partners, LLC | 10,255 | $12.3 萬 | 0.02% | +10,255 | 新進 |
| Morris Retirement Advisors, LLC | 10,217 | $12.2 萬 | 0.05% | +10,217 | 新進 |
| Anfield Capital Management, LLC | 8,804 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Westchester Capital Management, LLC | 7,702 | $9.23 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 7,517 | $9.01 萬 | 0.00% | −163−2.1% | 減碼 |
| Parkside Financial Bank & Trust | 7,503 | $9.00 萬 | 0.01% | +227+3.1% | 加碼 |
| Nomura Asset Management Co Ltd | 7,218 | $8.65 萬 | 0.00% | +512+7.6% | 加碼 |
| Harbour Investments, Inc. | 6,782 | $8.13 萬 | 0.00% | +373+5.8% | 加碼 |
| Security National Bank | 6,044 | $7.25 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5,758 | $6.90 萬 | 0.00% | −3,755−39.5% | 減碼 |
| Promus Capital, LLC | 5,300 | $6.35 萬 | 0.04% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 4,592 | $5.51 萬 | 0.00% | +4,592 | 新進 |
| Access Investment Management LLC | 4,000 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| Financial Consulate, Inc | 3,841 | $4.61 萬 | 0.01% | +3,841 | 新進 |
| State of Alaska, Department of Revenue | 3,871 | $4.60 萬 | 0.00% | +3,871 | 新進 |
| CIBC Private Wealth Group, LLC | 3,675 | $4.41 萬 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 3,500 | $4.20 萬 | 0.01% | +3,500 | 新進 |
| Signaturefd, LLC | 3,387 | $4.06 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 3,223 | $3.86 萬 | 0.00% | −10.0% | 減碼 |
| Jones Financial Companies LLLP | 3,114 | $3.75 萬 | 0.00% | −3,500−52.9% | 減碼 |
| Anchor Investment Management, LLC | 2,577 | $3.09 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,518 | $3.02 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,424 | $2.91 萬 | 0.00% | +1,764+267.3% | 加碼 |
| Activest Wealth Management | 2,266 | $2.72 萬 | 0.01% | 00.0% | 不變 |
| Group One Trading, L.P. | 1,899 | $2.28 萬 | 0.00% | +1,200+171.7% | 加碼 |
| IFP Advisors, Inc | 1,514 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Founders Capital Management | 1,500 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,132 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,079 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,118 | $1.29 萬 | 0.00% | +1,118 | 新進 |
| CWM, LLC | 1,023 | $1.20 萬 | 0.00% | −27−2.6% | 減碼 |
| Sofos Investments, Inc. | 1,000 | $1.20 萬 | 0.00% | +1,000 | 新進 |
| Aventura Private Wealth, LLC | 599 | $7,180 | 0.00% | +18+3.1% | 加碼 |
| Farther Finance Advisors, LLC | 584 | $7,002 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 563 | $6,750 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 500 | $6,000 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 500 | $5,995 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 445 | $5,336 | 0.00% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 333 | $4,129 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 300 | $3,597 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 276 | $3,309 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 150 | $1,773 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 135 | $1,619 | 0.00% | +135 | 新進 |
| Trust Co of Vermont | 91 | $1,091 | 0.00% | −375−80.5% | 減碼 |
| N.E.W. Advisory Services LLC | 48 | $576 | 0.00% | 00.0% | 不變 |
| Smallwood Wealth Investment Management, LLC | 1 | $17 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 1 | $7 | 0.00% | +1 | 加碼 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −72,318−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −51,851−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −36,800−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −24,371−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −19,263−100.0% | 清倉 |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −18,930−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −18,246−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,105−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −13,956−100.0% | 清倉 |
| Axim Planning & Wealth | 0 | $0 | 0.00% | −11,780−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,358−100.0% | 清倉 |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −10,999−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,561−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −5,439−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −3,304−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,784−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −764−100.0% | 清倉 |
| Graypoint LLC | – | – | – | – | 本季未申報 |
| Congress Wealth Management LLC | – | – | – | – | 本季未申報 |
