| BostonPremier Wealth LLC | 14,856 | $18.1 萬 | 0.09% | +14,856 | 新進 |
| PFG Investments, LLC | 14,846 | $18.1 萬 | 0.01% | +1,983+15.4% | 加碼 |
| Pure Financial Advisors, Inc. | 14,240 | $17.3 萬 | 0.00% | +14,240 | 新進 |
| WealthCare Investment Partners, LLC | 13,172 | $17.3 萬 | 0.05% | +13,172 | 新進 |
| Foundations Investment Advisors, LLC | 14,152 | $17.2 萬 | 0.00% | +4,060+40.2% | 加碼 |
| Sherman Porfolios, LLC | 14,073 | $17.1 萬 | 0.01% | +14,073 | 新進 |
| Lido Advisors, LLC | 12,999 | $16.3 萬 | 0.00% | +12,999 | 新進 |
| Concurrent Investment Advisors, LLC | 13,289 | $16.2 萬 | 0.00% | −10,602−44.4% | 減碼 |
| Price T Rowe Associates Inc | 13,165 | $16.1 萬 | 0.00% | +13,165 | 新進 |
| Perennial Investment Advisors, LLC | 12,928 | $15.7 萬 | 0.01% | +12,928 | 新進 |
| Aptus Capital Advisors, LLC | 12,872 | $15.7 萬 | 0.00% | +12,872 | 新進 |
| Guardian Wealth Advisors, LLC | 12,872 | $15.7 萬 | 0.01% | +12,872 | 新進 |
| Demars Financial Group, LLC | 12,572 | $15.3 萬 | 0.05% | +12,572 | 新進 |
| Armis Advisers, LLC | 12,399 | $15.1 萬 | 0.01% | +63+0.5% | 加碼 |
| Ameriprise Financial Inc | 12,420 | $15.1 萬 | 0.00% | −1,202−8.8% | 減碼 |
| Richmond Investment Services, LLC | 12,192 | $14.8 萬 | 0.02% | +12,192 | 新進 |
| Soltis Investment Advisors LLC | 11,729 | $14.3 萬 | 0.01% | +11,729 | 新進 |
| WealthPlan Investment Management, LLC | 11,677 | $14.2 萬 | 0.01% | −460−3.8% | 減碼 |
| Freestone Capital Holdings, LLC | 11,547 | $14.1 萬 | 0.00% | +11,547 | 新進 |
| Independent Wealth Network Inc. | 11,458 | $14.0 萬 | 0.04% | +11,458 | 新進 |
| IFP Advisors, Inc | 10,777 | $13.1 萬 | 0.00% | +4,449+70.3% | 加碼 |
| EP Wealth Advisors, LLC | 10,620 | $12.9 萬 | 0.00% | +10,620 | 新進 |
| ORG Wealth Partners, LLC | 10,321 | $12.6 萬 | 0.02% | +10,321 | 新進 |
| Westside Investment Management, Inc. | 9,500 | $11.6 萬 | 0.02% | +9,500 | 新進 |
| Private Trust Co NA | 9,104 | $11.1 萬 | 0.01% | +2,839+45.3% | 加碼 |
| United Financial Planning Group LLC | 8,363 | $10.2 萬 | 0.06% | +8,363 | 新進 |
| Aquatic Capital Management LLC | 7,807 | $9.51 萬 | 0.00% | +3,912+100.4% | 加碼 |
| TSFG, LLC | 7,343 | $8.90 萬 | 0.01% | +4,049+122.9% | 加碼 |
| Golden State Wealth Management, LLC | 7,161 | $8.72 萬 | 0.01% | +2,950+70.1% | 加碼 |
| Sound Income Strategies, LLC | 6,282 | $7.67 萬 | 0.00% | +2,350+59.8% | 加碼 |
| Raleigh Capital Management Inc. | 5,685 | $6.92 萬 | 0.02% | +1,923+51.1% | 加碼 |
| Chilton Capital Management LLC | 4,432 | $5.40 萬 | 0.00% | +1,479+50.1% | 加碼 |
| Strategic Wealth Partners, Ltd. | 4,170 | $5.08 萬 | 0.00% | +4,170 | 新進 |
| MAI Capital Management | 3,265 | $3.98 萬 | 0.00% | +589+22.0% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 3,250 | $3.96 萬 | 0.01% | −2,581−44.3% | 減碼 |
| PlanVest Financial, Inc | 2,955 | $3.60 萬 | 0.03% | +2,955 | 新進 |
| Larson Financial Group LLC | 2,893 | $3.52 萬 | 0.00% | +1,200+70.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,500 | $3.04 萬 | 0.00% | +834+50.1% | 加碼 |
| Sofos Investments, Inc. | 2,485 | $3.03 萬 | 0.01% | +1,139+84.6% | 加碼 |
| JPMorgan Chase & Co | 2,404 | $2.94 萬 | 0.00% | +414+20.8% | 加碼 |
| Essential Investment Partners LLC | 2,183 | $2.66 萬 | 0.02% | +729+50.1% | 加碼 |
| Wolff Wiese Magana LLC | 2,076 | $2.53 萬 | 0.01% | +693+50.1% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,072 | $2.52 萬 | 0.00% | +692+50.1% | 加碼 |
| International Assets Investment Management, LLC | 1,824 | $2.23 萬 | 0.00% | +602+49.3% | 加碼 |
| Ameriflex Group, Inc. | 1,818 | $2.21 萬 | 0.01% | +599+49.1% | 加碼 |
| Quantbot Technologies LP | 1,783 | $2.17 萬 | 0.00% | −10,305−85.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,296 | $1.58 萬 | 0.00% | +648+100.0% | 加碼 |
| Silicon Valley Capital Partners | 1,176 | $1.43 萬 | 0.00% | +19+1.6% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 1,075 | $1.31 萬 | 0.00% | +359+50.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,071 | $1.30 萬 | 0.00% | +807+305.7% | 加碼 |
| Capital Analysts, LLC | 1,092 | $1.30 萬 | 0.00% | +546+100.0% | 加碼 |
| Wells Fargo & Company | 861 | $1.05 萬 | 0.00% | −979−53.2% | 減碼 |
| NBC Securities, Inc. | 834 | $1.02 萬 | 0.00% | −832−49.9% | 減碼 |
| HFM Investment Advisors, LLC | 621 | $7,564 | 0.00% | +208+50.4% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 538 | $6,553 | 0.00% | +538 | 新進 |
| Valley National Advisers Inc | 452 | $5,000 | 0.00% | +151+50.2% | 加碼 |
| Kozak & Associates, Inc. | 280 | $3,455 | 0.00% | +94+50.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 185 | $2,253 | 0.00% | +185 | 新進 |
| Insight Financial Services | 100 | $1,218 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 27 | $329 | 0.00% | +1+3.8% | 加碼 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −272,794−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −184,400−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −167,387−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −148,592−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −50,858−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −36,700−100.0% | 清倉 |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −33,480−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,080−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −29,601−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −26,580−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −26,290−100.0% | 清倉 |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −19,886−100.0% | 清倉 |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −17,987−100.0% | 清倉 |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −16,801−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −15,296−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −12,439−100.0% | 清倉 |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −10,902−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −10,862−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −2,010−100.0% | 清倉 |
| Aventus Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,614−100.0% | 清倉 |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −1,030−100.0% | 清倉 |
| Trust Co | 0 | $0 | 0.00% | −855−100.0% | 清倉 |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −854−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −611−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −374−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −178−100.0% | 清倉 |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
