| Price T Rowe Associates Inc | 14,689 | $17.0 萬 | 0.00% | +1,524+11.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 14,626 | $16.9 萬 | 0.00% | −28,781−66.3% | 減碼 |
| Carmel Capital Partners, LLC | 14,452 | $16.7 萬 | 0.06% | −3,860−21.1% | 減碼 |
| BridgePort Financial Solutions, LLC | 14,302 | $16.5 萬 | 0.04% | −2,663−15.7% | 減碼 |
| Pure Financial Advisors, Inc. | 14,240 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 13,772 | $15.9 萬 | 0.01% | −4,302−23.8% | 減碼 |
| Perennial Investment Advisors, LLC | 13,286 | $15.4 萬 | 0.01% | +358+2.8% | 加碼 |
| Bank of America Corp | 13,151 | $15.2 萬 | 0.00% | +13,151 | 新進 |
| Lido Advisors, LLC | 12,999 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 12,960 | $15.0 萬 | 0.00% | −329−2.5% | 減碼 |
| Armis Advisers, LLC | 12,399 | $14.4 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 12,034 | $13.9 萬 | 0.00% | −386−3.1% | 減碼 |
| WealthCare Investment Partners, LLC | 11,869 | $13.7 萬 | 0.03% | −1,303−9.9% | 減碼 |
| Aptus Capital Advisors, LLC | 11,797 | $13.6 萬 | 0.00% | −1,075−8.4% | 減碼 |
| Guardian Wealth Advisors, LLC | 11,797 | $13.6 萬 | 0.01% | −1,075−8.4% | 減碼 |
| Savant Capital, LLC | 11,427 | $13.6 萬 | 0.00% | +11,427 | 新進 |
| Kovack Advisors, Inc. | 11,432 | $13.4 萬 | 0.01% | +11,432 | 新進 |
| Freestone Capital Holdings, LLC | 11,547 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 11,408 | $13.2 萬 | 0.01% | +11,408 | 新進 |
| Integrated Wealth Concepts LLC | 11,362 | $13.1 萬 | 0.00% | +11,362 | 新進 |
| Independent Wealth Network Inc. | 11,286 | $13.1 萬 | 0.03% | −172−1.5% | 減碼 |
| MQS Management LLC | 11,080 | $12.8 萬 | 0.16% | +11,080 | 新進 |
| Foundations Investment Advisors, LLC | 10,870 | $12.6 萬 | 0.00% | −3,282−23.2% | 減碼 |
| Entropy Technologies, LP | 10,771 | $12.5 萬 | 0.00% | +10,771 | 新進 |
| EP Wealth Advisors, LLC | 10,620 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 10,327 | $11.9 萬 | 0.00% | −4,896−32.2% | 減碼 |
| Nomura Holdings Inc | 10,000 | $11.6 萬 | 0.00% | +10,000 | 新進 |
| JPMorgan Chase & Co | 9,002 | $10.6 萬 | 0.00% | +6,598+274.5% | 加碼 |
| United Financial Planning Group LLC | 8,363 | $9.68 萬 | 0.05% | 00.0% | 不變 |
| GWM Advisors LLC | 7,887 | $9.13 萬 | 0.00% | −7,815−49.8% | 減碼 |
| Westside Investment Management, Inc. | 6,000 | $6.94 萬 | 0.01% | −3,500−36.8% | 減碼 |
| Silver Oak Securities, Inc | 5,976 | $6.91 萬 | 0.00% | +5,976 | 新進 |
| Raleigh Capital Management Inc. | 5,843 | $6.76 萬 | 0.02% | +158+2.8% | 加碼 |
| Chilton Capital Management LLC | 4,432 | $5.13 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,349 | $5.03 萬 | 0.00% | +4,349 | 新進 |
| Massmutual Trust Co FSB | 3,643 | $4.21 萬 | 0.00% | +3,643 | 新進 |
| Golden State Wealth Management, LLC | 3,638 | $4.21 萬 | 0.00% | −3,523−49.2% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 3,250 | $3.76 萬 | 0.01% | 00.0% | 不變 |
| IFG Advisory, LLC | 3,139 | $3.63 萬 | 0.00% | +3,139 | 新進 |
| PlanVest Financial, Inc | 2,955 | $3.42 萬 | 0.02% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,893 | $3.35 萬 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 2,654 | $3.07 萬 | 0.00% | −1,516−36.4% | 減碼 |
| Tounjian Advisory Partners, LLC | 2,589 | $3.00 萬 | 0.01% | +2,589 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,500 | $2.89 萬 | 0.00% | 00.0% | 不變 |
| Financial Gravity Companies, Inc. | 2,485 | $2.88 萬 | 0.00% | +2,485 | 新進 |
| Essential Investment Partners LLC | 2,183 | $2.53 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,088 | $2.42 萬 | 0.00% | −8,689−80.6% | 減碼 |
| Wolff Wiese Magana LLC | 2,076 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,072 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,824 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 1,428 | $1.65 萬 | 0.00% | +1,428 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,296 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,260 | $1.46 萬 | 0.00% | −24,789−95.2% | 減碼 |
| Silicon Valley Capital Partners | 1,209 | $1.40 萬 | 0.00% | +33+2.8% | 加碼 |
| Wells Fargo & Company | 1,201 | $1.39 萬 | 0.00% | +340+39.5% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 1,075 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Trust Co | 856 | $9,904 | 0.00% | +856 | 新進 |
| NBC Securities, Inc. | 834 | $9,649 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 621 | $7,185 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 603 | $6,980 | 0.00% | +418+225.9% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 538 | $6,225 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 280 | $3,293 | 0.00% | 00.0% | 不變 |
| Insight Financial Services | 100 | $1,157 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 81 | $937 | 0.00% | −990−92.4% | 減碼 |
| Archer Investment Corp | 28 | $321 | 0.00% | +1+3.7% | 加碼 |
| Allied Private Wealth LLC | 20 | $229 | 0.00% | +20 | 新進 |
| Caitong International Asset Management Co., Ltd | 5 | $58 | 0.00% | +5 | 新進 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,864−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −31,635−100.0% | 清倉 |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −26,506−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −24,220−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −23,191−100.0% | 清倉 |
| Cooper Financial Group | 0 | $0 | 0.00% | −19,392−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −18,215−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −17,684−100.0% | 清倉 |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −12,572−100.0% | 清倉 |
| Richmond Investment Services, LLC | 0 | $0 | 0.00% | −12,192−100.0% | 清倉 |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −11,729−100.0% | 清倉 |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −11,677−100.0% | 清倉 |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −10,321−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −9,104−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,807−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −6,282−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −3,265−100.0% | 清倉 |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −1,818−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,783−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −1,092−100.0% | 清倉 |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −452−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| TCFG Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Sofos Investments, Inc. | – | – | – | – | 本季未申報 |
