| CI Private Wealth, LLC | 11,331 | $13.4 萬 | 0.00% | +11,331 | 新進 |
| Prospera Financial Services Inc | 11,216 | $13.2 萬 | 0.01% | +11,216 | 新進 |
| Regions Financial Corp | 11,075 | $13.1 萬 | 0.00% | +11,075 | 新進 |
| North Star Investment Management Corp. | 11,016 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Tiaa, FSB | 10,899 | $12.9 萬 | 0.00% | −3,581−24.7% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 10,767 | $12.7 萬 | 0.12% | −3,800−26.1% | 減碼 |
| Nottingham Advisors, Inc. | 10,750 | $12.7 萬 | 0.02% | 00.0% | 不變 |
| Romano Brothers and Company | 10,631 | $12.5 萬 | 0.02% | 00.0% | 不變 |
| Strategic Advisors LLC | 10,589 | $12.5 萬 | 0.03% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 10,289 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 10,110 | $11.9 萬 | 0.01% | −750−6.9% | 減碼 |
| Keybank National Association | 10,090 | $11.9 萬 | 0.00% | −1,485−12.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 10,067 | $11.9 萬 | 0.00% | +10,067 | 新進 |
| Running Point Capital Advisors, LLC | 10,000 | $11.8 萬 | 0.07% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 25,488 | $11.2 萬 | 0.00% | +777+3.1% | 加碼 |
| Vestor Capital, LLC | 9,319 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 9,183 | $10.8 萬 | 0.03% | −309−3.3% | 減碼 |
| Harbor Investment Advisory, LLC | 8,468 | $9.99 萬 | 0.02% | 00.0% | 不變 |
| Operose Advisors LLC | 7,527 | $8.88 萬 | 0.05% | 00.0% | 不變 |
| Ancora Advisors, LLC | 7,396 | $8.70 萬 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 7,335 | $8.66 萬 | 0.02% | 00.0% | 不變 |
| Delta Asset Management LLC | 7,000 | $8.26 萬 | 0.01% | +7,000 | 新進 |
| TCTC Holdings, LLC | 6,833 | $8.06 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 6,700 | $7.91 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 6,362 | $7.51 萬 | 0.00% | −1,670−20.8% | 減碼 |
| Private Trust Co NA | 6,077 | $7.20 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 5,971 | $7.05 萬 | 0.00% | −19,460−76.5% | 減碼 |
| Creative Financial Designs Inc | 5,195 | $6.13 萬 | 0.01% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 5,018 | $5.92 萬 | 0.03% | 00.0% | 不變 |
| Sandy Spring Bank | 5,001 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 4,789 | $5.70 萬 | 0.00% | −9,182−65.7% | 減碼 |
| Ronald Blue Trust, Inc. | 5,144 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Founders Capital Management | 4,000 | $4.70 萬 | 0.04% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 3,975 | $4.70 萬 | 0.17% | +18+0.5% | 加碼 |
| Proequities, Inc. | 3,925 | $4.63 萬 | 0.00% | −1,705−30.3% | 減碼 |
| ICA Group Wealth Management, LLC | 3,665 | $4.39 萬 | 0.01% | −22,173−85.8% | 減碼 |
| Baker Avenue Asset Management, LP | 3,495 | $4.12 萬 | 0.00% | +3,495 | 新進 |
| Parallel Advisors, LLC | 3,217 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 3,035 | $3.60 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,803 | $3.31 萬 | 0.00% | −1,976−41.3% | 減碼 |
| Global Retirement Partners, LLC | 2,590 | $3.06 萬 | 0.00% | +519+25.1% | 加碼 |
| Allworth Financial LP | 2,546 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 2,240 | $2.64 萬 | 0.01% | +2,240 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 2,057 | $2.43 萬 | 0.01% | +2,057 | 新進 |
| Kistler-Tiffany Companies, LLC | 1,704 | $2.01 萬 | 0.00% | −658−27.9% | 減碼 |
| Webster Bank, N. A. | 1,689 | $2.00 萬 | 0.00% | −1,767−51.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 1,673 | $1.97 萬 | 0.00% | +1,673 | 新進 |
| Lowe Wealth Advisors, LLC | 1,233 | $1.45 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 1,183 | $1.40 萬 | 0.01% | +1,183 | 新進 |
| Hartford Financial Management Inc. | 1,175 | $1.39 萬 | 0.00% | −900−43.4% | 減碼 |
| Montag A & Associates Inc | 1,143 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,028 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1,020 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 1,028 | $1.20 萬 | 0.00% | +1,028 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,000 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 899 | $1.10 萬 | 0.00% | +899 | 新進 |
| Accurate Wealth Management, LLC | 895 | $1.05 萬 | 0.00% | +895 | 新進 |
| Madden Securities Corp | 719 | $8,484 | 0.00% | +719 | 新進 |
| Sugarloaf Wealth Management, LLC | 467 | $5,511 | 0.00% | 00.0% | 不變 |
| First Community Trust NA | 448 | $5,000 | 0.01% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 419 | $4,944 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 393 | $4,637 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 297 | $3,505 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 150 | $2,000 | 0.00% | 00.0% | 不變 |
| Sawyer & Company, Inc | 149 | $2,000 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 145,630 | $1,718 | 0.00% | −8,618−5.6% | 減碼 |
| Duncker Streett & Co Inc | 100 | $1,180 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $12 | 0.00% | 00.0% | 不變 |
| Veritable, L.P. | 0 | $0 | 0.00% | −780,045−100.0% | 清倉 |
| Fiera Capital Corp | 0 | $0 | 0.00% | −387,430−100.0% | 清倉 |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −50,504−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −27,790−100.0% | 清倉 |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −23,264−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,248−100.0% | 清倉 |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,673−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −17,031−100.0% | 清倉 |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −15,500−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −15,079−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −14,327−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,583−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −12,810−100.0% | 清倉 |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −12,708−100.0% | 清倉 |
| Summit Financial, LLC | 0 | $0 | 0.00% | −11,787−100.0% | 清倉 |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −11,621−100.0% | 清倉 |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −11,053−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,458−100.0% | 清倉 |
| Country Trust Bank | 0 | $0 | 0.00% | −2,540−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −2,352−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −2,057−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −1,999−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −820−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −715−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −603−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |