| Morgan Stanley | 1,451,020 | $515.1 萬 | 0.00% | +6,913+0.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 571,125 | $202.7 萬 | 0.11% | +571,125 | 新進 |
| Independent Advisor Alliance | 426,952 | $151.6 萬 | 0.02% | +426,952 | 新進 |
| LPL Financial LLC | 228,840 | $81.2 萬 | 0.00% | −2,362−1.0% | 減碼 |
| Pensionmark Financial Group, LLC | 223,650 | $79.4 萬 | 0.02% | +68,750+44.4% | 加碼 |
| Advisor Group Holdings, Inc. | 188,382 | $66.9 萬 | 0.00% | −8,928−4.5% | 減碼 |
| Concorde Asset Management, LLC | 185,100 | $65.7 萬 | 0.34% | −9,800−5.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 148,922 | $52.9 萬 | 0.01% | +50,622+51.5% | 加碼 |
| Wells Fargo & Company | 89,779 | $31.9 萬 | 0.00% | −259−0.3% | 減碼 |
| Bank of America Corp | 71,796 | $25.5 萬 | 0.00% | −17,331−19.4% | 減碼 |
| Cetera Investment Advisers | 71,390 | $25.3 萬 | 0.00% | +18,164+34.1% | 加碼 |
| Raymond James Financial Inc | 70,367 | $25.0 萬 | 0.00% | +70,367 | 新進 |
| Kestra Advisory Services, LLC | 51,739 | $18.4 萬 | 0.00% | +51,739 | 新進 |
| Private Advisor Group, LLC | 51,221 | $18.2 萬 | 0.00% | +296+0.6% | 加碼 |
| GWM Advisors LLC | 41,670 | $14.8 萬 | 0.00% | −1,936−4.4% | 減碼 |
| Cornerstone Advisors, LLC | 39,500 | $14.0 萬 | 0.01% | +39,500 | 新進 |
| Parcion Private Wealth LLC | 36,400 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 32,700 | $11.6 萬 | 0.04% | 00.0% | 不變 |
| UBS Group AG | 29,195 | $10.4 萬 | 0.00% | +3,619+14.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 28,597 | $10.2 萬 | 0.00% | +28,597 | 新進 |
| Live Oak Private Wealth LLC | 27,105 | $9.62 萬 | 0.02% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 22,228 | $7.89 萬 | 0.00% | +22,228 | 新進 |
| Soltis Investment Advisors LLC | 20,640 | $7.33 萬 | 0.01% | +20,640 | 新進 |
| Commonwealth Equity Services, LLC | 19,396 | $6.90 萬 | 0.00% | −1,734−8.2% | 減碼 |
| Susquehanna International Group, LLP | 19,200 | $6.82 萬 | 0.00% | −8,371−30.4% | 減碼 |
| GWN Securities Inc. | 19,700 | $6.70 萬 | 0.02% | +19,700 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,760 | $6.66 萬 | 0.01% | +566+3.1% | 加碼 |
| L.M. Kohn & Company | 18,651 | $6.62 萬 | 0.02% | −1,000−5.1% | 減碼 |
| Perigon Wealth Management, LLC | 18,264 | $6.54 萬 | 0.00% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 17,968 | $6.40 萬 | 0.00% | +6,673+59.1% | 加碼 |
| Oppenheimer & Co Inc | 17,881 | $6.35 萬 | 0.00% | +17,881 | 新進 |
| Citadel Advisors LLC | 17,437 | $6.19 萬 | 0.00% | +17,437 | 新進 |
| One Capital Management, LLC | 16,675 | $5.92 萬 | 0.00% | +16,675 | 新進 |
| Royal Bank of Canada | 16,498 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 14,811 | $5.26 萬 | 0.00% | +14,811 | 新進 |
| Atomi Financial Group, Inc. | 14,500 | $5.15 萬 | 0.00% | +1,000+7.4% | 加碼 |
| Avantax Advisory Services, Inc. | 14,202 | $5.04 萬 | 0.00% | +14,202 | 新進 |
| North Star Asset Management Inc | 13,661 | $4.85 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 13,203 | $4.69 萬 | 0.00% | +500+3.9% | 加碼 |
| E&G Advisors, LP | 13,000 | $4.62 萬 | 0.01% | −3,500−21.2% | 減碼 |
| KPP Advisory Services LLC | 12,760 | $4.53 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 12,522 | $4.45 萬 | 0.00% | +2,164+20.9% | 加碼 |
| Larson Financial Group LLC | 12,100 | $4.30 萬 | 0.00% | +3,803+45.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 11,820 | $4.20 萬 | 0.00% | −1,500−11.3% | 減碼 |
| Evolution Wealth Advisors, LLC | 11,125 | $3.95 萬 | 0.01% | +269+2.5% | 加碼 |
| Creative Planning | 10,796 | $3.83 萬 | 0.00% | +10,796 | 新進 |
| NWF Advisory Services Inc. | 10,000 | $3.55 萬 | 0.01% | −153,206−93.9% | 減碼 |
| Bessemer Group Inc | 7,958 | $2.80 萬 | 0.00% | +7,958 | 新進 |
| The PNC Financial Services Group, Inc. | 3,020 | $1.07 萬 | 0.00% | +46+1.5% | 加碼 |
| CoreCap Advisors, LLC | 2,500 | $8,875 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 1,700 | $7,000 | 0.01% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 666 | $2,364 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 90 | $320 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 16 | $58 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 11 | $39 | 0.00% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −65,871−100.0% | 清倉 |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −31,115−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −24,355−100.0% | 清倉 |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −14,639−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,356−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −12,455−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −10,430−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| FinTrust Capital Advisors, LLC | – | – | – | – | 本季未申報 |
