| Insigneo Advisory Services, LLC | 10,346 | $12.7 萬 | 0.01% | +10,346 | 新進 |
| Johnson Financial Group, Inc. | 9,968 | $12.6 萬 | 0.01% | −61,000−86.0% | 減碼 |
| Savant Capital, LLC | 10,244 | $12.6 萬 | 0.00% | +10,244 | 新進 |
| American Institute for Advanced Investment Management, LLP | 10,211 | $12.5 萬 | 0.09% | 00.0% | 不變 |
| Matauro, LLC | 10,149 | $12.4 萬 | 0.03% | +10,149 | 新進 |
| Prosperity Wealth Management, Inc. | 10,023 | $12.3 萬 | 0.05% | +10,023 | 新進 |
| LexAurum Advisors, LLC | 10,000 | $12.3 萬 | 0.02% | −6,000−37.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 10,000 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Elequin Capital LP | 9,496 | $11.6 萬 | 0.01% | +9,496 | 新進 |
| Motco | 9,257 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 7,558 | $9.27 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 7,395 | $9.07 萬 | 0.00% | −732−9.0% | 減碼 |
| FSA Wealth Management LLC | 5,700 | $6.99 萬 | 0.03% | 00.0% | 不變 |
| Bank of New Hampshire | 5,345 | $6.55 萬 | 0.02% | 00.0% | 不變 |
| Community Bank, N.A. | 5,000 | $6.13 萬 | 0.01% | +1,000+25.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,000 | $4.93 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 4,000 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,879 | $4.76 萬 | 0.00% | −565−12.7% | 減碼 |
| Fortitude Family Office, LLC | 3,323 | $4.07 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 3,003 | $3.68 萬 | 0.01% | 00.0% | 不變 |
| Delta Asset Management LLC | 3,000 | $3.68 萬 | 0.00% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 3,000 | $3.68 萬 | 0.01% | 00.0% | 不變 |
| Capital & Planning, LLC | 2,936 | $3.60 萬 | 0.03% | +2,936 | 新進 |
| Pinnacle Financial Partners Inc | 2,510 | $3.36 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 2,577 | $3.16 萬 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 2,310 | $2.83 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,287 | $2.80 萬 | 0.00% | +2,287 | 新進 |
| Noble Wealth Management PBC | 2,250 | $2.76 萬 | 0.02% | +2,250 | 新進 |
| MAI Capital Management | 2,024 | $2.48 萬 | 0.00% | +2,024 | 新進 |
| Tradewinds Capital Management, LLC | 1,931 | $2.37 萬 | 0.01% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,925 | $2.36 萬 | 0.00% | −1,404−42.2% | 減碼 |
| JNBA Financial Advisors | 1,843 | $2.26 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,782 | $2.18 萬 | 0.00% | +1,782 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,733 | $2.12 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,724 | $2.11 萬 | 0.00% | 00.0% | 不變 |
| Park Square Financial Group, LLC | 1,700 | $2.08 萬 | 0.01% | +1,700 | 新進 |
| Adirondack Trust Co | 1,550 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,523 | $1.87 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,497 | $1.84 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 1,468 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 1,404 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,133 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Northwest Bank & Trust Co | 974 | $1.29 萬 | 0.01% | 00.0% | 不變 |
| Synergy Investment Management, LLC | 1,038 | $1.27 萬 | 0.01% | +1,038 | 新進 |
| Ronald Blue Trust, Inc. | 1,009 | $1.24 萬 | 0.00% | +42+4.3% | 加碼 |
| Field & Main Bank | 866 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 850 | $1.00 萬 | 0.00% | −32,000−97.4% | 減碼 |
| Mascoma Wealth Management LLC | 799 | $9,796 | 0.00% | 00.0% | 不變 |
| Menard Financial Group LLC | 778 | $9,538 | 0.01% | +778 | 新進 |
| IFP Advisors, Inc | 760 | $9,317 | 0.00% | 00.0% | 不變 |
| Transce3nd, LLC | 730 | $8,950 | 0.00% | +730 | 新進 |
| Allworth Financial LP | 663 | $8,275 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 615 | $7,540 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 600 | $7,356 | 0.00% | −9,600−94.1% | 減碼 |
| Coppell Advisory Solutions LLC | 575 | $6,969 | 0.00% | +575 | 新進 |
| Bartlett & Co. Wealth Management LLC | 534 | $6,547 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 485 | $5,946 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 433 | $5,309 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 426 | $5,223 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 369 | $4,527 | 0.00% | −561−60.3% | 減碼 |
| Activest Wealth Management | 350 | $4,291 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 315 | $3,855 | 0.00% | +1+0.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 306 | $3,752 | 0.00% | +306 | 新進 |
| Bullock Wealth Management Group | 299 | $3,666 | 0.00% | +299 | 新進 |
| 1620 Investment Advisors, Inc. | 270 | $3,310 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 208 | $2,550 | 0.00% | 00.0% | 不變 |
| Richards, Merrill & Peterson, Inc. | 187 | $2,293 | 0.00% | +187 | 新進 |
| CNB Bank | 176 | $2,158 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 100 | $1,226 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 102 | $1,000 | 0.00% | +3+3.0% | 加碼 |
| Farther Finance Advisors, LLC | 54 | $657 | 0.00% | −3,596−98.5% | 減碼 |
| NBC Securities, Inc. | 22 | $269 | 0.02% | −23,360−99.9% | 減碼 |
| CVA Family Office, LLC | 21 | $257 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2 | $25 | 0.00% | −6−75.0% | 減碼 |
| FMR LLC | 1 | $12 | 0.00% | +1 | 新進 |
| Creekmur Asset Management LLC | 1 | $9 | 0.00% | 00.0% | 不變 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −180,000−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −58,742−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −35,895−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −23,881−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −19,693−100.0% | 清倉 |
| First Foundation Advisors | 0 | $0 | 0.00% | −15,094−100.0% | 清倉 |
| Alesco Advisors LLC | 0 | $0 | 0.00% | −13,165−100.0% | 清倉 |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −12,614−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −12,400−100.0% | 清倉 |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −10,519−100.0% | 清倉 |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1,157−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −890−100.0% | 清倉 |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −716−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −67,483−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
| Carmichael Hill & Associates, Inc. | – | – | – | – | 本季未申報 |
| M&R Capital Management Inc | – | – | – | – | 本季未申報 |
