| Strategic Financial Concepts, LLC | 13,668 | $41.2 萬 | 0.08% | −948−6.5% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 13,635 | $41.1 萬 | 0.11% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 12,575 | $40.9 萬 | 0.01% | +1,716+15.8% | 加碼 |
| Wick Capital Partners, LLC | 13,411 | $40.4 萬 | 0.12% | 00.0% | 不變 |
| Merk Investments LLC | 12,794 | $38.6 萬 | 0.21% | −6,969−35.3% | 減碼 |
| ORG Partners LLC | 12,800 | $38.5 萬 | 0.09% | −335−2.6% | 減碼 |
| Wealth Quarterback LLC | 12,663 | $38.2 萬 | 0.21% | +150+1.2% | 加碼 |
| Mariner, LLC | 12,543 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 12,365 | $37.3 萬 | 0.06% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 11,950 | $37.2 萬 | 0.07% | +11,950 | 新進 |
| Davenport & Co LLC | 11,900 | $35.9 萬 | 0.00% | +500+4.4% | 加碼 |
| Financial & Tax Architects, LLC | 11,379 | $34.3 萬 | 0.09% | −29−0.3% | 減碼 |
| TCG Advisory Services, LLC | 11,200 | $33.8 萬 | 0.01% | −3,198−22.2% | 減碼 |
| Camarda Financial Advisors, LLC | 11,072 | $33.4 萬 | 0.15% | +11,072 | 新進 |
| Destiny Capital Corp | 11,060 | $33.3 萬 | 0.23% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 10,924 | $32.9 萬 | 0.04% | +4,494+69.9% | 加碼 |
| Invst, LLC | 10,924 | $32.9 萬 | 0.04% | +10,924 | 新進 |
| US Bancorp | 10,754 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| Snider Financial Group | 10,532 | $31.7 萬 | 0.10% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 10,355 | $31.2 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 10,172 | $30.7 萬 | 0.00% | +1,254+14.1% | 加碼 |
| NBC Securities, Inc. | 10,116 | $30.4 萬 | 0.03% | +10,106+101,060.0% | 加碼 |
| Littlejohn Financial Services, Inc. | 10,000 | $30.1 萬 | 0.24% | +10,000 | 新進 |
| Spectrum Wealth Counsel, LLC | 9,938 | $30.0 萬 | 0.04% | +9,938 | 新進 |
| Oliver Luxxe Assets LLC | 9,651 | $29.1 萬 | 0.05% | +9,651 | 新進 |
| BancorpSouth Bank | 9,323 | $28.1 萬 | 0.02% | −933−9.1% | 減碼 |
| Vontobel Holding Ltd. | 9,000 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| We Are One Seven, LLC | 8,957 | $27.0 萬 | 0.01% | +8,957 | 新進 |
| Veracity Capital LLC | 8,952 | $27.0 萬 | 0.11% | +8,952 | 新進 |
| CWM, LLC | 8,739 | $26.3 萬 | 0.00% | +1,247+16.6% | 加碼 |
| Sagespring Wealth Partners, LLC | 8,487 | $25.6 萬 | 0.01% | −13−0.2% | 減碼 |
| Perennial Investment Advisors, LLC | 8,475 | $25.5 萬 | 0.03% | +200+2.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 8,459 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 8,236 | $24.8 萬 | 0.17% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 8,084 | $24.4 萬 | 0.10% | −2,213−21.5% | 減碼 |
| Pure Financial Advisors, Inc. | 8,078 | $24.3 萬 | 0.01% | +8,078 | 新進 |
| Wells Fargo & Company | 8,074 | $24.3 萬 | 0.00% | +3,334+70.3% | 加碼 |
| Thompson Davis & Co., Inc. | 7,975 | $24.0 萬 | 0.19% | 00.0% | 不變 |
| Northwest Financial Advisors | 7,896 | $23.8 萬 | 0.20% | +7,896 | 新進 |
| Jaffetilchin Investment Partners, LLC | 7,600 | $22.9 萬 | 0.02% | +7,600 | 新進 |
| Silvercrest Asset Management Group LLC | 7,520 | $22.7 萬 | 0.00% | +7,520 | 新進 |
| Bartlett & Co. Wealth Management LLC | 7,500 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 7,478 | $22.5 萬 | 0.01% | +7,478 | 新進 |
| Golden State Wealth Management, LLC | 7,448 | $22.4 萬 | 0.03% | +550+8.0% | 加碼 |
| M Wealth Management, LLC | 7,373 | $22.2 萬 | 0.21% | −5,777−43.9% | 減碼 |
| Benjamin Edwards Inc | 7,239 | $21.8 萬 | 0.00% | +7,239 | 新進 |
| Perigon Wealth Management, LLC | 7,029 | $21.2 萬 | 0.01% | +7,029 | 新進 |
| Sowell Financial Services LLC | 6,925 | $20.9 萬 | 0.01% | +6,925 | 新進 |
| Stephens Inc | 6,775 | $20.4 萬 | 0.00% | +6,775 | 新進 |
| Wealth Management Associates, Inc. | 6,755 | $20.4 萬 | 0.09% | +6,755 | 新進 |
| BNP Paribas Arbitrage, SA | 6,570 | $19.8 萬 | 0.00% | +6,570 | 新進 |
| Geneos Wealth Management Inc. | 6,381 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| HM Payson & Co | 4,550 | $13.7 萬 | 0.00% | −904−16.6% | 減碼 |
| Harbour Investments, Inc. | 3,889 | $11.7 萬 | 0.00% | −536−12.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,575 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 4,139 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 3,326 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,896 | $8.73 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,513 | $7.57 萬 | 0.00% | +2,513 | 新進 |
| North Star Investment Management Corp. | 2,000 | $6.03 萬 | 0.00% | +2,000 | 新進 |
| Financial Network Wealth Advisors LLC | 1,702 | $5.13 萬 | 0.07% | +1,702 | 新進 |
| Stonebridge Financial Group, LLC | 1,639 | $4.94 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,579 | $4.76 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 1,200 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 1,100 | $3.32 萬 | 0.02% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,069 | $3.18 萬 | 0.00% | +1,069 | 新進 |
| Bank of America Corp | 933 | $2.81 萬 | 0.00% | +488+109.7% | 加碼 |
| IFP Advisors, Inc | 929 | $2.80 萬 | 0.00% | +434+87.7% | 加碼 |
| Plante Moran Financial Advisors, LLC | 911 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 860 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 800 | $2.41 萬 | 0.02% | +800 | 新進 |
| Private Trust Co NA | 793 | $2.39 萬 | 0.00% | +793 | 新進 |
| Atwood & Palmer Inc | 749 | $2.26 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 689 | $2.08 萬 | 0.00% | +689 | 新進 |
| The PNC Financial Services Group, Inc. | 608 | $1.83 萬 | 0.00% | +608 | 新進 |
| National Bank of Canada | 480 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 340 | $1.02 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 297 | $8,952 | 0.00% | +154+107.7% | 加碼 |
| Main Street Group, LTD | 291 | $8,771 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 100 | $3,014 | 0.00% | 00.0% | 不變 |
| FMR LLC | 86 | $2,595 | 0.00% | +5+6.2% | 加碼 |
| Ameriflex Group, Inc. | 65 | $1,959 | 0.00% | +65 | 新進 |
| Montag A & Associates Inc | 20 | $603 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 1 | $31 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| New Harbor Financial Group, LLC | 0 | $0 | 0.00% | −459,645−100.0% | 清倉 |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −459,645−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −201,440−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −68,809−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −25,032−100.0% | 清倉 |
| WMS Partners, LLC | 0 | $0 | 0.00% | −21,415−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,462−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −8,552−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −8,552−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,838−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,086−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| UBS Group AG | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Private Portfolio Partners LLC | – | – | – | – | 本季未申報 |
| WR Wealth Planners, LLC | – | – | – | – | 本季未申報 |
