| NBC Securities, Inc. | 9,541 | $17.1 萬 | 0.02% | −1,668−14.9% | 減碼 |
| AllSquare Wealth Management LLC | 9,340 | $16.8 萬 | 0.10% | +500+5.7% | 加碼 |
| Benjamin Edwards Inc | 8,910 | $16.0 萬 | 0.03% | +1,500+20.2% | 加碼 |
| Concord Wealth Partners | 8,189 | $14.7 萬 | 0.03% | +317+4.0% | 加碼 |
| Retirement Group, LLC | 8,099 | $14.5 萬 | 0.06% | −489−5.7% | 減碼 |
| CWM, LLC | 7,587 | $13.6 萬 | 0.00% | +2,246+42.1% | 加碼 |
| Westside Investment Management, Inc. | 7,218 | $13.0 萬 | 0.03% | 00.0% | 不變 |
| Advisory Services Network, LLC | 7,126 | $12.8 萬 | 0.00% | −5,288−42.6% | 減碼 |
| Natixis | 5,708 | $10.2 萬 | 0.00% | −13,951−71.0% | 減碼 |
| Highlander Capital Management, LLC | 5,700 | $10.2 萬 | 0.04% | +780+15.9% | 加碼 |
| FNY Investment Advisers, LLC | 5,600 | $10.0 萬 | 0.11% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,589 | $6.44 萬 | 0.00% | −4,750−57.0% | 減碼 |
| ICA Group Wealth Management, LLC | 3,419 | $6.14 萬 | 0.01% | +3,419 | 新進 |
| Bogart Wealth, LLC | 3,354 | $6.02 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,000 | $5.38 萬 | 0.01% | +1,000+50.0% | 加碼 |
| Rothschild Investment LLC | 3,000 | $5.38 萬 | 0.00% | +3,000 | 新進 |
| US Bancorp | 2,981 | $5.35 萬 | 0.00% | +2,071+227.6% | 加碼 |
| Huntington National Bank | 2,730 | $4.90 萬 | 0.00% | −530−16.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,579 | $4.63 萬 | 0.00% | −5,508−68.1% | 減碼 |
| Elequin Capital LP | 2,554 | $4.58 萬 | 0.01% | −1,487−36.8% | 減碼 |
| Proequities, Inc. | 2,460 | $4.47 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 2,347 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,279 | $4.09 萬 | 0.01% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 2,158 | $3.87 萬 | 0.01% | 00.0% | 不變 |
| Truvestments Capital LLC | 2,045 | $3.67 萬 | 0.02% | +2,045 | 新進 |
| Focused Wealth Management, Inc | 1,920 | $3.45 萬 | 0.01% | −426−18.2% | 減碼 |
| Sugarloaf Wealth Management, LLC | 1,920 | $3.45 萬 | 0.01% | −445−18.8% | 減碼 |
| Coston, McIsaac & Partners | 1,943 | $3.40 萬 | 0.01% | +34+1.8% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 1,840 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 1,700 | $3.05 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 1,650 | $2.96 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 1,608 | $2.88 萬 | 0.01% | +1,401+676.8% | 加碼 |
| AlphaMark Advisors, LLC | 1,480 | $2.70 萬 | 0.01% | +54+3.8% | 加碼 |
| Webster Bank, N. A. | 1,459 | $2.62 萬 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 1,450 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 1,377 | $2.47 萬 | 0.02% | −85−5.8% | 減碼 |
| Sound Income Strategies, LLC | 1,305 | $2.34 萬 | 0.00% | +29+2.3% | 加碼 |
| Caldwell Sutter Capital, Inc. | 1,289 | $2.31 萬 | 0.01% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,276 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,200 | $2.15 萬 | 0.00% | +700+140.0% | 加碼 |
| AdvisorNet Financial, Inc | 1,028 | $1.85 萬 | 0.00% | +37+3.7% | 加碼 |
| Baystate Wealth Management LLC | 1,001 | $1.80 萬 | 0.00% | +1,001 | 新進 |
| Tompkins Financial Corp | 930 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Hobbs Group Advisors, LLC | 818 | $1.47 萬 | 0.01% | +818 | 新進 |
| Bramshill Investments, LLC | 600 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 500 | $8,975 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 497 | $8,921 | 0.00% | −468−48.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 490 | $8,796 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 487 | $8,742 | 0.00% | +487 | 新進 |
| Financial Management Professionals, Inc. | 400 | $7,000 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 352 | $6,083 | 0.00% | 00.0% | 不變 |
| Estabrook Capital Management | 327 | $5,870 | 0.00% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 300 | $5,385 | 0.00% | +300 | 新進 |
| JPMorgan Chase & Co | 291 | $5,223 | 0.00% | −36,869−99.2% | 減碼 |
| REAP Financial Group, LLC | 269 | $4,829 | 0.00% | +269 | 新進 |
| Pathway Financial Advisers, LLC | 255 | $4,580 | 0.00% | +10+4.1% | 加碼 |
| WealthCollab, LLC | 109 | $1,957 | 0.00% | +109 | 新進 |
| FinTrust Capital Advisors, LLC | 42 | $754 | 0.00% | +42 | 新進 |
| Key Financial Inc | 33 | $592 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $36 | 0.00% | −8−80.0% | 減碼 |
| Allworth Financial LP | 1 | $19 | 0.00% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −100,656−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −62,421−100.0% | 清倉 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −56,737−100.0% | 清倉 |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −28,273−100.0% | 清倉 |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −22,185−100.0% | 清倉 |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −18,904−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −17,108−100.0% | 清倉 |
| Kellett Schaffner Wealth Advisors LLC | 0 | $0 | 0.00% | −16,394−100.0% | 清倉 |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −14,385−100.0% | 清倉 |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −13,357−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −13,159−100.0% | 清倉 |
| Claro Advisors LLC | 0 | $0 | 0.00% | −11,443−100.0% | 清倉 |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −10,882−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −10,532−100.0% | 清倉 |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −10,524−100.0% | 清倉 |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −10,020−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −9,445−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −6,699−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,024−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,637−100.0% | 清倉 |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −1,145−100.0% | 清倉 |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −407−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Icon Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| Claybrook Capital, LLC | – | – | – | – | 本季未申報 |
| Focus Financial Network, Inc. | – | – | – | – | 本季未申報 |
| WFA of San Diego, LLC | – | – | – | – | 本季未申報 |
