| Oppenheimer & Co Inc | 10,884 | $21.0 萬 | 0.00% | −3,348−23.5% | 減碼 |
| Avestar Capital, LLC | 10,719 | $20.9 萬 | 0.02% | −2,137−16.6% | 減碼 |
| SpiderRock Advisors, LLC | 10,887 | $20.7 萬 | 0.01% | +10,887 | 新進 |
| CI Private Wealth, LLC | 10,500 | $20.3 萬 | 0.00% | −329−3.0% | 減碼 |
| Strategic Financial Concepts, LLC | 10,450 | $20.2 萬 | 0.05% | +10,450 | 新進 |
| Founders Financial Securities LLC | 10,352 | $20.0 萬 | 0.02% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 10,323 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 10,032 | $19.4 萬 | 0.00% | −23,401−70.0% | 減碼 |
| WealthTrust Asset Management, LLC | 10,014 | $19.3 萬 | 0.15% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 10,004 | $19.3 萬 | 0.01% | −35−0.3% | 減碼 |
| Consilium Wealth Advisory, LLC | 10,000 | $19.3 萬 | 0.11% | 00.0% | 不變 |
| CFO4Life Group, LLC | 10,000 | $19.3 萬 | 0.04% | +10,000 | 新進 |
| GPS Wealth Strategies Group, LLC | 9,702 | $18.7 萬 | 0.03% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 9,340 | $18.0 萬 | 0.11% | 00.0% | 不變 |
| Benjamin Edwards Inc | 8,910 | $17.2 萬 | 0.03% | 00.0% | 不變 |
| Deutsche Bank AG | 8,888 | $17.1 萬 | 0.00% | +8,888 | 新進 |
| Concord Wealth Partners | 8,496 | $16.4 萬 | 0.03% | +307+3.7% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 8,401 | $16.2 萬 | 0.06% | +8,401 | 新進 |
| Westside Investment Management, Inc. | 7,218 | $13.9 萬 | 0.03% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 5,600 | $10.8 萬 | 0.07% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 5,000 | $9.64 萬 | 0.03% | −700−12.3% | 減碼 |
| Natixis | 4,902 | $9.46 萬 | 0.00% | −806−14.1% | 減碼 |
| Proequities, Inc. | 3,760 | $7.34 萬 | 0.00% | +1,300+52.8% | 加碼 |
| ICA Group Wealth Management, LLC | 3,471 | $6.70 萬 | 0.01% | +52+1.5% | 加碼 |
| Bogart Wealth, LLC | 3,354 | $6.47 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,189 | $6.15 萬 | 0.00% | −400−11.1% | 減碼 |
| Rothschild Investment LLC | 3,000 | $5.79 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,000 | $5.79 萬 | 0.01% | 00.0% | 不變 |
| FMR LLC | 2,895 | $5.58 萬 | 0.00% | +2,893+144,650.0% | 加碼 |
| Huntington National Bank | 2,730 | $5.27 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,399 | $4.63 萬 | 0.00% | −582−19.5% | 減碼 |
| Raffa Wealth Management, LLC | 2,158 | $4.16 萬 | 0.01% | 00.0% | 不變 |
| Tucker Asset Management LLC | 2,151 | $4.15 萬 | 0.01% | +2,151 | 新進 |
| PSI Advisors, LLC | 2,007 | $3.87 萬 | 0.01% | +399+24.8% | 加碼 |
| Baldwin Brothers Inc | 2,000 | $3.86 萬 | 0.00% | +2,000 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 1,987 | $3.80 萬 | 0.00% | −360−15.3% | 減碼 |
| Coston, McIsaac & Partners | 1,977 | $3.80 萬 | 0.01% | +34+1.7% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 1,840 | $3.55 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,757 | $3.39 萬 | 0.00% | +452+34.6% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 1,700 | $3.28 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 1,650 | $3.18 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 1,600 | $3.09 萬 | 0.00% | −679−29.8% | 減碼 |
| AlphaMark Advisors, LLC | 1,532 | $3.00 萬 | 0.01% | +52+3.5% | 加碼 |
| Webster Bank, N. A. | 1,459 | $2.81 萬 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 1,450 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 1,448 | $2.60 萬 | 0.00% | +1,448 | 新進 |
| Retirement Group, LLC | 1,311 | $2.53 萬 | 0.01% | −6,788−83.8% | 減碼 |
| Caldwell Sutter Capital, Inc. | 1,289 | $2.49 萬 | 0.01% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,276 | $2.46 萬 | 0.01% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 1,253 | $2.42 萬 | 0.01% | −667−34.7% | 減碼 |
| Transcendent Capital Group LLC | 1,250 | $2.41 萬 | 0.01% | +1,250 | 新進 |
| Larson Financial Group LLC | 1,228 | $2.37 萬 | 0.00% | +28+2.3% | 加碼 |
| Ronald Blue Trust, Inc. | 948 | $1.83 萬 | 0.00% | +948 | 新進 |
| Tompkins Financial Corp | 930 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 888 | $1.71 萬 | 0.00% | +888 | 新進 |
| Federation des caisses Desjardins du Quebec | 490 | $9,452 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 487 | $9,394 | 0.00% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 425 | $8,198 | 0.00% | +425 | 新進 |
| Financial Management Professionals, Inc. | 400 | $8,000 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 409 | $7,890 | 0.00% | +409 | 新進 |
| Salomon & Ludwin, LLC | 352 | $6,790 | 0.00% | 00.0% | 不變 |
| Estabrook Capital Management | 327 | $6,308 | 0.00% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 300 | $5,787 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 273 | $5,267 | 0.00% | +272+27,200.0% | 加碼 |
| REAP Financial Group, LLC | 269 | $5,189 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 71 | $1,370 | 0.00% | +71 | 新進 |
| FinTrust Capital Advisors, LLC | 42 | $811 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 33 | $637 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −191,800−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −145,515−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −66,925−100.0% | 清倉 |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −47,569−100.0% | 清倉 |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −30,500−100.0% | 清倉 |
| Sunesis Advisors, LLC | 0 | $0 | 0.00% | −22,224−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,841−100.0% | 清倉 |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −15,103−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −11,504−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −11,320−100.0% | 清倉 |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −10,226−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,126−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,579−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,554−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −2,045−100.0% | 清倉 |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,920−100.0% | 清倉 |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −1,377−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,028−100.0% | 清倉 |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Cambridge Trust Co | 0 | $0 | 0.00% | −497−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −291−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −255−100.0% | 清倉 |
| WealthCollab, LLC | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| Focus Financial Network Inc | – | – | – | – | 本季未申報 |
| Baystate Wealth Management LLC | – | – | – | – | 本季未申報 |
| Hobbs Group Advisors, LLC | – | – | – | – | 本季未申報 |
