| Medallion Wealth Advisors, LLC | 5,438 | $9.63 萬 | 0.03% | +797+17.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,000 | $8.86 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 4,860 | $8.61 萬 | 0.03% | +4,860 | 新進 |
| Gilpin Wealth Management, LLC | 4,823 | $8.54 萬 | 0.07% | +4,823 | 新進 |
| Atlantic Union Bankshares Corp | 4,627 | $8.19 萬 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 4,168 | $7.38 萬 | 0.00% | +4,168 | 新進 |
| WFA of San Diego, LLC | 3,901 | $6.91 萬 | 0.05% | +753+23.9% | 加碼 |
| SHP Wealth Management | 3,619 | $6.41 萬 | 0.00% | +3,619 | 新進 |
| St Germain D J Co Inc | 3,615 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 3,354 | $5.94 萬 | 0.00% | 00.0% | 不變 |
| Sankala Group LLC | 3,074 | $5.53 萬 | 0.04% | +3,074 | 新進 |
| Anfield Capital Management, LLC | 3,034 | $5.37 萬 | 0.02% | 00.0% | 不變 |
| Eastern Bank | 3,000 | $5.31 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 2,730 | $4.83 萬 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 2,196 | $3.89 萬 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 2,158 | $3.82 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 2,119 | $3.75 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 2,044 | $3.63 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 2,000 | $3.54 萬 | 0.00% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 2,000 | $3.54 萬 | 0.03% | 00.0% | 不變 |
| Heritage Wealth Advisors | 2,000 | $3.54 萬 | 0.00% | +2,000 | 新進 |
| Keating Financial Advisory Services, Inc. | 1,875 | $3.32 萬 | 0.00% | +1,875 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 1,840 | $3.26 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,832 | $3.25 萬 | 0.00% | +436+31.2% | 加碼 |
| Coston, McIsaac & Partners | 1,738 | $3.00 萬 | 0.01% | +39+2.3% | 加碼 |
| Webster Bank, N. A. | 1,459 | $2.58 萬 | 0.00% | 00.0% | 不變 |
| Aspect Partners, LLC | 1,328 | $2.35 萬 | 0.01% | −1,406−51.4% | 減碼 |
| Evelyn Partners Asset Management Ltd | 1,291 | $2.29 萬 | 0.01% | 00.0% | 不變 |
| Root Financial Partners, LLC | 1,110 | $1.97 萬 | 0.00% | +480+76.2% | 加碼 |
| Country Trust Bank | 1,000 | $1.77 萬 | 0.00% | 00.0% | 不變 |
| Wilkerson Advisory Group LLC | 961 | $1.70 萬 | 0.01% | +961 | 新進 |
| North Star Investment Management Corp. | 900 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 894 | $1.58 萬 | 0.00% | +894 | 新進 |
| Compass Financial Services Inc | 835 | $1.48 萬 | 0.01% | 00.0% | 不變 |
| Walsh & Associates, LLC | 569 | $1.01 萬 | 0.01% | +569 | 新進 |
| Strategic Wealth Partners, Ltd. | 530 | $9,386 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | – | $9,032 | 0.00% | – | – |
| Inlight Wealth Management, LLC | 450 | $7,970 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 352 | $6,354 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 300 | $5,313 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 275 | $4,870 | 0.00% | 00.0% | 不變 |
| McGuire Capital Advisors Inc | 258 | $4,569 | 0.00% | +258 | 新進 |
| Avion Wealth | 277 | $4,000 | 0.00% | +9+3.4% | 加碼 |
| Roble, Belko & Company, Inc | 225 | $4,000 | 0.00% | +225 | 新進 |
| Darwin Advisors, LLC | 184 | $3,258 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 100 | $1,771 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 94 | $1,665 | 0.00% | 00.0% | 不變 |
| Greenline Wealth Management LLC | 83 | $1,470 | 0.00% | +83 | 新進 |
| Greykasell Wealth Strategies, Inc. | 80 | $1,417 | 0.00% | +80 | 新進 |
| Holos Integrated Wealth LLC | 65 | $1,162 | 0.00% | +2+3.2% | 加碼 |
| BOK Financial Private Wealth, Inc. | 64 | $1,148 | 0.00% | +64 | 新進 |
| Key Financial Inc | 33 | $584 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 4 | $71 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 3 | $53 | 0.00% | −197−98.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 1 | $18 | 0.00% | 00.0% | 不變 |
| Eq Wealth Advisors, LLC | 1 | $18 | 0.00% | +1 | 新進 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| PFG Advisors | 0 | $0 | 0.00% | −77,298−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −50,001−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −48,168−100.0% | 清倉 |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −38,901−100.0% | 清倉 |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −31,540−100.0% | 清倉 |
| Owen LaRue, LLC | 0 | $0 | 0.00% | −27,839−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −27,075−100.0% | 清倉 |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −24,918−100.0% | 清倉 |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −24,354−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −16,187−100.0% | 清倉 |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −16,187−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −15,825−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −15,250−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,022−100.0% | 清倉 |
| Kingstone Capital Partners Texas, LLC | 0 | $0 | 0.00% | −14,497−100.0% | 清倉 |
| Winebrenner Capital Management LLC | 0 | $0 | 0.00% | −13,246−100.0% | 清倉 |
| Yukon Wealth Management, Inc. | 0 | $0 | 0.00% | −12,996−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −12,728−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −12,272−100.0% | 清倉 |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −12,257−100.0% | 清倉 |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −11,871−100.0% | 清倉 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −11,701−100.0% | 清倉 |
| Integrity Wealth Advisors, Inc. | 0 | $0 | 0.00% | −11,400−100.0% | 清倉 |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −10,785−100.0% | 清倉 |
| Natural Investments, LLC | 0 | $0 | 0.00% | −10,601−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −10,487−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −10,233−100.0% | 清倉 |
| FLC Capital Advisors | 0 | $0 | 0.00% | −10,131−100.0% | 清倉 |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,799−100.0% | 清倉 |
| Gridiron Partners, LLC | 0 | $0 | 0.00% | −3,379,138−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −9,267−100.0% | 清倉 |
| Kerr Financial Planning Corp | 0 | $0 | 0.00% | −7,237−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −304−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| MAS Advisors LLC | – | – | – | – | 本季未申報 |
| Optimum Investment Advisors | – | – | – | – | 本季未申報 |
| AllSquare Wealth Management LLC | – | – | – | – | 本季未申報 |
