| Morgan Stanley | 576,154 | $713.9 萬 | 0.00% | +354,589+160.0% | 加碼 |
| Bridge Advisory, LLC | 431,283 | $534.4 萬 | 2.06% | +23,781+5.8% | 加碼 |
| Invesco Ltd. | 331,050 | $410.2 萬 | 0.00% | −13,854−4.0% | 減碼 |
| Advisor Group Holdings, Inc. | 270,351 | $335.0 萬 | 0.01% | +29,859+12.4% | 加碼 |
| Cohen & Steers, Inc. | 246,198 | $305.0 萬 | 0.01% | +177,947+260.7% | 加碼 |
| Pathway Financial Advisers, LLC | 232,665 | $288.3 萬 | 1.16% | +13,665+6.2% | 加碼 |
| LPL Financial LLC | 186,283 | $230.8 萬 | 0.00% | +3,499+1.9% | 加碼 |
| Commonwealth Equity Services, LLC | 150,251 | $186.1 萬 | 0.00% | −7,449−4.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 143,583 | $177.9 萬 | 0.05% | +31,442+28.0% | 加碼 |
| Ausdal Financial Partners, Inc. | 119,375 | $147.9 萬 | 0.20% | +401+0.3% | 加碼 |
| Guggenheim Capital LLC | 115,010 | $142.5 萬 | 0.01% | −15,305−11.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 109,665 | $135.9 萬 | 0.02% | +433+0.4% | 加碼 |
| Kestra Advisory Services, LLC | 76,123 | $94.3 萬 | 0.01% | +39,103+105.6% | 加碼 |
| Royal Bank of Canada | 67,741 | $84.0 萬 | 0.00% | +2,874+4.4% | 加碼 |
| Wells Fargo & Company | 61,059 | $75.7 萬 | 0.00% | −6,649−9.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 52,433 | $65.0 萬 | 0.00% | +2,254+4.5% | 加碼 |
| International Assets Investment Management, LLC | 49,110 | $60.8 萬 | 0.09% | +273+0.6% | 加碼 |
| MML Investors Services, LLC | 48,786 | $60.4 萬 | 0.00% | −12,438−20.3% | 減碼 |
| UBS Group AG | 41,204 | $51.1 萬 | 0.00% | −2,761−6.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 40,568 | $50.3 萬 | 0.00% | +1,116+2.8% | 加碼 |
| Belpointe Asset Management LLC | 38,455 | $47.6 萬 | 0.03% | −2,713−6.6% | 減碼 |
| Advisor Resource Council | 29,119 | $37.4 萬 | 0.09% | +29,119 | 新進 |
| Mosaic Family Wealth Partners, LLC | 29,422 | $36.5 萬 | 0.08% | +28+0.1% | 加碼 |
| Bank of America Corp | 25,995 | $32.2 萬 | 0.00% | −6,672−20.4% | 減碼 |
| Carl P. Sherr & Co., LLC | 25,695 | $31.8 萬 | 0.23% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 24,015 | $29.8 萬 | 0.00% | +5,927+32.8% | 加碼 |
| Janney Montgomery Scott LLC | 22,325 | $27.7 萬 | 0.00% | −1,570−6.6% | 減碼 |
| HighTower Advisors, LLC | 22,248 | $27.7 萬 | 0.00% | +3,207+16.8% | 加碼 |
| Sowell Financial Services LLC | 22,114 | $27.4 萬 | 0.02% | −1,307−5.6% | 減碼 |
| Raymond James & Associates | 20,767 | $25.7 萬 | 0.00% | −1,874−8.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 18,934 | $23.5 萬 | 0.02% | +230+1.2% | 加碼 |
| Prospera Financial Services Inc | 18,842 | $23.3 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 18,311 | $22.7 萬 | 0.00% | +5,420+42.0% | 加碼 |
| Merit Financial Group, LLC | 18,124 | $22.5 萬 | 0.01% | −1,356−7.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 17,812 | $22.1 萬 | 0.01% | −991−5.3% | 減碼 |
| Old Mission Investment Co LLC | 17,302 | $21.4 萬 | 0.08% | 00.0% | 不變 |
| Montag A & Associates Inc | 14,967 | $18.5 萬 | 0.01% | +101+0.7% | 加碼 |
| HB Wealth Management, LLC | 14,433 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 12,612 | $15.6 萬 | 0.09% | +12,612 | 新進 |
| Cetera Advisor Networks LLC | 12,594 | $15.6 萬 | 0.00% | +750+6.3% | 加碼 |
| Rockefeller Capital Management L.P. | 11,887 | $14.7 萬 | 0.00% | −1,485−11.1% | 減碼 |
| Hollencrest Capital Management | 11,613 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| New England Private Wealth Advisors LLC | 10,030 | $14.1 萬 | 0.03% | +10,030 | 新進 |
| Private Portfolio Partners LLC | 10,946 | $13.6 萬 | 0.04% | 00.0% | 不變 |
| Truist Financial Corp | 10,513 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,204 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 8,996 | $11.1 萬 | 0.01% | −135−1.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,803 | $7.19 萬 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 5,610 | $6.95 萬 | 0.02% | +42+0.8% | 加碼 |
| Baldwin Brothers Inc | 4,905 | $6.08 萬 | 0.01% | 00.0% | 不變 |
| West Branch Capital LLC | 4,344 | $5.38 萬 | 0.03% | 00.0% | 不變 |
| Hoey Investments, Inc | 3,207 | $3.97 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 2,962 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 2,058 | $2.55 萬 | 0.02% | +2,058 | 新進 |
| Cary Street Partner Investment Advisory LLC | 1,576 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 1,574 | $1.95 萬 | 0.00% | +127+8.8% | 加碼 |
| First PREMIER Bank | 1,402 | $1.70 萬 | 0.00% | −400−22.2% | 減碼 |
| Huntington National Bank | – | $1.24 萬 | 0.00% | – | 新進 |
| Ameritas Advisory Services, LLC | 1,000 | $1.24 萬 | 0.00% | +1,000 | 新進 |
| FMR LLC | 852 | $1.06 萬 | 0.00% | +851+85,100.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 788 | $9,763 | 0.00% | 00.0% | 不變 |
| US Bancorp | 775 | $9,602 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 617 | $7,645 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 561 | $7,085 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 481 | $6,000 | 0.00% | 00.0% | 不變 |
| Gould Capital, LLC | 449 | $5,563 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 403 | $4,993 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 285 | $3,537 | 0.00% | +285 | 新進 |
| JPMorgan Chase & Co | 232 | $3,000 | 0.00% | +232 | 新進 |
| Assetmark, Inc | 200 | $2,478 | 0.00% | +200 | 新進 |
| ICA Group Wealth Management, LLC | 130 | $1,611 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 124 | $1,542 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 108 | $1,338 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 6 | $75 | 0.00% | +6 | 新進 |
| Capital Management Associates | 2 | $25 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −75,278−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −27,067−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −17,263−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −13,358−100.0% | 清倉 |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −12,760−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −11,283−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −11,145−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −10,804−100.0% | 清倉 |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −3,830−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −2,477−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −985−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |
| Glass Jacobson Investment Advisors llc | – | – | – | – | 本季未申報 |
| Tyler-Stone Wealth Management | – | – | – | – | 本季未申報 |
