| Venture Visionary Partners LLC | 19,873 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 19,500 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 19,367 | $14.6 萬 | 0.01% | +6,452+50.0% | 加碼 |
| Comerica Bank | 18,884 | $14.2 萬 | 0.00% | +1,134+6.4% | 加碼 |
| Grimes & Company, Inc. | 18,438 | $13.9 萬 | 0.00% | +18,438 | 新進 |
| Journey Strategic Wealth LLC | 18,343 | $13.8 萬 | 0.00% | +18,343 | 新進 |
| Permanent Capital Management, LP | 18,185 | $13.8 萬 | 0.03% | −2,579−12.4% | 減碼 |
| National Asset Management, Inc. | 18,167 | $13.7 萬 | 0.01% | −21,430−54.1% | 減碼 |
| RFG Advisory, LLC | 17,624 | $13.3 萬 | 0.00% | +622+3.7% | 加碼 |
| SRS Capital Advisors, Inc. | 17,333 | $13.1 萬 | 0.00% | −3,177−15.5% | 減碼 |
| Aptus Capital Advisors, LLC | 16,942 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 16,553 | $12.5 萬 | 0.00% | +16,553 | 新進 |
| Commerce Bank | 16,145 | $12.2 萬 | 0.00% | −2,145−11.7% | 減碼 |
| Kestra Advisory Services, LLC | 16,072 | $12.1 萬 | 0.00% | −15,122−48.5% | 減碼 |
| Smartleaf Asset Management LLC | 15,831 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 15,854 | $12.0 萬 | 0.09% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 15,472 | $11.7 萬 | 0.02% | +15,472 | 新進 |
| Mariner, LLC | 15,427 | $11.6 萬 | 0.00% | −1,402−8.3% | 減碼 |
| Hudock, Inc. | 15,324 | $11.6 萬 | 0.02% | −10,842−41.4% | 減碼 |
| Horizon Kinetics Asset Management LLC | 15,050 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Wealth Alliance | 15,000 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 14,972 | $11.3 萬 | 0.00% | −1,989−11.7% | 減碼 |
| Moody National Bank Trust Division | 14,822 | $11.2 萬 | 0.01% | −1,074−6.8% | 減碼 |
| City Holding Co | 14,537 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 14,177 | $10.7 萬 | 0.00% | −6,314−30.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,942 | $10.5 萬 | 0.00% | +13,942 | 新進 |
| Harbour Investments, Inc. | 13,659 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 13,589 | $10.2 萬 | 0.01% | +13,589 | 新進 |
| Mutual Advisors, LLC | 12,407 | $9.35 萬 | 0.00% | +12,407 | 新進 |
| Davenport & Co LLC | 11,929 | $8.99 萬 | 0.00% | −1,778−13.0% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,657 | $8.79 萬 | 0.01% | +174+1.5% | 加碼 |
| Independent Financial Group, LLC | 11,578 | $8.73 萬 | 0.00% | +6+0.1% | 加碼 |
| Palogic Value Management, L.P. | 11,400 | $8.60 萬 | 0.04% | −6,000−34.5% | 減碼 |
| TPG Advisors LLC | 10,254 | $7.73 萬 | 0.05% | +103+1.0% | 加碼 |
| Sit Investment Associates Inc | 9,851 | $7.40 萬 | 0.00% | −39,578−80.1% | 減碼 |
| Camelot Portfolios, LLC | 9,051 | $6.82 萬 | 0.04% | +9,051 | 新進 |
| Elyxium Wealth, LLC | 8,974 | $6.77 萬 | 0.02% | +8,974 | 新進 |
| Garton & Associates Financial Advisors LLC | 7,790 | $5.87 萬 | 0.03% | +7,790 | 新進 |
| NBC Securities, Inc. | 6,928 | $5.22 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 5,700 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 5,465 | $4.12 萬 | 0.01% | +2,813+106.1% | 加碼 |
| Asset Dedication, LLC | 3,451 | $2.60 萬 | 0.00% | +3,451 | 新進 |
| Sound Income Strategies, LLC | 3,197 | $2.44 萬 | 0.00% | +18+0.6% | 加碼 |
| IFP Advisors, Inc | 3,221 | $2.43 萬 | 0.00% | +3,221 | 新進 |
| International Assets Investment Management, LLC | 2,800 | $2.11 萬 | 0.00% | +2,800 | 新進 |
| Financial Consulate, Inc | 2,446 | $1.84 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,217 | $1.67 萬 | 0.00% | −1,900−46.2% | 減碼 |
| Global Retirement Partners, LLC | 2,145 | $1.62 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,885 | $1.42 萬 | 0.00% | +1,885 | 新進 |
| Kilter Group LLC | 1,783 | $1.34 萬 | 0.01% | +18+1.0% | 加碼 |
| Trust Co of Vermont | 1,700 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,163 | $8,769 | 0.00% | −6,206−84.2% | 減碼 |
| Ameriflex Group, Inc. | 1,104 | $8,324 | 0.00% | −1,104−50.0% | 減碼 |
| Assetmark, Inc | 1,038 | $7,827 | 0.00% | +1,038 | 新進 |
| Signaturefd, LLC | 1,000 | $7,540 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 1,000 | $7,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 900 | $7,000 | 0.00% | +900 | 新進 |
| Atlantic Union Bankshares Corp | 504 | $3,801 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 400 | $3,032 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 400 | $3,016 | 0.00% | +400 | 新進 |
| EverSource Wealth Advisors, LLC | 350 | $2,639 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 226 | $1,704 | 0.00% | +226 | 新進 |
| Navalign, LLC | 225 | $1,697 | 0.00% | +225 | 新進 |
| AdvisorNet Financial, Inc | 200 | $1,508 | 0.00% | 00.0% | 不變 |
| Turning Point Benefit Group, Inc. | 180 | $1,357 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 135 | $1,018 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 127 | $958 | 0.00% | +127 | 新進 |
| Flagship Harbor Advisors, LLC | 26 | $200 | 0.00% | +26 | 新進 |
| BOK Financial Private Wealth, Inc. | 0 | $99 | 0.00% | 0 | 新進 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1,374,452−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −243,514−100.0% | 清倉 |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Centurion Wealth Management LLC | 0 | $0 | 0.00% | −36,308−100.0% | 清倉 |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −21,850−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −21,082−100.0% | 清倉 |
| Oregon Pacific Wealth Management, LLC | 0 | $0 | 0.00% | −16,566−100.0% | 清倉 |
| Summit Financial, LLC | 0 | $0 | 0.00% | −15,371−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −13,224−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −12,871−100.0% | 清倉 |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −11,269−100.0% | 清倉 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0 | $0 | 0.00% | −10,439−100.0% | 清倉 |
| Kimelman & Baird, LLC | 0 | $0 | 0.00% | −8,272−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| GGM Financials LLC | 0 | $0 | 0.00% | −965−100.0% | 清倉 |
| Main Street Group, LTD | 0 | $0 | 0.00% | −686−100.0% | 清倉 |
| Wealthstream Advisors, Inc. | – | – | – | – | 本季未申報 |
| Guerra Advisors Inc | – | – | – | – | 本季未申報 |
