| Capital Advisors Inc | 2,465 | $30.3 萬 | 0.01% | +2,465 | 新進 |
| WMG Financial Advisors, LLC | 2,420 | $29.7 萬 | 0.11% | +2,420 | 新進 |
| Twin Focus Capital Partners, LLC | 2,400 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| National Philanthropic Trust | 2,331 | $28.6 萬 | 0.00% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,300 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 2,253 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,206 | $27.1 萬 | 0.01% | +2,206 | 新進 |
| Two Sigma Securities, LLC | 2,200 | $27.0 萬 | 0.03% | +2,200 | 新進 |
| The PNC Financial Services Group, Inc. | 2,190 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,097 | $25.8 萬 | 0.00% | −1,339−39.0% | 減碼 |
| Rossby Financial, LCC | 2,000 | $24.6 萬 | 0.09% | −2,000−50.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,992 | $24.5 萬 | 0.00% | +1,992 | 新進 |
| National Asset Management, Inc. | 1,920 | $23.6 萬 | 0.01% | +1,920 | 新進 |
| Deutsche Bank AG | 1,876 | $23.1 萬 | 0.00% | +1,876 | 新進 |
| Lansing Street Advisors | 1,852 | $22.8 萬 | 0.07% | +1,852 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,800 | $22.1 萬 | 0.00% | +55+3.2% | 加碼 |
| Tocqueville Asset Management L.P. | 1,780 | $21.9 萬 | 0.00% | +1,780 | 新進 |
| Betterment LLC | 1,720 | $21.1 萬 | 0.00% | +1,720 | 新進 |
| Net Worth Advisory Group | 1,635 | $20.1 萬 | 0.04% | +1,635 | 新進 |
| IFP Advisors, Inc | 1,211 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Financial Advocates Investment Management | 1,019 | $12.5 萬 | 0.01% | +1,019 | 新進 |
| Pandora Wealth, Inc. | 1,000 | $12.3 萬 | 0.08% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 700 | $8.60 萬 | 0.00% | −750−51.7% | 減碼 |
| Ronald Blue Trust, Inc. | 700 | $8.60 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 618 | $7.59 萬 | 0.00% | +186+43.1% | 加碼 |
| Ridgewood Investments LLC | 575 | $7.07 萬 | 0.03% | +575 | 新進 |
| Global Retirement Partners, LLC | 550 | $6.76 萬 | 0.00% | +550 | 新進 |
| Comerica Bank | 544 | $6.68 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 537 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 447 | $5.49 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 367 | $4.51 萬 | 0.00% | +263+252.9% | 加碼 |
| TD Waterhouse Canada Inc. | 345 | $4.25 萬 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 332 | $4.08 萬 | 0.01% | 00.0% | 不變 |
| BlackRock, Inc. | 300 | $3.69 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 297 | $3.65 萬 | 0.00% | +172+137.6% | 加碼 |
| West Oak Capital, LLC | 270 | $3.32 萬 | 0.01% | +270 | 新進 |
| Hara Capital LLC | 258 | $3.17 萬 | 0.02% | 00.0% | 不變 |
| Spire Wealth Management | 215 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Founders Capital Management | 200 | $2.46 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 181 | $2.22 萬 | 0.00% | −5−2.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 180 | $2.21 萬 | 0.00% | +180 | 新進 |
| Harbour Investments, Inc. | 165 | $2.03 萬 | 0.00% | −10−5.7% | 減碼 |
| CoreFirst Bank & Trust | 150 | $1.84 萬 | 0.01% | +150 | 新進 |
| AdvisorNet Financial, Inc | 147 | $1.81 萬 | 0.00% | +2+1.4% | 加碼 |
| FMR LLC | 139 | $1.71 萬 | 0.00% | −37−21.0% | 減碼 |
| Bogart Wealth, LLC | 125 | $1.54 萬 | 0.00% | +125 | 新進 |
| Putney Financial Group LLC | 117 | $1.44 萬 | 0.01% | 00.0% | 不變 |
| BankPlus Trust Department | 115 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Reyes Financial Architecture, Inc. | 112 | $1.38 萬 | 0.01% | +112 | 新進 |
| Legacy Wealth Managment, LLC | 100 | $1.23 萬 | 0.01% | 00.0% | 不變 |
| Kiker Wealth Management, LLC | 100 | $1.23 萬 | 0.01% | +35+53.8% | 加碼 |
| Legacy Investment Solutions, LLC | 100 | $1.23 萬 | 0.01% | +100 | 新進 |
| Capital Analysts, LLC | 86 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 89 | $1.09 萬 | 0.00% | +25+39.1% | 加碼 |
| PFS Partners, LLC | 67 | $8,233 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 55 | $6,758 | 0.00% | +55 | 新進 |
| UMA Financial Services, Inc. | 50 | $6,144 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 50 | $6,144 | 0.00% | +50 | 新進 |
| Salomon & Ludwin, LLC | 35 | $4,556 | 0.00% | +35 | 新進 |
| Creative Financial Designs Inc | 36 | $4,423 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 30 | $3,687 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 11 | $1,359 | 0.00% | +11 | 新進 |
| American Capital Advisory, LLC | 10 | $1,229 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5 | $614 | 0.00% | −105−95.5% | 減碼 |
| Strategic Wealth Partners, Ltd. | 2 | $246 | 0.00% | +2 | 新進 |
| Huntington National Bank | – | $123 | 0.00% | – | – |
| CWM, LLC | 1 | $0 | 0.00% | −75−98.7% | 減碼 |
| Activest Wealth Management | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −140,000−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −28,000−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −21,811−100.0% | 清倉 |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −16,772−100.0% | 清倉 |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −16,338−100.0% | 清倉 |
| Fig Financial Advisory Services Inc | 0 | $0 | 0.00% | −11,187−100.0% | 清倉 |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −11,145−100.0% | 清倉 |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −5,686−100.0% | 清倉 |
| Napa Wealth Management | 0 | $0 | 0.00% | −5,636−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −5,374−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,648−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1,735−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −829−100.0% | 清倉 |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −290−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −228−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Sandy Spring Bank | – | – | – | – | 本季未申報 |
