| Pasadena Private Wealth, LLC | 11,707 | $19.6 萬 | 0.06% | +51+0.4% | 加碼 |
| National Asset Management, Inc. | 11,642 | $19.5 萬 | 0.01% | +148+1.3% | 加碼 |
| Financial Advisors Network, Inc. | 11,500 | $19.2 萬 | 0.05% | −3,500−23.3% | 減碼 |
| Kestra Advisory Services, LLC | 10,716 | $17.9 萬 | 0.00% | +10,716 | 新進 |
| Cubic Asset Management, LLC | 10,600 | $17.7 萬 | 0.04% | 00.0% | 不變 |
| AE Wealth Management LLC | 10,447 | $17.5 萬 | 0.00% | +10,447 | 新進 |
| Glenmede Trust Co NA | 10,400 | $17.3 萬 | 0.00% | −12,600−54.8% | 減碼 |
| Commons Capital, LLC | 10,239 | $17.1 萬 | 0.18% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 10,175 | $17.0 萬 | 0.01% | +123+1.2% | 加碼 |
| HBW Advisory Services LLC | 10,101 | $16.9 萬 | 0.06% | −583−5.5% | 減碼 |
| StoneX Group Inc. | 10,085 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 10,014 | $16.8 萬 | 0.03% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 10,000 | $16.7 萬 | 0.03% | +10,000 | 新進 |
| US Bancorp | 9,555 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 9,185 | $15.4 萬 | 0.01% | −3,444−27.3% | 減碼 |
| Resolute Partners Group | 8,177 | $13.7 萬 | 0.01% | +116+1.4% | 加碼 |
| FAI Wealth Management | 6,927 | $11.5 萬 | 0.09% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,570 | $11.0 萬 | 0.01% | +6,570 | 新進 |
| Central Trust Co | 6,213 | $10.4 萬 | 0.00% | −100−1.6% | 減碼 |
| Global Retirement Partners, LLC | 6,916 | $9.50 萬 | 0.01% | +6,916 | 新進 |
| Cambridge Trust Co | 5,000 | $8.40 萬 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 5,000 | $8.37 萬 | 0.03% | 00.0% | 不變 |
| Gables Capital Management Inc. | 4,936 | $8.30 萬 | 0.05% | 00.0% | 不變 |
| FourThought Financial, LLC | 4,524 | $7.60 萬 | 0.01% | +4,524 | 新進 |
| Future Financial Wealth Managment LLC | 4,500 | $7.50 萬 | 0.06% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,892 | $6.50 萬 | 0.01% | +300+8.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,746 | $6.20 萬 | 0.01% | +846+29.2% | 加碼 |
| Private Capital Group, LLC | 3,657 | $6.10 萬 | 0.01% | 00.0% | 不變 |
| HM Payson & Co | 3,287 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 3,110 | $5.30 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 3,096 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 3,000 | $5.02 萬 | 0.00% | +3,000 | 新進 |
| Stonebridge Capital Advisors LLC | 3,010 | $5.00 萬 | 0.01% | +3,000+30,000.0% | 加碼 |
| Bartlett & Co. LLC | 3,000 | $5.00 萬 | 0.00% | +3,000 | 新進 |
| Carmichael Hill & Associates, Inc. | 2,763 | $4.60 萬 | 0.02% | +22+0.8% | 加碼 |
| Focused Wealth Management, Inc | 2,381 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| TCWP LLC | 2,405 | $4.00 萬 | 0.01% | +2,405 | 新進 |
| JNBA Financial Advisors | 1,900 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $3.00 萬 | 0.00% | – | – |
| Benjamin F. Edwards & Company, Inc. | 1,759 | $2.90 萬 | 0.00% | −759−30.1% | 減碼 |
| CWM, LLC | 1,709 | $2.90 萬 | 0.00% | +25+1.5% | 加碼 |
| Citigroup Inc | 1,647 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 1,575 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 1,436 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,199 | $2.00 萬 | 0.01% | −3,100−72.1% | 減碼 |
| Optimum Investment Advisors | 1,000 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 936 | $1.60 萬 | 0.00% | +936 | 新進 |
| Gradient Investments LLC | 816 | $1.40 萬 | 0.00% | −809−49.8% | 減碼 |
| GPS Wealth Strategies Group, LLC | 850 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 800 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 694 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 645 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 580 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 517 | $9,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 500 | $8,000 | 0.00% | −55,500−99.1% | 減碼 |
| North Star Investment Management Corp. | 468 | $8,000 | 0.00% | 00.0% | 不變 |
| RWM Asset Management, LLC | 500 | $8,000 | 0.00% | +500 | 新進 |
| Lowe Wealth Advisors, LLC | 444 | $7,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 300 | $5,000 | 0.00% | −1,107−78.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 300 | $5,000 | 0.00% | −112−27.2% | 減碼 |
| Creative Financial Designs Inc | 326 | $5,000 | 0.00% | +5+1.6% | 加碼 |
| Perkins Coie Trust Co | 300 | $5,000 | 0.00% | +300 | 新進 |
| Ellis Investment Partners, LLC | 244 | $4,000 | 0.00% | −1,363−84.8% | 減碼 |
| First Manhattan Co | 235 | $3,000 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 175 | $3,000 | 0.00% | +2+1.2% | 加碼 |
| Fortitude Advisory Group L.L.C. | 185 | $3,000 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 74 | $1,000 | 0.00% | +74 | 新進 |
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | 加碼 |
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 3 | $0 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −426,596−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −137,053−100.0% | 清倉 |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −62,535−100.0% | 清倉 |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −22,424−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −11,715−100.0% | 清倉 |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −11,250−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,990−100.0% | 清倉 |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −5,762−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −4,533−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −2,600−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −1,625−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −842−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Allworth Financial LP | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
| Mission Financial Group, LLC | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
