| Kestra Advisory Services, LLC | 16,396 | $25.7 萬 | 0.00% | +1,269+8.4% | 加碼 |
| Carson Advisory Inc. | 15,774 | $24.8 萬 | 0.16% | +280+1.8% | 加碼 |
| Baird Financial Group, Inc. | 15,498 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Tiaa Trust, National Association | 14,761 | $23.2 萬 | 0.00% | +1,195+8.8% | 加碼 |
| Stephens Inc | 14,661 | $23.0 萬 | 0.00% | +245+1.7% | 加碼 |
| Barrett & Company, Inc. | 14,192 | $22.3 萬 | 0.10% | +107+0.8% | 加碼 |
| North Star Asset Management Inc | 14,113 | $22.2 萬 | 0.01% | −150−1.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 14,041 | $22.0 萬 | 0.00% | +1,115+8.6% | 加碼 |
| Fca Corp | 13,899 | $21.8 萬 | 0.07% | +236+1.7% | 加碼 |
| Apollon Wealth Management, LLC | 13,878 | $21.8 萬 | 0.01% | −2,355−14.5% | 減碼 |
| Centurion Wealth Management LLC | 13,451 | $21.1 萬 | 0.07% | +13,451 | 新進 |
| K2 Principal Fund, L.P. | 13,400 | $21.0 萬 | 0.03% | +13,400 | 新進 |
| Beacon Financial Advisory LLC | 13,328 | $20.9 萬 | 0.07% | +734+5.8% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 12,950 | $20.3 萬 | 0.08% | +12,950 | 新進 |
| Benchmark Wealth Management, LLC | 12,910 | $20.3 萬 | 0.10% | −748−5.5% | 減碼 |
| Cutter & CO Brokerage, Inc. | 12,759 | $20.0 萬 | 0.05% | +12,759 | 新進 |
| Kovack Advisors, Inc. | 12,205 | $19.2 萬 | 0.02% | +32+0.3% | 加碼 |
| B&L Asset Management LLC | 12,122 | $19.0 萬 | 0.12% | +12,122 | 新進 |
| EP Wealth Advisors, LLC | 11,955 | $18.8 萬 | 0.00% | +11,955 | 新進 |
| Wetherby Asset Management Inc | 11,798 | $18.5 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 11,791 | $18.5 萬 | 0.00% | +842+7.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 11,631 | $18.3 萬 | 0.00% | +607+5.5% | 加碼 |
| Parisi Gray Wealth Management | 11,534 | $18.1 萬 | 0.06% | +205+1.8% | 加碼 |
| Sittner & Nelson, LLC | 11,207 | $17.6 萬 | 0.08% | +199+1.8% | 加碼 |
| Formidable Asset Management, LLC | 11,009 | $17.3 萬 | 0.03% | +191+1.8% | 加碼 |
| First Financial Bank - Trust Division | 10,899 | $17.1 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 10,887 | $17.1 萬 | 0.00% | +10,887 | 新進 |
| Allworth Financial LP | 10,706 | $16.8 萬 | 0.00% | +73+0.7% | 加碼 |
| TrinityPoint Wealth, LLC | 10,695 | $16.8 萬 | 0.02% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 10,649 | $16.6 萬 | 0.04% | −50−0.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 10,327 | $16.2 萬 | 0.00% | −3,412−24.8% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 10,253 | $16.1 萬 | 0.02% | 00.0% | 不變 |
| LaFleur & Godfrey LLC | 10,247 | $16.1 萬 | 0.02% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 10,217 | $16.0 萬 | 0.04% | 00.0% | 不變 |
| Chapin Davis, Inc. | 10,174 | $16.0 萬 | 0.05% | +10,174 | 新進 |
| The PNC Financial Services Group, Inc. | 9,969 | $15.7 萬 | 0.00% | −19,073−65.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 9,190 | $14.4 萬 | 0.01% | +9,190 | 新進 |
| Carolinas Wealth Consulting LLC | 9,144 | $14.4 萬 | 0.03% | 00.0% | 不變 |
| Operose Advisors LLC | 7,000 | $11.0 萬 | 0.04% | 00.0% | 不變 |
| North Star Investment Management Corp. | 6,125 | $9.62 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of Vermont | 5,000 | $7.85 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 5,000 | $7.85 萬 | 0.06% | +5,000 | 新進 |
| Salem Investment Counselors Inc | 4,047 | $6.35 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,930 | $6.17 萬 | 0.00% | +3,930 | 新進 |
| Pingora Partners LLC | 3,733 | $5.86 萬 | 0.04% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 3,496 | $5.49 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 3,398 | $5.33 萬 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 2,976 | $4.67 萬 | 0.00% | −323−9.8% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 2,900 | $4.55 萬 | 0.01% | 00.0% | 不變 |
| ESL Trust Services, LLC | 2,629 | $4.13 萬 | 0.01% | −10.0% | 減碼 |
| Quent Capital, LLC | 2,617 | $4.11 萬 | 0.00% | +46+1.8% | 加碼 |
| McIlrath & Eck, LLC | 2,604 | $4.09 萬 | 0.01% | +47+1.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,750 | $2.75 萬 | 0.00% | +1,750 | 新進 |
| Hexagon Capital Partners LLC | 1,503 | $2.36 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 1,495 | $2.35 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,031 | $1.62 萬 | 0.00% | +1,031 | 新進 |
| Central Trust Co | 1,000 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 991 | $1.56 萬 | 0.00% | +17+1.7% | 加碼 |
| Carmichael Hill & Associates, Inc. | 850 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 741 | $1.16 萬 | 0.01% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 600 | $9,420 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 524 | $8,000 | 0.00% | +10+1.9% | 加碼 |
| City State Bank | 455 | $7,144 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 438 | $6,877 | 0.00% | +8+1.9% | 加碼 |
| Creative Financial Designs Inc | 363 | $5,699 | 0.00% | −1,181−76.5% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 350 | $5,502 | 0.00% | +6+1.7% | 加碼 |
| GPS Wealth Strategies Group, LLC | 318 | $4,993 | 0.00% | +5+1.6% | 加碼 |
| National Bank of Canada | 312 | $4,898 | 0.00% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 300 | $4,710 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 239 | $3,761 | 0.00% | −1−0.4% | 減碼 |
| Tortoise Investment Management, LLC | 229 | $3,595 | 0.00% | +4+1.8% | 加碼 |
| Global Retirement Partners, LLC | 180 | $2,824 | 0.00% | −1−0.6% | 減碼 |
| IFP Advisors, Inc | 155 | $2,434 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 139 | $2,186 | 0.00% | +2+1.5% | 加碼 |
| Harbour Investments, Inc. | 124 | $1,947 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 31 | $487 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 19 | $298 | 0.00% | +19 | 新進 |
| Smartleaf Asset Management LLC | 15 | $233 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 12 | $188 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 5 | $77 | 0.00% | +5 | 新進 |
| FMR LLC | 3 | $47 | 0.00% | −10−76.9% | 減碼 |
| International Assets Investment Management, LLC | 370,774 | – | – | +349,005+1,603.2% | 加碼 |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −734,489−100.0% | 清倉 |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −48,680−100.0% | 清倉 |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −44,715−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −34,357−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −23,641−100.0% | 清倉 |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −17,315−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −12,876−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,505−100.0% | 清倉 |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −10,746−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −10,026−100.0% | 清倉 |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −1,068−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −525−100.0% | 清倉 |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −215−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
