| Beacon Financial Advisory LLC | 16,397 | $25.9 萬 | 0.08% | +3,069+23.0% | 加碼 |
| Carson Advisory Inc. | 16,229 | $25.6 萬 | 0.18% | +455+2.9% | 加碼 |
| Tradition Wealth Management, LLC | 15,499 | $24.5 萬 | 0.02% | −3,554−18.7% | 減碼 |
| Baird Financial Group, Inc. | 15,498 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 14,684 | $23.2 萬 | 0.00% | +23+0.2% | 加碼 |
| Brown Advisory Inc | 14,603 | $23.1 萬 | 0.00% | −7,042−32.5% | 減碼 |
| National Asset Management, Inc. | 14,510 | $22.9 萬 | 0.01% | −5,362−27.0% | 減碼 |
| Dover Advisors, LLC | 14,400 | $22.8 萬 | 0.13% | +14,400 | 新進 |
| Fca Corp | 14,283 | $22.6 萬 | 0.07% | +384+2.8% | 加碼 |
| Barrett & Company, Inc. | 14,204 | $22.4 萬 | 0.09% | +12+0.1% | 加碼 |
| Tiaa Trust, National Association | 14,200 | $22.4 萬 | 0.00% | −561−3.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 13,883 | $21.9 萬 | 0.00% | +13,883 | 新進 |
| Independent Advisor Alliance | 13,800 | $21.8 萬 | 0.00% | +13,800 | 新進 |
| B&L Asset Management LLC | 13,452 | $21.3 萬 | 0.13% | +1,330+11.0% | 加碼 |
| Centurion Wealth Management LLC | 13,451 | $21.3 萬 | 0.07% | 00.0% | 不變 |
| North Star Asset Management Inc | 13,397 | $21.2 萬 | 0.01% | −716−5.1% | 減碼 |
| Cutter & CO Brokerage, Inc. | 13,129 | $20.7 萬 | 0.05% | +370+2.9% | 加碼 |
| EP Wealth Advisors, LLC | 13,025 | $20.6 萬 | 0.00% | +1,070+9.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 12,939 | $20.4 萬 | 0.00% | −1,102−7.8% | 減碼 |
| Benchmark Wealth Management, LLC | 12,910 | $20.4 萬 | 0.10% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 12,688 | $20.0 萬 | 0.00% | +2,719+27.3% | 加碼 |
| Uhlmann Price Securities, LLC | 12,619 | $19.9 萬 | 0.15% | +12,619 | 新進 |
| Atria Wealth Solutions, Inc. | 12,230 | $19.3 萬 | 0.00% | +1,903+18.4% | 加碼 |
| Kovack Advisors, Inc. | 12,207 | $19.3 萬 | 0.02% | +20.0% | 加碼 |
| Parisi Gray Wealth Management | 11,867 | $18.7 萬 | 0.06% | +333+2.9% | 加碼 |
| GWN Securities Inc. | 11,235 | $18.7 萬 | 0.05% | +11,235 | 新進 |
| Wetherby Asset Management Inc | 11,798 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 11,723 | $18.5 萬 | 0.00% | +11,723 | 新進 |
| Sittner & Nelson, LLC | 11,531 | $18.2 萬 | 0.08% | +324+2.9% | 加碼 |
| Allworth Financial LP | 10,844 | $18.0 萬 | 0.00% | +138+1.3% | 加碼 |
| Canal Capital Management, LLC | 11,303 | $17.9 萬 | 0.03% | +11,303 | 新進 |
| Formidable Asset Management, LLC | 11,269 | $17.8 萬 | 0.03% | +260+2.4% | 加碼 |
| Creative Planning | 11,046 | $17.5 萬 | 0.00% | −745−6.3% | 減碼 |
| First Financial Bank - Trust Division | 10,899 | $17.2 萬 | 0.02% | 00.0% | 不變 |
| Keyes, Stange & Wooten Wealth Management, LLC | 10,735 | $17.0 萬 | 0.10% | +10,735 | 新進 |
| TrinityPoint Wealth, LLC | 10,695 | $16.9 萬 | 0.02% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 10,649 | $16.8 萬 | 0.04% | 00.0% | 不變 |
| Davenport & Co LLC | 10,472 | $16.5 萬 | 0.00% | +10,472 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 10,253 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| LaFleur & Godfrey LLC | 10,247 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 10,217 | $16.1 萬 | 0.04% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 10,209 | $16.1 萬 | 0.01% | +1,019+11.1% | 加碼 |
| Chapin Davis, Inc. | 10,174 | $16.0 萬 | 0.05% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 9,144 | $14.4 萬 | 0.03% | 00.0% | 不變 |
| Operose Advisors LLC | 7,000 | $11.1 萬 | 0.04% | 00.0% | 不變 |
| North Star Investment Management Corp. | 6,125 | $9.68 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of Vermont | 5,000 | $7.90 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 5,000 | $7.90 萬 | 0.06% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,047 | $6.39 萬 | 0.00% | 00.0% | 不變 |
| Pingora Partners LLC | 3,733 | $5.90 萬 | 0.04% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,409 | $5.39 萬 | 0.00% | −521−13.3% | 減碼 |
| Principal Securities, Inc. | 3,398 | $5.37 萬 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 2,976 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 2,900 | $4.58 萬 | 0.01% | 00.0% | 不變 |
| ESL Trust Services, LLC | 2,705 | $4.27 萬 | 0.01% | +76+2.9% | 加碼 |
| Quent Capital, LLC | 2,692 | $4.25 萬 | 0.00% | +75+2.9% | 加碼 |
| McIlrath & Eck, LLC | 2,679 | $4.23 萬 | 0.01% | +75+2.9% | 加碼 |
| Vermillion Wealth Management, Inc. | 1,834 | $2.90 萬 | 0.01% | +1,834 | 新進 |
| EverSource Wealth Advisors, LLC | 1,750 | $2.77 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,503 | $2.37 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 1,495 | $2.36 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,031 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,000 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| Curio Wealth, LLC | 1,000 | $1.58 萬 | 0.01% | +1,000 | 新進 |
| WPG Advisers, LLC | 818 | $1.29 萬 | 0.01% | +818 | 新進 |
| Park Square Financial Group, LLC | 813 | $1.28 萬 | 0.01% | +813 | 新進 |
| American Capital Advisory, LLC | 741 | $1.17 萬 | 0.01% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 600 | $9,480 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 599 | $9,464 | 0.00% | +599 | 新進 |
| City State Bank | 455 | $7,189 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 407 | $6,451 | 0.00% | −11,224−96.5% | 減碼 |
| National Bank of Canada | 407 | $6,431 | 0.00% | +95+30.4% | 加碼 |
| Creative Financial Designs Inc | 363 | $5,735 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 361 | $5,697 | 0.00% | +11+3.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 327 | $5,167 | 0.00% | +9+2.8% | 加碼 |
| Game Plan Financial Advisors, LLC | 300 | $4,763 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 262 | $4,148 | 0.00% | +23+9.6% | 加碼 |
| Global Retirement Partners, LLC | 185 | $2,921 | 0.00% | +5+2.8% | 加碼 |
| IFP Advisors, Inc | 155 | $2,449 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 143 | $2,264 | 0.00% | +4+2.9% | 加碼 |
| Harbour Investments, Inc. | 124 | $1,959 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 51 | $1,000 | 0.00% | +1+2.0% | 加碼 |
| Key Financial Inc | 31 | $490 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 15 | $235 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $32 | 0.00% | −1−33.3% | 減碼 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −75,192−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −75,048−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −28,972−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,119−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −25,462−100.0% | 清倉 |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −16,778−100.0% | 清倉 |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −12,950−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −524−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −438−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −229−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
