| Steward Partners Investment Advisory, LLC | 1,649 | $6,678 | 0.00% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 1,558 | $6,585 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 1,496 | $6,059 | 0.00% | +242+19.3% | 加碼 |
| SageView Advisory Group, LLC | 1,415 | $5,731 | 0.00% | +1,415 | 新進 |
| Steigerwald, Gordon & Koch Inc. | 1,337 | $5,415 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,267 | $5,131 | 0.00% | 00.0% | 不變 |
| CX Institutional | 1,352 | $5,000 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 1,223 | $4,953 | 0.00% | +1,223 | 新進 |
| Zions Bancorporation, National Association | 1,184 | $4,795 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,095 | $4,435 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,020 | $4,131 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 913 | $3,698 | 0.00% | −257−22.0% | 減碼 |
| Financial Consulate, Inc | 886 | $3,589 | 0.00% | −648−42.2% | 減碼 |
| Tucker Asset Management LLC | 883 | $3,576 | 0.00% | +883 | 新進 |
| Basecamp Wealth Advisors LLC | 877 | $3,552 | 0.00% | +877 | 新進 |
| Bell Investment Advisors, Inc | 771 | $3,123 | 0.00% | −126−14.0% | 減碼 |
| Parkside Financial Bank & Trust | 687 | $2,783 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 668 | $2,705 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 573 | $2,321 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 549 | $2,185 | 0.00% | +522+1,933.3% | 加碼 |
| CVA Family Office, LLC | 510 | $2,066 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 502 | $2,033 | 0.00% | −50−9.1% | 減碼 |
| Atlantic Union Bankshares Corp | 500 | $2,025 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 500 | $2,025 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 452 | $2,000 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 330 | $1,500 | 0.00% | +330 | 新進 |
| Garner Asset Management Corp | 269 | $1,089 | 0.00% | +269 | 新進 |
| Private Trust Co NA | 267 | $1,081 | 0.00% | −3,379−92.7% | 減碼 |
| Creative Financial Designs Inc | 253 | $1,025 | 0.00% | −43−14.5% | 減碼 |
| Root Financial Partners, LLC | 250 | $1,013 | 0.00% | −167−40.0% | 減碼 |
| SHP Wealth Management | 238 | $964 | 0.00% | +238 | 新進 |
| Hurley Capital, LLC | 224 | $907 | 0.00% | +224 | 新進 |
| Principia Wealth Advisory, LLC | 215 | $871 | 0.00% | +54+33.5% | 加碼 |
| Pingora Partners LLC | 200 | $810 | 0.00% | 00.0% | 不變 |
| Ares Financial Consulting, LLC | 188 | $761 | 0.00% | +188 | 新進 |
| Private Wealth Management Group, LLC | 181 | $734 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 174 | $705 | 0.00% | +174 | 新進 |
| Cornerstone Financial Management LLC | 117 | $474 | 0.00% | +117 | 新進 |
| Larson Financial Group LLC | 62 | $251 | 0.00% | −1,303−95.5% | 減碼 |
| TD Private Client Wealth LLC | 41 | $166 | 0.00% | +41 | 新進 |
| MV Capital Management, Inc. | 34 | $138 | 0.00% | +34 | 新進 |
| St Germain D J Co Inc | 21 | $85 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 3 | $12 | 0.00% | 00.0% | 不變 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3 | $12 | 0.00% | +3 | 新進 |
| Cordant, Inc. | 2 | $9 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −518,993−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −333,675−100.0% | 清倉 |
| Sterling Investment Management, Inc. | 0 | $0 | 0.00% | −166,606−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −115,520−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −105,627−100.0% | 清倉 |
| Rhumbline Advisers | 0 | $0 | 0.00% | −80,976−100.0% | 清倉 |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −67,720−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −55,139−100.0% | 清倉 |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −49,327−100.0% | 清倉 |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −47,729−100.0% | 清倉 |
| Steadtrust LLC | 0 | $0 | 0.00% | −43,000−100.0% | 清倉 |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −37,847−100.0% | 清倉 |
| Five Oceans Advisors | 0 | $0 | 0.00% | −23,057−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,209−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −16,639−100.0% | 清倉 |
| Hudson Portfolio Management LLC | 0 | $0 | 0.00% | −15,694−100.0% | 清倉 |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −13,209−100.0% | 清倉 |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −13,191−100.0% | 清倉 |
| Sunpointe, LLC | 0 | $0 | 0.00% | −12,708−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,659−100.0% | 清倉 |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −12,685−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −12,400−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11,938−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −11,362−100.0% | 清倉 |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −10,997−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,711−100.0% | 清倉 |
| Perpetual Ltd | 0 | $0 | 0.00% | −10,393−100.0% | 清倉 |
| Momentous Wealth Management, Inc. | 0 | $0 | 0.00% | −10,014−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −4,863−100.0% | 清倉 |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,410−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,012−100.0% | 清倉 |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −625−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −246−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −222−100.0% | 清倉 |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −183−100.0% | 清倉 |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −137−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| First Affirmative Financial Network | – | – | – | – | 本季未申報 |
| Gitterman Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| Defined Financial Planning LLC | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |