| Octavia Wealth Advisors, LLC | 15,000 | $9.71 萬 | 0.02% | +15,000 | 新進 |
| Silverlake Wealth Management LLC | 13,912 | $9.00 萬 | 0.05% | 00.0% | 不變 |
| Camden Capital, LLC | 13,461 | $8.71 萬 | 0.01% | +326+2.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 13,149 | $8.51 萬 | 0.02% | +4,563+53.1% | 加碼 |
| Fifth Third Bancorp | 13,027 | $8.43 萬 | 0.00% | −846−6.1% | 減碼 |
| Integrated Wealth Concepts LLC | 12,462 | $8.06 萬 | 0.00% | −654−5.0% | 減碼 |
| Captrust Financial Advisors | 12,349 | $7.99 萬 | 0.00% | +12,349 | 新進 |
| Advisors Capital Management, LLC | 12,184 | $7.90 萬 | 0.00% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 11,639 | $7.53 萬 | 0.01% | −2,843−19.6% | 減碼 |
| ICA Group Wealth Management, LLC | 11,556 | $7.48 萬 | 0.02% | +280+2.5% | 加碼 |
| Morris Retirement Advisors, LLC | 11,524 | $7.46 萬 | 0.05% | +279+2.5% | 加碼 |
| HB Wealth Management, LLC | 11,414 | $7.38 萬 | 0.00% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 10,893 | $7.05 萬 | 0.02% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 10,851 | $7.02 萬 | 0.01% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 10,762 | $6.96 萬 | 0.01% | +261+2.5% | 加碼 |
| Lakeview Capital Partners, LLC | 10,757 | $6.96 萬 | 0.01% | 00.0% | 不變 |
| Nations Financial Group Inc, | 10,718 | $6.93 萬 | 0.01% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 10,605 | $6.86 萬 | 0.01% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 10,442 | $6.76 萬 | 0.00% | −442−4.1% | 減碼 |
| Axxcess Wealth Management, LLC | 10,357 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Liberty Capital Management, Inc. | 10,024 | $6.49 萬 | 0.02% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 10,016 | $6.48 萬 | 0.00% | +10,016 | 新進 |
| Tilia Fiduciary Partners, Inc. | 8,466 | $5.48 萬 | 0.05% | 00.0% | 不變 |
| Retirement Group, LLC | 8,250 | $5.34 萬 | 0.02% | +8,250 | 新進 |
| Hazlett, Burt & Watson, Inc. | 7,658 | $4.90 萬 | 0.04% | +10.0% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 6,446 | $4.17 萬 | 0.02% | +156+2.5% | 加碼 |
| Umb Bank N A | 5,774 | $3.74 萬 | 0.00% | +107+1.9% | 加碼 |
| BDO Wealth Advisors, LLC | 5,000 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 4,992 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 4,805 | $3.11 萬 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 4,179 | $2.70 萬 | 0.01% | +2,393+134.0% | 加碼 |
| CWM, LLC | 4,083 | $2.60 萬 | 0.00% | +370+10.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 4,017 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 3,938 | $2.55 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 3,850 | $2.49 萬 | 0.00% | +56+1.5% | 加碼 |
| GoalVest Advisory LLC | 3,600 | $2.33 萬 | 0.01% | +3,600 | 新進 |
| Stone House Investment Management, LLC | 3,554 | $2.30 萬 | 0.01% | +86+2.5% | 加碼 |
| JFS Wealth Advisors, LLC | 3,145 | $2.04 萬 | 0.00% | +76+2.5% | 加碼 |
| Hoey Investments, Inc | 3,053 | $1.98 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,643 | $1.70 萬 | 0.00% | −669−20.2% | 減碼 |
| Key Financial Inc | 2,380 | $1.54 萬 | 0.01% | +57+2.5% | 加碼 |
| AdvisorNet Financial, Inc | 2,294 | $1.48 萬 | 0.00% | +907+65.4% | 加碼 |
| Tompkins Financial Corp | 2,100 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Spotlight Asset Group, Inc. | 1,821 | $1.18 萬 | 0.01% | +1,821 | 新進 |
| Raleigh Capital Management Inc. | 1,600 | $1.04 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,600 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,612 | $9,624 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,309 | $8,469 | 0.00% | +1,260+2,571.4% | 加碼 |
| WR Wealth Planners, LLC | 1,167 | $7,550 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,127 | $7,292 | 0.00% | +1,127 | 新進 |
| Venturi Wealth Management, LLC | 1,000 | $6,470 | 0.00% | +1,000 | 新進 |
| Bogart Wealth, LLC | 1,000 | $6,470 | 0.00% | +1,000 | 新進 |
| Westside Investment Management, Inc. | 927 | $5,998 | 0.00% | +22+2.4% | 加碼 |
| Register Financial Advisors LLC | 839 | $5,428 | 0.00% | +839 | 新進 |
| Spire Wealth Management | 812 | $5,254 | 0.00% | +812 | 新進 |
| Sound Income Strategies, LLC | 735 | $4,755 | 0.00% | −2,200−75.0% | 減碼 |
| Parallel Advisors, LLC | 460 | $2,978 | 0.00% | +11+2.4% | 加碼 |
| Coppell Advisory Solutions LLC | 402 | $2,562 | 0.00% | +402 | 新進 |
| Signaturefd, LLC | 205 | $1,326 | 0.00% | +5+2.5% | 加碼 |
| Arcadia Investment Management Corp | 200 | $1,294 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 168 | $1,087 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 102 | $659 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 35 | $226 | 0.00% | +35 | 新進 |
| Hollencrest Capital Management | 22 | $142 | 0.00% | 00.0% | 不變 |
| FMR LLC | 9 | $58 | 0.00% | +7+350.0% | 加碼 |
| Farther Finance Advisors, LLC | 0 | $1 | 0.00% | 0 | 不變 |
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −175,100−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −75,354−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −54,634−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −21,575−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −15,487−100.0% | 清倉 |
| CIC Wealth, LLC | 0 | $0 | 0.00% | −11,750−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −11,670−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,474−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −5,350−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −1,530−100.0% | 清倉 |
| Allworth Financial LP | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Sunesis Advisors, LLC | – | – | – | – | 本季未申報 |
| Pathway Financial Advisers, LLC | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
