| TCTC Holdings, LLC | 4,245 | $19.8 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,560 | $16.6 萬 | 0.00% | +228+6.8% | 加碼 |
| Cutler Group LP | 3,359 | $15.6 萬 | 0.01% | +3,283+4,319.7% | 加碼 |
| CoreFirst Bank & Trust | 3,245 | $15.1 萬 | 0.10% | +380+13.3% | 加碼 |
| Clearview Wealth Advisors LLC | 3,120 | $14.5 萬 | 0.09% | +55+1.8% | 加碼 |
| SRS Capital Advisors, Inc. | 3,035 | $14.1 萬 | 0.02% | +3,035 | 新進 |
| Howe & Rusling Inc | 3,000 | $14.0 萬 | 0.02% | 00.0% | 不變 |
| Optimum Investment Advisors | 2,900 | $13.5 萬 | 0.04% | 00.0% | 不變 |
| Proequities, Inc. | 2,551 | $11.9 萬 | 0.01% | −877−25.6% | 減碼 |
| Advisory Services Network, LLC | 2,416 | $11.2 萬 | 0.00% | +2,416 | 新進 |
| NEXT Financial Group, Inc | 2,157 | $10.0 萬 | 0.01% | 00.0% | 不變 |
| Castleview Partners, LLC | 2,100 | $9.80 萬 | 0.04% | +2,100 | 新進 |
| Captrust Financial Advisors | 2,084 | $9.70 萬 | 0.00% | −5,000−70.6% | 減碼 |
| Advocacy Wealth Management Services, LLC | 2,000 | $9.30 萬 | 0.02% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,000 | $9.30 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,870 | $8.70 萬 | 0.00% | +300+19.1% | 加碼 |
| Twin Lakes Capital Management, LLC | 1,823 | $8.50 萬 | 0.05% | +32+1.8% | 加碼 |
| North Star Investment Management Corp. | 1,741 | $8.10 萬 | 0.01% | +30+1.8% | 加碼 |
| First Horizon Advisors, Inc. | 1,650 | $7.70 萬 | 0.00% | +750+83.3% | 加碼 |
| Evermay Wealth Management LLC | 1,600 | $7.40 萬 | 0.01% | +1,600 | 新進 |
| Caldwell Trust Co | 1,528 | $7.11 萬 | 0.01% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,500 | $7.00 萬 | 0.01% | 00.0% | 不變 |
| Sawyer & Company, Inc | 1,410 | $6.60 萬 | 0.03% | −360−20.3% | 減碼 |
| Spire Wealth Management | 1,400 | $6.50 萬 | 0.00% | −325−18.8% | 減碼 |
| IFP Advisors, Inc | 1,408 | $6.50 萬 | 0.00% | −196−12.2% | 減碼 |
| Fifth Third Bancorp | 1,300 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 1,000 | $4.70 萬 | 0.01% | 00.0% | 不變 |
| HM Payson & Co | 1,000 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,000 | $4.70 萬 | 0.01% | +1,000 | 新進 |
| Private Capital Group, LLC | 930 | $4.30 萬 | 0.01% | −481−34.1% | 減碼 |
| Glen Eagle Advisors, LLC | 750 | $3.49 萬 | 0.01% | 00.0% | 不變 |
| Asset Dedication, LLC | 700 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Pacitti Group Inc. | 723 | $3.30 萬 | 0.02% | 00.0% | 不變 |
| Gradient Investments LLC | 696 | $3.20 萬 | 0.00% | +696 | 新進 |
| Truvestments Capital LLC | 677 | $3.10 萬 | 0.02% | +12+1.8% | 加碼 |
| Eaton Vance Management | 645 | $3.00 萬 | 0.00% | +645 | 新進 |
| Kistler-Tiffany Companies, LLC | 600 | $2.80 萬 | 0.01% | −325−35.1% | 減碼 |
| Smithfield Trust Co | 600 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 584 | $2.70 萬 | 0.00% | +223+61.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 540 | $2.51 萬 | 0.00% | +24+4.7% | 加碼 |
| AlphaMark Advisors, LLC | 500 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 504 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| WealthShield Partners, LLC | 475 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 469 | $2.20 萬 | 0.00% | +8+1.7% | 加碼 |
| Peoples Financial Services Corp. | 400 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 400 | $1.90 萬 | 0.01% | +400 | 新進 |
| Clearstead Advisors, LLC | 394 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 313 | $1.50 萬 | 0.00% | +5+1.6% | 加碼 |
| Delta Asset Management LLC | 310 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Newton One Investments LLC | 306 | $1.40 萬 | 0.01% | +306 | 新進 |
| CWM, LLC | 270 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 240 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Vectors Research Management, LLC | 229 | $1.10 萬 | 0.00% | +179+358.0% | 加碼 |
| Sterling Financial Planning, Inc. | 200 | $9,000 | 0.01% | 00.0% | 不變 |
| Valley National Advisers Inc | 195 | $9,000 | 0.00% | +195 | 新進 |
| Whittier Trust Co of Nevada Inc | 159 | $7,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 152 | $7,000 | 0.00% | +2+1.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 150 | $7,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 101 | $5,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 100 | $5,000 | 0.00% | −5−4.8% | 減碼 |
| Cedar Mountain Advisors, LLC | 62 | $3,000 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 47 | $3,000 | 0.00% | +47 | 新進 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,568−100.0% | 清倉 |
| Capital Financial Services, LLC | 0 | $0 | 0.00% | −12,400−100.0% | 清倉 |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,995−100.0% | 清倉 |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −8,001−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −8,036−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,705−100.0% | 清倉 |
| Bennett Selby Investments LP | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −4,850−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −3,400−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,266−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,440−100.0% | 清倉 |
| Paradigm, Strategies in Wealth Management, LLC | 0 | $0 | 0.00% | −1,285−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Cowa, LLC | 0 | $0 | 0.00% | −523−100.0% | 清倉 |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −343−100.0% | 清倉 |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| McCarthy Asset Management, Inc. | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| TCF National Bank | – | – | – | – | 本季未申報 |
