| Global Retirement Partners, LLC | 1,225 | $4.21 萬 | 0.00% | +1,225 | 新進 |
| Optimum Investment Advisors | 1,200 | $4.12 萬 | 0.02% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,200 | $4.12 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,000 | $3.44 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,000 | $3.44 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 1,000 | $3.44 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 1,000 | $3.44 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 969 | $3.33 萬 | 0.00% | −1,110−53.4% | 減碼 |
| AllSquare Wealth Management LLC | 941 | $3.23 萬 | 0.02% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 940 | $3.23 萬 | 0.02% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 932 | $3.20 萬 | 0.00% | +14+1.5% | 加碼 |
| First Horizon Advisors, Inc. | 919 | $3.16 萬 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 912 | $3.13 萬 | 0.02% | +912 | 新進 |
| Harbour Investments, Inc. | 892 | $3.07 萬 | 0.00% | −1,067−54.5% | 減碼 |
| Cribstone Capital Management, LLC | 850 | $2.92 萬 | 0.02% | +850 | 新進 |
| Allworth Financial LP | 800 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 758 | $2.61 萬 | 0.01% | +11+1.5% | 加碼 |
| CoreCap Advisors, LLC | 703 | $2.42 萬 | 0.00% | +703 | 新進 |
| PSI Advisors, LLC | 700 | $2.41 萬 | 0.01% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 700 | $2.41 萬 | 0.02% | 00.0% | 不變 |
| Asset Dedication, LLC | 700 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| GoalVest Advisory LLC | 656 | $2.25 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 622 | $2.10 萬 | 0.00% | −83−11.8% | 減碼 |
| Smithfield Trust Co | 600 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 600 | $2.06 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 594 | $2.04 萬 | 0.00% | +200+50.8% | 加碼 |
| Fairfield Financial Advisors, LTD | 570 | $1.96 萬 | 0.01% | −395−40.9% | 減碼 |
| Bogart Wealth, LLC | 535 | $1.84 萬 | 0.00% | 00.0% | 不變 |
| Compass Wealth Management LLC | 500 | $1.72 萬 | 0.01% | +500 | 新進 |
| Community Bank, N.A. | 500 | $1.72 萬 | 0.00% | +500 | 新進 |
| Clear Street Markets LLC | 502 | $1.70 萬 | 0.00% | −698−58.2% | 減碼 |
| AlphaMark Advisors, LLC | 500 | $1.70 萬 | 0.01% | −500−50.0% | 減碼 |
| Avion Wealth | 500 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 480 | $1.65 萬 | 0.01% | +480 | 新進 |
| Peoples Financial Services Corp. | 400 | $1.37 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 2,261 | $1.36 萬 | 0.00% | +2,261 | 新進 |
| Pinnacle Bancorp, Inc. | 386 | $1.30 萬 | 0.01% | +48+14.2% | 加碼 |
| Princeton Global Asset Management LLC | 345 | $1.20 萬 | 0.00% | +5+1.5% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 350 | $1.20 萬 | 0.02% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 323 | $1.11 萬 | 0.00% | +168+108.4% | 加碼 |
| Delta Asset Management LLC | 310 | $1.07 萬 | 0.00% | +310 | 新進 |
| Colonial Trust Advisors | 300 | $1.03 萬 | 0.00% | +300 | 新進 |
| CWM, LLC | 270 | $9,000 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 267 | $9,000 | 0.00% | +4+1.5% | 加碼 |
| BerganKDV Wealth Management, LLC | 240 | $8,249 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 218 | $7,476 | 0.00% | +4+1.9% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 210 | $7,000 | 0.01% | 00.0% | 不變 |
| Valley National Advisers Inc | 195 | $7,000 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 200 | $6,874 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 187 | $6,427 | 0.00% | −71,837−99.7% | 減碼 |
| New Hampshire Trust | 173 | $5,946 | 0.00% | +173 | 新進 |
| Whittier Trust Co of Nevada Inc | 159 | $5,463 | 0.00% | 00.0% | 不變 |
| Credit Suisse AG | 125 | $4,296 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 118 | $4,041 | 0.00% | +2+1.7% | 加碼 |
| Glen Eagle Advisors, LLC | 100 | $3,437 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 45 | $1,547 | 0.00% | +45 | 新進 |
| Private Advisor Group, LLC | 28,459 | $978 | 0.00% | −7,966−21.9% | 減碼 |
| Barclays PLC | 14 | $481 | 0.00% | −3,741−99.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $206 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 4 | $137 | 0.00% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −29,685−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −28,904−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −25,807−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −24,828−100.0% | 清倉 |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −20,962−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −18,814−100.0% | 清倉 |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −15,364−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Guinness Asset Management LTD | 0 | $0 | 0.00% | −11,824−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −8,775−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −8,712−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −8,695−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −8,533−100.0% | 清倉 |
| Keystone Financial Group | 0 | $0 | 0.00% | −7,379−100.0% | 清倉 |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −5,802−100.0% | 清倉 |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −5,755−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −4,245−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −3,100−100.0% | 清倉 |
| Fruth Investment Management | 0 | $0 | 0.00% | −2,482−100.0% | 清倉 |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,084−100.0% | 清倉 |
| JTC Employer Solutions Trusteee Ltd | 0 | $0 | 0.00% | −920−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −764−100.0% | 清倉 |
| Cowa, LLC | 0 | $0 | 0.00% | −590−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Newton One Investments LLC | 0 | $0 | 0.00% | −153−100.0% | 清倉 |
| Sandy Spring Bank | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| West Branch Capital LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Sadoff Investment Management LLC | – | – | – | – | 本季未申報 |
| Roosevelt Investment Group LLC | – | – | – | – | 本季未申報 |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
