| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,923 | $4.50 萬 | 0.00% | +104+2.7% | 加碼 |
| Key Financial Inc | 3,846 | $4.40 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,276 | $3.80 萬 | 0.00% | +175+5.6% | 加碼 |
| Global Retirement Partners, LLC | 2,499 | $3.40 萬 | 0.00% | +64+2.6% | 加碼 |
| Umb Bank N A | 2,426 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 2,214 | $2.55 萬 | 0.00% | +2,214 | 新進 |
| Cutler Group LP | 1,933 | $2.20 萬 | 0.00% | −249−11.4% | 減碼 |
| Logan Capital Management Inc | 1,800 | $2.10 萬 | 0.00% | +1,800 | 新進 |
| Macquarie Group Ltd | 0 | $1.70 萬 | 0.00% | −13,488−100.0% | 減碼 |
| Founders Capital Management | 1,400 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| HBC Financial Services, PLLC | 1,000 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,308 | $1.50 萬 | 0.00% | −323−19.8% | 減碼 |
| US Bancorp | 1,282 | $1.50 萬 | 0.00% | +429+50.3% | 加碼 |
| Financial Connections Group, Inc. | 1,340 | $1.50 萬 | 0.01% | +1,009+304.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,260 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,160 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Markets LLC | 1,000 | $1.20 萬 | 0.00% | −100−9.1% | 減碼 |
| First Manhattan Co | 1,055 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,000 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 1,009 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,000 | $1.20 萬 | 0.00% | +615+159.7% | 加碼 |
| Ellis Investment Partners, LLC | 1,000 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 923 | $1.10 萬 | 0.04% | +23+2.6% | 加碼 |
| Smithfield Trust Co | 864 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 850 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 807 | $9,281 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 800 | $9,000 | 0.01% | +800 | 新進 |
| Webster Bank, N. A. | 700 | $8,000 | 0.00% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 701 | $8,000 | 0.00% | +701 | 新進 |
| TCI Wealth Advisors, Inc. | 641 | $7,000 | 0.00% | +141+28.2% | 加碼 |
| Valley National Advisers Inc | 500 | $6,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 549 | $6,000 | 0.00% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 470 | $6,000 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 500 | $6,000 | 0.00% | +500 | 新進 |
| TD Capital Management LLC | 536 | $6,000 | 0.00% | +536 | 新進 |
| Lindbrook Capital, LLC | 390 | $4,000 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 380 | $4,000 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 305 | $4,000 | 0.00% | +8+2.7% | 加碼 |
| Macroview Investment Management LLC | 352 | $4,000 | 0.01% | +352 | 新進 |
| Halpern Financial, Inc. | 270 | $3,105 | 0.00% | +270 | 新進 |
| Retirement Group, LLC | 300 | $3,000 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 200 | $2,300 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 140,574 | $2,000 | 0.00% | +72,104+105.3% | 加碼 |
| Huntington National Bank | 164 | $2,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 132 | $2,000 | 0.00% | +5+3.9% | 加碼 |
| Castleview Partners, LLC | 142 | $2,000 | 0.00% | +142 | 新進 |
| Assetmark, Inc | 85 | $1,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 62 | $1,000 | 0.00% | +2+3.3% | 加碼 |
| Versant Capital Management, Inc | 59 | $1,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 51 | $1,000 | 0.00% | +30+142.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 50 | $1,000 | 0.00% | +50 | 新進 |
| Horan Securities, Inc. | 103 | $1,000 | 0.00% | +103 | 新進 |
| Ronald Blue Trust, Inc. | 24 | $0 | 0.00% | −9,528−99.7% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 21 | $0 | 0.00% | −35−62.5% | 減碼 |
| Castle Wealth Management LLC | 40 | $0 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 26 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 27 | $0 | 0.00% | +27 | 新進 |
| Bell Investment Advisors, Inc | 41 | $0 | 0.00% | +41 | 新進 |
| Financial Advocates Investment Management | 3,381 | – | – | +3,381 | 新進 |
| Sofos Investments, Inc. | 192 | – | – | +192 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,955−100.0% | 清倉 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −569,374−100.0% | 清倉 |
| Bell & Brown Wealth Advisors, LLC | 0 | $0 | 0.00% | −288,093−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −174,000−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −154,448−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −125,534−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −113,103−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −69,663−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −66,500−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −60,189−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −45,901−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −38,170−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −34,274−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −29,210−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −21,326−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −22,913−100.0% | 清倉 |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −15,965−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,039−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −13,449−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −12,380−100.0% | 清倉 |
| Morling Financial Advisors, LLC | 0 | $0 | 0.00% | −11,905−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −6,505−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,979−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1,760−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −670−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −705−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −352−100.0% | 清倉 |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −287−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Lake Point Wealth Management | – | – | – | – | 本季未申報 |
| Bivin & Associates, Inc. | – | – | – | – | 本季未申報 |
