| Steward Partners Investment Advisory, LLC | 15,726 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Estate Counselors, LLC | 15,000 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 15,000 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 15,000 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Perkins Capital Management Inc | 14,500 | $1.00 萬 | 0.01% | −9,200−38.8% | 減碼 |
| HRT Financial LP | 14,842 | $1.00 萬 | 0.00% | −415−2.7% | 減碼 |
| Heritage Wealth Management, Inc. | 14,250 | $9,804 | 0.01% | −750−5.0% | 減碼 |
| US Bancorp | 14,054 | $9,669 | 0.00% | 00.0% | 不變 |
| Gibraltar Capital Management, Inc. | 14,000 | $9,632 | 0.00% | 00.0% | 不變 |
| Court Place Advisors, LLC | 13,500 | $9,288 | 0.00% | +13,500 | 新進 |
| Western Wealth Management, LLC | 13,100 | $9,012 | 0.00% | 00.0% | 不變 |
| SkyOak Wealth, LLC | 13,000 | $8,944 | 0.00% | 00.0% | 不變 |
| Sage Capital Management, LLC | 13,000 | $8,944 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 12,855 | $8,845 | 0.00% | −400−3.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,935 | $8,365 | 0.00% | −55,128−82.2% | 減碼 |
| Truist Financial Corp | 11,909 | $8,193 | 0.00% | −500−4.0% | 減碼 |
| Aptus Capital Advisors, LLC | 11,720 | $8,063 | 0.00% | −428−3.5% | 減碼 |
| Second Line Capital, LLC | 11,720 | $8,063 | 0.00% | −28−0.2% | 減碼 |
| Briaud Financial Planning, Inc | 12,612 | $8,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 11,445 | $7,874 | 0.00% | 00.0% | 不變 |
| Rathbone Brothers plc | 11,400 | $7,843 | 0.00% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 11,318 | $7,787 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 10,142 | $7,508 | 0.00% | −2,000−16.5% | 減碼 |
| Parkside Investments, LLC | 10,635 | $7,317 | 0.00% | +10,635 | 新進 |
| Foundations Investment Advisors, LLC | 10,300 | $7,086 | 0.00% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 10,255 | $7,055 | 0.00% | 00.0% | 不變 |
| Archetype Wealth Partners | 10,000 | $7,000 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 10,128 | $6,968 | 0.00% | +150+1.5% | 加碼 |
| Snowden Capital Advisors LLC | 10,000 | $6,880 | 0.00% | 00.0% | 不變 |
| Masso Torrence Wealth Management Inc. | 10,000 | $6,880 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 9,500 | $6,536 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 8,467 | $5,825 | 0.00% | +7,038+492.5% | 加碼 |
| Proequities, Inc. | 8,000 | $5,504 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 7,780 | $5,353 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 7,546 | $5,187 | 0.00% | −368−4.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,165 | $4,930 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,000 | $3,440 | 0.00% | −290−5.5% | 減碼 |
| HighMark Wealth Management LLC | 5,000 | $3,440 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 5,000 | $3,440 | 0.00% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 5,000 | $3,440 | 0.00% | +5,000 | 新進 |
| Gilliland Jeter Wealth Management LLC | 3,410 | $2,346 | 0.00% | −70,359−95.4% | 減碼 |
| Global Retirement Partners, LLC | 3,348 | $2,303 | 0.00% | +35+1.1% | 加碼 |
| Banque Cantonale Vaudoise | 3,590 | $2,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 3,540 | $2,000 | 0.00% | +1,115+46.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,695 | $1,993 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 2,493 | $1,720 | 0.00% | −9−0.4% | 減碼 |
| Ameliora Wealth Management Ltd. | 2,000 | $1,376 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,965 | $1,352 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,592 | $1,095 | 0.00% | 00.0% | 不變 |
| Ogorek Anthony Joseph | 2,750 | $1,000 | 0.00% | 00.0% | 不變 |
| Resources Management Corp | 1,200 | $1,000 | 0.00% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 1,336 | $1,000 | 0.00% | 00.0% | 不變 |
| Halpern Financial, Inc. | 1,292 | $889 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 1,225 | $843 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 1,000 | $688 | 0.00% | +1,000 | 新進 |
| Geneos Wealth Management Inc. | 990 | $682 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 725 | $499 | 0.00% | +725 | 新進 |
| GAMMA Investing LLC | 607 | $418 | 0.00% | −122−16.7% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 490 | $337 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 404 | $278 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 400 | $275 | 0.00% | −800−66.7% | 減碼 |
| Parallel Advisors, LLC | 200 | $138 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 200 | $138 | 0.00% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 185 | $127 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 161 | $111 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 144 | $99 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 100 | $79 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 97 | $67 | 0.00% | +97 | 新進 |
| Rise Advisors, LLC | 50 | $34 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $34 | 0.00% | 00.0% | 不變 |
| Caitlin John, LLC | 45 | $31 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 1 | $1 | 0.00% | 00.0% | 不變 |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −2,500,000−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −592,779−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −50,686−100.0% | 清倉 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −44,090−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| DCF Advisers, LLC | 0 | $0 | 0.00% | −13,290−100.0% | 清倉 |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −10,150−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −1,650−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,257−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −410−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −188−100.0% | 清倉 |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| Cambridge Trust Co | – | – | – | – | 本季未申報 |
