| Pin Oak Investment Advisors Inc | 270 | $6,000 | 0.01% | 00.0% | 不變 |
| West Branch Capital LLC | 274 | $5,711 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 268 | $5,586 | 0.00% | +7+2.7% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 230 | $4,794 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 210 | $4,376 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 200 | $4,168 | 0.00% | +200 | 新進 |
| Fortis Group Advisors, LLC | 192 | $4,001 | 0.00% | 00.0% | 不變 |
| City Holding Co | 175 | $3,646 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 170 | $3,543 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 158 | $3,293 | 0.00% | 00.0% | 不變 |
| WFA of San Diego, LLC | 150 | $3,126 | 0.00% | +150 | 新進 |
| Covestor Ltd | 135 | $3,000 | 0.00% | +9+7.1% | 加碼 |
| Financial Connections Group, Inc. | 180 | $3,000 | 0.00% | +180 | 新進 |
| Opal Wealth Advisors, LLC | 143 | $2,981 | 0.00% | +143 | 新進 |
| Ameritas Investment Partners, Inc. | 138 | $2,878 | 0.00% | 00.0% | 不變 |
| CBIZ Investment Advisory Services, LLC | 136 | $2,837 | 0.00% | +3+2.3% | 加碼 |
| GHP Investment Advisors, Inc. | 131 | $2,731 | 0.00% | +131 | 新進 |
| Toth Financial Advisory Corp | 125 | $2,605 | 0.00% | −111−47.0% | 減碼 |
| ZRC Wealth Management, LLC | 119 | $2,480 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 117 | $2,438 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 117 | $2,433 | 0.00% | +117 | 新進 |
| Painted Porch Advisors LLC | 100 | $2,084 | 0.00% | +100 | 新進 |
| JJJ Advisors Inc. | 85 | $1,772 | 0.00% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 70 | $1,459 | 0.00% | −800−92.0% | 減碼 |
| Point72 (DIFC) Ltd | 54 | $1,125 | 0.00% | +54 | 新進 |
| Pacifica Partners Inc. | 50 | $1,048 | 0.00% | +50 | 新進 |
| Evermay Wealth Management LLC | 48 | $1,001 | 0.00% | 00.0% | 不變 |
| REAP Financial Group, LLC | 39 | $813 | 0.00% | 00.0% | 不變 |
| Insight Financial Services | 30 | $625 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 27 | $558 | 0.00% | +1+3.8% | 加碼 |
| Horizon Investments, LLC | 23 | $479 | 0.00% | 00.0% | 不變 |
| Triad Wealth Partners, LLC | 16 | $333 | 0.00% | +16 | 新進 |
| Mather Group, LLC. | 10 | $213 | 0.00% | +10 | 新進 |
| Robinswood Financial LLC | 10 | $213 | 0.00% | +10 | 新進 |
| Bell & Brown Wealth Advisors, LLC | 2,726 | – | – | +2,726 | 新進 |
| Strategic Financial Concepts, LLC | 90,976 | – | – | +90,976 | 新進 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −270,242−100.0% | 清倉 |
| Mason & Associates, LLC | 0 | $0 | 0.00% | −251,903−100.0% | 清倉 |
| Financial Management Network Inc | 0 | $0 | 0.00% | −179,185−100.0% | 清倉 |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −116,450−100.0% | 清倉 |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −62,651−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −56,000−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −46,784−100.0% | 清倉 |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −35,602−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −29,838−100.0% | 清倉 |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −28,201−100.0% | 清倉 |
| Regions Financial Corp | 0 | $0 | 0.00% | −25,692−100.0% | 清倉 |
| Lafayette Investments, Inc. | 0 | $0 | 0.00% | −23,080−100.0% | 清倉 |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,799−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −21,190−100.0% | 清倉 |
| Palumbo Wealth Management LLC | 0 | $0 | 0.00% | −20,907−100.0% | 清倉 |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,264−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −17,821−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −16,700−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,661−100.0% | 清倉 |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −14,950−100.0% | 清倉 |
| Hartline Investment Corp | 0 | $0 | 0.00% | −13,737−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,262−100.0% | 清倉 |
| L & S Advisors Inc | 0 | $0 | 0.00% | – | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,053−100.0% | 清倉 |
| Cedrus LLC | 0 | $0 | 0.00% | −12,044−100.0% | 清倉 |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −11,490−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,434−100.0% | 清倉 |
| BancorpSouth Bank | 0 | $0 | 0.00% | −11,038−100.0% | 清倉 |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −10,667−100.0% | 清倉 |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −10,640−100.0% | 清倉 |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −10,405−100.0% | 清倉 |
| Lockerman Financial Group, Inc. | 0 | $0 | 0.00% | −10,275−100.0% | 清倉 |
| Wealth Group, Ltd. | 0 | $0 | 0.00% | −10,146−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,005−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,229−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2,646−100.0% | 清倉 |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −2,348−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −766−100.0% | 清倉 |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −278,079−100.0% | 清倉 |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −573−100.0% | 清倉 |
| BFSG, LLC | 0 | $0 | 0.00% | −254−100.0% | 清倉 |
| Tidemark, LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | 0 | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| Cubic Asset Management, LLC | – | – | – | – | 本季未申報 |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | 本季未申報 |
| Steward Partners Investment Solutions, LLC | – | – | – | – | 本季未申報 |
| Connectus Wealth, LLC | – | – | – | – | 本季未申報 |
| Highlander Capital Management, LLC | – | – | – | – | 本季未申報 |
| CWA Asset Management Group, LLC | – | – | – | – | 本季未申報 |
| Retirement Group, LLC | – | – | – | – | 本季未申報 |
