| The PNC Financial Services Group, Inc. | 18,000 | $18.2 萬 | 0.00% | +2,450+15.8% | 加碼 |
| GM Advisory Group, Inc. | 17,000 | $17.2 萬 | 0.02% | +17,000 | 新進 |
| Arkadios Wealth Advisors | 15,969 | $16.1 萬 | 0.02% | +13,905+673.7% | 加碼 |
| Dakota Wealth Management | 15,816 | $16.0 萬 | 0.02% | +80+0.5% | 加碼 |
| Claro Advisors LLC | 15,700 | $15.9 萬 | 0.07% | −117,366−88.2% | 減碼 |
| Millennium Management LLC | 15,703 | $15.9 萬 | 0.00% | +15,703 | 新進 |
| Detalus Advisors, LLC | 15,311 | $15.5 萬 | 0.08% | +1,108+7.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 14,792 | $15.0 萬 | 0.00% | +424+3.0% | 加碼 |
| Cetera Advisors LLC | 14,501 | $14.7 萬 | 0.00% | −5,795−28.6% | 減碼 |
| Commerce Bank | 13,846 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 13,691 | $13.9 萬 | 0.02% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 13,461 | $13.6 萬 | 0.01% | +2,566+23.6% | 加碼 |
| US Bancorp | 13,203 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 13,100 | $13.3 萬 | 0.04% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 12,962 | $13.1 萬 | 0.01% | +12,962 | 新進 |
| Camelot Portfolios, LLC | 12,812 | $13.0 萬 | 0.05% | −212−1.6% | 減碼 |
| Two Sigma Securities, LLC | 12,422 | $12.6 萬 | 0.03% | +12,422 | 新進 |
| HighTower Advisors, LLC | 12,296 | $12.4 萬 | 0.00% | +12,296 | 新進 |
| Biltmore Capital Advisors LLC | 12,000 | $12.2 萬 | 0.02% | +12,000 | 新進 |
| Park Avenue Securities LLC | 11,649 | $11.8 萬 | 0.00% | −102,793−89.8% | 減碼 |
| GWM Advisors LLC | 10,530 | $10.7 萬 | 0.00% | −5,760−35.4% | 減碼 |
| Live Oak Private Wealth LLC | 10,525 | $10.7 萬 | 0.02% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 10,559 | $10.7 萬 | 0.07% | +71+0.7% | 加碼 |
| International Assets Investment Management, LLC | 10,604 | $10.7 萬 | 0.02% | −245−2.3% | 減碼 |
| Kesler, Norman & Wride, LLC | 10,200 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 10,088 | $10.2 萬 | 0.03% | −2,429−19.4% | 減碼 |
| Fifth Third Bancorp | 10,000 | $10.1 萬 | 0.00% | −452−4.3% | 減碼 |
| Howard Wealth Management, LLC | 10,018 | $10.1 萬 | 0.06% | 00.0% | 不變 |
| WealthShield Partners, LLC | 9,837 | $10.0 萬 | 0.02% | +600+6.5% | 加碼 |
| Proequities, Inc. | 9,379 | $9.50 萬 | 0.01% | −698−6.9% | 減碼 |
| FourThought Financial, LLC | 8,808 | $8.90 萬 | 0.01% | −578−6.2% | 減碼 |
| Harbour Investments, Inc. | 8,800 | $8.90 萬 | 0.00% | +1,011+13.0% | 加碼 |
| 1607 Capital Partners, LLC | 8,300 | $8.40 萬 | 0.00% | −461,886−98.2% | 減碼 |
| North Star Investment Management Corp. | 7,284 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Syverson Strege & Co | 7,101 | $7.20 萬 | 0.06% | +7,101 | 新進 |
| Stonebridge Capital Advisors LLC | 7,000 | $7.10 萬 | 0.01% | +7,000 | 新進 |
| Lumature Wealth Partners, LLC | 6,700 | $6.80 萬 | 0.03% | −9,400−58.4% | 減碼 |
| Community Bank, N.A. | 5,703 | $5.80 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 5,635 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 5,512 | $5.60 萬 | 0.01% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 4,326 | $4.40 萬 | 0.00% | +4,326 | 新進 |
| Geneos Wealth Management Inc. | 3,964 | $4.00 萬 | 0.00% | −1,270−24.3% | 減碼 |
| Pinnacle Bancorp, Inc. | 3,800 | $3.80 萬 | 0.02% | 00.0% | 不變 |
| Cordasco Financial Network | 3,567 | $3.60 萬 | 0.03% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 3,375 | $3.40 萬 | 0.01% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 2,509 | $2.50 萬 | 0.01% | +2,509 | 新進 |
| Ellis Investment Partners, LLC | 2,449 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 2,230 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 2,000 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 2,000 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 1,833 | $1.90 萬 | 0.01% | −10,475−85.1% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 1,805 | $1.80 萬 | 0.01% | +27+1.5% | 加碼 |
| Focused Wealth Management, Inc | 1,789 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,492 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1,405 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 1,411 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 1,364 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 825 | $8,000 | 0.01% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 750 | $8,000 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 751 | $5,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 537 | $5,000 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 352 | $3,566 | 0.00% | +352 | 新進 |
| Wealth Quarterback LLC | 266 | $3,000 | 0.00% | +266 | 新進 |
| Edge Wealth Management LLC | 70 | $1,000 | 0.00% | +1+1.4% | 加碼 |
| CX Institutional | 121 | $1,000 | 0.00% | +121 | 新進 |
| Glen Eagle Advisors, LLC | 34 | $341 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 10 | $0 | 0.00% | +10 | 新進 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −78,163−100.0% | 清倉 |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −76,997−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −63,474−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −34,676−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −30,131−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −26,053−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −21,895−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −18,204−100.0% | 清倉 |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −16,707−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −15,670−100.0% | 清倉 |
| Harborview Advisors, LLC | 0 | $0 | 0.00% | −14,917−100.0% | 清倉 |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −13,700−100.0% | 清倉 |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −9,700−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −4,906−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −3,145−100.0% | 清倉 |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −3,053−100.0% | 清倉 |
| Cowa, LLC | 0 | $0 | 0.00% | −2,548−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −2,180−100.0% | 清倉 |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −1,405−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | 本季未申報 |
