| CIBC Private Wealth Group, LLC | 14,954 | $14.7 萬 | 0.00% | +162+1.1% | 加碼 |
| Harborview Advisors, LLC | 14,729 | $14.4 萬 | 0.08% | +14,729 | 新進 |
| Citigroup Inc | 14,390 | $14.1 萬 | 0.00% | −26,750−65.0% | 減碼 |
| Cetera Advisors LLC | 13,844 | $13.6 萬 | 0.00% | −657−4.5% | 減碼 |
| Commerce Bank | 13,846 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 13,691 | $13.4 萬 | 0.02% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 13,407 | $13.1 萬 | 0.01% | −54−0.4% | 減碼 |
| US Bancorp | 13,203 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 13,100 | $12.8 萬 | 0.04% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 12,962 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 11,576 | $11.3 萬 | 0.00% | −73−0.6% | 減碼 |
| HighTower Advisors, LLC | 10,750 | $10.5 萬 | 0.00% | −1,546−12.6% | 減碼 |
| Nations Financial Group Inc, | 10,686 | $10.5 萬 | 0.02% | +10,686 | 新進 |
| International Assets Investment Management, LLC | 10,608 | $10.4 萬 | 0.02% | +40.0% | 加碼 |
| Live Oak Private Wealth LLC | 10,525 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 10,200 | $10.0 萬 | 0.02% | 00.0% | 不變 |
| Visionary Wealth Advisors | 10,084 | $9.90 萬 | 0.01% | +10,084 | 新進 |
| Fifth Third Bancorp | 10,000 | $9.80 萬 | 0.00% | 00.0% | 不變 |
| Howard Wealth Management, LLC | 10,018 | $9.80 萬 | 0.05% | 00.0% | 不變 |
| Proequities, Inc. | 9,454 | $9.30 萬 | 0.01% | +75+0.8% | 加碼 |
| Harbour Investments, Inc. | 8,819 | $8.60 萬 | 0.00% | +19+0.2% | 加碼 |
| Hexagon Capital Partners LLC | 7,903 | $7.70 萬 | 0.02% | +7,366+1,371.7% | 加碼 |
| North Star Investment Management Corp. | 7,284 | $7.10 萬 | 0.01% | 00.0% | 不變 |
| Syverson Strege & Co | 7,101 | $7.00 萬 | 0.06% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 7,000 | $6.90 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 5,830 | $5.71 萬 | 0.00% | +5,830 | 新進 |
| Community Bank, N.A. | 5,703 | $5.60 萬 | 0.01% | 00.0% | 不變 |
| City Holding Co | 5,512 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial, LLC | 5,269 | $5.10 萬 | 0.01% | −3,539−40.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 4,326 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 4,096 | $4.00 萬 | 0.01% | −11,873−74.4% | 減碼 |
| Geneos Wealth Management Inc. | 3,964 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 3,567 | $3.50 萬 | 0.02% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 3,375 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 3,200 | $3.10 萬 | 0.01% | −3,500−52.2% | 減碼 |
| Ellis Investment Partners, LLC | 2,449 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 2,500 | $2.40 萬 | 0.01% | +2,500 | 新進 |
| Capital Advisors, Ltd. LLC | 2,230 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 2,265 | $2.20 萬 | 0.00% | +2,265 | 新進 |
| 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 |
| Lee Financial Co | 2,000 | $2.00 萬 | 0.00% | +2,000 | 新進 |
| Central Trust Co | 1,917 | $1.90 萬 | 0.00% | +1,917 | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 1,831 | $1.80 萬 | 0.01% | +26+1.4% | 加碼 |
| Focused Wealth Management, Inc | 1,789 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 1,492 | $1.50 萬 | 0.00% | +1,492 | 新進 |
| American Portfolios Advisors | 1,405 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 1,411 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 1,364 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Herold Advisors, Inc. | 1,300 | $1.20 萬 | 0.00% | +1,300 | 新進 |
| Wagner Wealth Management, LLC | 825 | $9,000 | 0.01% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 750 | $7,000 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 751 | $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 | $3,450 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 271 | $3,000 | 0.00% | +5+1.9% | 加碼 |
| Edge Wealth Management LLC | 71 | $1,000 | 0.00% | +1+1.4% | 加碼 |
| CX Institutional | 121 | $1,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 36 | $357 | 0.00% | +2+5.9% | 加碼 |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | 減碼 |
| Laurel Wealth Advisors LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 0 | $0 | 0.00% | −193,383−100.0% | 清倉 |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −161,530−100.0% | 清倉 |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −55,500−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −41,355−100.0% | 清倉 |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −21,926−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,703−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −12,812−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,422−100.0% | 清倉 |
| Biltmore Capital Advisors LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,530−100.0% | 清倉 |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −10,559−100.0% | 清倉 |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −10,088−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −9,837−100.0% | 清倉 |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −8,300−100.0% | 清倉 |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −2,509−100.0% | 清倉 |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,833−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,492−100.0% | 清倉 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
