| Wedbush Securities Inc | 20,002 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 19,721 | $19.9 萬 | 0.00% | +1,559+8.6% | 加碼 |
| We Are One Seven, LLC | 19,646 | $19.8 萬 | 0.02% | +1,505+8.3% | 加碼 |
| Warren Averett Asset Management, LLC | 19,812 | $19.6 萬 | 0.02% | 00.0% | 不變 |
| Wharton Business Group, LLC | 19,004 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 18,780 | $18.9 萬 | 0.01% | −2,656−12.4% | 減碼 |
| Iowa State Bank | 18,667 | $18.8 萬 | 0.04% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 17,997 | $18.1 萬 | 0.00% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 17,000 | $17.1 萬 | 0.02% | 00.0% | 不變 |
| Maple Capital Management, Inc. | 16,600 | $16.7 萬 | 0.02% | +16,600 | 新進 |
| 180 Wealth Advisors, LLC | 16,689 | $16.1 萬 | 0.04% | −3,198−16.1% | 減碼 |
| Detalus Advisors, LLC | 15,961 | $16.1 萬 | 0.08% | 00.0% | 不變 |
| Dakota Wealth Management | 15,816 | $15.9 萬 | 0.02% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 15,362 | $15.5 萬 | 0.00% | +408+2.7% | 加碼 |
| CIBC World Markets Inc. | 14,795 | $14.9 萬 | 0.00% | +14,795 | 新進 |
| Claraphi Advisory Network, LLC | 14,245 | $14.4 萬 | 0.05% | −3,775−20.9% | 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 |
| Nations Financial Group Inc, | 13,686 | $13.8 萬 | 0.02% | +3,000+28.1% | 加碼 |
| Perigon Wealth Management, LLC | 13,594 | $13.7 萬 | 0.01% | +187+1.4% | 加碼 |
| Cetera Advisors LLC | 13,455 | $13.6 萬 | 0.00% | −389−2.8% | 減碼 |
| US Bancorp | 13,203 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 13,100 | $13.2 萬 | 0.04% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 12,962 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Biltmore Capital Advisors LLC | 13,000 | $13.1 萬 | 0.02% | +13,000 | 新進 |
| Silverlake Wealth Management LLC | 12,753 | $12.9 萬 | 0.07% | +12,753 | 新進 |
| HighTower Advisors, LLC | 11,970 | $12.0 萬 | 0.00% | +1,220+11.3% | 加碼 |
| Ignite Planners, LLC | 11,101 | $11.2 萬 | 0.07% | +11,101 | 新進 |
| Park Avenue Securities LLC | 10,806 | $10.9 萬 | 0.00% | −770−6.7% | 減碼 |
| Live Oak Private Wealth LLC | 10,525 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| Visionary Wealth Advisors | 10,409 | $10.5 萬 | 0.01% | +325+3.2% | 加碼 |
| International Assets Investment Management, LLC | 10,340 | $10.4 萬 | 0.02% | −268−2.5% | 減碼 |
| Kesler, Norman & Wride, LLC | 10,200 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Brookstone Capital Management | 10,063 | $10.2 萬 | 0.00% | +10,063 | 新進 |
| Fifth Third Bancorp | 10,000 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Howard Wealth Management, LLC | 10,018 | $10.0 萬 | 0.05% | 00.0% | 不變 |
| Proequities, Inc. | 9,655 | $9.70 萬 | 0.01% | +201+2.1% | 加碼 |
| Hexagon Capital Partners LLC | 7,882 | $7.90 萬 | 0.02% | −21−0.3% | 減碼 |
| Ahrens Investment Partners LLC | 7,700 | $7.80 萬 | 0.03% | +7,700 | 新進 |
| North Star Investment Management Corp. | 7,284 | $7.30 萬 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 6,000 | $6.00 萬 | 0.01% | −1,000−14.3% | 減碼 |
| Koshinski Asset Management, Inc. | 5,830 | $5.88 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 5,703 | $5.70 萬 | 0.01% | 00.0% | 不變 |
| City Holding Co | 5,512 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial, LLC | 5,044 | $5.10 萬 | 0.01% | −225−4.3% | 減碼 |
| Geneos Wealth Management Inc. | 3,964 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Atwood & Palmer Inc | 3,700 | $3.70 萬 | 0.00% | +3,700 | 新進 |
| Cordasco Financial Network | 3,567 | $3.60 萬 | 0.02% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 3,375 | $3.40 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 3,331 | $3.30 萬 | 0.00% | +3,331 | 新進 |
| American Portfolios Advisors | 3,256 | $3.28 萬 | 0.00% | +1,851+131.7% | 加碼 |
| Lumature Wealth Partners, LLC | 3,200 | $3.20 萬 | 0.01% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 2,822 | $2.80 萬 | 0.01% | +2,822 | 新進 |
| Covington Capital Management | 2,500 | $2.50 萬 | 0.00% | +2,500 | 新進 |
| Ellis Investment Partners, LLC | 2,449 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 2,230 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 2,158 | $2.10 萬 | 0.00% | +2,158 | 新進 |
| Confluence Wealth Services, Inc. | 2,115 | $2.10 萬 | 0.01% | +2,115 | 新進 |
| Optimum Investment Advisors | 2,000 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 1,859 | $1.90 萬 | 0.01% | +28+1.5% | 加碼 |
| CWM, LLC | 1,869 | $1.90 萬 | 0.00% | +1,869 | 新進 |
| Focused Wealth Management, Inc | 1,789 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1,559 | $1.60 萬 | 0.00% | −12,831−89.2% | 減碼 |
| Harbour Investments, Inc. | 1,400 | $1.40 萬 | 0.00% | −7,419−84.1% | 減碼 |
| 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 |
| JPMorgan Chase & Co | 1,315 | $1.30 萬 | 0.00% | +1,315 | 新進 |
| Segantii Capital Management Ltd | 1,200 | $1.20 萬 | 0.00% | +1,200 | 新進 |
| Arrow Financial Corp | 986 | $1.00 萬 | 0.00% | +986 | 新進 |
| 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 |
| PrairieView Partners, LLC | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 352 | $3,548 | 0.00% | 00.0% | 不變 |
| Edge Wealth Management LLC | 72 | $1,000 | 0.00% | +1+1.4% | 加碼 |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 335,865 | – | – | +335,865 | 新進 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −48,787−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −20,061−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,817−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −7,101−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,326−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −4,096−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −2,265−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −1,917−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −1,492−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −121−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Homrich & Berg | – | – | – | – | 本季未申報 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |
| Harborview Advisors, LLC | – | – | – | – | 本季未申報 |
| Wealth Quarterback LLC | – | – | – | – | 本季未申報 |
