| Perkins Coie Trust Co | 6,000 | $17.0 萬 | 0.04% | 00.0% | 不變 |
| Addison Advisors LLC | 5,940 | $16.9 萬 | 0.05% | 00.0% | 不變 |
| Hara Capital LLC | 5,900 | $16.8 萬 | 0.11% | −635−9.7% | 減碼 |
| Caldwell Sutter Capital, Inc. | 5,100 | $14.5 萬 | 0.07% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 4,000 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 3,483 | $9.89 萬 | 0.02% | −74−2.1% | 減碼 |
| JNBA Financial Advisors | 3,400 | $9.66 萬 | 0.01% | −306−8.3% | 減碼 |
| Brown Brothers Harriman & Co | 3,390 | $9.63 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 3,186 | $9.05 萬 | 0.00% | +202+6.8% | 加碼 |
| Demars Financial Group, LLC | 2,425,734 | $8.54 萬 | 2.44% | +425,896+21.3% | 加碼 |
| Lowe Wealth Advisors, LLC | 3,000 | $8.52 萬 | 0.04% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,000 | $8.52 萬 | 0.00% | 00.0% | 不變 |
| Burkett Financial Services, LLC | 2,766 | $7.86 萬 | 0.03% | 00.0% | 不變 |
| Coastline Trust Co | 2,385 | $6.78 萬 | 0.01% | +626+35.6% | 加碼 |
| Capital Analysts, LLC | 2,283 | $6.50 萬 | 0.00% | −3,903−63.1% | 減碼 |
| Laurel Wealth Advisors LLC | 2,200 | $6.25 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,000 | $5.68 萬 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | – | $5.10 萬 | 0.00% | – | – |
| Semmax Financial Advisors Inc. | 1,725 | $5.04 萬 | 0.01% | 00.0% | 不變 |
| ZynergyRetirementPlanningLLC | 2,000 | $4.75 萬 | 0.03% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 1,650 | $4.69 萬 | 0.00% | +1,650 | 新進 |
| Parallel Advisors, LLC | 1,597 | $4.54 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,500 | $4.26 萬 | 0.00% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 1,400 | $3.98 萬 | 0.01% | 00.0% | 不變 |
| Sandy Spring Bank | 1,400 | $3.98 萬 | 0.00% | 00.0% | 不變 |
| Advantage Trust Co | 1,400 | $3.98 萬 | 0.02% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,600 | $3.80 萬 | 0.01% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 1,272 | $3.61 萬 | 0.00% | +1,272 | 新進 |
| Principia Wealth Advisory, LLC | 1,250 | $3.42 萬 | 0.03% | −150−10.7% | 減碼 |
| Missouri Trust & Investment Co | 1,106 | $3.14 萬 | 0.01% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,000 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 1,000 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,000 | $2.76 萬 | 0.01% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 900 | $2.56 萬 | 0.01% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 800 | $2.27 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 710 | $2.02 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 650 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 550 | $1.56 萬 | 0.00% | 00.0% | 不變 |
| Trust Co | 545 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 543 | $1.54 萬 | 0.00% | −2,384−81.4% | 減碼 |
| Medallion Wealth Advisors, LLC | 484 | $1.37 萬 | 0.01% | +40+9.0% | 加碼 |
| Evermay Wealth Management LLC | 400 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 400 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 450 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 328 | $9,319 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 300 | $8,523 | 0.00% | +300 | 新進 |
| 1620 Investment Advisors, Inc. | 255 | $7,245 | 0.01% | −120−32.0% | 減碼 |
| Gen-Wealth Partners Inc | 250 | $7,103 | 0.00% | 00.0% | 不變 |
| JDM Financial Group LLC | 230 | $6,534 | 0.00% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 207 | $5,881 | 0.00% | +207 | 新進 |
| Asset Dedication, LLC | 200 | $5,682 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 200 | $5,682 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 125 | $3,551 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 104 | $2,955 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 95 | $2,699 | 0.00% | +95 | 新進 |
| BlackRock, Inc. | 93 | $2,642 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 66 | $1,875 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 65 | $1,847 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 45 | $1,278 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 42 | $1,193 | 0.00% | 00.0% | 不變 |
| FMR LLC | 24 | $682 | 0.00% | +24 | 新進 |
| Fourth Dimension Wealth, LLC | 4 | $114 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −362,552−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −252,115−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −191,832−100.0% | 清倉 |
| Castalian Partners, LLC | 0 | $0 | 0.00% | −186,720−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −100,972−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −64,929−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −40,985−100.0% | 清倉 |
| Black Point Wealth Management | 0 | $0 | 0.00% | −28,668−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −21,925−100.0% | 清倉 |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −20,342−100.0% | 清倉 |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −13,404−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −12,493−100.0% | 清倉 |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −8,725−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −6,854−100.0% | 清倉 |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −4,495−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −1,654−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,313−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −918−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −887−100.0% | 清倉 |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −808−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −364−100.0% | 清倉 |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −297−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Riggs Capital Management LLC | – | – | – | – | 本季未申報 |
| WR Wealth Planners, LLC | – | – | – | – | 本季未申報 |
| Chapman Financial Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
