| Badgley Phelps Wealth Managers, LLC | 10,793 | $18.9 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,482 | $18.4 萬 | 0.00% | +10,482 | 新進 |
| Doliver Advisors, LP | 10,337 | $18.1 萬 | 0.06% | −18,703−64.4% | 減碼 |
| Stock Yards Bank & Trust Co | 10,050 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 10,063 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Sage Capital Advisors,llc | 10,018 | $16.9 萬 | 0.07% | +10,018 | 新進 |
| Plante Moran Financial Advisors, LLC | 9,366 | $16.4 萬 | 0.03% | +9,366 | 新進 |
| Koshinski Asset Management, Inc. | 9,226 | $16.2 萬 | 0.01% | +320+3.6% | 加碼 |
| American Portfolios Advisors | 7,479 | $13.1 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 7,499 | $13.1 萬 | 0.02% | 00.0% | 不變 |
| Spire Wealth Management | 7,453 | $13.1 萬 | 0.00% | +168+2.3% | 加碼 |
| Ahrens Investment Partners LLC | 7,037 | $12.3 萬 | 0.04% | +4,523+179.9% | 加碼 |
| Parallel Advisors, LLC | 6,578 | $11.6 萬 | 0.00% | +582+9.7% | 加碼 |
| Gould Capital, LLC | 6,408 | $11.2 萬 | 0.08% | +42+0.7% | 加碼 |
| IFP Advisors, Inc | 8,840 | $11.1 萬 | 0.00% | +8,840 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 6,053 | $10.6 萬 | 0.00% | +80+1.3% | 加碼 |
| Financial Perspectives, Inc | 5,976 | $10.5 萬 | 0.05% | +67+1.1% | 加碼 |
| Sargent Bickham Lagudis LLC | 5,380 | $9.40 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | – | $7.70 萬 | 0.00% | – | – |
| US Bancorp | 4,129 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 3,958 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,618 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,200 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 3,100 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 2,900 | $5.10 萬 | 0.03% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 2,730 | $4.80 萬 | 0.04% | 00.0% | 不變 |
| Asset Dedication, LLC | 2,400 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,223 | $3.90 萬 | 0.00% | −1,264−36.2% | 減碼 |
| Commons Capital, LLC | 2,146 | $3.80 萬 | 0.04% | +2,146 | 新進 |
| Deutsche Bank AG | 2,064 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,274 | $3.20 萬 | 0.00% | +2,274 | 新進 |
| FourThought Financial, LLC | 1,734 | $3.00 萬 | 0.00% | −1,621−48.3% | 減碼 |
| Pacific Center for Financial Services | 1,692 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 1,660 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 1,583 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 1,382 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 1,341 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 1,100 | $1.90 萬 | 0.02% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,100 | $1.90 萬 | 0.00% | +1,100 | 新進 |
| TCI Wealth Advisors, Inc. | 1,000 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,000 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 1,000 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 833 | $1.46 萬 | 0.01% | 00.0% | 不變 |
| Horan Securities, Inc. | 643 | $1.10 萬 | 0.01% | +11+1.7% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 628 | $1.10 萬 | 0.01% | +628 | 新進 |
| TCWP LLC | 550 | $9,000 | 0.00% | +550 | 新進 |
| North Star Investment Management Corp. | 400 | $7,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 270 | $5,000 | 0.00% | +270 | 新進 |
| Disciplined Investments, LLC | 309 | $5,000 | 0.00% | +309 | 新進 |
| Bartlett & Co. Wealth Management LLC | 270 | $4,733 | 0.00% | +270 | 新進 |
| Capital Analysts, LLC | 250 | $4,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 250 | $4,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 266 | $4,000 | 0.00% | +4+1.5% | 加碼 |
| City State Bank | 200 | $4,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 252 | $4,000 | 0.00% | +251+25,100.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 83 | $1,000 | 0.00% | +83 | 新進 |
| Assetmark, Inc | 1 | $0 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 0 | $0 | 0.00% | −21,442−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −324,638−100.0% | 清倉 |
| Financial Planners of Cleveland, Inc. | 0 | $0 | 0.00% | −83,487−100.0% | 清倉 |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −55,947−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −37,279−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −32,359−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −21,187−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −18,529−100.0% | 清倉 |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −17,668−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,221−100.0% | 清倉 |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −10,929−100.0% | 清倉 |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −10,650−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −5,410−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4,850−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −3,900−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,445−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −2,324−100.0% | 清倉 |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,250−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| Rather & Kittrell, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −266−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −299−100.0% | 清倉 |
| First Personal Financial Services | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Mosaic Family Wealth, LLC | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
