| Thrivent Financial for Lutherans | 19,575 | $42.8 萬 | 0.00% | +19,575 | 新進 |
| Weaver Consulting Group | 18,881 | $41.3 萬 | 0.20% | +18,881 | 新進 |
| MML Investors Services, LLC | 18,542 | $40.6 萬 | 0.00% | +18,542 | 新進 |
| Flagship Harbor Advisors, LLC | 17,965 | $39.3 萬 | 0.04% | +1,930+12.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,749 | $38.8 萬 | 0.09% | +17,749 | 新進 |
| Steward Partners Investment Advisory, LLC | 17,200 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 17,130 | $37.5 萬 | 0.04% | +17,130 | 新進 |
| Keybank National Association | 16,785 | $36.7 萬 | 0.00% | +685+4.3% | 加碼 |
| BigSur Wealth Management LLC | 16,500 | $36.1 萬 | 0.14% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 15,515 | $33.9 萬 | 0.03% | −371−2.3% | 減碼 |
| Cambridge Advisors Inc. | 15,279 | $33.4 萬 | 0.08% | −998−6.1% | 減碼 |
| Sweet Financial Partners, LLC | 15,000 | $32.8 萬 | 0.09% | −705−4.5% | 減碼 |
| Levin Capital Strategies, L.P. | 15,000 | $32.8 萬 | 0.03% | +15,000 | 新進 |
| Optimum Investment Advisors | 14,500 | $31.7 萬 | 0.13% | +14,500 | 新進 |
| FNY Investment Advisers, LLC | 14,218 | $31.1 萬 | 0.30% | −7,782−35.4% | 減碼 |
| IFP Advisors, Inc | 15,893 | $30.6 萬 | 0.00% | +9,678+155.7% | 加碼 |
| American State Bank (Iowa) | 13,920 | $30.5 萬 | 0.21% | 00.0% | 不變 |
| Mutual Advisors, LLC | 13,466 | $29.5 萬 | 0.02% | +13,466 | 新進 |
| Parallax Volatility Advisers, L.P. | 13,021 | $28.5 萬 | 0.01% | −40,000−75.4% | 減碼 |
| Sowell Financial Services LLC | 13,184 | $28.4 萬 | 0.05% | +13,184 | 新進 |
| J2 Capital Management Inc | 12,813 | $28.0 萬 | 0.31% | 00.0% | 不變 |
| Allen Capital Group, LLC | 12,758 | $27.9 萬 | 0.05% | +12,758 | 新進 |
| Fifth Third Bancorp | 12,500 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Sage Capital Advisors,llc | 12,000 | $26.8 萬 | 0.11% | +12,000 | 新進 |
| Focus Financial Network, Inc. | 11,613 | $25.4 萬 | 0.02% | +11,613 | 新進 |
| Quad-Cities Investment Group, LLC | 11,490 | $25.1 萬 | 0.16% | +11,490 | 新進 |
| The PNC Financial Services Group, Inc. | 11,415 | $25.0 萬 | 0.00% | +2,873+33.6% | 加碼 |
| Claret Asset Management Corp | 11,185 | $24.5 萬 | 0.05% | −715−6.0% | 減碼 |
| Arete Wealth Advisors, LLC | 11,102 | $24.3 萬 | 0.02% | +11,102 | 新進 |
| Hourglass Capital, LLC | 11,013 | $24.1 萬 | 0.08% | +13+0.1% | 加碼 |
| Two Sigma Securities, LLC | 10,898 | $23.8 萬 | 0.03% | +10,898 | 新進 |
| Amplius Wealth Advisors, LLC | 10,840 | $23.7 萬 | 0.04% | 00.0% | 不變 |
| One Capital Management, LLC | 10,573 | $23.1 萬 | 0.01% | +10,573 | 新進 |
| D.A. Davidson & Co. | 9,758 | $21.4 萬 | 0.00% | +9,758 | 新進 |
| JMG Financial Group, Ltd. | 9,323 | $20.4 萬 | 0.01% | +9,323 | 新進 |
| Truist Financial Corp | 9,250 | $20.2 萬 | 0.00% | −779−7.8% | 減碼 |
| EPG Wealth Management LLC | 8,680 | $19.0 萬 | 0.07% | −1,235−12.5% | 減碼 |
| EP Wealth Advisors, LLC | 8,400 | $18.4 萬 | 0.00% | +8,400 | 新進 |
| AdvisorNet Financial, Inc | 7,746 | $16.9 萬 | 0.01% | +100+1.3% | 加碼 |
| Lindbrook Capital, LLC | 6,850 | $15.0 萬 | 0.02% | +6,850 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 5,936 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $11.0 萬 | 0.00% | – | – |
| Belpointe Asset Management LLC | 4,632 | $10.1 萬 | 0.01% | +4,632 | 新進 |
| Knights of Columbus Asset Advisors LLC | 4,463 | $9.80 萬 | 0.01% | −6,058−57.6% | 減碼 |
| U S Global Investors Inc | 4,200 | $9.20 萬 | 0.00% | −5,800−58.0% | 減碼 |
| Highlander Capital Management, LLC | 3,800 | $8.30 萬 | 0.04% | 00.0% | 不變 |
| Allworth Financial LP | 3,711 | $8.10 萬 | 0.00% | −360−8.8% | 減碼 |
| Equitec Proprietary Markets, LLC | 3,500 | $7.70 萬 | 0.04% | 00.0% | 不變 |
| Assetmark, Inc | 3,432 | $7.50 萬 | 0.00% | −502−12.8% | 減碼 |
| Sandy Spring Bank | 3,275 | $7.20 萬 | 0.00% | +3,275 | 新進 |
| Harbor Investment Advisory, LLC | 3,033 | $6.60 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 2,480 | $5.40 萬 | 0.00% | +2,480 | 新進 |
| Captrust Financial Advisors | 2,054 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 2,000 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,690 | $3.70 萬 | 0.00% | +1,660+5,533.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,354 | $3.00 萬 | 0.01% | +1,354 | 新進 |
| Clearstead Advisors, LLC | 1,233 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 1,194 | $2.60 萬 | 0.02% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,139 | $2.50 萬 | 0.00% | +1,139 | 新進 |
| TD Waterhouse Canada Inc. | 1,070 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| Solstein Capital, LLC | 878 | $1.90 萬 | 0.01% | +878 | 新進 |
| Itau Unibanco Holding S.A. | 639 | $1.40 萬 | 0.00% | +639 | 新進 |
| Koshinski Asset Management, Inc. | 600 | $1.31 萬 | 0.00% | +100+20.0% | 加碼 |
| Rosenberg Matthew Hamilton | 424 | $9,000 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 400 | $9,000 | 0.00% | +400 | 新進 |
| Johnson Midwest Financial, LLC | 300 | $7,000 | 0.01% | +300 | 新進 |
| Tower Research Capital LLC (TRC) | 293 | $6,000 | 0.00% | +178+154.8% | 加碼 |
| Creative Financial Designs Inc | 250 | $5,000 | 0.00% | −300−54.5% | 減碼 |
| Spire Wealth Management | 205 | $4,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 200 | $4,000 | 0.00% | +200 | 新進 |
| Trustcore Financial Services, LLC | 200 | $4,000 | 0.00% | +200 | 新進 |
| Avion Wealth | 142 | $3,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 132 | $3,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 119 | $3,000 | 0.00% | 00.0% | 不變 |
| Creative Planning | 120 | $3,000 | 0.00% | +120 | 新進 |
| Capital Analysts, LLC | 150 | $3,000 | 0.00% | +150 | 新進 |
| Ancora Advisors, LLC | 100 | $2,000 | 0.00% | +100 | 新進 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Gradient Investments LLC | 7 | $0 | 0.00% | +7 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −757,241−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −86,175−100.0% | 清倉 |
| Goldstream Capital Management Ltd | 0 | $0 | 0.00% | −77,136−100.0% | 清倉 |
| Adviser Investments LLC | 0 | $0 | 0.00% | −63,676−100.0% | 清倉 |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −41,000−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −27,027−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −19,605−100.0% | 清倉 |
| JT Stratford LLC | 0 | $0 | 0.00% | −19,175−100.0% | 清倉 |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −18,911−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −17,546−100.0% | 清倉 |
| Santori & Peters | 0 | $0 | 0.00% | −12,149−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −11,701−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,195−100.0% | 清倉 |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −1,867−100.0% | 清倉 |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −243−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
