| Danda Trouve Investment Management, Inc. | 2,616 | $5.40 萬 | 0.06% | 00.0% | 不變 |
| Webster Bank, N. A. | 2,570 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 2,510 | $5.20 萬 | 0.00% | +2,510 | 新進 |
| Allworth Financial LP | 2,404 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Rational Advisors LLC | 2,368 | $4.90 萬 | 0.00% | +1,304+122.6% | 加碼 |
| Harbour Investments, Inc. | 2,200 | $4.60 萬 | 0.00% | −3,677−62.6% | 減碼 |
| Covestor Ltd | 2,234 | $4.60 萬 | 0.06% | +2,234 | 新進 |
| Signet Financial Management, LLC | 2,179 | $4.50 萬 | 0.01% | +2,179 | 新進 |
| Sandy Spring Bank | 2,110 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $4.10 萬 | 0.00% | – | – |
| Graves-Light Private Wealth Management, Inc. | 1,911 | $4.00 萬 | 0.01% | −150−7.3% | 減碼 |
| Larson Financial Group LLC | 1,599 | $3.30 萬 | 0.01% | −4−0.2% | 減碼 |
| Ellis Investment Partners, LLC | 1,609 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 1,503 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,511 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 1,500 | $3.10 萬 | 0.02% | +1,500 | 新進 |
| Meeder Asset Management Inc | 1,406 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Consultiva Wealth Management, Corp. | 1,222 | $2.50 萬 | 0.57% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 1,090 | $2.30 萬 | 0.00% | −450−29.2% | 減碼 |
| Gradient Investments LLC | 1,110 | $2.30 萬 | 0.00% | +1,000+909.1% | 加碼 |
| Avion Wealth | 1,028 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| TSFG, LLC | 1,020 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Ahl Investment Management, Inc. | 1,000 | $2.10 萬 | 0.02% | +1,000 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $2.00 萬 | 0.00% | +1,000 | 新進 |
| Creative Financial Designs Inc | 692 | $1.40 萬 | 0.00% | −1,296−65.2% | 減碼 |
| NEXT Financial Group, Inc | 614 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 600 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 600 | $1.20 萬 | 0.00% | +600 | 新進 |
| Ahrens Investment Partners LLC | 600 | $1.20 萬 | 0.01% | +600 | 新進 |
| National Bank of Canada | 512 | $1.10 萬 | 0.00% | +512 | 新進 |
| Charter Oak Capital Management, LLC | 475 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 446 | $9,000 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 326 | $7,000 | 0.00% | +326 | 新進 |
| Archer Investment Corp | 299 | $6,213 | 0.00% | 00.0% | 不變 |
| KRS Capital Management, LLC | 325 | $6,000 | 0.01% | +325 | 新進 |
| Focused Wealth Management, Inc | 247 | $5,000 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 232 | $5,000 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 219 | $4,000 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 178 | $4,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 200 | $4,000 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 174 | $4,000 | 0.00% | +174 | 新進 |
| Proequities, Inc. | 160 | $3,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 124 | $3,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 112 | $2,000 | 0.00% | −200−64.1% | 減碼 |
| Daiwa Securities Group Inc. | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 94 | $2,000 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 79 | $2,000 | 0.00% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 142 | $2,000 | 0.00% | +142 | 新進 |
| Operose Advisors LLC | 79 | $2,000 | 0.00% | +79 | 新進 |
| Zullo Investment Group, Inc. | 107 | $2,000 | 0.00% | +107 | 新進 |
| Koshinski Asset Management, Inc. | 88 | $1,829 | 0.00% | +88 | 新進 |
| Baron Financial Group, LLC | 66 | $1,371 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 65 | $1,000 | 0.00% | −2,062−96.9% | 減碼 |
| Retirement Group, LLC | 5 | $0 | 0.00% | +5 | 新進 |
| LGL Partners, LLC | 0 | $0 | 0.00% | −182,661−100.0% | 清倉 |
| Axiom Financial Strategies, LLC | 0 | $0 | 0.00% | −149,185−100.0% | 清倉 |
| Prudential PLC | 0 | $0 | 0.00% | −94,900−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −74,580−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −66,930−100.0% | 清倉 |
| Adviser Investments LLC | 0 | $0 | 0.00% | −50,952−100.0% | 清倉 |
| Newport Capital Group, LLC | 0 | $0 | 0.00% | −43,075−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | – | 清倉 |
| McDonald Partners LLC | 0 | $0 | 0.00% | −29,501−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −27,437−100.0% | 清倉 |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −22,396−100.0% | 清倉 |
| Paradigm Financial Advisors, LLC | 0 | $0 | 0.00% | −10,880−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −9,079−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2,874−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2,307−100.0% | 清倉 |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Interactive Financial Advisors | 0 | $0 | 0.00% | −1,683−100.0% | 清倉 |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −1,448−100.0% | 清倉 |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −1,190−100.0% | 清倉 |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −348−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −177−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |
| HighPoint Advisor Group LLC | – | – | – | – | 本季未申報 |
| Lunia Capital LP | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
