| Johnson Midwest Financial, LLC | 6,413 | $7.00 萬 | 0.05% | 00.0% | 不變 |
| North Star Investment Management Corp. | 6,313 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 5,911 | $6.40 萬 | 0.01% | +288+5.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 5,668 | $6.20 萬 | 0.00% | −1,000−15.0% | 減碼 |
| Clearstead Advisors, LLC | 5,637 | $6.10 萬 | 0.00% | +5,637 | 新進 |
| Widmann Financial Services, Inc. | 5,622 | $6.10 萬 | 0.05% | +5,622 | 新進 |
| Lowe Wealth Advisors, LLC | 5,294 | $5.80 萬 | 0.03% | 00.0% | 不變 |
| Investors Research Corp | 5,092 | $5.50 萬 | 0.02% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 4,850 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 5,000 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4,375 | $4.80 萬 | 0.01% | −116−2.6% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 4,191 | $4.60 萬 | 0.02% | 00.0% | 不變 |
| First Financial Corp | 4,170 | $4.50 萬 | 0.03% | +700+20.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 4,068 | $4.40 萬 | 0.01% | −17,237−80.9% | 減碼 |
| Pinnacle Bancorp, Inc. | 4,051 | $4.40 萬 | 0.02% | −1,000−19.8% | 減碼 |
| City State Bank | 4,000 | $4.30 萬 | 0.03% | +4,000 | 新進 |
| Snowden Capital Advisors LLC | 3,328 | $3.60 萬 | 0.00% | +3,328 | 新進 |
| Sound Income Strategies, LLC | 3,007 | $3.30 萬 | 0.00% | −4,550−60.2% | 減碼 |
| Independence Bank of Kentucky | 2,750 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2,677 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 2,400 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 2,226 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 2,040 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,955 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Cedar Wealth Management, LLC | 1,900 | $2.10 萬 | 0.01% | +1,900 | 新進 |
| Rise Advisors, LLC | 1,750 | $1.90 萬 | 0.02% | +1,750 | 新進 |
| Arcadia Investment Management Corp | 1,766 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,633 | $1.80 萬 | 0.00% | +1,633 | 新進 |
| Delta Asset Management LLC | 1,606 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 1,500 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| McClarren Financial Advisors, Inc. | 1,432 | $1.60 萬 | 0.01% | +28+2.0% | 加碼 |
| Kings Point Capital Management | 1,500 | $1.60 萬 | 0.00% | +1,500 | 新進 |
| Confluence Wealth Services, Inc. | 1,453 | $1.50 萬 | 0.00% | +1,453 | 新進 |
| First Manhattan Co | 1,346 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 1,309 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 1,123 | $1.20 萬 | 0.00% | +1,123 | 新進 |
| Rockefeller Capital Management L.P. | 948 | $1.00 萬 | 0.00% | +648+216.0% | 加碼 |
| Assetmark, Inc | 884 | $1.00 萬 | 0.00% | +884 | 新進 |
| Resources Management Corp | 900 | $1.00 萬 | 0.00% | +900 | 新進 |
| IAG Wealth Partners, LLC | 870 | $9,000 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 824 | $9,000 | 0.00% | +15+1.9% | 加碼 |
| Trust Co | 800 | $9,000 | 0.00% | 00.0% | 不變 |
| Leelyn Smith, LLC | 827 | $9,000 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 738 | $8,022 | 0.00% | +738 | 新進 |
| Baystate Wealth Management LLC | 662 | $7,000 | 0.00% | +13+2.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 605 | $7,000 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 588 | $6,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 500 | $5,435 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 462 | $5,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 432 | $5,000 | 0.00% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 504 | $5,000 | 0.00% | +504 | 新進 |
| Chilton Capital Management LLC | 444 | $5,000 | 0.00% | +444 | 新進 |
| Signet Financial Management, LLC | 422 | $5,000 | 0.00% | +422 | 新進 |
| HBC Financial Services, PLLC | 200 | $4,000 | 0.00% | 00.0% | 不變 |
| Lloyd Advisory Services, LLC. | 372 | $4,000 | 0.00% | +372 | 新進 |
| Financial Perspectives, Inc | 304 | $3,304 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 244 | $3,000 | 0.00% | +5+2.1% | 加碼 |
| Cornerstone Advisory, LLC | 255 | $3,000 | 0.00% | +255 | 新進 |
| Retirement Group, LLC | 195 | $2,000 | 0.00% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 159 | $2,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 151 | $2,000 | 0.00% | +151 | 新進 |
| Institutional & Family Asset Management, LLC | 120 | $1,000 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 123 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 3 | $0 | 0.00% | +2+200.0% | 加碼 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Colony Group LLC | 0 | $0 | 0.00% | −26,772−100.0% | 清倉 |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −13,796−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −12,942−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −12,298−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −10,440−100.0% | 清倉 |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −10,103−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −3,714−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −2,850−100.0% | 清倉 |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −2,770−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,609−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −945−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Eudaimonia Partners, LLC | – | – | – | – | 本季未申報 |
| CAMG Solamere Management, LLC | – | – | – | – | 本季未申報 |
| Security National Trust Co | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Wealth Quarterback LLC | – | – | – | – | 本季未申報 |
