| Pin Oak Investment Advisors Inc | 9,750 | $11.5 萬 | 0.12% | 00.0% | 不變 |
| Ancora Advisors, LLC | 9,638 | $11.4 萬 | 0.00% | +9,638 | 新進 |
| GPS Wealth Strategies Group, LLC | 9,600 | $11.3 萬 | 0.03% | +9,600 | 新進 |
| Caldwell Trust Co | 9,200 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 9,000 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 8,588 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 8,535 | $10.1 萬 | 0.01% | +2,898+51.4% | 加碼 |
| South State Corp. | 8,066 | $9.50 萬 | 0.01% | 00.0% | 不變 |
| Worth Asset Management, LLC | 8,500 | $9.40 萬 | 0.06% | +8,500 | 新進 |
| Trustcore Financial Services, LLC | 7,350 | $8.70 萬 | 0.01% | 00.0% | 不變 |
| Resolute Partners Group | 7,344 | $8.70 萬 | 0.00% | +126+1.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 6,623 | $7.80 萬 | 0.01% | +712+12.0% | 加碼 |
| Johnson Midwest Financial, LLC | 6,413 | $7.60 萬 | 0.11% | 00.0% | 不變 |
| North Star Investment Management Corp. | 6,313 | $7.50 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 5,668 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,475 | $6.50 萬 | 0.01% | +1,100+25.1% | 加碼 |
| Lowe Wealth Advisors, LLC | 5,294 | $6.30 萬 | 0.03% | 00.0% | 不變 |
| Investors Research Corp | 5,092 | $6.00 萬 | 0.02% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 4,977 | $5.90 萬 | 0.00% | +2,300+85.9% | 加碼 |
| Sugarloaf Wealth Management, LLC | 4,850 | $5.70 萬 | 0.01% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 5,000 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 4,191 | $5.00 萬 | 0.03% | 00.0% | 不變 |
| First Financial Corp | 4,170 | $4.90 萬 | 0.03% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,164 | $4.90 萬 | 0.00% | +4,164 | 新進 |
| TCI Wealth Advisors, Inc. | 4,068 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,051 | $4.80 萬 | 0.02% | 00.0% | 不變 |
| City State Bank | 4,000 | $4.70 萬 | 0.03% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,007 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 3,000 | $3.50 萬 | 0.00% | +3,000 | 新進 |
| Prospera Financial Services Inc | 2,853 | $3.40 萬 | 0.00% | +2,853 | 新進 |
| Global Retirement Partners, LLC | 3,000 | $3.40 萬 | 0.00% | +3,000 | 新進 |
| Independence Bank of Kentucky | 2,750 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 2,400 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,246 | $2.70 萬 | 0.01% | +2,246 | 新進 |
| Commons Capital, LLC | 2,251 | $2.70 萬 | 0.03% | +2,251 | 新進 |
| Anchor Investment Management, LLC | 2,226 | $2.63 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,220 | $2.60 萬 | 0.00% | −9,415−80.9% | 減碼 |
| Sargent Bickham Lagudis LLC | 2,005 | $2.40 萬 | 0.00% | −35−1.7% | 減碼 |
| Allworth Financial LP | 1,955 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,839 | $2.20 萬 | 0.00% | −5,148−73.7% | 減碼 |
| Cedar Wealth Management, LLC | 1,900 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,783 | $2.10 萬 | 0.02% | +33+1.9% | 加碼 |
| Arcadia Investment Management Corp | 1,766 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 1,500 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Kings Point Capital Management | 1,500 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| McClarren Financial Advisors, Inc. | 1,457 | $1.70 萬 | 0.01% | +25+1.7% | 加碼 |
| First Manhattan Co | 1,346 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 1,309 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,151 | $1.40 萬 | 0.00% | +1,000+662.3% | 加碼 |
| Resources Management Corp | 900 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 948 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 884 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Leelyn Smith, LLC | 827 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 870 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Trust Co | 800 | $9,000 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 738 | $8,723 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 674 | $8,000 | 0.00% | +12+1.8% | 加碼 |
| BerganKDV Wealth Management, LLC | 605 | $7,000 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 462 | $6,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 500 | $5,910 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 432 | $5,000 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 304 | $3,593 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 248 | $3,000 | 0.00% | +4+1.6% | 加碼 |
| 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 |
| 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 | 2 | $0 | 0.00% | −1−33.3% | 減碼 |
| Advisor Resource Council | 0 | $0 | 0.00% | −47,906−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −25,077−100.0% | 清倉 |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −17,489−100.0% | 清倉 |
| Investors Financial Group, LLC | 0 | $0 | 0.00% | −12,305−100.0% | 清倉 |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −11,835−100.0% | 清倉 |
| FirstPurpose Wealth LLC | 0 | $0 | 0.00% | −11,475−100.0% | 清倉 |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −11,250−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −10,052−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −5,622−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,328−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −1,606−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −1,453−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,123−100.0% | 清倉 |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −824−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −588−100.0% | 清倉 |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −504−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −444−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −422−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −372−100.0% | 清倉 |
| HBC Financial Services, PLLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −255−100.0% | 清倉 |
| Alterity Financial Group, LLC | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Tradewinds, LLC. | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
