| PFG Private Wealth Management, LLC | 300 | $8,694 | 0.01% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 292 | $8,462 | 0.00% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 256 | $7,470 | 0.00% | +256 | 新進 |
| Spectrum Wealth Counsel, LLC | 200 | $5,796 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 200 | $5,772 | 0.00% | 00.0% | 不變 |
| Bangor Savings Bank | 192 | $5,564 | 0.00% | 00.0% | 不變 |
| Clear Point Advisors Inc. | 182 | $5,274 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 177 | $5,000 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 150 | $4,347 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 133 | $3,855 | 0.00% | −133−50.0% | 減碼 |
| First United Bank Trust | 100 | $2,898 | 0.00% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 100 | $2,898 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 100 | $2,898 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 99 | $2,869 | 0.00% | −645−86.7% | 減碼 |
| Investment Research & Advisory Group, Inc. | 98 | $2,840 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 87 | $2,521 | 0.00% | −2,828−97.0% | 減碼 |
| Tradewinds Capital Management, LLC | 80 | $2,319 | 0.00% | +80 | 新進 |
| Horizon Financial Services, LLC | 74 | $2,138 | 0.00% | +3+4.2% | 加碼 |
| Strengthening Families & Communities, LLC | 67 | $2,000 | 0.00% | +67 | 新進 |
| Nisa Investment Advisors, LLC | 58 | $1,681 | 0.00% | +58 | 新進 |
| Caitlin John, LLC | 41 | $1,175 | 0.00% | −16−28.1% | 減碼 |
| Strategic Investment Solutions, Inc. | 30 | $866 | 0.00% | +30 | 新進 |
| Delos Wealth Advisors, LLC | 26 | $753 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 14 | $413 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 6 | $174 | 0.00% | −820−99.3% | 減碼 |
| Concord Wealth Partners | 1 | $24 | 0.00% | −3,595−100.0% | 減碼 |
| Strategic Financial Concepts, LLC | 517,383 | – | – | +499,775+2,838.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −8,474,626−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −1,163,200−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −685,949−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −355,285−100.0% | 清倉 |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −196,315−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −99,767−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −88,133−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −80,179−100.0% | 清倉 |
| Gillespie Robinson & Grimm Inc | 0 | $0 | 0.00% | −54,387−100.0% | 清倉 |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −34,900−100.0% | 清倉 |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −26,042−100.0% | 清倉 |
| Rappaport Reiches Capital Management, LLC | 0 | $0 | 0.00% | −24,569−100.0% | 清倉 |
| Keystone Financial Group | 0 | $0 | 0.00% | −23,289−100.0% | 清倉 |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −22,097−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −21,974−100.0% | 清倉 |
| Groesbeck Investment Management Corp | 0 | $0 | 0.00% | −20,325−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −20,822−100.0% | 清倉 |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −19,675−100.0% | 清倉 |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −17,480−100.0% | 清倉 |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −15,555−100.0% | 清倉 |
| Zazove Associates LLC | 0 | $0 | 0.00% | −14,710−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,039−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −13,964−100.0% | 清倉 |
| Hartline Investment Corp | 0 | $0 | 0.00% | −13,787−100.0% | 清倉 |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −13,340−100.0% | 清倉 |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −11,289−100.0% | 清倉 |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −10,553−100.0% | 清倉 |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −10,531−100.0% | 清倉 |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −10,423−100.0% | 清倉 |
| Middleton & Co Inc | 0 | $0 | 0.00% | −9,872−100.0% | 清倉 |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −9,856−100.0% | 清倉 |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −9,272−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −9,230−100.0% | 清倉 |
| Wolff Financial Management LLC | 0 | $0 | 0.00% | −8,834−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −8,540−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −8,415−100.0% | 清倉 |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −7,940−100.0% | 清倉 |
| Vivaldi Asset Management, LLC | 0 | $0 | 0.00% | −7,510−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −7,422−100.0% | 清倉 |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −7,320−100.0% | 清倉 |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −7,289−100.0% | 清倉 |
| Madison Park Capital Advisors, LLC | 0 | $0 | 0.00% | −7,200−100.0% | 清倉 |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −7,036−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −7,007−100.0% | 清倉 |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −6,775−100.0% | 清倉 |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −6,130−100.0% | 清倉 |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −2,186−100.0% | 清倉 |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −2,119−100.0% | 清倉 |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −620−100.0% | 清倉 |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| PFS Partners, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| 4Thought Financial Group Inc. | 0 | $0 | 0.00% | 0 | 清倉 |
| Tortoise Index Solutions, LLC | – | – | – | – | 本季未申報 |
| Connectus Wealth, LLC | – | – | – | – | 本季未申報 |
| Ziegler Capital Management, LLC | – | – | – | – | 本季未申報 |
| InterOcean Capital Group, LLC | – | – | – | – | 本季未申報 |
| Eaton Financial Holdings Company, LLC | – | – | – | – | 本季未申報 |
| Benedetti & Gucer, Inc. | – | – | – | – | 本季未申報 |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | 本季未申報 |
| CWA Asset Management Group, LLC | – | – | – | – | 本季未申報 |
| Tactive Advisors, LLC | – | – | – | – | 本季未申報 |
| ML & R Wealth Management LLC | – | – | – | – | 本季未申報 |
| Steward Partners Investment Solutions, LLC | – | – | – | – | 本季未申報 |
| Pflug Koory, LLC | – | – | – | – | 本季未申報 |
| Starfox Financial Services, LLC | – | – | – | – | 本季未申報 |
| Imprint Wealth LLC | – | – | – | – | 本季未申報 |
| FirstPurpose Wealth LLC | – | – | – | – | 本季未申報 |
| Retirement Group, LLC | – | – | – | – | 本季未申報 |
| Highlander Capital Management, LLC | – | – | – | – | 本季未申報 |
