| Rachor Investment Advisory Services, LLC | 70 | $2,649 | 0.00% | −17−19.5% | 減碼 |
| Strengthening Families & Communities, LLC | 67 | $2,520 | 0.00% | +67 | 新進 |
| Nisa Investment Advisors, LLC | 58 | $2,195 | 0.00% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 50 | $1,892 | 0.00% | +50 | 新進 |
| Mountain Hill Investment Partners Corp. | 41 | $1,548 | 0.00% | +1+2.5% | 加碼 |
| Caitlin John, LLC | 35 | $1,341 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 30 | $1,135 | 0.00% | +30 | 新進 |
| City State Bank | 30 | $1,135 | 0.00% | +30 | 新進 |
| Roble, Belko & Company, Inc | 19 | $1,000 | 0.00% | +1+5.6% | 加碼 |
| MPWM Advisory Solutions, LLC | 20 | $757 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 10 | $378 | 0.00% | +10 | 新進 |
| Rossby Financial, LCC | 6 | $225 | 0.00% | −294−98.0% | 減碼 |
| Aspect Partners, LLC | 3 | $115 | 0.00% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 3 | $114 | 0.00% | 00.0% | 不變 |
| Vanguard National Trust Co | 2 | $76 | 0.00% | +2 | 新進 |
| Kingdom Financial Group LLC. | 0 | $10 | 0.00% | 0 | 不變 |
| Lloyd Advisory Services, LLC. | 0 | $10 | 0.00% | 0 | 新進 |
| Terril Brothers, Inc. | 6,575 | – | – | 00.0% | 不變 |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −205,800−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −150,001−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −139,721−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −107,192−100.0% | 清倉 |
| Veracity Capital LLC | 0 | $0 | 0.00% | −42,630−100.0% | 清倉 |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0 | $0 | 0.00% | −41,027−100.0% | 清倉 |
| TCW Group Inc | 0 | $0 | 0.00% | −21,772−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −20,357−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −17,279−100.0% | 清倉 |
| Bank of Stockton | 0 | $0 | 0.00% | −14,811−100.0% | 清倉 |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −14,417−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −14,114−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −12,003−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,223−100.0% | 清倉 |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Redwood Family Wealth LLC | 0 | $0 | 0.00% | −9,810−100.0% | 清倉 |
| Duncan Williams Asset Management, LLC | 0 | $0 | 0.00% | −8,722−100.0% | 清倉 |
| Chesley Taft & Associates LLC | 0 | $0 | 0.00% | −9,044−100.0% | 清倉 |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −8,228−100.0% | 清倉 |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −7,407−100.0% | 清倉 |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −7,201−100.0% | 清倉 |
| Arthur M. Cohen & Associates, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Cardinal Point Capital Management, ULC | 0 | $0 | 0.00% | −6,980−100.0% | 清倉 |
| AMG National Trust Bank | 0 | $0 | 0.00% | −6,360−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −4,891−100.0% | 清倉 |
| Inlight Wealth Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,846−100.0% | 清倉 |
| Wellington-Altus USA Inc. | 0 | $0 | 0.00% | −3,640−100.0% | 清倉 |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −3,204−100.0% | 清倉 |
| Strive Financial Group ,LLC | 0 | $0 | 0.00% | −3,170−100.0% | 清倉 |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −2,750−100.0% | 清倉 |
| Navalign, LLC | 0 | $0 | 0.00% | −2,702−100.0% | 清倉 |
| Compass Financial Services Inc | 0 | $0 | 0.00% | −2,444−100.0% | 清倉 |
| Prosperity Bancshares Inc | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Lummis Asset Management, LP | 0 | $0 | 0.00% | −1,932−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Merited Wealth, LLC | 0 | $0 | 0.00% | −1,508−100.0% | 清倉 |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −1,266−100.0% | 清倉 |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −1,210−100.0% | 清倉 |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −1,010−100.0% | 清倉 |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −803−100.0% | 清倉 |
| PMV Capital Advisers, LLC | 0 | $0 | 0.00% | −795−100.0% | 清倉 |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −704−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −527−100.0% | 清倉 |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −524−100.0% | 清倉 |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −516−100.0% | 清倉 |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Lodestone Wealth Management LLC | 0 | $0 | 0.00% | −492−100.0% | 清倉 |
| Maseco LLP | 0 | $0 | 0.00% | −392−100.0% | 清倉 |
| Reflection Asset Management | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −161−100.0% | 清倉 |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| Rogco, LP | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Creegan & Nassoura Financial Group, LLC | – | – | – | – | 本季未申報 |
| BancorpSouth Bank | – | – | – | – | 本季未申報 |
| Liberty Capital Management, Inc. | – | – | – | – | 本季未申報 |
| Sage Advisors, LLC | – | – | – | – | 本季未申報 |
| FineMark National Bank & Trust | – | – | – | – | 本季未申報 |
| David Loasby | – | – | – | – | 本季未申報 |
| Alpha Cubed Investments, LLC | – | – | – | – | 本季未申報 |
| Austin Private Wealth, LLC | – | – | – | – | 本季未申報 |
| Trust Co of Vermont | – | – | – | – | 本季未申報 |
| Pandora Wealth, Inc. | – | – | – | – | 本季未申報 |
| Stephens Consulting, LLC | – | – | – | – | 本季未申報 |
| GPS Wealth Strategies Group, LLC | – | – | – | – | 本季未申報 |
| Ransom Advisory, Ltd | – | – | – | – | 本季未申報 |
| Motiv8 Investments LLC | – | – | – | – | 本季未申報 |
