| Planning Strategies Inc. | 500 | $6,380 | 0.00% | +500 | 新進 |
| RHL Group, LLC | 488 | $6,344 | 0.01% | +488 | 新進 |
| Tidemark, LLC | 444 | $5,665 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 433 | $5,525 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 407 | $5,193 | 0.00% | 00.0% | 不變 |
| IFG Advisory, LLC | 396 | $5,053 | 0.00% | +396 | 新進 |
| Cassaday & Co Wealth Management LLC | 377 | $4,811 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 376 | $4,798 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 374 | $4,772 | 0.00% | +362+3,016.7% | 加碼 |
| MCF Advisors LLC | 366 | $4,671 | 0.00% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 361 | $4,607 | 0.00% | −5,313−93.6% | 減碼 |
| JFS Wealth Advisors, LLC | 361 | $4,607 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 328 | $4,185 | 0.00% | 00.0% | 不變 |
| McGuire Capital Advisors Inc | 308 | $3,930 | 0.00% | −1−0.3% | 減碼 |
| Montag A & Associates Inc | 300 | $3,828 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 280 | $3,573 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 225 | $2,871 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 220 | $2,808 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 219 | $2,794 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 204 | $2,603 | 0.00% | 00.0% | 不變 |
| Legacy Bridge, LLC | 200 | $2,552 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 200 | $2,552 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 200 | $2,552 | 0.00% | 00.0% | 不變 |
| McDonald Partners LLC | 200 | $2,552 | 0.00% | +200 | 新進 |
| Gill Capital Partners, LLC | 193 | $2,463 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 190 | $2,425 | 0.00% | 00.0% | 不變 |
| VSM Wealth Advisory, LLC | 190 | $2,424 | 0.00% | +60+46.2% | 加碼 |
| SOA Wealth Advisors, LLC. | 169 | $2,156 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 164 | $2,093 | 0.00% | 00.0% | 不變 |
| Forum Finance Group S.A. | 235 | $2,000 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 125 | $2,000 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 135 | $1,723 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 135 | $1,722 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 122 | $1,557 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 121 | $1,546 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 110 | $1,404 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 102 | $1,302 | 0.00% | 00.0% | 不變 |
| Lavaca Capital LLC | 101 | $1,288 | 0.00% | +101 | 新進 |
| SJS Investment Consulting Inc. | 100 | $1,276 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 100 | $1,276 | 0.00% | +100 | 新進 |
| Hantz Financial Services, Inc. | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 62 | $932 | 0.00% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 63 | $804 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 62 | $791 | 0.00% | −111−64.2% | 減碼 |
| Hager Investment Management Services, LLC | 61 | $778 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 60 | $766 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 56 | $715 | 0.00% | +56 | 新進 |
| Jones Financial Companies LLLP | 49 | $624 | 0.00% | +49 | 新進 |
| Wall Street Access Asset Management, LLC | 33 | $422 | 0.00% | 00.0% | 不變 |
| FMR LLC | 21 | $268 | 0.00% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 19 | $242 | 0.00% | +19 | 新進 |
| Sunrise Financial Services, LLC | 12 | $153 | 0.00% | −66−84.6% | 減碼 |
| Rossby Financial, LCC | 6 | $77 | 0.00% | 00.0% | 不變 |
| Strategic Advocates LLC | 4 | $51 | 0.00% | −155−97.5% | 減碼 |
| Nemes Rush Group LLC | 4 | $51 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 4 | $51 | 0.00% | +4 | 新進 |
| DHJJ Financial Advisors, Ltd. | 1 | $13 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $13 | 0.00% | – | – |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −103,250−100.0% | 清倉 |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −68,596−100.0% | 清倉 |
| Surience Private Wealth LLC | 0 | $0 | 0.00% | −64,988−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −53,616−100.0% | 清倉 |
| Truepoint, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Prairie Wealth Advisors, Inc. | 0 | $0 | 0.00% | 0 | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −15,302−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −16,013−100.0% | 清倉 |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −15,674−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −15,481−100.0% | 清倉 |
| Mainstay Capital Management LLC | 0 | $0 | 0.00% | −13,764−100.0% | 清倉 |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −12,110−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −10,801−100.0% | 清倉 |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −10,321−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −10,180−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −10,174−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −9,228−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −4,077−100.0% | 清倉 |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −2,782−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −2,066−100.0% | 清倉 |
| Hurley Capital, LLC | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −1,499−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −460−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −292−100.0% | 清倉 |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| SWAN Capital LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −74−100.0% | 清倉 |
| Evergreen Advisors, LLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Leo Wealth, LLC | – | – | – | – | 本季未申報 |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Sunbelt Securities, Inc. | – | – | – | – | 本季未申報 |
