| ICA Group Wealth Management, LLC | 13,022 | $18.8 萬 | 0.04% | +13,022 | 新進 |
| Ahrens Investment Partners LLC | 11,738 | $18.3 萬 | 0.06% | −1,500−11.3% | 減碼 |
| American Portfolios Advisors | 11,268 | $17.6 萬 | 0.01% | +1,322+13.3% | 加碼 |
| IFP Advisors, Inc | 11,400 | $17.6 萬 | 0.00% | +11,400 | 新進 |
| Pinnacle Associates Ltd | 11,219 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 11,182 | $17.5 萬 | 0.02% | +205+1.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 11,118 | $17.4 萬 | 0.01% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 10,996 | $17.2 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 10,775 | $16.8 萬 | 0.00% | +10,775 | 新進 |
| Millennium Management LLC | 10,560 | $16.5 萬 | 0.00% | +10,560 | 新進 |
| Steward Partners Investment Advisory, LLC | 10,440 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 10,130 | $15.8 萬 | 0.04% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 10,098 | $15.8 萬 | 0.01% | +2,013+24.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 10,048 | $15.7 萬 | 0.02% | +8+0.1% | 加碼 |
| Commons Capital, LLC | 9,766 | $15.3 萬 | 0.17% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 9,281 | $14.5 萬 | 0.01% | −1,500−13.9% | 減碼 |
| Tyler-Stone Wealth Management | 7,140 | $11.2 萬 | 0.06% | 00.0% | 不變 |
| Montag A & Associates Inc | 5,900 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 5,740 | $9.00 萬 | 0.00% | 00.0% | 不變 |
| RWM Asset Management, LLC | 5,260 | $8.20 萬 | 0.02% | −1,647−23.8% | 減碼 |
| Geneos Wealth Management Inc. | 5,073 | $7.90 萬 | 0.00% | +828+19.5% | 加碼 |
| US Bancorp | 3,954 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 3,301 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 3,245 | $5.10 萬 | 0.03% | +1,292+66.2% | 加碼 |
| Umb Bank N A | 3,000 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 2,857 | $4.50 萬 | 0.00% | +2,857 | 新進 |
| Tradition Wealth Management, LLC | 2,463 | $3.80 萬 | 0.00% | +50+2.1% | 加碼 |
| Prospera Financial Services Inc | 2,297 | $3.60 萬 | 0.00% | +2,297 | 新進 |
| Money Concepts Capital Corp | 2,200 | $3.40 萬 | 0.00% | +2,200 | 新進 |
| Worth Asset Management, LLC | 2,500 | $3.40 萬 | 0.02% | +2,500 | 新進 |
| Charter Oak Capital Management, LLC | 2,036 | $3.20 萬 | 0.00% | −420−17.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,962 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,000 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,875 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 1,609 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| First Financial Corp | 1,500 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,413 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,250 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 1,000 | $1.60 萬 | 0.00% | +1,000 | 新進 |
| CoreFirst Bank & Trust | 937 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 843 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 787 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Joseph P. Lucia & Associates, LLC | 750 | $1.20 萬 | 0.01% | +750 | 新進 |
| CWM, LLC | 700 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 675 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 617 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 600 | $9,000 | 0.00% | +600 | 新進 |
| Spire Wealth Management | 517 | $8,000 | 0.00% | −7,263−93.4% | 減碼 |
| JPMorgan Chase & Co | 500 | $8,000 | 0.00% | +500 | 新進 |
| TCWP LLC | 550 | $8,000 | 0.00% | +550 | 新進 |
| Laurel Wealth Advisors LLC | 400 | $6,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 333 | $5,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 333 | $5,000 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 300 | $5,000 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 199 | $3,000 | 0.00% | +4+2.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 150 | $2,343 | 0.00% | +150 | 新進 |
| Concord Wealth Partners | 160 | $2,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 150 | $2,000 | 0.00% | +150 | 新進 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −210,996−100.0% | 清倉 |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −70,674−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −33,253−100.0% | 清倉 |
| Siena Capital LLC | 0 | $0 | 0.00% | −18,500−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −16,396−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,752−100.0% | 清倉 |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −11,354−100.0% | 清倉 |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −10,237−100.0% | 清倉 |
| Barr E S & Co | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −8,704−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −6,487−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −5,808−100.0% | 清倉 |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,129−100.0% | 清倉 |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −593−100.0% | 清倉 |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −434−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
