| US Bancorp | 13,090 | $18.3 萬 | 0.00% | +8,090+161.8% | 加碼 |
| American Portfolios Advisors | 12,947 | $18.1 萬 | 0.01% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 12,294 | $17.2 萬 | 0.00% | +12,294 | 新進 |
| ExodusPoint Capital Management, LP | 12,285 | $17.2 萬 | 0.00% | +12,285 | 新進 |
| Pinnacle Financial Partners Inc | 12,251 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Bridgeworth, LLC | 12,000 | $16.8 萬 | 0.04% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 11,827 | $16.5 萬 | 0.04% | 00.0% | 不變 |
| Wealth Alliance | 11,225 | $15.7 萬 | 0.03% | +598+5.6% | 加碼 |
| Gradient Investments LLC | 11,000 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| Inscription Capital, LLC | 11,000 | $15.4 萬 | 0.04% | 00.0% | 不變 |
| Ibex Wealth Advisors | 11,012 | $15.4 萬 | 0.03% | +11,012 | 新進 |
| Resources Investment Advisors, LLC. | 10,832 | $15.1 萬 | 0.01% | +10,832 | 新進 |
| Brown Advisory Securities, LLC | 10,640 | $14.9 萬 | 0.09% | 00.0% | 不變 |
| Jane Street Group, LLC | 10,681 | $14.9 萬 | 0.00% | +10,681 | 新進 |
| Lakeview Capital Partners, LLC | 10,462 | $14.6 萬 | 0.07% | −1,772−14.5% | 減碼 |
| Krilogy Financial LLC | 10,364 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 10,300 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| Retirement Guys Formula LLC | 10,100 | $14.1 萬 | 0.09% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 10,065 | $14.1 萬 | 0.06% | 00.0% | 不變 |
| King Luther Capital Management Corp | – | $14.0 萬 | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $14.0 萬 | 0.08% | +10,000 | 新進 |
| CWM, LLC | 9,500 | $13.3 萬 | 0.00% | −703−6.9% | 減碼 |
| Carroll Investors, Inc | 9,180 | $12.8 萬 | 0.08% | 00.0% | 不變 |
| Proequities, Inc. | 8,978 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 8,500 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 8,318 | $11.6 萬 | 0.00% | +89+1.1% | 加碼 |
| Allworth Financial LP | 8,168 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7,412 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 6,481 | $9.10 萬 | 0.00% | +1,481+29.6% | 加碼 |
| Tradition Wealth Management, LLC | 5,091 | $7.10 萬 | 0.01% | +99+2.0% | 加碼 |
| Pflug Koory, LLC | 5,000 | $7.00 萬 | 0.04% | 00.0% | 不變 |
| Retirement Group, LLC | 4,816 | $6.70 萬 | 0.03% | −1,570−24.6% | 減碼 |
| Webster Bank, N. A. | 4,825 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| Money Concepts Capital Corp | 4,815 | $6.70 萬 | 0.00% | +4,815 | 新進 |
| Hexagon Capital Partners LLC | 4,750 | $6.60 萬 | 0.02% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 4,026 | $5.60 萬 | 0.00% | −319−7.3% | 減碼 |
| Cypress Capital Management LLC (WY) | 3,800 | $5.30 萬 | 0.06% | −1,500−28.3% | 減碼 |
| CoreFirst Bank & Trust | 3,625 | $5.10 萬 | 0.03% | 00.0% | 不變 |
| Atwood & Palmer Inc | 3,500 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,573 | $4.90 萬 | 0.00% | +3,181+811.5% | 加碼 |
| FourThought Financial, LLC | 3,387 | $4.70 萬 | 0.01% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 3,395 | $4.70 萬 | 0.04% | +55+1.6% | 加碼 |
| Bogart Wealth, LLC | 3,231 | $4.50 萬 | 0.00% | +3,231 | 新進 |
| Fifth Third Bancorp | 3,000 | $4.20 萬 | 0.00% | −1,050−25.9% | 減碼 |
| Sandy Cove Advisors, LLC | 3,000 | $4.20 萬 | 0.03% | 00.0% | 不變 |
| Cordasco Financial Network | 2,900 | $4.10 萬 | 0.03% | +58+2.0% | 加碼 |
| Parkside Financial Bank & Trust | 2,683 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 2,439 | $3.40 萬 | 0.02% | +48+2.0% | 加碼 |
| Versant Capital Management, Inc | 2,400 | $3.40 萬 | 0.01% | +2,400 | 新進 |
| Geneos Wealth Management Inc. | 2,420 | $3.30 萬 | 0.00% | −1,407−36.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 2,156 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 2,103 | $2.90 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 2,000 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Deutsche Bank AG | 1,930 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,800 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 1,744 | $2.40 萬 | 0.00% | +1,744 | 新進 |
| Herold Advisors, Inc. | 1,607 | $2.25 萬 | 0.01% | +1,607 | 新進 |
| Key Financial Inc | 1,599 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,800 | $2.20 萬 | 0.00% | +1,800 | 新進 |
| Johnson Midwest Financial, LLC | 1,500 | $2.10 萬 | 0.03% | 00.0% | 不變 |
| Citigroup Inc | 1,038 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,107 | $1.50 萬 | 0.00% | +23+2.1% | 加碼 |
| Financial Management Professionals, Inc. | 1,000 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,246 | $1.40 萬 | 0.00% | +1,246 | 新進 |
| Tradewinds Capital Management, LLC | 919 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 800 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 768 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 800 | $1.10 萬 | 0.01% | +800 | 新進 |
| Sound Income Strategies, LLC | 700 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 608 | $8,000 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 500 | $7,000 | 0.00% | +500 | 新進 |
| TCWP LLC | 500 | $6,000 | 0.00% | +500 | 新進 |
| M&R Capital Management Inc | 333 | $4,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 3 | $0 | 0.00% | −98,750−100.0% | 減碼 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −485,920−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −13,973−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −4,700−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | 本季未申報 |
