| Charter Trust Co | 13,900 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 13,198 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Capital Market Strategies LLC | 13,454 | $14.6 萬 | 0.16% | 00.0% | 不變 |
| Cerity Partners LLC | 13,192 | $14.3 萬 | 0.00% | +13,192 | 新進 |
| US Bancorp | 13,090 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 12,947 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 12,583 | $13.7 萬 | 0.00% | +182+1.5% | 加碼 |
| Mercer Global Advisors Inc | 11,460 | $12.4 萬 | 0.00% | +11,460 | 新進 |
| Wealth Alliance | 11,253 | $12.2 萬 | 0.02% | +14+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 11,254 | $12.2 萬 | 0.00% | +11,254 | 新進 |
| Ibex Wealth Advisors | 11,012 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| Gradient Investments LLC | 11,000 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Inscription Capital, LLC | 11,000 | $11.9 萬 | 0.03% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 10,989 | $11.9 萬 | 0.00% | +82+0.8% | 加碼 |
| Krilogy Financial LLC | 10,364 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 10,300 | $11.2 萬 | 0.03% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 10,000 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| King Luther Capital Management Corp | – | $10.9 萬 | 0.00% | – | – |
| Running Point Capital Advisors, LLC | 10,000 | $10.9 萬 | 0.07% | 00.0% | 不變 |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,052 | $10.9 萬 | 0.04% | +10,052 | 新進 |
| CWM, LLC | 9,500 | $10.3 萬 | 0.00% | −342−3.5% | 減碼 |
| Proequities, Inc. | 8,978 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 8,962 | $9.70 萬 | 0.01% | +6,392+248.7% | 加碼 |
| Allworth Financial LP | 8,112 | $8.80 萬 | 0.00% | −56−0.7% | 減碼 |
| Harbor Investment Advisory, LLC | 7,412 | $8.00 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 6,504 | $7.10 萬 | 0.00% | +23+0.4% | 加碼 |
| Tradition Wealth Management, LLC | 5,319 | $5.80 萬 | 0.01% | +119+2.3% | 加碼 |
| Pflug Koory, LLC | 5,000 | $5.40 萬 | 0.03% | 00.0% | 不變 |
| Webster Bank, N. A. | 4,825 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 4,750 | $5.20 萬 | 0.02% | 00.0% | 不變 |
| Citigroup Inc | 4,385 | $4.80 萬 | 0.00% | +3,319+311.4% | 加碼 |
| Cypress Capital Management LLC (WY) | 3,800 | $4.10 萬 | 0.06% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,625 | $3.90 萬 | 0.03% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,592 | $3.90 萬 | 0.00% | +10+0.3% | 加碼 |
| Atwood & Palmer Inc | 3,500 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 3,523 | $3.80 萬 | 0.04% | +65+1.9% | 加碼 |
| FourThought Financial, LLC | 3,387 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Bogart Wealth, LLC | 3,231 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,000 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,683 | $2.90 萬 | 0.01% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 2,535 | $2.80 萬 | 0.02% | +2,535 | 新進 |
| Versant Capital Management, Inc | 2,400 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 2,156 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 2,118 | $2.30 萬 | 0.01% | +15+0.7% | 加碼 |
| Huntington National Bank | – | $2.20 萬 | 0.00% | – | – |
| IFP Advisors, Inc | 1,800 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 1,750 | $1.90 萬 | 0.01% | +1,750 | 新進 |
| MCF Advisors LLC | 1,744 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 1,599 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 1,500 | $1.60 萬 | 0.06% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $1.60 萬 | 0.01% | +1,500 | 新進 |
| Private Trust Co NA | 1,400 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,246 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,270 | $1.38 萬 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,159 | $1.30 萬 | 0.00% | +26+2.3% | 加碼 |
| Spire Wealth Management | 1,000 | $1.10 萬 | 0.00% | −132,469−99.3% | 減碼 |
| Financial Management Professionals, Inc. | 1,000 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Osterweis Capital Management Inc | – | $1.10 萬 | 0.00% | – | 新進 |
| Massmutual Trust Co FSB | 907 | $1.00 萬 | 0.00% | −893−49.6% | 減碼 |
| Tradewinds Capital Management, LLC | 919 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 819 | $9,000 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 800 | $9,000 | 0.01% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 768 | $8,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 700 | $8,000 | 0.00% | 00.0% | 不變 |
| City Holding Co | 608 | $7,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 628 | $7,000 | 0.00% | +628 | 新進 |
| M&R Capital Management Inc | 333 | $3,000 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 226 | $2,000 | 0.00% | +226 | 新進 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −62,802−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −60,075−100.0% | 清倉 |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −23,421−100.0% | 清倉 |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,251−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −12,507−100.0% | 清倉 |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −12,294−100.0% | 清倉 |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −11,827−100.0% | 清倉 |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −10,640−100.0% | 清倉 |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −10,687−100.0% | 清倉 |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −10,065−100.0% | 清倉 |
| Retirement Group, LLC | 0 | $0 | 0.00% | −4,816−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,408−100.0% | 清倉 |
| BlackRock Inc. | 0 | $0 | 0.00% | −2,250−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,855−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −658−100.0% | 清倉 |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −521−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −146−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Advisor Partners LLC | – | – | – | – | 本季未申報 |
| Cordasco Financial Network | – | – | – | – | 本季未申報 |
