| Confluence Wealth Services, Inc. | 13,946 | $16.3 萬 | 0.04% | 00.0% | 不變 |
| Charter Trust Co | 13,900 | $16.2 萬 | 0.01% | 00.0% | 不變 |
| Doliver Advisors, LP | 13,809 | $16.1 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 13,208 | $15.4 萬 | 0.00% | +118+0.9% | 加碼 |
| Garden State Investment Advisory Services LLC | 13,035 | $15.2 萬 | 0.08% | +31+0.2% | 加碼 |
| MONECO Advisors, LLC | 13,032 | $15.2 萬 | 0.04% | 00.0% | 不變 |
| Brown Advisory Inc | 12,872 | $15.0 萬 | 0.00% | +13+0.1% | 加碼 |
| Pinnacle Financial Partners Inc | 12,583 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 12,550 | $14.6 萬 | 0.00% | +12,550 | 新進 |
| Kestra Private Wealth Services, LLC | 12,496 | $14.6 萬 | 0.01% | −2,595−17.2% | 減碼 |
| Harbour Investments, Inc. | 12,433 | $14.5 萬 | 0.01% | +67+0.5% | 加碼 |
| Kestra Advisory Services, LLC | 12,243 | $14.3 萬 | 0.00% | +109+0.9% | 加碼 |
| Inscription Capital, LLC | 11,700 | $13.7 萬 | 0.04% | +700+6.4% | 加碼 |
| Wealth Alliance | 11,383 | $13.3 萬 | 0.02% | +116+1.0% | 加碼 |
| Dudley Capital Management, LLC | 11,234 | $13.1 萬 | 0.09% | +77+0.7% | 加碼 |
| Mutual Advisors, LLC | 11,213 | $13.1 萬 | 0.01% | +1,121+11.1% | 加碼 |
| Resources Investment Advisors, LLC. | 11,151 | $13.0 萬 | 0.00% | +79+0.7% | 加碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,448 | $12.2 萬 | 0.04% | +195+1.9% | 加碼 |
| Krilogy Financial LLC | 10,364 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 10,050 | $11.7 萬 | 0.02% | −250−2.4% | 減碼 |
| LVZ Advisors, Inc. | 10,023 | $11.7 萬 | 0.02% | −1,291−11.4% | 減碼 |
| King Luther Capital Management Corp | – | $11.7 萬 | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $11.7 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 9,830 | $11.5 萬 | 0.00% | +330+3.5% | 加碼 |
| Liberty One Investment Management, LLC | 9,538 | $11.1 萬 | 0.02% | −15,644−62.1% | 減碼 |
| Geneos Wealth Management Inc. | 9,450 | $11.0 萬 | 0.01% | +4,700+98.9% | 加碼 |
| Proequities, Inc. | 8,978 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 8,725 | $10.2 萬 | 0.05% | +5,225+149.3% | 加碼 |
| Allworth Financial LP | 7,979 | $9.31 萬 | 0.00% | +1,142+16.7% | 加碼 |
| Harbor Investment Advisory, LLC | 7,412 | $8.65 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 6,536 | $7.63 萬 | 0.00% | +32+0.5% | 加碼 |
| Tradition Wealth Management, LLC | 5,515 | $6.40 萬 | 0.01% | +74+1.4% | 加碼 |
| Pflug Koory, LLC | 5,000 | $5.83 萬 | 0.03% | 00.0% | 不變 |
| Webster Bank, N. A. | 4,825 | $5.63 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 4,750 | $5.54 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | – | $4.78 萬 | 0.00% | – | – |
| Cypress Capital Management LLC (WY) | 3,800 | $4.43 萬 | 0.05% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 3,646 | $4.26 萬 | 0.06% | +60+1.7% | 加碼 |
| CoreFirst Bank & Trust | 3,625 | $4.23 萬 | 0.03% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,610 | $4.21 萬 | 0.00% | +9+0.2% | 加碼 |
| Bogart Wealth, LLC | 3,231 | $3.77 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,000 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 3,000 | $3.50 萬 | 0.00% | +3,000 | 新進 |
| Tower Research Capital LLC (TRC) | 3,006 | $3.50 萬 | 0.00% | +2,910+3,031.3% | 加碼 |
| JPMorgan Chase & Co | 2,816 | $3.29 萬 | 0.00% | −5,898−67.7% | 減碼 |
| Parkside Financial Bank & Trust | 2,683 | $3.13 萬 | 0.01% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 2,651 | $3.09 萬 | 0.02% | +56+2.2% | 加碼 |
| Advisory Services Network, LLC | 2,650 | $3.09 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 2,400 | $2.78 萬 | 0.01% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 2,213 | $2.58 萬 | 0.01% | +46+2.1% | 加碼 |
| Belpointe Asset Management LLC | 2,200 | $2.57 萬 | 0.00% | −1,496−40.5% | 減碼 |
| IFP Advisors, Inc | 1,800 | $2.22 萬 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 1,750 | $2.04 萬 | 0.01% | 00.0% | 不變 |
| MCF Advisors LLC | 1,744 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 1,599 | $1.87 萬 | 0.01% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 1,500 | $1.75 萬 | 0.03% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,270 | $1.48 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,246 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,185 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,050 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,000 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,000 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Osterweis Capital Management Inc | – | $1.17 萬 | 0.00% | – | – |
| Tradewinds Capital Management, LLC | 919 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 800 | $9,336 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 819 | $9,000 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 768 | $8,963 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 700 | $8,169 | 0.00% | 00.0% | 不變 |
| City Holding Co | 608 | $7,095 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 333 | $3,886 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 300 | $3,501 | 0.00% | −93,491−99.7% | 減碼 |
| Horan Securities, Inc. | 226 | $2,637 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $12 | 0.00% | −16−94.1% | 減碼 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −118,283−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −63,319−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −54,577−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −37,602−100.0% | 清倉 |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −13,154−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −12,971−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −11,012−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −10,859−100.0% | 清倉 |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −9,595−100.0% | 清倉 |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −6,875−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −4,012−100.0% | 清倉 |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −2,156−100.0% | 清倉 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |
