| U.S. Capital Wealth Advisors, LLC | 15,200 | $18.5 萬 | 0.01% | +430+2.9% | 加碼 |
| Northern Trust Corp | 14,654 | $17.9 萬 | 0.00% | −4,884−25.0% | 減碼 |
| Chicago Partners Investment Group LLC | 14,379 | $17.7 萬 | 0.01% | −830−5.5% | 減碼 |
| Kingswood Wealth Advisors, LLC | 13,983 | $17.0 萬 | 0.02% | −11,017−44.1% | 減碼 |
| Capital Market Strategies LLC | 13,528 | $16.5 萬 | 0.14% | +374+2.8% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $16.1 萬 | 0.06% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 13,076 | $15.9 萬 | 0.01% | −115−0.9% | 減碼 |
| Brown Advisory Inc | 12,932 | $15.8 萬 | 0.00% | +21+0.2% | 加碼 |
| Wealth Alliance | 12,620 | $15.4 萬 | 0.02% | +7+0.1% | 加碼 |
| Cerity Partners LLC | 12,505 | $15.2 萬 | 0.00% | +12,505 | 新進 |
| Pinnacle Financial Partners Inc | 12,434 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Inscription Capital, LLC | 11,700 | $14.3 萬 | 0.04% | 00.0% | 不變 |
| Parallel Advisors, LLC | 11,695 | $14.3 萬 | 0.00% | +5,096+77.2% | 加碼 |
| Dudley Capital Management, LLC | 11,472 | $14.0 萬 | 0.09% | +82+0.7% | 加碼 |
| Smith, Moore & Co. | 11,453 | $14.0 萬 | 0.02% | +234+2.1% | 加碼 |
| L.M. Kohn & Company | 11,104 | $13.5 萬 | 0.04% | 00.0% | 不變 |
| US Bancorp | 11,049 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Edmonds Duncan Registered Investment Advisors, LLC | 11,047 | $13.5 萬 | 0.03% | +207+1.9% | 加碼 |
| Dakota Wealth Management | 10,600 | $12.9 萬 | 0.01% | +10,600 | 新進 |
| Kestra Private Wealth Services, LLC | 10,512 | $12.8 萬 | 0.00% | −1,995−16.0% | 減碼 |
| Lincoln National Corp | 10,495 | $12.8 萬 | 0.00% | +10,495 | 新進 |
| D.A. Davidson & Co. | 10,454 | $12.7 萬 | 0.00% | +10,454 | 新進 |
| Avantax Advisory Services, Inc. | 10,291 | $12.5 萬 | 0.00% | +10,291 | 新進 |
| Insigneo Advisory Services, LLC | 10,038 | $12.2 萬 | 0.02% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 10,023 | $12.2 萬 | 0.02% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 10,000 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 9,832 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 8,978 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 8,620 | $10.5 萬 | 0.01% | −830−8.8% | 減碼 |
| Liberty One Investment Management, LLC | 8,062 | $9.83 萬 | 0.01% | −44−0.5% | 減碼 |
| Allworth Financial LP | 7,617 | $9.29 萬 | 0.00% | −362−4.5% | 減碼 |
| Wolverine Asset Management LLC | 6,382 | $7.78 萬 | 0.00% | +6,382 | 新進 |
| Webster Bank, N. A. | 4,825 | $5.88 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 4,750 | $5.79 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4,556 | $5.55 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 4,113 | $5.01 萬 | 0.00% | +85+2.1% | 加碼 |
| Private Trust Co NA | 4,035 | $4.92 萬 | 0.01% | 00.0% | 不變 |
| Cypress Capital Management LLC (WY) | 3,800 | $4.63 萬 | 0.05% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,737 | $4.60 萬 | 0.00% | −1,922−34.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,638 | $4.44 萬 | 0.00% | +9+0.2% | 加碼 |
| CoreFirst Bank & Trust | 3,625 | $4.42 萬 | 0.03% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,400 | $4.14 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 3,396 | $4.14 萬 | 0.00% | +580+20.6% | 加碼 |
| Bogart Wealth, LLC | 3,231 | $3.94 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 3,234 | $3.93 萬 | 0.01% | +3,234 | 新進 |
| Fifth Third Bancorp | 3,000 | $3.66 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,836 | $3.44 萬 | 0.00% | +1,590+127.6% | 加碼 |
| Twin Lakes Capital Management, LLC | 2,799 | $3.41 萬 | 0.02% | +58+2.1% | 加碼 |
| Parkside Financial Bank & Trust | 2,683 | $3.27 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,489 | $3.03 萬 | 0.00% | +2,489 | 新進 |
| Carolinas Wealth Consulting LLC | 2,300 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 2,213 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 1,750 | $2.13 萬 | 0.01% | 00.0% | 不變 |
| MCF Advisors LLC | 1,744 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 1,599 | $1.95 萬 | 0.01% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1,520 | $1.85 萬 | 0.00% | +1,520 | 新進 |
| FinTrust Capital Advisors, LLC | 1,287 | $1.57 萬 | 0.00% | +27+2.1% | 加碼 |
| Stephens Consulting, LLC | 1,270 | $1.55 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 1,000 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 1,000 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| Osterweis Capital Management Inc | – | $1.22 萬 | 0.00% | – | – |
| Financial Management Professionals, Inc. | 1,000 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 992 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 919 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 768 | $9,362 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 819 | $9,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 700 | $8,533 | 0.00% | 00.0% | 不變 |
| City Holding Co | 506 | $6,168 | 0.00% | −102−16.8% | 減碼 |
| Byrne Asset Management LLC | 500 | $6,045 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 367 | $4,474 | 0.00% | +367 | 新進 |
| M&R Capital Management Inc | 333 | $4,059 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 190 | $2,316 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 95 | $1,159 | 0.00% | +95 | 新進 |
| Tower Research Capital LLC (TRC) | 1 | $12 | 0.00% | +1 | 新進 |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −130,533−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −48,129−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −37,235−100.0% | 清倉 |
| One Capital Management, LLC | 0 | $0 | 0.00% | −33,925−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −32,778−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −20,286−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −19,650−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,030−100.0% | 清倉 |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −15,150−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −12,638−100.0% | 清倉 |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | – | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −2,826−100.0% | 清倉 |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −2,343−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,430−100.0% | 清倉 |
| Golden Green, Inc. | – | – | – | – | 本季未申報 |
| New Legacy Group, LLC | – | – | – | – | 本季未申報 |
| Antonetti Capital Management LLC | – | – | – | – | 本季未申報 |
| Johnson Midwest Financial, LLC | – | – | – | – | 本季未申報 |
