| Pinnacle Associates Ltd | 26,629 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Blair William & Co | 26,600 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Wells Trecaso Financial Group, LLC | 25,128 | $9.60 萬 | 0.04% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 24,380 | $9.30 萬 | 0.00% | −32,073−56.8% | 減碼 |
| Boenning & Scattergood, Inc. | 22,396 | $8.60 萬 | 0.01% | +10.0% | 加碼 |
| WealthTrust Axiom LLC | 21,895 | $8.30 萬 | 0.03% | +13+0.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 21,200 | $8.20 萬 | 0.04% | +21,200 | 新進 |
| Drive Wealth Management, LLC | 20,307 | $7.80 萬 | 0.07% | +20,307 | 新進 |
| Keudell/Morrison Wealth Management | 19,848 | $7.60 萬 | 0.03% | +19,848 | 新進 |
| Cetera Investment Advisers | 19,759 | $7.50 萬 | 0.00% | −1,876−8.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 19,560 | $7.50 萬 | 0.00% | +19,560 | 新進 |
| Regions Financial Corp | 18,964 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Everett Harris & Co | 18,952 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 18,807 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Onyx Bridge Wealth Group LLC | 18,017 | $6.90 萬 | 0.02% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,048 | $6.90 萬 | 0.02% | +198+1.1% | 加碼 |
| PFG Advisors | 16,871 | $6.40 萬 | 0.01% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 16,481 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 16,200 | $6.20 萬 | 0.01% | −1,800−10.0% | 減碼 |
| Ritholtz Wealth Management | 15,961 | $6.10 萬 | 0.00% | +15,961 | 新進 |
| Sigma Planning Corp | 15,572 | $5.90 萬 | 0.00% | +1,260+8.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 14,309 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| Bar Harbor Trust Services | 13,500 | $5.20 萬 | 0.01% | −645,792−98.0% | 減碼 |
| D.A. Davidson & Co. | 12,954 | $4.90 萬 | 0.00% | +56+0.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 12,888 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 12,521 | $4.80 萬 | 0.00% | −310−2.4% | 減碼 |
| Wealth Management Solutions, LLC | 12,573 | $4.80 萬 | 0.02% | +12,573 | 新進 |
| Lincoln National Corp | 12,347 | $4.70 萬 | 0.00% | +126+1.0% | 加碼 |
| Winch Advisory Services, LLC | 12,308 | $4.70 萬 | 0.02% | +162+1.3% | 加碼 |
| Soltis Investment Advisors LLC | 12,370 | $4.70 萬 | 0.01% | +12,370 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 12,100 | $4.60 萬 | 0.03% | +12,100 | 新進 |
| Compass Advisory Group LLC | 11,715 | $4.50 萬 | 0.02% | +229+2.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,000 | $4.50 萬 | 0.00% | +12,000 | 新進 |
| Fisher Asset Management, LLC | 11,513 | $4.40 萬 | 0.00% | −4,587−28.5% | 減碼 |
| Central Trust Co | 11,600 | $4.40 萬 | 0.00% | −2,300−16.5% | 減碼 |
| Meridian Investment Counsel Inc. | 11,500 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| Spectrum Asset Management, Inc. (NB/CA) | 11,207 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| Moseley Investment Management Inc | 11,000 | $4.20 萬 | 0.02% | +11,000 | 新進 |
| Oppenheimer & Co Inc | 10,000 | $3.80 萬 | 0.00% | −5,000−33.3% | 減碼 |
| Golden State Wealth Management, LLC | 10,000 | $3.80 萬 | 0.01% | +10,000 | 新進 |
| Larson Financial Group LLC | 8,900 | $3.40 萬 | 0.01% | +8,900 | 新進 |
| Sandy Spring Bank | 8,000 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 7,922 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 6,032 | $2.30 萬 | 0.00% | +5,032+503.2% | 加碼 |
| Hexagon Capital Partners LLC | 5,566 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 5,424 | $2.10 萬 | 0.00% | +5,424 | 新進 |
| Financial Management Professionals, Inc. | 5,298 | $2.00 萬 | 0.00% | +104+2.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,439 | $2.00 萬 | 0.01% | +5,439 | 新進 |
| Bessemer Group Inc | 4,964 | $1.90 萬 | 0.00% | +4,964 | 新進 |
| FourThought Financial, LLC | 4,662 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 4,000 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 3,000 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 2,813 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 2,800 | $1.10 萬 | 0.00% | +2,800 | 新進 |
| Byrne Asset Management LLC | 3,000 | $1.10 萬 | 0.01% | +3,000 | 新進 |
| Stonebridge Capital Advisors LLC | 2,650 | $1.00 萬 | 0.00% | +13+0.5% | 加碼 |
| Avion Wealth | 2,209 | $8,000 | 0.00% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,752 | $7,000 | 0.00% | +1,752 | 新進 |
| American Portfolios Advisors | 1,664 | $6,356 | 0.00% | +500+43.0% | 加碼 |
| Harbour Investments, Inc. | 1,700 | $6,000 | 0.00% | −5,700−77.0% | 減碼 |
| Carroll Financial Associates, Inc. | 1,735 | $6,000 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,568 | $6,000 | 0.00% | +14+0.9% | 加碼 |
| Geneos Wealth Management Inc. | 1,174 | $4,000 | 0.00% | −381−24.5% | 減碼 |
| JJJ Advisors Inc. | 625 | $2,000 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 459 | $2,000 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 563 | $2,000 | 0.00% | +563 | 新進 |
| Wolff Wiese Magana LLC | 500 | $2,000 | 0.00% | +500 | 新進 |
| First Horizon Advisors, Inc. | 300 | $1,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 146 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 9 | $0 | 0.00% | 00.0% | 不變 |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −199,000−100.0% | 清倉 |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −160,265−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −105,064−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −89,508−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −14,467−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −13,916−100.0% | 清倉 |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −13,469−100.0% | 清倉 |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −11,746−100.0% | 清倉 |
| Mengis Capital Management, Inc. | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Garrison Bradford & Associates Inc | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,718−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −825−100.0% | 清倉 |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −327−100.0% | 清倉 |
| HBC Financial Services, PLLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Wealth Quarterback LLC | – | – | – | – | 本季未申報 |
| Cascadia Advisory Services, LLC | – | – | – | – | 本季未申報 |
| Newport Wealth Strategies, Inc. | – | – | – | – | 本季未申報 |