| Onyx Bridge Wealth Group LLC | 23,967 | $6.52 萬 | 0.03% | 00.0% | 不變 |
| Wells Trecaso Financial Group, LLC | 23,786 | $6.26 萬 | 0.03% | +23,786 | 新進 |
| Lido Advisors, LLC | 22,094 | $5.81 萬 | 0.00% | +22,094 | 新進 |
| Oppenheimer & Co Inc | 22,000 | $5.79 萬 | 0.00% | +4,000+22.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 21,896 | $5.76 萬 | 0.00% | −47,391−68.4% | 減碼 |
| WealthTrust Axiom LLC | 20,502 | $5.39 萬 | 0.02% | +22+0.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,420 | $5.37 萬 | 0.00% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 20,304 | $5.34 萬 | 0.00% | −20,000−49.6% | 減碼 |
| Cerity Partners LLC | 19,992 | $5.29 萬 | 0.00% | +9,813+96.4% | 加碼 |
| Blair William & Co | 19,600 | $5.15 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 19,251 | $5.06 萬 | 0.00% | −3,378−14.9% | 減碼 |
| Everett Harris & Co | 18,952 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 18,896 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 19,000 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 14,396 | $4.90 萬 | 0.01% | +14,396 | 新進 |
| Regions Financial Corp | 17,745 | $4.70 萬 | 0.00% | −1,219−6.4% | 減碼 |
| Caldwell Sutter Capital, Inc. | 17,100 | $4.50 萬 | 0.04% | +17,100 | 新進 |
| PFG Advisors | 16,871 | $4.44 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 16,255 | $4.28 萬 | 0.00% | +3,254+25.0% | 加碼 |
| Raymond James Trust N.A. | 16,000 | $4.20 萬 | 0.00% | +16,000 | 新進 |
| Lincoln National Corp | 15,543 | $4.09 萬 | 0.00% | +282+1.8% | 加碼 |
| Clearstead Advisors, LLC | 15,375 | $4.04 萬 | 0.00% | −1,448−8.6% | 減碼 |
| Keybank National Association | 15,000 | $3.94 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 14,890 | $3.92 萬 | 0.00% | −71,398−82.7% | 減碼 |
| Astoria Portfolio Advisors LLC. | 13,566 | $3.91 萬 | 0.02% | +13,566 | 新進 |
| Kestra Private Wealth Services, LLC | 14,309 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 12,968 | $3.41 萬 | 0.00% | +663+5.4% | 加碼 |
| CIBC World Markets Inc. | 12,775 | $3.40 萬 | 0.00% | +12,775 | 新進 |
| Winch Advisory Services, LLC | 12,879 | $3.40 萬 | 0.01% | +12,879 | 新進 |
| Avidian Wealth Solutions, LLC | 12,888 | $3.39 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 12,250 | $3.20 萬 | 0.00% | −924−7.0% | 減碼 |
| TFG Advisers LLC | 12,114 | $3.19 萬 | 0.02% | −15,771−56.6% | 減碼 |
| Central Trust Co | 11,500 | $3.02 萬 | 0.00% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 11,500 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 11,334 | $2.98 萬 | 0.00% | +104+0.9% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 11,207 | $2.98 萬 | 0.01% | 00.0% | 不變 |
| Colony Group LLC | 11,000 | $2.90 萬 | 0.00% | +11,000 | 新進 |
| Moseley Investment Management Inc | 11,000 | $2.89 萬 | 0.02% | +11,000 | 新進 |
| IHT Wealth Management, LLC | 10,879 | $2.86 萬 | 0.00% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,403 | $2.74 萬 | 0.00% | −14,797−58.7% | 減碼 |
| Saba Capital Management, L.P. | 10,000 | $2.63 萬 | 0.00% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 10,000 | $2.63 萬 | 0.02% | +10,000 | 新進 |
| Brown Brothers Harriman & Co | 7,922 | $2.08 萬 | 0.00% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 52,547 | $1.95 萬 | 0.00% | +52,547 | 新進 |
| CWM, LLC | 5,641 | $1.50 萬 | 0.00% | +46+0.8% | 加碼 |
| Bessemer Group Inc | 5,878 | $1.50 萬 | 0.00% | +1,219+26.2% | 加碼 |
| Hexagon Capital Partners LLC | 5,566 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 5,417 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 4,000 | $1.05 萬 | 0.01% | 00.0% | 不變 |
| Sandy Spring Bank | 3,200 | $8,416 | 0.00% | −8,310−72.2% | 減碼 |
| Byrne Asset Management LLC | 3,000 | $7,890 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 2,724 | $7,164 | 0.00% | +23+0.9% | 加碼 |
| Umb Bank N A | 2,800 | $7,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 2,516 | $7,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 2,000 | $5,315 | 0.00% | +2,000 | 新進 |
| Avion Wealth | 2,209 | $5,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,880 | $4,944 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 1,854 | $4,875 | 0.00% | +1,854 | 新進 |
| The PNC Financial Services Group, Inc. | 1,699 | $4,468 | 0.00% | +28+1.7% | 加碼 |
| Harbour Investments, Inc. | 1,500 | $3,945 | 0.00% | −200−11.8% | 減碼 |
| Toronto Dominion Bank | 1,200 | $3,000 | 0.00% | +1,200 | 新進 |
| Larson Financial Group LLC | 1,000 | $2,630 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 1,046 | $2,000 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 700 | $1,841 | 0.00% | +700 | 新進 |
| Accurate Wealth Management, LLC | 650 | $1,781 | 0.00% | +650 | 新進 |
| Wolff Wiese Magana LLC | 500 | $1,315 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 461 | $1,212 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 459 | $1,207 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 300 | $789 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 146 | $384 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 9 | $24 | 0.00% | −21,762−100.0% | 減碼 |
| FMR LLC | 1 | $3 | 0.00% | +1 | 新進 |
| Tower Research Capital LLC (TRC) | 9 | $0 | 0.00% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −781,794−100.0% | 清倉 |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −683,000−100.0% | 清倉 |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −567,002−100.0% | 清倉 |
| S. R. Schill & Associates | 0 | $0 | 0.00% | −47,625−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −29,005−100.0% | 清倉 |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −16,200−100.0% | 清倉 |
| SOL Capital Management CO | 0 | $0 | 0.00% | −15,051−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,100−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,474−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,097−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2,272−100.0% | 清倉 |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −19,808−100.0% | 清倉 |
| Hightower 6M Holding, LLC | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |