| Insight Advisors, LLC | 14,300 | $10.3 萬 | 0.03% | +600+4.4% | 加碼 |
| Clearbridge Investments, LLC | 14,300 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| MTM Investment Management, LLC | 13,530 | $9.70 萬 | 0.05% | 00.0% | 不變 |
| Safeguard Investment Advisory Group, LLC | 13,276 | $9.50 萬 | 0.06% | +327+2.5% | 加碼 |
| Foundations Investment Advisors, LLC | 12,975 | $9.40 萬 | 0.00% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 12,886 | $9.30 萬 | 0.01% | +12,886 | 新進 |
| AE Wealth Management LLC | 12,725 | $9.10 萬 | 0.00% | −69,229−84.5% | 減碼 |
| CWM, LLC | 12,552 | $9.00 萬 | 0.00% | +12,552 | 新進 |
| Plancorp, LLC | 12,283 | $8.80 萬 | 0.01% | 00.0% | 不變 |
| RDA Financial Network | 12,265 | $8.80 萬 | 0.04% | 00.0% | 不變 |
| Brookstone Capital Management | 12,520 | $8.80 萬 | 0.00% | +767+6.5% | 加碼 |
| Savant Capital, LLC | 12,297 | $8.80 萬 | 0.00% | +12,297 | 新進 |
| Lincoln National Corp | 11,978 | $8.70 萬 | 0.00% | +310+2.7% | 加碼 |
| TRUE Private Wealth Advisors | 11,471 | $8.20 萬 | 0.01% | 00.0% | 不變 |
| Graham Capital Wealth Management, LLC | 11,283 | $8.10 萬 | 0.07% | +11,283 | 新進 |
| Institute for Wealth Management, LLC. | 11,159 | $8.00 萬 | 0.01% | −141−1.2% | 減碼 |
| Integrated Wealth Concepts LLC | 11,066 | $8.00 萬 | 0.00% | 00.0% | 不變 |
| Manchester Financial Inc | 11,000 | $7.90 萬 | 0.03% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 11,029 | $7.90 萬 | 0.01% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 10,985 | $7.90 萬 | 0.07% | +10,985 | 新進 |
| Smith, Moore & Co. | 10,700 | $7.70 萬 | 0.01% | 00.0% | 不變 |
| Summit Financial Strategies, Inc. | 10,699 | $7.70 萬 | 0.01% | 00.0% | 不變 |
| Bickling Financial Services, Inc. | 10,687 | $7.70 萬 | 0.04% | +277+2.7% | 加碼 |
| Texas Yale Capital Corp. | 10,450 | $7.50 萬 | 0.00% | 00.0% | 不變 |
| Breiter Capital Management Inc | 10,000 | $7.20 萬 | 0.04% | 00.0% | 不變 |
| Sym Financial Corp | 10,024 | $7.20 萬 | 0.03% | +10,024 | 新進 |
| The PNC Financial Services Group, Inc. | 8,174 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 7,941 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 6,842 | $4.90 萬 | 0.02% | +170+2.5% | 加碼 |
| National Bank of Canada | 5,542 | $4.00 萬 | 0.00% | +5,542 | 新進 |
| Atwood & Palmer Inc | 5,286 | $3.80 萬 | 0.00% | +5,286 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 4,770 | $3.40 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 4,500 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 4,420 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Ford Financial Group, LLC | 4,000 | $2.80 萬 | 0.01% | +4,000 | 新進 |
| Ahrens Investment Partners LLC | 3,791 | $2.70 萬 | 0.01% | +3,791 | 新進 |
| Clearview Wealth Advisors LLC | 3,611 | $2.60 萬 | 0.02% | +89+2.5% | 加碼 |
| Selective Wealth Management, Inc. | 3,461 | $2.50 萬 | 0.01% | +1,058+44.0% | 加碼 |
| Covington Capital Management | 3,348 | $2.40 萬 | 0.00% | +83+2.5% | 加碼 |
| Salem Investment Counselors Inc | 3,238 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,995 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,115 | $2.20 萬 | 0.00% | +1,665+114.8% | 加碼 |
| High Net Worth Advisory Group LLC | 3,000 | $2.20 萬 | 0.01% | +3,000 | 新進 |
| City Holding Co | 3,030 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 2,549 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,263 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 2,299 | $1.60 萬 | 0.01% | +2,299 | 新進 |
| American Portfolios Advisors | 2,023 | $1.45 萬 | 0.00% | +450+28.6% | 加碼 |
| Valley National Advisers Inc | 2,000 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,617 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1,420 | $1.00 萬 | 0.00% | +1,420 | 新進 |
| Private Capital Group, LLC | 1,196 | $9,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,270 | $9,000 | 0.00% | +1,270 | 新進 |
| SOA Wealth Advisors, LLC. | 1,200 | $8,000 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 1,066 | $7,000 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 1,000 | $7,000 | 0.00% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 1,000 | $7,000 | 0.00% | +1,000 | 新進 |
| Red Cedar Capital, LLC | 847 | $6,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 774 | $6,000 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 808 | $6,000 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 739 | $5,313 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 602 | $4,000 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 436 | $3,133 | 0.00% | +436 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 429 | $3,000 | 0.00% | 00.0% | 不變 |
| Castle Financial & Retirement Planning Associates, Inc. | 400 | $3,000 | 0.01% | +400 | 新進 |
| Prestige Wealth Management Group LLC | 343 | $2,000 | 0.00% | 00.0% | 不變 |
| Savior LLC | 220 | $2,000 | 0.00% | 00.0% | 不變 |
| Signet Financial Management, LLC | 330 | $2,000 | 0.00% | +330 | 新進 |
| Key Financial Inc | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 100 | $1,000 | 0.00% | +100 | 新進 |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −624,836−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −293,362−100.0% | 清倉 |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −236,867−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −121,173−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −25,657−100.0% | 清倉 |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −20,689−100.0% | 清倉 |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −17,926−100.0% | 清倉 |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −10,366−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −3,468−100.0% | 清倉 |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −2,095−100.0% | 清倉 |
| CNB Bank | 0 | $0 | 0.00% | −1,480−100.0% | 清倉 |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Harbor Financial Services, LLC | – | – | – | – | 本季未申報 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |
| Homrich & Berg | – | – | – | – | 本季未申報 |
| Qci Asset Management Inc | – | – | – | – | 本季未申報 |
| Filbrandt Wealth Management, LLC | – | – | – | – | 本季未申報 |
