| Safeguard Investment Advisory Group, LLC | 13,557 | $9.30 萬 | 0.06% | +281+2.1% | 加碼 |
| Western Wealth Management, LLC | 13,000 | $9.00 萬 | 0.00% | +13,000 | 新進 |
| Moors & Cabot, Inc. | 12,886 | $8.90 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 12,552 | $8.70 萬 | 0.00% | 00.0% | 不變 |
| AE Wealth Management LLC | 12,366 | $8.60 萬 | 0.00% | −359−2.8% | 減碼 |
| Savant Capital, LLC | 12,297 | $8.50 萬 | 0.00% | 00.0% | 不變 |
| Plancorp, LLC | 12,283 | $8.50 萬 | 0.01% | 00.0% | 不變 |
| RDA Financial Network | 12,265 | $8.50 萬 | 0.04% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 12,002 | $8.30 萬 | 0.01% | −15,083−55.7% | 減碼 |
| Lincoln National Corp | 11,268 | $7.80 萬 | 0.00% | −710−5.9% | 減碼 |
| Graham Capital Wealth Management, LLC | 11,283 | $7.80 萬 | 0.07% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 11,218 | $7.80 萬 | 0.07% | +233+2.1% | 加碼 |
| Virtu Financial LLC | 11,307 | $7.80 萬 | 0.01% | +11,307 | 新進 |
| Institute for Wealth Management, LLC. | 11,159 | $7.70 萬 | 0.01% | 00.0% | 不變 |
| Manchester Financial Inc | 11,000 | $7.60 萬 | 0.03% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 11,029 | $7.60 萬 | 0.01% | 00.0% | 不變 |
| Insight Advisors, LLC | 10,800 | $7.50 萬 | 0.02% | −3,500−24.5% | 減碼 |
| Smith, Moore & Co. | 10,700 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Bickling Financial Services, Inc. | 10,687 | $7.40 萬 | 0.04% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 10,450 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 10,248 | $7.10 萬 | 0.01% | −6,319−38.1% | 減碼 |
| Sym Financial Corp | 10,236 | $7.10 萬 | 0.03% | +212+2.1% | 加碼 |
| Breiter Capital Management Inc | 10,000 | $6.90 萬 | 0.03% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 8,586 | $6.00 萬 | 0.00% | +8,586 | 新進 |
| The PNC Financial Services Group, Inc. | 8,174 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 6,886 | $4.80 萬 | 0.00% | −1,055−13.3% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 6,986 | $4.80 萬 | 0.02% | +144+2.1% | 加碼 |
| Salem Investment Counselors Inc | 5,826 | $4.00 萬 | 0.00% | +2,588+79.9% | 加碼 |
| National Bank of Canada | 5,542 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Atwood & Palmer Inc | 5,286 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 4,750 | $3.30 萬 | 0.01% | −20−0.4% | 減碼 |
| JPMorgan Chase & Co | 4,500 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 4,420 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 3,791 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 3,687 | $2.60 萬 | 0.02% | +76+2.1% | 加碼 |
| Covington Capital Management | 3,418 | $2.40 萬 | 0.00% | +70+2.1% | 加碼 |
| Selective Wealth Management, Inc. | 3,299 | $2.30 萬 | 0.01% | −162−4.7% | 減碼 |
| Bessemer Group Inc | 2,995 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 3,000 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| City Holding Co | 3,030 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,000 | $1.90 萬 | 0.00% | +3,000 | 新進 |
| Centerpoint Advisors, LLC | 2,549 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 2,023 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 1,700 | $1.20 萬 | 0.00% | +1,700 | 新進 |
| North Star Investment Management Corp. | 1,617 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,612 | $1.10 萬 | 0.00% | +1,612 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,450 | $1.00 萬 | 0.00% | −1,665−53.5% | 減碼 |
| Coastal Capital Group, Inc. | 1,450 | $1.00 萬 | 0.00% | +30+2.1% | 加碼 |
| Toth Financial Advisory Corp | 1,500 | $1.00 萬 | 0.00% | +1,500 | 新進 |
| Carolinas Wealth Consulting LLC | 1,270 | $9,000 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 1,196 | $8,000 | 0.00% | 00.0% | 不變 |
| 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% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,022 | $7,000 | 0.00% | +1,022 | 新進 |
| Red Cedar Capital, LLC | 847 | $6,000 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 808 | $6,000 | 0.00% | 00.0% | 不變 |
| Conrad Siegel Investment Advisors, Inc. | 844 | $6,000 | 0.01% | +844 | 新進 |
| Federation des caisses Desjardins du Quebec | 739 | $5,121 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 774 | $5,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 602 | $4,000 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 445 | $3,088 | 0.00% | +9+2.1% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 429 | $3,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 405 | $3,000 | 0.00% | +405 | 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 |
| Avion Wealth | 102 | $1,000 | 0.00% | +2+2.0% | 加碼 |
| Key Financial Inc | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −194,069−100.0% | 清倉 |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −131,080−100.0% | 清倉 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −61,098−100.0% | 清倉 |
| Platform Technology Partners | 0 | $0 | 0.00% | −60,350−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −47,118−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −41,322−100.0% | 清倉 |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −23,949−100.0% | 清倉 |
| White Lighthouse Investment Management Inc. | 0 | $0 | 0.00% | −19,308−100.0% | 清倉 |
| Day & Ennis, LLC | 0 | $0 | 0.00% | −18,050−100.0% | 清倉 |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −12,975−100.0% | 清倉 |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −11,471−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,066−100.0% | 清倉 |
| Summit Financial Strategies, Inc. | 0 | $0 | 0.00% | −10,699−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,299−100.0% | 清倉 |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −330−100.0% | 清倉 |
| Evernest Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | 本季未申報 |