| Stock Yards Bank & Trust Co | 14,956 | $7.67 萬 | 0.00% | +14,956 | 新進 |
| Flynn Zito Capital Management, LLC | 14,693 | $7.54 萬 | 0.05% | −1,422−8.8% | 減碼 |
| Platform Technology Partners | 14,600 | $7.49 萬 | 0.04% | +131+0.9% | 加碼 |
| Wellington Shields Capital Management, LLC | 13,857 | $7.11 萬 | 0.01% | 00.0% | 不變 |
| Financial Counselors Inc | 13,852 | $7.11 萬 | 0.00% | −275−1.9% | 減碼 |
| Johnson Investment Counsel Inc | 13,804 | $7.08 萬 | 0.00% | +294+2.2% | 加碼 |
| MTM Investment Management, LLC | 13,530 | $6.94 萬 | 0.04% | 00.0% | 不變 |
| Savant Capital, LLC | 13,449 | $6.90 萬 | 0.00% | +152+1.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 13,393 | $6.87 萬 | 0.00% | +13,393 | 新進 |
| Montz Harcus Wealth Management LLC | 13,168 | $6.75 萬 | 0.06% | +360+2.8% | 加碼 |
| Graham Capital Wealth Management, LLC | 11,283 | $6.54 萬 | 0.15% | 00.0% | 不變 |
| Sym Financial Corp | 12,575 | $6.45 萬 | 0.01% | +343+2.8% | 加碼 |
| CWM, LLC | 12,552 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 12,353 | $6.34 萬 | 0.00% | −16,302−56.9% | 減碼 |
| Cerity Partners LLC | 12,338 | $6.33 萬 | 0.00% | +12,338 | 新進 |
| Safeguard Investment Advisory Group, LLC | 12,291 | $6.30 萬 | 0.03% | −3,189−20.6% | 減碼 |
| RDA Financial Network | 12,265 | $6.29 萬 | 0.03% | 00.0% | 不變 |
| Register Financial Advisors LLC | 11,386 | $5.84 萬 | 0.04% | +173+1.5% | 加碼 |
| Mutual Advisors, LLC | 11,367 | $5.83 萬 | 0.00% | +79+0.7% | 加碼 |
| Institute for Wealth Management, LLC. | 11,233 | $5.76 萬 | 0.01% | −46−0.4% | 減碼 |
| Calamos Wealth Management LLC | 10,812 | $5.55 萬 | 0.00% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 10,700 | $5.49 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 10,633 | $5.45 萬 | 0.00% | 00.0% | 不變 |
| Csenge Advisory Group | 10,553 | $5.41 萬 | 0.00% | +306+3.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,309 | $5.29 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 10,248 | $5.26 萬 | 0.00% | −292−2.8% | 減碼 |
| First Republic Investment Management, Inc. | 10,121 | $5.19 萬 | 0.00% | +10,121 | 新進 |
| TD Waterhouse Canada Inc. | 9,750 | $4.96 萬 | 0.00% | −19,696−66.9% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 9,472 | $4.86 萬 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 8,144 | $4.18 萬 | 0.02% | +221+2.8% | 加碼 |
| Resurgent Financial Advisors LLC | 6,590 | $3.38 萬 | 0.02% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 5,826 | $2.99 萬 | 0.00% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 5,428 | $2.78 萬 | 0.01% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 5,344 | $2.67 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 4,900 | $2.50 萬 | 0.00% | −2,578−34.5% | 減碼 |
| Fifth Third Bancorp | 4,000 | $2.05 萬 | 0.00% | −23,556−85.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,823 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 3,542 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,269 | $1.68 萬 | 0.00% | +465+16.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,902 | $1.49 萬 | 0.00% | −140−4.6% | 減碼 |
| Coppell Advisory Solutions LLC | 2,186 | $1.20 萬 | 0.00% | −9,865−81.9% | 減碼 |
| Harbour Investments, Inc. | 2,263 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 1,774 | $9,101 | 0.00% | +1,774 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 1,750 | $8,978 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 1,700 | $8,721 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,700 | $8,721 | 0.00% | +1,700 | 新進 |
| US Bancorp | 1,654 | $8,485 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,617 | $8,295 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,517 | $7,633 | 0.00% | +44+3.0% | 加碼 |
| SOA Wealth Advisors, LLC. | 1,200 | $6,156 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,270 | $5,893 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 1,066 | $5,469 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 1,000 | $5,130 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,000 | $5,130 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 739 | $3,791 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 600 | $3,078 | 0.00% | +600 | 新進 |
| First Manhattan Co | 521 | $2,672 | 0.00% | +521 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 429 | $2,201 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 303 | $2,000 | 0.00% | +303 | 新進 |
| Stonebridge Capital Advisors LLC | 383 | $1,965 | 0.00% | +383 | 新進 |
| Huntington National Bank | – | $1,796 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 343 | $1,760 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 200 | $1,026 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 275 | $1,000 | 0.00% | +8+3.0% | 加碼 |
| Parallel Advisors, LLC | 169 | $867 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 158 | $811 | 0.00% | +143+953.3% | 加碼 |
| FMR LLC | 1 | $5 | 0.00% | +1 | 新進 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −170,179−100.0% | 清倉 |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −96,431−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −49,797−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −41,271−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −27,905−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −26,496−100.0% | 清倉 |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −19,142−100.0% | 清倉 |
| Capital Square, LLC | 0 | $0 | 0.00% | −18,747−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −14,300−100.0% | 清倉 |
| Primoris Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,750−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −11,600−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −10,350−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −10,273−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −5,167−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −4,211−100.0% | 清倉 |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −377−100.0% | 清倉 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |
