| Beacon Investment Advisory Services, Inc. | 19,000 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Capital Square, LLC | 18,747 | $10.3 萬 | 0.06% | +18,747 | 新進 |
| Eagle Wealth Strategies LLC | 18,624 | $10.2 萬 | 0.07% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 18,035 | $9.90 萬 | 0.07% | 00.0% | 不變 |
| Stephens Inc | 18,008 | $9.89 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 17,473 | $9.59 萬 | 0.00% | +55+0.3% | 加碼 |
| Modera Wealth Management, LLC | 17,200 | $9.44 萬 | 0.00% | +139+0.8% | 加碼 |
| National Asset Management, Inc. | 17,232 | $9.44 萬 | 0.00% | −46,303−72.9% | 減碼 |
| CoreCap Advisors, LLC | 17,133 | $9.41 萬 | 0.00% | +17,133 | 新進 |
| PCG Wealth Advisors, LLC | 17,010 | $9.34 萬 | 0.04% | −4,100−19.4% | 減碼 |
| Susquehanna International Group, LLP | 16,874 | $9.26 萬 | 0.00% | +16,874 | 新進 |
| LRI Investments, LLC | 16,347 | $9.01 萬 | 0.01% | +16,347 | 新進 |
| Comprehensive Wealth Management, LLC | 15,549 | $8.54 萬 | 0.06% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 15,573 | $8.50 萬 | 0.01% | +15,573 | 新進 |
| Glenmede Trust Co NA | 15,473 | $8.49 萬 | 0.00% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 15,203 | $8.35 萬 | 0.00% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 15,056 | $8.27 萬 | 0.00% | +317+2.2% | 加碼 |
| Executive Wealth Management, LLC | 15,000 | $8.23 萬 | 0.01% | +15,000 | 新進 |
| David J Yvars Group | 14,716 | $8.08 萬 | 0.05% | −3,107−17.4% | 減碼 |
| Montz Harcus Wealth Management LLC | 14,693 | $8.07 萬 | 0.05% | +386+2.7% | 加碼 |
| Sym Financial Corp | 14,102 | $7.74 萬 | 0.01% | +371+2.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 13,857 | $7.61 萬 | 0.01% | 00.0% | 不變 |
| Safeguard Investment Advisory Group, LLC | 13,643 | $7.49 萬 | 0.02% | −181−1.3% | 減碼 |
| Meridian Wealth Management, LLC | 13,592 | $7.46 萬 | 0.00% | +13,592 | 新進 |
| CWM, LLC | 13,302 | $7.30 萬 | 0.00% | −730−5.2% | 減碼 |
| Ameriprise Financial Inc | 12,551 | $6.89 萬 | 0.00% | +12,551 | 新進 |
| Savant Capital, LLC | 12,297 | $6.75 萬 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 12,115 | $6.65 萬 | 0.03% | +185+1.6% | 加碼 |
| Sigma Planning Corp | 11,804 | $6.48 萬 | 0.00% | +27+0.2% | 加碼 |
| Csenge Advisory Group | 11,795 | $6.42 萬 | 0.00% | +316+2.8% | 加碼 |
| Kapstone Financial Advisors LLC | 11,650 | $6.37 萬 | 0.04% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 11,565 | $6.35 萬 | 0.00% | −12,718−52.4% | 減碼 |
| Mutual Advisors, LLC | 11,690 | $6.35 萬 | 0.00% | +82+0.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 11,448 | $6.29 萬 | 0.00% | +1,200+11.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 11,354 | $6.23 萬 | 0.00% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 11,236 | $6.17 萬 | 0.01% | +30.0% | 加碼 |
| Triton Wealth Management, PLLC | 10,975 | $5.98 萬 | 0.03% | +10,975 | 新進 |
| CIC Wealth, LLC | 10,703 | $5.88 萬 | 0.02% | +10,703 | 新進 |
| Texas Yale Capital Corp. | 10,700 | $5.87 萬 | 0.00% | 00.0% | 不變 |
| Aspiriant, LLC | 10,676 | $5.86 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 10,432 | $5.73 萬 | 0.00% | +6,432+160.8% | 加碼 |
| Smith, Moore & Co. | 10,398 | $5.71 萬 | 0.01% | +90+0.9% | 加碼 |
| TD Waterhouse Canada Inc. | 9,150 | $4.99 萬 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 6,935 | $3.77 萬 | 0.02% | 00.0% | 不變 |
| CNB Bank | 6,869 | $3.77 萬 | 0.02% | +6,869 | 新進 |
| Rothschild Investment LLC | 6,000 | $3.29 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 6,000 | $3.29 萬 | 0.00% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 5,428 | $2.98 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 5,380 | $2.95 萬 | 0.00% | +10+0.2% | 加碼 |
| GHP Investment Advisors, Inc. | 5,344 | $2.93 萬 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 5,280 | $2.90 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 4,800 | $2.64 萬 | 0.00% | −10,435−68.5% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 4,000 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 3,825 | $2.10 萬 | 0.00% | +103+2.8% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 3,750 | $2.06 萬 | 0.01% | 00.0% | 不變 |
| Red Tortoise LLC | 3,000 | $1.65 萬 | 0.01% | 00.0% | 不變 |
| National Bank of Canada | 3,000 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,804 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 2,750 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 2,643 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 2,525 | $1.39 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 1,906 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 1,774 | $9,739 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,700 | $9,333 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,696 | $9,312 | 0.00% | +45+2.7% | 加碼 |
| US Bancorp | 1,654 | $9,080 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,372 | $7,532 | 0.00% | +36+2.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,371 | $7,527 | 0.00% | −1,666−54.9% | 減碼 |
| Carolinas Wealth Consulting LLC | 1,270 | $6,973 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,200 | $6,588 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,200 | $6,588 | 0.00% | +1,200 | 新進 |
| Community Bank, N.A. | 1,000 | $5,490 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,000 | $5,490 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 990 | $5,456 | 0.00% | +26+2.7% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 943 | $5,176 | 0.00% | +25+2.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 739 | $4,057 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 692 | $3,799 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 303 | $2,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 343 | $1,884 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 324 | $1,779 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 198 | $1,087 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 104 | $571 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 100 | $549 | 0.00% | −100−50.0% | 減碼 |
| Frazier Financial Advisors, LLC | 81 | $445 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 28 | $154 | 0.00% | +28 | 新進 |
| FMR LLC | 3 | $16 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 2,301,030 | – | – | +1,894,854+466.5% | 加碼 |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −78,166−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −70,380−100.0% | 清倉 |
| Midland Wealth Advisors LLC | 0 | $0 | 0.00% | −42,870−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −27,690−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −19,668−100.0% | 清倉 |
| Pecaut & Co. | 0 | $0 | 0.00% | −17,136−100.0% | 清倉 |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −13,530−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,317−100.0% | 清倉 |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −1,617−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −10,840−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
| ICA Group Wealth Management, LLC | – | – | – | – | 本季未申報 |
