| Legend Financial Advisors, Inc. | 156 | $1.15 萬 | 0.01% | +156 | 新進 |
| Versant Capital Management, Inc | 151 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Independence Bank of Kentucky | 150 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| FWL Investment Management, LLC | 150 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 125 | $1.00 萬 | 0.00% | −1,145−90.2% | 減碼 |
| Capital Analysts, LLC | 130 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Comprehensive Financial Planning, Inc. | 129 | $9,549 | 0.01% | +129 | 新進 |
| Harbour Investments, Inc. | 126 | $9,327 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 111 | $8,216 | 0.00% | 00.0% | 不變 |
| WealthTrak Capital Management LLC | 110 | $8,143 | 0.01% | +110 | 新進 |
| Davis Capital Management | 105 | $7,772 | 0.01% | 00.0% | 不變 |
| Davidson Capital Management Inc. | 104 | $7,699 | 0.00% | +104 | 新進 |
| Caldwell Sutter Capital, Inc. | 100 | $7,402 | 0.00% | 00.0% | 不變 |
| City Holding Co | 100 | $7,402 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 100 | $7,402 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 100 | $7,402 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 100 | $7,402 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 100 | $7,402 | 0.00% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 100 | $7,402 | 0.00% | 00.0% | 不變 |
| Graney & King, LLC | 100 | $7,402 | 0.01% | +100 | 新進 |
| CVA Family Office, LLC | 96 | $7,106 | 0.00% | 00.0% | 不變 |
| Sugar Maple Asset Management, LLC | 95 | $7,032 | 0.01% | +95 | 新進 |
| Cape Investment Advisory, Inc. | 90 | $6,662 | 0.00% | +90 | 新進 |
| Group One Trading, L.P. | 76 | $5,626 | 0.00% | +76 | 新進 |
| Westside Investment Management, Inc. | 75 | $5,551 | 0.00% | −25−25.0% | 減碼 |
| Laurel Wealth Advisors LLC | 74 | $5,478 | 0.00% | 00.0% | 不變 |
| Milestone Investment Advisors LLC | 74 | $5,478 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 72 | $5,330 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 66 | $4,885 | 0.00% | +5+8.2% | 加碼 |
| Game Plan Financial Advisors, LLC | 60 | $4,459 | 0.00% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 60 | $4,441 | 0.00% | 00.0% | 不變 |
| FSA Wealth Management LLC | 56 | $3,856 | 0.00% | −38−40.4% | 減碼 |
| Gen-Wealth Partners Inc | 50 | $3,701 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 50 | $3,701 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 50 | $3,701 | 0.00% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 46 | $3,405 | 0.00% | 00.0% | 不變 |
| Briaud Financial Planning, Inc | 50 | $3,000 | 0.00% | +50 | 新進 |
| DiNuzzo Private Wealth, Inc. | 40 | $2,961 | 0.00% | +20+100.0% | 加碼 |
| NBC Securities, Inc. | 37 | $2,808 | 0.26% | −38,377−99.9% | 減碼 |
| Beacon Capital Management, LLC | 35 | $2,591 | 0.00% | 00.0% | 不變 |
| Friedenthal Financial | 33 | $2,443 | 0.00% | 00.0% | 不變 |
| S&T Bank | 30 | $2,221 | 0.00% | +30 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 29 | $2,147 | 0.00% | 00.0% | 不變 |
| POM Investment Strategies, LLC | 27 | $1,999 | 0.00% | +27 | 新進 |
| Hager Investment Management Services, LLC | 27 | $1,999 | 0.00% | +27 | 新進 |
| Pittenger & Anderson Inc | 24 | $1,777 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 20 | $1,481 | 0.00% | 00.0% | 不變 |
| Coastline Trust Co | 20 | $1,480 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 29 | $1,214 | 0.00% | −116−80.0% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 14 | $1,000 | 0.00% | −150−91.5% | 減碼 |
| PrairieView Partners, LLC | 22 | $1,000 | 0.00% | +7+46.7% | 加碼 |
| Kentucky Trust Co | 11 | $814 | 0.00% | +11 | 新進 |
| Cranbrook Wealth Management, LLC | 10 | $741 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 10 | $740 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 2 | $148 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Advisors LLC | 1 | $75 | 0.00% | 00.0% | 不變 |
| Atala Financial Inc | 1 | $74 | 0.00% | +1 | 新進 |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | 00.0% | 不變 |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −302,300−100.0% | 清倉 |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −39,985−100.0% | 清倉 |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −34,152−100.0% | 清倉 |
| Clarity Financial LLC | 0 | $0 | 0.00% | −29,737−100.0% | 清倉 |
| Gainplan LLC | 0 | $0 | 0.00% | −26,508−100.0% | 清倉 |
| Kennicott Capital Management LLC | 0 | $0 | 0.00% | −27,117−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −26,413−100.0% | 清倉 |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −17,500−100.0% | 清倉 |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −7,113−100.0% | 清倉 |
| Innova Wealth Partners | 0 | $0 | 0.00% | −5,834−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −5,688−100.0% | 清倉 |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −5,232−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,970−100.0% | 清倉 |
| Sterling Investment Counsel, LLC | 0 | $0 | 0.00% | −4,803−100.0% | 清倉 |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −4,507−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,242−100.0% | 清倉 |
| FSA Advisors, Inc. | 0 | $0 | 0.00% | −4,011−100.0% | 清倉 |
| Sepio Capital, LP | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −3,040−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −1,807−100.0% | 清倉 |
| Abound Wealth Management | 0 | $0 | 0.00% | −1,030−100.0% | 清倉 |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| CNB Bank | 0 | $0 | 0.00% | −570−100.0% | 清倉 |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −532−100.0% | 清倉 |
| Gs Investments, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −372−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −217−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −182−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −167−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Financial Gravity Companies, Inc. | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| VitalStone Financial, LLC | – | – | – | – | 本季未申報 |
| Sage Investment Advisers LLC | – | – | – | – | 本季未申報 |