| Stratos Wealth Partners, LTD. | 17,197 | $15.0 萬 | 0.00% | −14,456−45.7% | 減碼 |
| Samalin Investment Counsel, LLC | 17,174 | $15.0 萬 | 0.09% | +2,379+16.1% | 加碼 |
| Kennedy Investment Group | 16,217 | $14.2 萬 | 0.09% | +16,217 | 新進 |
| Parallel Advisors, LLC | 15,723 | $13.7 萬 | 0.01% | −970−5.8% | 減碼 |
| Jane Street Group, LLC | 14,686 | $12.8 萬 | 0.00% | +14,686 | 新進 |
| Spire Wealth Management | 14,503 | $12.7 萬 | 0.01% | +869+6.4% | 加碼 |
| Boenning & Scattergood, Inc. | 11,220 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 13,768 | $12.0 萬 | 0.01% | −1,000−6.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,697 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 13,518 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 13,504 | $11.8 萬 | 0.04% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 13,291 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 12,956 | $11.3 萬 | 0.01% | −4,070−23.9% | 減碼 |
| Janney Montgomery Scott LLC | 12,443 | $10.9 萬 | 0.00% | +35+0.3% | 加碼 |
| Camelot Portfolios, LLC | 12,400 | $10.8 萬 | 0.08% | −4,600−27.1% | 減碼 |
| Regions Financial Corp | 12,400 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 12,000 | $10.5 萬 | 0.00% | −153−1.3% | 減碼 |
| BKD Wealth Advisors, LLC | 11,926 | $10.4 萬 | 0.00% | +11,926 | 新進 |
| CTC Capital Management, LLC | 11,900 | $10.4 萬 | 0.13% | +11,900 | 新進 |
| Western Wealth Management, LLC | 11,248 | $9.83 萬 | 0.01% | −11,248−50.0% | 減碼 |
| Clear Creek Financial Management, LLC | 11,176 | $9.77 萬 | 0.02% | +11,176 | 新進 |
| RB Capital Management, LLC | 10,955 | $9.57 萬 | 0.03% | −3,818−25.8% | 減碼 |
| Walleye Capital LLC | 10,813 | $9.45 萬 | 0.00% | +10,813 | 新進 |
| AE Wealth Management LLC | 10,519 | $9.19 萬 | 0.00% | +10,519 | 新進 |
| Pacitti Group Inc. | 10,500 | $9.18 萬 | 0.07% | −3,000−22.2% | 減碼 |
| Plancorp, LLC | 10,000 | $8.74 萬 | 0.01% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $8.74 萬 | 0.05% | 00.0% | 不變 |
| Money Concepts Capital Corp | 9,802 | $8.57 萬 | 0.00% | +9,802 | 新進 |
| US Bancorp | 9,275 | $8.11 萬 | 0.00% | −1,126−10.8% | 減碼 |
| Focused Wealth Management, Inc | 7,611 | $6.65 萬 | 0.01% | −15,678−67.3% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 6,500 | $5.68 萬 | 0.03% | +4,500+225.0% | 加碼 |
| Duncker Streett & Co Inc | 6,358 | $5.56 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 6,147 | $5.37 萬 | 0.00% | −1,836−23.0% | 減碼 |
| CWM, LLC | 5,984 | $5.20 萬 | 0.00% | +5,983+598,300.0% | 加碼 |
| Tyler-Stone Wealth Management | 5,324 | $4.70 萬 | 0.03% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,783 | $4.18 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 4,341 | $3.79 萬 | 0.00% | +203+4.9% | 加碼 |
| Fifth Third Bancorp | 4,277 | $3.74 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 3,970 | $3.47 萬 | 0.00% | +519+15.0% | 加碼 |
| National Bank of Canada | 3,940 | $3.43 萬 | 0.00% | −400−9.2% | 減碼 |
| AdvisorNet Financial, Inc | 2,724 | $2.38 萬 | 0.00% | −6,688−71.1% | 減碼 |
| One Wealth Advisors, LLC | 2,419 | $2.11 萬 | 0.00% | +2,419 | 新進 |
| Zullo Investment Group, Inc. | 2,200 | $1.92 萬 | 0.01% | 00.0% | 不變 |
| Bogart Wealth, LLC | 2,100 | $1.84 萬 | 0.00% | +500+31.3% | 加碼 |
| Sound Income Strategies, LLC | 1,701 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,700 | $1.49 萬 | 0.00% | +1,700 | 新進 |
| Bartlett & Co. LLC | 1,600 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,600 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,529 | $1.34 萬 | 0.00% | +1,529 | 新進 |
| CoreCap Advisors, LLC | 1,248 | $1.09 萬 | 0.00% | +1,248 | 新進 |
| Allworth Financial LP | 1,050 | $9,177 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,050 | $9,177 | 0.00% | +200+23.5% | 加碼 |
| Cedar Mountain Advisors, LLC | 1,023 | $8,941 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 880 | $7,691 | 0.00% | +880 | 新進 |
| HHM Wealth Advisors, LLC | 818 | $7,149 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 535 | $5,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 500 | $4,370 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 472 | $4,125 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 570 | $4,000 | 0.00% | +570 | 新進 |
| New England Capital Financial Advisors LLC | 404 | $3,697 | 0.00% | +404 | 新進 |
| Tortoise Investment Management, LLC | 357 | $3,120 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 350 | $3,000 | 0.00% | 00.0% | 不變 |
| MinichMacGregor Wealth Management, LLC | 323 | $2,823 | 0.00% | +323 | 新進 |
| Gould Capital, LLC | 307 | $2,683 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 280 | $2,451 | 0.00% | +280 | 新進 |
| Private Advisor Group, LLC | 146,425 | $1,280 | 0.00% | +44,420+43.5% | 加碼 |
| Assetmark, Inc | 107 | $935 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 82 | $717 | 0.00% | −35−29.9% | 減碼 |
| Richard W. Paul & Associates, LLC | 2 | $17 | 0.00% | +2 | 新進 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −281,400−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −281,400−100.0% | 清倉 |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −129,987−100.0% | 清倉 |
| Curran Financial Partners, LLC | 0 | $0 | 0.00% | −29,406−100.0% | 清倉 |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −26,494−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −25,212−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −23,900−100.0% | 清倉 |
| HNP Capital LLC | 0 | $0 | 0.00% | −23,900−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,519−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −17,525−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −15,360−100.0% | 清倉 |
| Plotkin Financial Advisors, LLC | 0 | $0 | 0.00% | −12,984−100.0% | 清倉 |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −11,160−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −11,103−100.0% | 清倉 |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −10,712−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −10,191−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,093−100.0% | 清倉 |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −3,387−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,776−100.0% | 清倉 |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Kore Private Wealth LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
