| WT Wealth Management | 15,488 | $9.60 萬 | 0.04% | 00.0% | 不變 |
| Creative Planning | 14,711 | $9.10 萬 | 0.00% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 14,601 | $9.02 萬 | 0.02% | +14,601 | 新進 |
| Avantax Advisory Services, Inc. | 14,384 | $8.90 萬 | 0.00% | +14,384 | 新進 |
| Two Sigma Securities, LLC | 14,454 | $8.90 萬 | 0.01% | +14,454 | 新進 |
| United Capital Financial Advisers, LLC | 14,297 | $8.80 萬 | 0.00% | −1,776−11.0% | 減碼 |
| Private Advisory Group LLC | 13,605 | $8.40 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 13,250 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 13,204 | $8.20 萬 | 0.03% | +160+1.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 13,325 | $8.20 萬 | 0.00% | +2,108+18.8% | 加碼 |
| International Assets Investment Management, LLC | 12,931 | $8.00 萬 | 0.01% | −101−0.8% | 減碼 |
| Raymond James Trust N.A. | 12,248 | $7.60 萬 | 0.00% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 11,904 | $7.40 萬 | 0.05% | −207−1.7% | 減碼 |
| CoreCap Advisors, LLC | 12,000 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 11,718 | $7.20 萬 | 0.00% | −992−7.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 11,621 | $7.20 萬 | 0.00% | +1,462+14.4% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,500 | $7.10 萬 | 0.02% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 11,407 | $7.00 萬 | 0.02% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 11,094 | $6.90 萬 | 0.05% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 11,115 | $6.80 萬 | 0.00% | +9+0.1% | 加碼 |
| Alera Investment Advisors, LLC | 11,000 | $6.80 萬 | 0.02% | +11,000 | 新進 |
| Roosevelt Investment Group LLC | 10,633 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 10,716 | $6.60 萬 | 0.00% | +488+4.8% | 加碼 |
| Gofen & Glossberg LLC | 10,361 | $6.40 萬 | 0.00% | +10,361 | 新進 |
| Navis Wealth Advisors, LLC | 10,000 | $6.20 萬 | 0.05% | 00.0% | 不變 |
| Valley Brook Capital Group | 10,150 | $6.20 萬 | 0.05% | +10,150 | 新進 |
| Ancora Advisors, LLC | 9,800 | $6.10 萬 | 0.00% | +1,000+11.4% | 加碼 |
| IFP Advisors, Inc | 7,084 | $5.70 萬 | 0.00% | +7,084 | 新進 |
| Money Concepts Capital Corp | 4,653 | $2.90 萬 | 0.00% | +4,653 | 新進 |
| Tortoise Investment Management, LLC | 4,130 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 3,953 | $2.40 萬 | 0.00% | +3,953 | 新進 |
| Exane Derivatives | 3,507 | $2.17 萬 | 0.01% | −4,700−57.3% | 減碼 |
| TSFG, LLC | 3,000 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 2,889 | $1.80 萬 | 0.00% | +204+7.6% | 加碼 |
| HHM Wealth Advisors, LLC | 2,500 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 2,346 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 1,351 | $8,000 | 0.00% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 1,200 | $7,000 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 1,000 | $6,000 | 0.01% | +1,000 | 新進 |
| Zullo Investment Group, Inc. | 788 | $5,000 | 0.00% | +14+1.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 765 | $5,000 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 700 | $4,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 666 | $4,000 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 412 | $3,000 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 550 | $3,000 | 0.00% | +550 | 新進 |
| Global Retirement Partners, LLC | 610 | $3,000 | 0.00% | +610 | 新進 |
| Spire Wealth Management | 353 | $2,000 | 0.00% | −925−72.4% | 減碼 |
| First Manhattan Co | 333 | $2,000 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 350 | $2,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 221 | $1,000 | 0.00% | +221 | 新進 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −216,198−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −58,013−100.0% | 清倉 |
| Lloyd Park, LLC | 0 | $0 | 0.00% | −29,586−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,996−100.0% | 清倉 |
| Share Andrew L. | 0 | $0 | 0.00% | −13,943−100.0% | 清倉 |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −13,700−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −11,530−100.0% | 清倉 |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −11,015−100.0% | 清倉 |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −10,874−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,697−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,649−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,400−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,450−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −375−100.0% | 清倉 |
| CWM, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| 6 Meridian | – | – | – | – | 本季未申報 |
| Altavista Wealth Management, Inc. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
