| Capital Investment Advisory Services, LLC | 13,044 | $11.6 萬 | 0.01% | −207−1.6% | 減碼 |
| Proequities, Inc. | 12,885 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 12,480 | $11.1 萬 | 0.02% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 13,594 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 12,141 | $10.8 萬 | 0.01% | −2,567−17.5% | 減碼 |
| Private Advisor Group, LLC | 11,918 | $10.6 萬 | 0.00% | −475−3.8% | 減碼 |
| Lakeview Capital Partners, LLC | 11,676 | $10.4 萬 | 0.05% | −2,020−14.7% | 減碼 |
| Carolinas Wealth Consulting LLC | 11,297 | $10.0 萬 | 0.02% | +227+2.1% | 加碼 |
| Envestnet Asset Management Inc | 11,087 | $9.90 萬 | 0.00% | −8,841−44.4% | 減碼 |
| Csenge Advisory Group | 11,005 | $9.90 萬 | 0.01% | +11,005 | 新進 |
| SkyView Investment Advisors, LLC | 13,475 | $9.70 萬 | 0.05% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 10,869 | $9.70 萬 | 0.01% | +18+0.2% | 加碼 |
| Blueshift Asset Management, LLC | 10,756 | $9.60 萬 | 0.01% | −1,525−12.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 10,321 | $9.20 萬 | 0.00% | −29,420−74.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 10,264 | $9.10 萬 | 0.02% | 00.0% | 不變 |
| Telemus Capital, LLC | 10,250 | $9.10 萬 | 0.01% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 10,000 | $8.80 萬 | 0.04% | −13,668−57.7% | 減碼 |
| Group One Trading, L.P. | 6,348 | $5.60 萬 | 0.00% | −23,952−79.0% | 減碼 |
| Optimum Investment Advisors | 6,266 | $5.60 萬 | 0.02% | −996−13.7% | 減碼 |
| FFT Wealth Management LLC | 5,875 | $5.20 萬 | 0.01% | +5,875 | 新進 |
| Ford Financial Group, LLC | 5,000 | $4.40 萬 | 0.02% | −5,000−50.0% | 減碼 |
| Signaturefd, LLC | 4,854 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 4,639 | $4.10 萬 | 0.00% | −1,725−27.1% | 減碼 |
| M&R Capital Management Inc | 3,785 | $3.30 萬 | 0.01% | −480−11.3% | 減碼 |
| CWM, LLC | 3,291 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Eaton Vance Management | 3,000 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,000 | $2.70 萬 | 0.00% | +3,000 | 新進 |
| Pinnacle Financial Partners Inc | 2,255 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Advisors | 2,255 | $2.00 萬 | 0.00% | +2,255 | 新進 |
| Geneos Wealth Management Inc. | 2,163 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 2,104 | $1.90 萬 | 0.00% | +1,604+320.8% | 加碼 |
| Simplex Trading, LLC | 1,922 | $1.70 萬 | 0.00% | −5,780−75.0% | 減碼 |
| First Horizon Corp | 2,000 | $1.70 萬 | 0.00% | +2,000 | 新進 |
| First Manhattan Co | 1,885 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 1,356 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 1,266 | $1.10 萬 | 0.00% | +1,266 | 新進 |
| American Portfolios Advisors | 1,137 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 1,150 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 1,127 | $1.00 萬 | 0.00% | +2+0.2% | 加碼 |
| Clearview Wealth Advisors LLC | 1,100 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Creative Financial Designs Inc | 1,000 | $9,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 958 | $9,000 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 900 | $8,001 | 0.00% | 00.0% | 不變 |
| Hoover Financial Advisors, Inc. | 950 | $8,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 800 | $7,000 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 619 | $6,000 | 0.00% | −1,625−72.4% | 減碼 |
| Whittier Trust Co | 700 | $6,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 722 | $6,000 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 589 | $5,307 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 542 | $5,000 | 0.00% | 00.0% | 不變 |
| First Personal Financial Services | 557 | $5,000 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 420 | $4,000 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 429 | $4,000 | 0.00% | +429 | 新進 |
| Assetmark, Inc | 413 | $4,000 | 0.00% | +413 | 新進 |
| Westside Investment Management, Inc. | 422 | $3,000 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 377 | $3,000 | 0.00% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 290 | $3,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 305 | $3,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 220 | $2,000 | 0.00% | 00.0% | 不變 |
| Robinson Capital Management, LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 129 | $1,000 | 0.00% | −31,800−99.6% | 減碼 |
| Core Wealth Advisors, Inc. | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 135 | $1,000 | 0.00% | 00.0% | 不變 |
| FormulaFolio Investments, LLC | 60 | $1,000 | 0.00% | 00.0% | 不變 |
| BBVA USA | 143 | $1,000 | 0.00% | +143 | 新進 |
| Kelly Financial Services LLC | 8,410 | $946 | 0.04% | +7,464+789.0% | 加碼 |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 53 | $0 | 0.00% | +1+1.9% | 加碼 |
| 6 Meridian | 0 | $0 | 0.00% | −368,094−100.0% | 清倉 |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −326,041−100.0% | 清倉 |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −225,000−100.0% | 清倉 |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −215,300−100.0% | 清倉 |
| Quilter Plc | 0 | $0 | 0.00% | −84,644−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −47,960−100.0% | 清倉 |
| Windsor Creek Advisors, LLC | 0 | $0 | 0.00% | −38,000−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −29,697−100.0% | 清倉 |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −25,700−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,055−100.0% | 清倉 |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −14,292−100.0% | 清倉 |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −13,157−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11,498−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −2,350−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −909−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −523−100.0% | 清倉 |
| Archer Investment Corp | 0 | $0 | 0.00% | −430−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −361−100.0% | 清倉 |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Pathway Financial Advisors LLC | – | – | – | – | 本季未申報 |