| Shulman DeMeo Asset Management LLC | 13,405 | $10.7 萬 | 0.09% | +13,405 | 新進 |
| Vivaldi Capital Management, LLC | 12,730 | $10.2 萬 | 0.02% | −864−6.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 12,744 | $10.2 萬 | 0.00% | +2,423+23.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 12,480 | $10.0 萬 | 0.02% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 12,420 | $9.90 萬 | 0.00% | +1,333+12.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 12,277 | $9.80 萬 | 0.01% | +136+1.1% | 加碼 |
| Camelot Portfolios, LLC | 11,955 | $9.60 萬 | 0.05% | −2,541−17.5% | 減碼 |
| Wedbush Securities Inc | 11,919 | $9.50 萬 | 0.00% | +11,919 | 新進 |
| Pointe Capital Management LLC | 11,365 | $9.10 萬 | 0.06% | −5,984−34.5% | 減碼 |
| Csenge Advisory Group | 11,005 | $8.70 萬 | 0.01% | 00.0% | 不變 |
| B. Riley Wealth Management, Inc. | 10,831 | $8.70 萬 | 0.01% | +10,831 | 新進 |
| Moloney Securities Asset Management, LLC | 10,463 | $8.40 萬 | 0.02% | +199+1.9% | 加碼 |
| Private Advisor Group, LLC | 10,418 | $8.30 萬 | 0.00% | −1,500−12.6% | 減碼 |
| Telemus Capital, LLC | 10,250 | $8.20 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 5,083 | $4.50 萬 | 0.00% | +3,161+164.5% | 加碼 |
| FNY Investment Advisers, LLC | 5,000 | $4.00 萬 | 0.02% | −5,000−50.0% | 減碼 |
| Signaturefd, LLC | 4,854 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 4,639 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 3,535 | $2.80 萬 | 0.01% | −250−6.6% | 減碼 |
| Pinnacle Financial Partners Inc | 2,255 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,211 | $1.70 萬 | 0.00% | +48+2.2% | 加碼 |
| First Horizon Advisors, Inc. | 2,000 | $1.60 萬 | 0.00% | +1,600+400.0% | 加碼 |
| First Manhattan Co | 1,885 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,610 | $1.30 萬 | 0.01% | −4,656−74.3% | 減碼 |
| Cordasco Financial Network | 1,356 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 1,266 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1,137 | $9,096 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 1,150 | $9,000 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 1,130 | $9,000 | 0.00% | +3+0.3% | 加碼 |
| Clearview Wealth Advisors LLC | 1,100 | $9,000 | 0.01% | 00.0% | 不變 |
| Creative Financial Designs Inc | 1,000 | $8,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 958 | $8,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,000 | $8,000 | 0.00% | +1,000 | 新進 |
| Kelly Financial Services LLC | 946 | $7,568 | 0.00% | −7,464−88.8% | 減碼 |
| Anchor Investment Management, LLC | 900 | $7,200 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 925 | $7,000 | 0.00% | +925 | 新進 |
| Rockbridge Investment Management, LCC | 800 | $6,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 700 | $6,000 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 800 | $6,000 | 0.00% | +800 | 新進 |
| Koshinski Asset Management, Inc. | 648 | $5,184 | 0.00% | +648 | 新進 |
| Bellevue Asset Management, LLC | 672 | $5,000 | 0.00% | −50−6.9% | 減碼 |
| Global Financial Private Client, LLC | 589 | $4,683 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 542 | $4,000 | 0.00% | 00.0% | 不變 |
| First Personal Financial Services | 557 | $4,000 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 400 | $3,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 420 | $3,000 | 0.00% | 00.0% | 不變 |
| 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 | $2,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 305 | $2,000 | 0.00% | 00.0% | 不變 |
| Robinson Capital Management, LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 74 | $1,000 | 0.00% | −11,223−99.3% | 減碼 |
| BBVA USA | 143 | $1,000 | 0.00% | 00.0% | 不變 |
| 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 |
| Eaton Vance Management | 3,000 | $0 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 55 | $0 | 0.00% | −564−91.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 54 | $0 | 0.00% | +1+1.9% | 加碼 |
| Progeny 3, Inc. | 0 | $0 | 0.00% | −258,371−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −38,292−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −27,298−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −25,354−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −18,418−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −17,500−100.0% | 清倉 |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −16,021−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −15,983−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −14,500−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −13,108−100.0% | 清倉 |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −11,676−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,869−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,756−100.0% | 清倉 |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −5,875−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −429−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −413−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −129−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Usca Ria LLC | – | – | – | – | 本季未申報 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Pinnacle Wealth Advisors | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
| Hoover Financial Advisors, Inc. | – | – | – | – | 本季未申報 |
| FormulaFolio Investments, LLC | – | – | – | – | 本季未申報 |
