| Bard Associates Inc | 15,700 | $12.2 萬 | 0.04% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 15,001 | $11.7 萬 | 0.00% | −10.0% | 減碼 |
| Wealthsource Partners, LLC | 14,522 | $11.3 萬 | 0.01% | −1,367−8.6% | 減碼 |
| Capital Investment Advisory Services, LLC | 14,258 | $11.1 萬 | 0.01% | −175−1.2% | 減碼 |
| Camelot Portfolios, LLC | 14,095 | $11.0 萬 | 0.04% | +2,140+17.9% | 加碼 |
| Pathway Financial Advisors LLC | 12,533 | $10.5 萬 | 0.04% | +12,533 | 新進 |
| Mutual Advisors, LLC | 13,347 | $10.4 萬 | 0.01% | +13,347 | 新進 |
| Shulman DeMeo Asset Management LLC | 13,137 | $10.2 萬 | 0.03% | −268−2.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 12,945 | $10.1 萬 | 0.00% | +201+1.6% | 加碼 |
| Envestnet Asset Management Inc | 13,029 | $10.1 萬 | 0.00% | +609+4.9% | 加碼 |
| Davenport & Co LLC | 12,813 | $10.0 萬 | 0.00% | −500−3.8% | 減碼 |
| Vivaldi Capital Management, LLC | 12,730 | $9.90 萬 | 0.02% | 00.0% | 不變 |
| Csenge Advisory Group | 11,005 | $9.90 萬 | 0.01% | 00.0% | 不變 |
| XTX Topco Ltd | 12,670 | $9.90 萬 | 0.06% | +12,670 | 新進 |
| Virtu Financial LLC | 12,641 | $9.80 萬 | 0.01% | +12,641 | 新進 |
| Coastal Bridge Advisors, LLC | 12,480 | $9.70 萬 | 0.02% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 12,404 | $9.70 萬 | 0.00% | +127+1.0% | 加碼 |
| NewEdge Wealth, LLC | 12,008 | $9.40 萬 | 0.00% | +12,008 | 新進 |
| Invesco Ltd. | 10,740 | $8.40 萬 | 0.00% | −16,805−61.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 10,671 | $8.30 萬 | 0.01% | +208+2.0% | 加碼 |
| Benchmark Investment Advisors LLC | 10,500 | $8.20 萬 | 0.07% | +10,500 | 新進 |
| Journey Strategic Wealth LLC | 10,360 | $8.10 萬 | 0.01% | +10,360 | 新進 |
| Wedbush Securities Inc | 10,260 | $8.00 萬 | 0.00% | −1,659−13.9% | 減碼 |
| Telemus Capital, LLC | 10,250 | $8.00 萬 | 0.01% | 00.0% | 不變 |
| Hedges Asset Management LLC | 10,000 | $7.80 萬 | 0.06% | +10,000 | 新進 |
| Chilton Capital Management LLC | 9,000 | $7.00 萬 | 0.00% | +9,000 | 新進 |
| Beaird Harris Wealth Management, LLC | 6,741 | $5.30 萬 | 0.02% | +6,741 | 新進 |
| Paragon Capital Management Ltd | 5,400 | $4.20 萬 | 0.01% | +5,400 | 新進 |
| Ford Financial Group, LLC | 5,000 | $3.80 萬 | 0.01% | +5,000 | 新進 |
| Oakworth Capital, Inc. | 4,639 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 3,535 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,429 | $2.70 萬 | 0.00% | +2,887+532.7% | 加碼 |
| CWM, LLC | 3,291 | $2.60 萬 | 0.00% | +3,291 | 新進 |
| Eaton Vance Management | 3,000 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 2,255 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,256 | $1.70 萬 | 0.00% | +45+2.0% | 加碼 |
| First Horizon Advisors, Inc. | 2,000 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 2,000 | $1.60 萬 | 0.01% | +2,000 | 新進 |
| Optimum Investment Advisors | 1,615 | $1.30 萬 | 0.01% | +5+0.3% | 加碼 |
| Evermay Wealth Management LLC | 1,266 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 1,150 | $9,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1,137 | $8,857 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 1,000 | $8,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,000 | $8,000 | 0.00% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 1,050 | $8,000 | 0.00% | +1,050 | 新進 |
| Kelly Financial Services LLC | 946 | $7,369 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 900 | $7,011 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 1,000 | $7,000 | 0.00% | −130−11.5% | 減碼 |
| Avion Wealth | 958 | $7,000 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 960 | $7,000 | 0.00% | +960 | 新進 |
| Harbor Investment Advisory, LLC | 800 | $6,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 800 | $6,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 722 | $6,000 | 0.00% | +722 | 新進 |
| Koshinski Asset Management, Inc. | 648 | $5,048 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 680 | $5,000 | 0.00% | −18,175−96.4% | 減碼 |
| Whittier Trust Co | 700 | $5,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 672 | $5,000 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 589 | $4,588 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 400 | $3,000 | 0.00% | −700−63.6% | 減碼 |
| Delta Asset Management LLC | 400 | $3,000 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 422 | $3,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 420 | $3,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 400 | $3,000 | 0.00% | +400 | 新進 |
| Confluence Wealth Services, Inc. | 400 | $3,000 | 0.00% | +400 | 新進 |
| Robinson Capital Management, LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 306 | $2,000 | 0.00% | +1+0.3% | 加碼 |
| 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 |
| Carolinas Wealth Consulting LLC | 74 | $1,000 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 69 | $1,000 | 0.00% | +69 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 130 | $1,000 | 0.00% | +130 | 新進 |
| Citigroup Inc | 55 | $0 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 55 | $0 | 0.00% | +1+1.9% | 加碼 |
| FMR LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Castleview Partners, LLC | 520,942 | – | – | +520,942 | 新進 |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −473,846−100.0% | 清倉 |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −165,427−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −47,214−100.0% | 清倉 |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −11,365−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,418−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,083−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −4,854−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −1,885−100.0% | 清倉 |
| Cordasco Financial Network | 0 | $0 | 0.00% | −1,356−100.0% | 清倉 |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −925−100.0% | 清倉 |
| First Personal Financial Services | 0 | $0 | 0.00% | −557−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −377−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −290−100.0% | 清倉 |
| Zazove Associates LLC | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
| BFT Financial Group, LLC | – | – | – | – | 本季未申報 |
| BBVA USA | – | – | – | – | 本季未申報 |
