| American Institute for Advanced Investment Management, LLP | 10,767 | $12.4 萬 | 0.13% | 00.0% | 不變 |
| Nottingham Advisors, Inc. | 10,750 | $12.4 萬 | 0.02% | 00.0% | 不變 |
| Nations Financial Group Inc, | 10,733 | $12.4 萬 | 0.01% | −1,883−14.9% | 減碼 |
| Davenport & Co LLC | 10,417 | $12.0 萬 | 0.00% | −8,048−43.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 10,330 | $11.9 萬 | 0.00% | −1,605−13.4% | 減碼 |
| Evanson Asset Management, LLC | 10,289 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| Keybank National Association | 10,090 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Nomura Holdings Inc | 10,000 | $11.5 萬 | 0.00% | +10,000 | 新進 |
| Vestor Capital, LLC | 9,319 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 8,468 | $9.76 萬 | 0.01% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 8,100 | $9.34 萬 | 0.05% | +8,100 | 新進 |
| Operose Advisors LLC | 7,527 | $8.68 萬 | 0.04% | 00.0% | 不變 |
| Ancora Advisors, LLC | 7,396 | $8.53 萬 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 7,335 | $8.46 萬 | 0.02% | 00.0% | 不變 |
| Delta Asset Management LLC | 7,000 | $8.07 萬 | 0.01% | 00.0% | 不變 |
| TCTC Holdings, LLC | 6,833 | $7.88 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 6,362 | $7.34 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 6,077 | $7.01 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 5,971 | $6.88 萬 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 5,765 | $6.65 萬 | 0.02% | +2,100+57.3% | 加碼 |
| Proequities, Inc. | 5,630 | $6.51 萬 | 0.01% | +1,705+43.4% | 加碼 |
| US Bancorp | 5,449 | $6.28 萬 | 0.00% | −8,106−59.8% | 減碼 |
| Creative Financial Designs Inc | 5,195 | $5.99 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 5,017 | $5.80 萬 | 0.00% | +228+4.8% | 加碼 |
| Founders Capital Management | 5,000 | $5.80 萬 | 0.04% | +1,000+25.0% | 加碼 |
| Tradewinds Capital Management, LLC | 5,018 | $5.79 萬 | 0.02% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 4,846 | $5.59 萬 | 0.01% | −20,007−80.5% | 減碼 |
| Johnson Midwest Financial, LLC | 3,983 | $4.59 萬 | 0.07% | +8+0.2% | 加碼 |
| Baker Avenue Asset Management, LP | 3,495 | $4.03 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,217 | $3.71 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 3,035 | $3.50 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 2,972 | $3.40 萬 | 0.00% | +2,972 | 新進 |
| BDO Wealth Advisors, LLC | 2,758 | $3.18 萬 | 0.00% | +2,758 | 新進 |
| Webster Bank, N. A. | 2,661 | $3.07 萬 | 0.00% | +972+57.5% | 加碼 |
| Global Retirement Partners, LLC | 2,597 | $2.95 萬 | 0.00% | +7+0.3% | 加碼 |
| Allworth Financial LP | 2,546 | $2.94 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 2,238 | $2.58 萬 | 0.02% | +2,238 | 新進 |
| Harbour Investments, Inc. | 2,012 | $2.32 萬 | 0.00% | −791−28.2% | 減碼 |
| Concord Wealth Partners | 1,939 | $2.24 萬 | 0.01% | −301−13.4% | 減碼 |
| FNY Investment Advisers, LLC | 1,800 | $2.00 萬 | 0.02% | +1,800 | 新進 |
| Kistler-Tiffany Companies, LLC | 1,704 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,673 | $1.93 萬 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 1,233 | $1.42 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 1,183 | $1.36 萬 | 0.01% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 1,175 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,143 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,028 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1,020 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 1,000 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 909 | $1.00 萬 | 0.00% | +10+1.1% | 加碼 |
| Adirondack Trust Co | 669 | $7,713 | 0.00% | +669 | 新進 |
| Sugarloaf Wealth Management, LLC | 467 | $5,385 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 419 | $4,806 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 393 | $4,531 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 297 | $3,424 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 150 | $2,000 | 0.00% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 100 | $1,153 | 0.00% | 00.0% | 不變 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −304,395−100.0% | 清倉 |
| Mackay Shields LLC | 0 | $0 | 0.00% | −188,362−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −167,786−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −62,499−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −23,403−100.0% | 清倉 |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −21,841−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −20,869−100.0% | 清倉 |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −20,355−100.0% | 清倉 |
| Matrix Private Capital Group LLC | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −17,069−100.0% | 清倉 |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −16,041−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −15,504−100.0% | 清倉 |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −14,967−100.0% | 清倉 |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −13,046−100.0% | 清倉 |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −11,899−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −11,554−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −11,531−100.0% | 清倉 |
| Romano Brothers and Company | 0 | $0 | 0.00% | −10,631−100.0% | 清倉 |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −10,589−100.0% | 清倉 |
| Sonora Investment Management Group, LLC | 0 | $0 | 0.00% | −10,110−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,067−100.0% | 清倉 |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −9,183−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −6,700−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −5,144−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −2,057−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −1,028−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −895−100.0% | 清倉 |
| Madden Securities Corp | 0 | $0 | 0.00% | −719−100.0% | 清倉 |
| First Community Trust NA | 0 | $0 | 0.00% | −448−100.0% | 清倉 |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −149−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |
| Icon Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
