| Neuberger Berman Group LLC | 13,059 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Charter Trust Co | 13,025 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Keystone Wealth Services, LLC | 12,654 | $14.5 萬 | 0.05% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 12,000 | $13.7 萬 | 0.01% | −25,000−67.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 12,000 | $13.7 萬 | 0.00% | −6,210−34.1% | 減碼 |
| SMH Capital Advisors Inc | 11,844 | $13.6 萬 | 0.29% | +125+1.1% | 加碼 |
| Stonebrook Private Inc. | 11,791 | $13.5 萬 | 0.05% | +11,791 | 新進 |
| StrategIQ Financial Group, LLC | 11,550 | $13.2 萬 | 0.01% | −800−6.5% | 減碼 |
| Private Trust Co NA | 10,933 | $12.5 萬 | 0.01% | +3,825+53.8% | 加碼 |
| Tiaa Trust, National Association | 10,899 | $12.5 萬 | 0.00% | −699−6.0% | 減碼 |
| Koshinski Asset Management, Inc. | 10,763 | $12.3 萬 | 0.02% | −186−1.7% | 減碼 |
| Moors & Cabot, Inc. | 10,499 | $12.0 萬 | 0.01% | +7+0.1% | 加碼 |
| Aptus Capital Advisors, LLC | 10,323 | $11.8 萬 | 0.00% | −1,835−15.1% | 減碼 |
| Evanson Asset Management, LLC | 10,289 | $11.8 萬 | 0.01% | 00.0% | 不變 |
| Marex Group plc | 10,200 | $11.7 萬 | 0.00% | +10,200 | 新進 |
| Second Line Capital, LLC | 10,048 | $11.5 萬 | 0.05% | +10,048 | 新進 |
| Adviser Investments LLC | 10,000 | $11.4 萬 | 0.00% | −4,750−32.2% | 減碼 |
| VisionPoint Advisory Group, LLC | 9,954 | $11.4 萬 | 0.04% | +45+0.5% | 加碼 |
| Principal Securities, Inc. | 9,800 | $11.2 萬 | 0.00% | +9,800 | 新進 |
| Cullen/Frost Bankers, Inc. | 9,748 | $11.2 萬 | 0.00% | −3,788−28.0% | 減碼 |
| Vestor Capital, LLC | 9,319 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Sandy Spring Bank | 8,036 | $9.20 萬 | 0.00% | +3,035+60.7% | 加碼 |
| Operose Advisors LLC | 7,527 | $8.62 萬 | 0.03% | 00.0% | 不變 |
| Ancora Advisors, LLC | 7,396 | $8.47 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 7,140 | $8.18 萬 | 0.01% | −3,876−35.2% | 減碼 |
| Delta Asset Management LLC | 7,000 | $8.02 萬 | 0.01% | 00.0% | 不變 |
| TCTC Holdings, LLC | 6,833 | $7.82 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 6,049 | $6.93 萬 | 0.00% | +600+11.0% | 加碼 |
| Proequities, Inc. | 5,630 | $6.45 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 5,161 | $5.90 萬 | 0.00% | +133+2.6% | 加碼 |
| Fifth Third Bancorp | 5,136 | $5.88 萬 | 0.00% | −835−14.0% | 減碼 |
| Tradewinds Capital Management, LLC | 5,018 | $5.75 萬 | 0.02% | 00.0% | 不變 |
| Founders Capital Management | 5,000 | $5.72 萬 | 0.04% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 5,000 | $5.07 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 4,167 | $4.80 萬 | 0.00% | +816+24.4% | 加碼 |
| JFS Wealth Advisors, LLC | 3,975 | $4.55 萬 | 0.00% | −201,646−98.1% | 減碼 |
| Umb Bank N A | 3,869 | $4.43 萬 | 0.00% | +3,869 | 新進 |
| Parallel Advisors, LLC | 3,217 | $3.68 萬 | 0.00% | 00.0% | 不變 |
| Livelsberger Financial Advisory | 3,192 | $3.65 萬 | 0.03% | +3,192 | 新進 |
| Highlander Capital Management, LLC | 3,035 | $3.48 萬 | 0.01% | 00.0% | 不變 |
| FSA Wealth Management LLC | 3,000 | $3.40 萬 | 0.02% | +3,000 | 新進 |
| Whittier Trust Co | 2,818 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| CNB Bank | 2,791 | $3.20 萬 | 0.02% | 00.0% | 不變 |
| Webster Bank, N. A. | 2,661 | $3.05 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,613 | $2.94 萬 | 0.00% | +7+0.3% | 加碼 |
| Allworth Financial LP | 2,546 | $2.92 萬 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 2,519 | $2.89 萬 | 0.00% | +2,519 | 新進 |
| ICA Group Wealth Management, LLC | 2,100 | $2.40 萬 | 0.01% | +2,100 | 新進 |
| Harbour Investments, Inc. | 1,937 | $2.22 萬 | 0.00% | +173+9.8% | 加碼 |
| Able Wealth Management LLC | 1,925 | $2.20 萬 | 0.02% | +1,925 | 新進 |
| Harbor Investment Advisory, LLC | 1,853 | $2.12 萬 | 0.00% | −400−17.8% | 減碼 |
| Sachetta, LLC | 1,844 | $2.11 萬 | 0.01% | +1,844 | 新進 |
| AdvisorNet Financial, Inc | 1,512 | $1.73 萬 | 0.00% | −934−38.2% | 減碼 |
| Bokf, NA | 1,460 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 1,233 | $1.41 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 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1,020 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 938 | $1.10 萬 | 0.00% | +11+1.2% | 加碼 |
| First United Bank Trust | 900 | $1.03 萬 | 0.00% | +900 | 新進 |
| Northwest Financial Advisors | 879 | $1.01 萬 | 0.01% | +879 | 新進 |
| Adirondack Trust Co | 669 | $7,546 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 569 | $6,509 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 514 | $5,886 | 0.00% | −514−50.0% | 減碼 |
| Mascoma Wealth Management LLC | 419 | $4,798 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 393 | $4,500 | 0.00% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 100 | $1,145 | 0.00% | 00.0% | 不變 |
| FMR LLC | 4 | $46 | 0.00% | +4 | 新進 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −116,051−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −68,862−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −57,009−100.0% | 清倉 |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −32,288−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −29,513−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −23,996−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −18,433−100.0% | 清倉 |
| Caldwell Trust Co | 0 | $0 | 0.00% | −16,619−100.0% | 清倉 |
| Community Bank & Trust, Waco, Texas | 0 | $0 | 0.00% | −13,875−100.0% | 清倉 |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −14,434−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −12,246−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −11,543−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,534−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −11,467−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,559−100.0% | 清倉 |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −10,141−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −10,090−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −5,195−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −3,495−100.0% | 清倉 |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −2,942−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,907−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −2,001−100.0% | 清倉 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| Goodwin Daniel L | – | – | – | – | 本季未申報 |
| Bryn Mawr Trust Co | – | – | – | – | 本季未申報 |
| West Chester Capital Advisors, Inc | – | – | – | – | 本季未申報 |
| Bedel Financial Consulting Inc | – | – | – | – | 本季未申報 |
| Wealth Management Solutions, LLC | – | – | – | – | 本季未申報 |
| Johnson Midwest Financial, LLC | – | – | – | – | 本季未申報 |