| Aptus Capital Advisors, LLC | 12,971 | $14.9 萬 | 0.00% | +2,648+25.7% | 加碼 |
| Wintrust Investments LLC | 12,833 | $14.7 萬 | 0.01% | −5,810−31.2% | 減碼 |
| Keystone Wealth Services, LLC | 12,654 | $14.5 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 12,049 | $13.8 萬 | 0.00% | +6,000+99.2% | 加碼 |
| Cyndeo Wealth Partners, LLC | 12,000 | $13.8 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 12,000 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 11,844 | $13.6 萬 | 0.37% | 00.0% | 不變 |
| Stonebrook Private Inc. | 11,791 | $13.5 萬 | 0.04% | 00.0% | 不變 |
| Second Line Capital, LLC | 11,648 | $13.4 萬 | 0.04% | +1,600+15.9% | 加碼 |
| Occidental Asset Management, LLC | 11,231 | $12.9 萬 | 0.02% | +11,231 | 新進 |
| Tiaa Trust, National Association | 10,899 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 10,767 | $12.3 萬 | 0.10% | +10,767 | 新進 |
| Warren Averett Asset Management, LLC | 10,731 | $12.3 萬 | 0.00% | +10,731 | 新進 |
| Moors & Cabot, Inc. | 10,503 | $12.0 萬 | 0.01% | +40.0% | 加碼 |
| Fruth Investment Management | 10,431 | $11.9 萬 | 0.03% | −6,930−39.9% | 減碼 |
| Evanson Asset Management, LLC | 10,289 | $11.8 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 10,034 | $11.5 萬 | 0.01% | −729−6.8% | 減碼 |
| Adviser Investments LLC | 10,000 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 10,000 | $11.5 萬 | 0.04% | +46+0.5% | 加碼 |
| Principal Securities, Inc. | 9,804 | $11.2 萬 | 0.00% | +40.0% | 加碼 |
| Vestor Capital, LLC | 9,319 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 8,508 | $9.75 萬 | 0.00% | +8,508 | 新進 |
| Sandy Spring Bank | 8,036 | $9.21 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 7,600 | $8.71 萬 | 0.02% | +7,600 | 新進 |
| Ancora Advisors, LLC | 7,396 | $8.48 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 7,140 | $8.18 萬 | 0.01% | 00.0% | 不變 |
| Delta Asset Management LLC | 7,000 | $8.02 萬 | 0.01% | 00.0% | 不變 |
| TCTC Holdings, LLC | 6,833 | $7.83 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 6,167 | $7.07 萬 | 0.01% | −4,766−43.6% | 減碼 |
| Fifth Third Bancorp | 6,028 | $6.91 萬 | 0.00% | +892+17.4% | 加碼 |
| Proequities, Inc. | 5,630 | $6.48 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 5,018 | $5.75 萬 | 0.02% | 00.0% | 不變 |
| Founders Capital Management | 5,000 | $5.73 萬 | 0.04% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 4,544 | $5.21 萬 | 0.00% | −5,204−53.4% | 減碼 |
| JFS Wealth Advisors, LLC | 4,021 | $4.61 萬 | 0.00% | +46+1.2% | 加碼 |
| Palisade Asset Management, LLC | 3,800 | $4.35 萬 | 0.00% | +3,800 | 新進 |
| First Horizon Advisors, Inc. | 3,595 | $4.12 萬 | 0.00% | +3,595 | 新進 |
| Bessemer Group Inc | 3,240 | $3.70 萬 | 0.00% | −927−22.2% | 減碼 |
| Parallel Advisors, LLC | 3,217 | $3.69 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 3,035 | $3.48 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 3,000 | $3.44 萬 | 0.00% | −869−22.5% | 減碼 |
| FSA Wealth Management LLC | 3,000 | $3.44 萬 | 0.01% | 00.0% | 不變 |
| CNB Bank | 2,791 | $3.20 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,617 | $3.00 萬 | 0.00% | +4+0.2% | 加碼 |
| Allworth Financial LP | 2,546 | $2.92 萬 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 2,100 | $2.41 萬 | 0.00% | 00.0% | 不變 |
| City State Bank | 1,969 | $2.30 萬 | 0.01% | +1,969 | 新進 |
| Harbour Investments, Inc. | 1,947 | $2.23 萬 | 0.00% | +10+0.5% | 加碼 |
| Sachetta, LLC | 1,844 | $2.11 萬 | 0.01% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 1,800 | $2.00 萬 | 0.01% | +1,800 | 新進 |
| Webster Bank, N. A. | 1,689 | $1.94 萬 | 0.00% | −972−36.5% | 減碼 |
| ORG Partners LLC | 1,470 | $1.67 萬 | 0.03% | +1,470 | 新進 |
| Bokf, NA | 1,460 | $1.65 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 | $1.32 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. | 949 | $1.10 萬 | 0.00% | +11+1.2% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 935 | $1.07 萬 | 0.00% | +935 | 新進 |
| CIBC Private Wealth Group, LLC | 795 | $9,007 | 0.00% | +795 | 新進 |
| First United Bank Trust | 700 | $8,022 | 0.00% | −200−22.2% | 減碼 |
| Adirondack Trust Co | 669 | $7,666 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 535 | $6,131 | 0.00% | −1,318−71.1% | 減碼 |
| Central Trust Co | 514 | $5,891 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 469 | $5,369 | 0.00% | −100−17.6% | 減碼 |
| Mascoma Wealth Management LLC | 419 | $4,802 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 393 | $4,504 | 0.00% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 100 | $1,146 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 77 | $882 | 0.00% | +77 | 新進 |
| EverSource Wealth Advisors, LLC | 3 | $33 | 0.00% | +3 | 新進 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −251,137−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −79,760−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −61,531−100.0% | 清倉 |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −41,195−100.0% | 清倉 |
| Sollinda Capital Management LLC | 0 | $0 | 0.00% | −38,400−100.0% | 清倉 |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −36,425−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −33,198−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −32,600−100.0% | 清倉 |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −25,594−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −23,375−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −20,700−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −19,517−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −16,153−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −14,895−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Operose Advisors LLC | 0 | $0 | 0.00% | −7,527−100.0% | 清倉 |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −3,192−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −2,818−100.0% | 清倉 |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −1,925−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,512−100.0% | 清倉 |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −879−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Bridgecreek Investment Management, LLC | – | – | – | – | 本季未申報 |
| StrategIQ Financial Group, LLC | – | – | – | – | 本季未申報 |
| Baystate Wealth Management LLC | – | – | – | – | 本季未申報 |