| Graves-Light Private Wealth Management, Inc. | 8,321 | $14.9 萬 | 0.02% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 8,163 | $14.6 萬 | 0.06% | +8,163 | 新進 |
| North Star Investment Management Corp. | 7,491 | $13.4 萬 | 0.01% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 6,877 | $12.3 萬 | 0.05% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 6,170 | $11.1 萬 | 0.04% | 00.0% | 不變 |
| Hills Bank & Trust Co | 5,650 | $10.1 萬 | 0.01% | +5,650 | 新進 |
| Montag A & Associates Inc | 5,259 | $9.40 萬 | 0.00% | +33+0.6% | 加碼 |
| Anchor Investment Management, LLC | 5,120 | $9.18 萬 | 0.01% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 5,092 | $8.90 萬 | 0.00% | +479+10.4% | 加碼 |
| Ford Financial Group, LLC | 5,000 | $8.90 萬 | 0.03% | +5,000 | 新進 |
| Charter Oak Capital Management, LLC | 4,879 | $8.70 萬 | 0.01% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 4,521 | $8.10 萬 | 0.01% | −5,295−53.9% | 減碼 |
| Exane Derivatives | 4,489 | $8.05 萬 | 0.02% | 00.0% | 不變 |
| Delta Asset Management LLC | 4,250 | $7.60 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 4,243 | $7.60 萬 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 4,077 | $7.30 萬 | 0.01% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 4,000 | $7.20 萬 | 0.03% | +4,000 | 新進 |
| Chilton Capital Management LLC | 3,967 | $7.10 萬 | 0.00% | +3,967 | 新進 |
| Rocky Mountain Advisers, LLC | 3,915 | $7.00 萬 | 0.08% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 3,560 | $6.40 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 3,453 | $6.20 萬 | 0.00% | +59+1.7% | 加碼 |
| First Command Financial Services, Inc. | 3,301 | $5.90 萬 | 0.01% | 00.0% | 不變 |
| First Command Bank | 3,301 | $5.70 萬 | 0.01% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 3,117 | $5.60 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 3,003 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| Community Bank, N.A. | 3,000 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| Eaton Vance Management | 2,888 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 2,790 | $5.00 萬 | 0.03% | 00.0% | 不變 |
| Cambridge Trust Co | 2,808 | $5.00 萬 | 0.00% | +2,808 | 新進 |
| CoreFirst Bank & Trust | 2,558 | $4.60 萬 | 0.03% | −444−14.8% | 減碼 |
| Private Capital Group, LLC | 2,580 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,500 | $4.50 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 2,510 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,500 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 2,118 | $3.80 萬 | 0.01% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 2,001 | $3.60 萬 | 0.03% | +34+1.7% | 加碼 |
| Ellis Investment Partners, LLC | 2,033 | $3.60 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,036 | $3.60 萬 | 0.00% | +2,036 | 新進 |
| High Net Worth Advisory Group LLC | 2,000 | $3.60 萬 | 0.01% | +2,000 | 新進 |
| Albion Financial Group | 1,925 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Outfitter Financial LLC | 1,925 | $3.50 萬 | 0.03% | +1,925 | 新進 |
| JNBA Financial Advisors | 1,843 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 1,670 | $2.90 萬 | 0.01% | +1,670 | 新進 |
| Truvestments Capital LLC | 1,497 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,318 | $2.40 萬 | 0.01% | +15+1.2% | 加碼 |
| Washington Trust Co | 1,300 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,133 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 1,111 | $2.00 萬 | 0.01% | +1,111 | 新進 |
| Clean Yield Group | 1,072 | $1.90 萬 | 0.01% | +1,072 | 新進 |
| Bellevue Asset Management, LLC | 969 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 978 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 936 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 917 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Field & Main Bank | 866 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 765 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Andrew Hill Investment Advisors, Inc. | 800 | $1.40 萬 | 0.01% | +800 | 新進 |
| Leelyn Smith, LLC | 655 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 604 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 433 | $8,000 | 0.00% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 362 | $6,000 | 0.00% | 00.0% | 不變 |
| Signet Financial Management, LLC | 350 | $6,000 | 0.00% | +350 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 235 | $4,000 | 0.00% | +4+1.7% | 加碼 |
| Financial Perspectives, Inc | 195 | $3,496 | 0.00% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 38 | $1,000 | 0.00% | +1+2.7% | 加碼 |
| CVA Family Office, LLC | 42 | $1,000 | 0.00% | +42 | 新進 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −86,027−100.0% | 清倉 |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −22,782−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,002−100.0% | 清倉 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −11,868−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −10,725−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −5,195−100.0% | 清倉 |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −2,946−100.0% | 清倉 |
| Arcadia Investment Advisors LLC | 0 | $0 | 0.00% | −2,496−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −2,227−100.0% | 清倉 |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −1,957−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −1,925−100.0% | 清倉 |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −435−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −435−100.0% | 清倉 |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −292−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| BFT Financial Group, LLC | – | – | – | – | 本季未申報 |
