| Montag A & Associates Inc | 5,275 | $7.80 萬 | 0.00% | +16+0.3% | 加碼 |
| Herold Advisors, Inc. | 5,195 | $7.68 萬 | 0.03% | +5,195 | 新進 |
| Anchor Investment Management, LLC | 5,120 | $7.57 萬 | 0.01% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 4,892 | $7.20 萬 | 0.02% | −3,271−40.1% | 減碼 |
| Charter Oak Capital Management, LLC | 4,879 | $7.20 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 4,482 | $6.60 萬 | 0.00% | +1,029+29.8% | 加碼 |
| FNY Investment Advisers, LLC | 4,500 | $6.60 萬 | 0.06% | +4,500 | 新進 |
| Tortoise Investment Management, LLC | 4,077 | $6.00 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 4,000 | $5.90 萬 | 0.01% | +4,000 | 新進 |
| Rocky Mountain Advisers, LLC | 3,915 | $5.80 萬 | 0.06% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 4,000 | $5.50 萬 | 0.02% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 3,521 | $5.20 萬 | 0.01% | −1,000−22.1% | 減碼 |
| First Command Financial Services, Inc. | 3,301 | $4.90 萬 | 0.01% | 00.0% | 不變 |
| First Command Bank | 3,301 | $4.90 萬 | 0.01% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 3,117 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| Community Bank, N.A. | 3,000 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 3,003 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Trust Co | 2,808 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 2,790 | $4.10 萬 | 0.02% | 00.0% | 不變 |
| Private Capital Group, LLC | 2,580 | $3.80 萬 | 0.01% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 2,558 | $3.80 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 2,510 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,500 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 2,264 | $3.30 萬 | 0.00% | +2,264 | 新進 |
| NVWM, LLC | 2,118 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 2,017 | $3.00 萬 | 0.04% | +16+0.8% | 加碼 |
| High Net Worth Advisory Group LLC | 2,000 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| Albion Financial Group | 1,925 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,843 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,337 | $2.00 萬 | 0.00% | +19+1.4% | 加碼 |
| Valley National Advisers Inc | 1,325 | $2.00 萬 | 0.00% | +1,325 | 新進 |
| Washington Trust Co | 1,300 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Exane Derivatives | 1,231 | $1.82 萬 | 0.01% | −3,258−72.6% | 減碼 |
| Sound Income Strategies, LLC | 1,133 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Clean Yield Group | 1,072 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 936 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 969 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 978 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 917 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| TCWP LLC | 950 | $1.40 萬 | 0.00% | +950 | 新進 |
| Field & Main Bank | 866 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 842 | $1.20 萬 | 0.00% | −19,100−95.8% | 減碼 |
| Leelyn Smith, LLC | 655 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 604 | $8,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 435 | $6,463 | 0.00% | +435 | 新進 |
| HM Payson & Co | 409 | $6,000 | 0.00% | +409 | 新進 |
| Bartlett & Co. LLC | 435 | $6,000 | 0.00% | +435 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 237 | $3,000 | 0.00% | +2+0.9% | 加碼 |
| Global Retirement Partners, LLC | 257 | $3,000 | 0.00% | +257 | 新進 |
| Financial Perspectives, Inc | 195 | $2,884 | 0.00% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 121 | $2,000 | 0.00% | −241−66.6% | 減碼 |
| Bedel Financial Consulting, Inc. | 96 | $1,000 | 0.00% | −3,464−97.3% | 減碼 |
| Winch Advisory Services, LLC | 38 | $1,000 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Hudson Valley Investment Advisors Inc | 20,424 | – | – | +9,924+94.5% | 加碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −16,203−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −183,543−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −91,023−100.0% | 清倉 |
| Lloyd Park, LLC | 0 | $0 | 0.00% | −48,638−100.0% | 清倉 |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −37,163−100.0% | 清倉 |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −33,600−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −24,091−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −23,794−100.0% | 清倉 |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −22,132−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −21,727−100.0% | 清倉 |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −20,800−100.0% | 清倉 |
| Keel Point, LLC | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −17,947−100.0% | 清倉 |
| Camden National Bank | 0 | $0 | 0.00% | −13,318−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −13,186−100.0% | 清倉 |
| Golden Green, Inc. | 0 | $0 | 0.00% | −12,378−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −11,520−100.0% | 清倉 |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −11,096−100.0% | 清倉 |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −10,630−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,055−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −8,733−100.0% | 清倉 |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −5,650−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −4,250−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −3,967−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −2,888−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −2,033−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,036−100.0% | 清倉 |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −1,925−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −1,670−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −1,497−100.0% | 清倉 |
| Syverson Strege & Co | 0 | $0 | 0.00% | −1,111−100.0% | 清倉 |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −433−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
