| Private Trust Co NA | 5,100 | $6.20 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 4,835 | $5.87 萬 | 0.00% | +256+5.6% | 加碼 |
| Anchor Investment Management, LLC | 4,000 | $4.86 萬 | 0.01% | −1,120−21.9% | 減碼 |
| Delta Asset Management LLC | 3,625 | $4.40 萬 | 0.00% | +3,625 | 新進 |
| Montag A & Associates Inc | 3,329 | $4.04 萬 | 0.00% | −2,002−37.6% | 減碼 |
| Umb Bank N A | 3,307 | $4.00 萬 | 0.00% | +3,307 | 新進 |
| Davidson Capital Management Inc. | 3,225 | $3.92 萬 | 0.03% | +3,225 | 新進 |
| Concord Wealth Partners | 3,003 | $3.65 萬 | 0.01% | +3,003 | 新進 |
| Citizens National Bank Trust Department | 3,000 | $3.60 萬 | 0.01% | −1,000−25.0% | 減碼 |
| Asset Dedication, LLC | 2,888 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 2,808 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 2,649 | $3.22 萬 | 0.00% | +2,649 | 新進 |
| Pinnacle Financial Partners Inc | 2,510 | $3.05 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,500 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| Romano Brothers and Company | 2,464 | $2.99 萬 | 0.00% | +2,464 | 新進 |
| Johnson Midwest Financial, LLC | 2,114 | $2.60 萬 | 0.10% | +40+1.9% | 加碼 |
| NVWM, LLC | 2,118 | $2.57 萬 | 0.01% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,000 | $2.43 萬 | 0.01% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 1,931 | $2.34 萬 | 0.01% | 00.0% | 不變 |
| Albion Financial Group | 1,925 | $2.34 萬 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,843 | $2.24 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,497 | $1.82 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,480 | $1.80 萬 | 0.00% | +1,480 | 新進 |
| Financial Management Professionals, Inc. | 1,394 | $1.70 萬 | 0.00% | +20+1.5% | 加碼 |
| Washington Trust Co | 1,300 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 1,230 | $1.49 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,133 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 1,000 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 978 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 969 | $1.17 萬 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 936 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 917 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Field & Main Bank | 866 | $1.05 萬 | 0.01% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 770 | $9,348 | 0.00% | +770 | 新進 |
| M&R Capital Management Inc | 604 | $7,332 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 435 | $5,281 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 435 | $5,000 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 314 | $3,817 | 0.00% | +314 | 新進 |
| Global Retirement Partners, LLC | 267 | $3,237 | 0.00% | +4+1.5% | 加碼 |
| Castleview Partners, LLC | 262 | $3,176 | 0.00% | +262 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 249 | $3,027 | 0.00% | +5+2.0% | 加碼 |
| Financial Perspectives, Inc | 195 | $2,367 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 154,336 | $1,874 | 0.00% | −10,730−6.5% | 減碼 |
| Ameliora Wealth Management Ltd. | 100 | $1,214 | 0.00% | +100 | 新進 |
| Hantz Financial Services, Inc. | 90 | $1,000 | 0.00% | +90 | 新進 |
| CVA Family Office, LLC | 42 | $510 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 2 | $24 | 0.00% | +2 | 新進 |
| FMR LLC | 1 | $14 | 0.00% | +1 | 新進 |
| Tower Research Capital LLC (TRC) | 37 | $0 | 0.00% | +30+428.6% | 加碼 |
| Winch Advisory Services, LLC | 39 | $0 | 0.00% | +39 | 新進 |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −191,610−100.0% | 清倉 |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −48,380−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −27,922−100.0% | 清倉 |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −21,706−100.0% | 清倉 |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −18,952−100.0% | 清倉 |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −18,320−100.0% | 清倉 |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −18,048−100.0% | 清倉 |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −17,394−100.0% | 清倉 |
| Cottage Street Advisors LLC | 0 | $0 | 0.00% | −16,851−100.0% | 清倉 |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −14,790−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −13,971−100.0% | 清倉 |
| American Institute for Advanced Investment Management, LLP | 0 | $0 | 0.00% | −13,361−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −13,129−100.0% | 清倉 |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −12,600−100.0% | 清倉 |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −12,235−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,226−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −12,138−100.0% | 清倉 |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −12,066−100.0% | 清倉 |
| Riverstone Advisors, LLC | 0 | $0 | 0.00% | −11,222−100.0% | 清倉 |
| Harbour Investment Management LLC | 0 | $0 | 0.00% | −11,096−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,884−100.0% | 清倉 |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −10,831−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −10,333−100.0% | 清倉 |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −10,208−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −7,600−100.0% | 清倉 |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −6,877−100.0% | 清倉 |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −3,915−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Country Trust Bank | 0 | $0 | 0.00% | −3,232−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −1,223−100.0% | 清倉 |
| Clean Yield Group | 0 | $0 | 0.00% | −1,072−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −711−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −562−100.0% | 清倉 |
| Danda Trouve Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Lloyd Park, LLC | – | – | – | – | 本季未申報 |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
