| Northern Trust Corp | 10,032 | $11.9 萬 | 0.00% | −1,444−12.6% | 減碼 |
| Huntington National Bank | – | $8.56 萬 | 0.00% | – | 新進 |
| Gradient Investments LLC | 6,814 | $8.05 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 5,799 | $6.85 萬 | 0.02% | 00.0% | 不變 |
| FSA Wealth Management LLC | 5,700 | $6.70 萬 | 0.03% | +5,700 | 新進 |
| Bank of New Hampshire | 5,345 | $6.32 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 4,068 | $4.81 萬 | 0.00% | +4,068 | 新進 |
| Anchor Investment Management, LLC | 4,000 | $4.73 萬 | 0.01% | 00.0% | 不變 |
| Delta Asset Management LLC | 3,625 | $4.28 萬 | 0.00% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 3,586 | $4.24 萬 | 0.01% | +3,586 | 新進 |
| Montag A & Associates Inc | 3,329 | $3.93 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 3,308 | $3.91 萬 | 0.00% | +500+17.8% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 3,130 | $3.70 萬 | 0.01% | +3,130 | 新進 |
| Concord Wealth Partners | 3,003 | $3.55 萬 | 0.01% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 3,000 | $3.55 萬 | 0.01% | 00.0% | 不變 |
| Asset Dedication, LLC | 2,888 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 2,577 | $3.05 萬 | 0.00% | +2,577 | 新進 |
| Pinnacle Financial Partners Inc | 2,510 | $2.97 萬 | 0.00% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 2,039 | $2.41 萬 | 0.01% | +2,039 | 新進 |
| Fortitude Family Office, LLC | 2,000 | $2.36 萬 | 0.02% | +2,000 | 新進 |
| Tradewinds Capital Management, LLC | 1,931 | $2.28 萬 | 0.01% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,843 | $2.18 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,724 | $2.04 萬 | 0.00% | +1,724 | 新進 |
| LM Advisors LLC | 1,700 | $2.01 萬 | 0.00% | +1,700 | 新進 |
| Carmichael Hill & Associates, Inc. | 1,607 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Adirondack Trust Co | 1,550 | $1.83 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,523 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,497 | $1.77 萬 | 0.01% | 00.0% | 不變 |
| Sandy Spring Bank | 1,468 | $1.74 萬 | 0.00% | +1,468 | 新進 |
| Tower Research Capital LLC (TRC) | 1,381 | $1.63 萬 | 0.00% | +1,339+3,188.1% | 加碼 |
| Umb Bank N A | 1,339 | $1.58 萬 | 0.00% | −1,968−59.5% | 減碼 |
| Sound Income Strategies, LLC | 1,193 | $1.41 萬 | 0.00% | +60+5.3% | 加碼 |
| Northwest Financial Advisors | 1,157 | $1.37 萬 | 0.01% | +1,157 | 新進 |
| Brown, Lisle/Cummings, Inc. | 1,072 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,000 | $1.18 萬 | 0.00% | −187−15.8% | 減碼 |
| IFP Advisors, Inc | 974 | $1.15 萬 | 0.00% | −15,492−94.1% | 減碼 |
| Northwest Bank & Trust Co | 974 | $1.15 萬 | 0.01% | +974 | 新進 |
| Bartlett & Co. Wealth Management LLC | 969 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 969 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 917 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Field & Main Bank | 866 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 854 | $1.00 萬 | 0.00% | +15+1.8% | 加碼 |
| JPMorgan Chase & Co | 621 | $7,340 | 0.00% | +621 | 新進 |
| CoreFirst Bank & Trust | 615 | $7,269 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 604 | $7,139 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 598 | $7,068 | 0.00% | +598 | 新進 |
| Fifth Third Bancorp | 456 | $5,390 | 0.00% | −43,722−99.0% | 減碼 |
| Pathway Financial Advisers, LLC | 314 | $3,717 | 0.00% | 00.0% | 不變 |
| Able Wealth Management LLC | 300 | $3,546 | 0.00% | +300 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 261 | $3,086 | 0.00% | +5+2.0% | 加碼 |
| CNB Bank | 176 | $2,080 | 0.00% | +176 | 新進 |
| Ameliora Wealth Management Ltd. | 100 | $1,182 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 95 | $1,000 | 0.00% | −1,809−95.0% | 減碼 |
| Winch Advisory Services, LLC | 41 | $488 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 21 | $248 | 0.00% | +21 | 新進 |
| FMR LLC | 2 | $25 | 0.00% | +1+100.0% | 加碼 |
| Richard W. Paul & Associates, LLC | 2 | $24 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −978−100.0% | 清倉 |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −140,842−100.0% | 清倉 |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −37,716−100.0% | 清倉 |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −35,664−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −31,950−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −31,950−100.0% | 清倉 |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −23,193−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −22,740−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Community Bank & Trust, Waco, Texas | 0 | $0 | 0.00% | −15,844−100.0% | 清倉 |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −16,754−100.0% | 清倉 |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −15,304−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −15,018−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −13,683−100.0% | 清倉 |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −13,165−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,678−100.0% | 清倉 |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −12,402−100.0% | 清倉 |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −12,023−100.0% | 清倉 |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −11,914−100.0% | 清倉 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −11,474−100.0% | 清倉 |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −11,167−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −10,572−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,306−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| American National Bank | 0 | $0 | 0.00% | −9,615−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −7,600−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −3,806−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −3,070−100.0% | 清倉 |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −1,183−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −770−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −276−100.0% | 清倉 |
| DB Wealth Management Group, LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Goodwin Daniel L | – | – | – | – | 本季未申報 |
| Claybrook Capital, LLC | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| Bryn Mawr Trust Co | – | – | – | – | 本季未申報 |
| Johnson Midwest Financial, LLC | – | – | – | – | 本季未申報 |
