| Bokf, NA | 6,912 | $8.85 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 6,000 | $7.68 萬 | 0.01% | 00.0% | 不變 |
| Chung Wu Investment Group, LLC | 6,000 | $7.68 萬 | 0.05% | 00.0% | 不變 |
| Private Trust Co NA | 5,039 | $6.45 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 5,000 | $6.40 萬 | 0.00% | +5,000 | 新進 |
| Bank of New Hampshire | 4,945 | $6.33 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 4,405 | $5.64 萬 | 0.00% | −12,327−73.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,270 | $5.47 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,775 | $4.83 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 3,800 | $4.80 萬 | 0.02% | 00.0% | 不變 |
| Vanguard National Trust Co | 3,555 | $4.55 萬 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 3,414 | $4.30 萬 | 0.00% | +2,276+200.0% | 加碼 |
| Citizens National Bank Trust Department | 3,000 | $3.84 萬 | 0.01% | 00.0% | 不變 |
| Peterson Wealth Management | 2,830 | $3.62 萬 | 0.02% | +18+0.6% | 加碼 |
| Anchor Investment Management, LLC | 2,800 | $3.58 萬 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 2,310 | $2.96 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,106 | $2.70 萬 | 0.00% | +2,106 | 新進 |
| Smallwood Wealth Investment Management, LLC | 2,035 | $2.61 萬 | 0.01% | +29+1.4% | 加碼 |
| Hantz Financial Services, Inc. | 2,026 | $2.60 萬 | 0.00% | +5+0.2% | 加碼 |
| Essential Investment Partners LLC | 2,000 | $2.56 萬 | 0.02% | 00.0% | 不變 |
| First National Bank | 1,935 | $2.48 萬 | 0.01% | +1,935 | 新進 |
| Tradewinds Capital Management, LLC | 1,931 | $2.47 萬 | 0.00% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 1,858 | $2.38 萬 | 0.01% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,843 | $2.36 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,724 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 1,608 | $2.06 萬 | 0.00% | +1,608 | 新進 |
| LRI Investments, LLC | 1,604 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 1,550 | $1.98 萬 | 0.01% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1,540 | $1.98 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,523 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,497 | $1.92 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 1,468 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,297 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 1,116 | $1.43 萬 | 0.00% | +1,116 | 新進 |
| Ronald Blue Trust, Inc. | 1,029 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 1,027 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Tower Trust & Investment Co | 974 | $1.25 萬 | 0.01% | 00.0% | 不變 |
| Field & Main Bank | 866 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 799 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 768 | $9,831 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 760 | $9,728 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 686 | $8,781 | 0.00% | −969−58.5% | 減碼 |
| CoreFirst Bank & Trust | 615 | $7,872 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 521 | $6,669 | 0.00% | +156+42.7% | 加碼 |
| Parallel Advisors, LLC | 500 | $6,400 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 499 | $6,387 | 0.00% | +499 | 新進 |
| Advocate Investing Services LLC | 400 | $5,120 | 0.00% | 00.0% | 不變 |
| SHP Wealth Management | 345 | $4,416 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 334 | $4,000 | 0.00% | +334 | 新進 |
| Bullock Wealth Management Group | 299 | $3,842 | 0.00% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 270 | $3,456 | 0.00% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 249 | $3,187 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 208 | $2,669 | 0.00% | 00.0% | 不變 |
| CNB Bank | 176 | $2,253 | 0.00% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 166 | $2,125 | 0.00% | +166 | 新進 |
| Salomon & Ludwin, LLC | 162 | $2,082 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 150 | $1,920 | 0.00% | +150 | 新進 |
| IMA Wealth, Inc. | 132 | $1,700 | 0.00% | +132 | 新進 |
| Ameliora Wealth Management Ltd. | 100 | $1,280 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 48 | $614 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 21 | $269 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 11 | $141 | 0.00% | 00.0% | 不變 |
| CF Capital LLC | 0 | $0 | 0.00% | −113,390−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −36,897−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −26,678−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −26,000−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −16,278−100.0% | 清倉 |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −14,698−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −14,233−100.0% | 清倉 |
| Midwest Trust Co | 0 | $0 | 0.00% | −14,181−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −12,109−100.0% | 清倉 |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −11,196−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −10,247−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,333−100.0% | 清倉 |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −2,936−100.0% | 清倉 |
| Blueline Advisors LLC | 0 | $0 | 0.00% | −2,453−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −1,733−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,534−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,326−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,258−100.0% | 清倉 |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −1,041−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −881−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −853−100.0% | 清倉 |
| Community Financial Services Group, LLC | 0 | $0 | 0.00% | −673−100.0% | 清倉 |
| Caitlin John, LLC | 0 | $0 | 0.00% | −590−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Daytona Street Capital LLC | 0 | $0 | 0.00% | −308−100.0% | 清倉 |
| Montag A & Associates Inc | 0 | $0 | 0.00% | 0 | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Catalina Capital Group, LLC | – | – | – | – | 本季未申報 |
