| Spire Wealth Management | 14,637 | $21.4 萬 | 0.01% | −2,982−16.9% | 減碼 |
| Geneos Wealth Management Inc. | 14,688 | $21.4 萬 | 0.01% | +10.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 14,238 | $20.8 萬 | 0.01% | +120+0.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 14,184 | $20.7 萬 | 0.02% | −6,317−30.8% | 減碼 |
| Altus Wealth Group LLC | 14,114 | $20.6 萬 | 0.17% | +69+0.5% | 加碼 |
| International Assets Investment Management, LLC | 13,948 | $20.4 萬 | 0.04% | −2,522−15.3% | 減碼 |
| Affiance Financial, LLC | 13,861 | $20.3 萬 | 0.10% | −16,951−55.0% | 減碼 |
| First Foundation Advisors | 13,724 | $20.1 萬 | 0.01% | +38+0.3% | 加碼 |
| Tortoise Investment Management, LLC | 13,716 | $20.0 萬 | 0.04% | −3,600−20.8% | 減碼 |
| Aptus Capital Advisors, LLC | 13,430 | $19.7 萬 | 0.01% | 00.0% | 不變 |
| Carson Advisory Inc. | 12,754 | $18.6 萬 | 0.19% | −340−2.6% | 減碼 |
| Moors & Cabot, Inc. | 12,744 | $18.6 萬 | 0.01% | +40.0% | 加碼 |
| Running Point Capital Advisors, LLC | 12,596 | $18.4 萬 | 0.11% | +12,596 | 新進 |
| Wealthsource Partners, LLC | 12,137 | $17.7 萬 | 0.01% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 12,057 | $17.6 萬 | 0.02% | 00.0% | 不變 |
| Ford Financial Group, LLC | 12,000 | $17.5 萬 | 0.07% | 00.0% | 不變 |
| Park Avenue Securities LLC | 11,889 | $17.4 萬 | 0.00% | +11,889 | 新進 |
| Bedel Financial Consulting, Inc. | 11,803 | $17.2 萬 | 0.05% | 00.0% | 不變 |
| Pointe Capital Management LLC | 11,435 | $16.7 萬 | 0.11% | −2,223−16.3% | 減碼 |
| Fifth Third Bancorp | 11,358 | $16.6 萬 | 0.00% | +7,912+229.6% | 加碼 |
| Narwhal Capital Management | 11,131 | $16.3 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 10,653 | $15.6 萬 | 0.00% | +411+4.0% | 加碼 |
| Hudson Valley Investment Advisors Inc | 10,500 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 10,412 | $15.2 萬 | 0.00% | +4,450+74.6% | 加碼 |
| Rockland Trust Co | 10,360 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Schaper Benz & Wise Investment Counsel Inc | 10,000 | $14.6 萬 | 0.01% | +10,000 | 新進 |
| Optimum Investment Advisors | 9,831 | $14.4 萬 | 0.06% | 00.0% | 不變 |
| McCarthy Asset Management, Inc. | 9,193 | $13.4 萬 | 0.09% | +41+0.4% | 加碼 |
| FourThought Financial, LLC | 8,267 | $12.1 萬 | 0.02% | +18+0.2% | 加碼 |
| Bartlett & Co. LLC | 8,108 | $11.9 萬 | 0.00% | +8,108 | 新進 |
| Bartlett & Co. Wealth Management LLC | 8,108 | $11.9 萬 | 0.00% | +8,108 | 新進 |
| Rockefeller Capital Management L.P. | 7,720 | $11.2 萬 | 0.00% | +19+0.2% | 加碼 |
| Lindbrook Capital, LLC | 6,600 | $9.60 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 6,324 | $9.24 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 5,876 | $8.60 萬 | 0.01% | −21,850−78.8% | 減碼 |
| PSI Advisors, LLC | 5,672 | $8.30 萬 | 0.03% | 00.0% | 不變 |
| Bogart Wealth, LLC | 5,149 | $7.50 萬 | 0.01% | −201−3.8% | 減碼 |
| Prospera Financial Services Inc | 4,824 | $7.00 萬 | 0.00% | +4,824 | 新進 |
| Tradewinds Capital Management, LLC | 4,590 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,516 | $6.60 萬 | 0.00% | +4,516 | 新進 |
| Hexagon Capital Partners LLC | 4,358 | $6.40 萬 | 0.02% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 4,024 | $5.90 萬 | 0.01% | −92−2.2% | 減碼 |
| Ellis Investment Partners, LLC | 3,253 | $4.70 萬 | 0.01% | +28+0.9% | 加碼 |
| North Star Investment Management Corp. | 3,089 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 3,000 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 2,885 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Herold Advisors, Inc. | 2,676 | $3.91 萬 | 0.01% | +2,676 | 新進 |
| Clearstead Advisors, LLC | 2,686 | $3.90 萬 | 0.00% | +1,791+200.1% | 加碼 |
| CoreFirst Bank & Trust | 2,023 | $3.00 萬 | 0.02% | −625−23.6% | 減碼 |
| High Net Worth Advisory Group LLC | 2,018 | $2.90 萬 | 0.01% | 00.0% | 不變 |
| South State Corp. | 1,942 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,925 | $2.80 萬 | 0.00% | +1,289+202.7% | 加碼 |
| Citizens National Bank Trust Department | 2,034 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 1,791 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,776 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 1,600 | $2.30 萬 | 0.02% | +1,600 | 新進 |
| Financial Management Professionals, Inc. | 1,500 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 1,058 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 917 | $1.30 萬 | 0.00% | +917 | 新進 |
| CWM, LLC | 793 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 769 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 674 | $1.00 萬 | 0.00% | +674 | 新進 |
| Northern Trust Corp | 59,922 | $8,000 | 0.00% | −17,972−23.1% | 減碼 |
| Sterling Investment Advisors, Ltd. | 516 | $8,000 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 520 | $8,000 | 0.00% | +520 | 新進 |
| Koshinski Asset Management, Inc. | 537 | $7,846 | 0.00% | +537 | 新進 |
| Tucker Asset Management LLC | 509 | $7,436 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 495 | $7,000 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 474 | $7,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 577 | $7,000 | 0.00% | +577 | 新進 |
| Mascoma Wealth Management LLC | 300 | $4,000 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 189 | $3,000 | 0.00% | +189 | 新進 |
| Winch Advisory Services, LLC | 142 | $2,000 | 0.00% | +2+1.4% | 加碼 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −922−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −252,106−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −37,759−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −39,243−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −28,549−100.0% | 清倉 |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −23,700−100.0% | 清倉 |
| Smith Chas P & Associates Pa Cpas | 0 | $0 | 0.00% | −20,277−100.0% | 清倉 |
| 1st Source Bank | 0 | $0 | 0.00% | −17,732−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,760−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −14,308−100.0% | 清倉 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −12,137−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −11,436−100.0% | 清倉 |
| Investors Financial Group, LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −7,469−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −5,883−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,065−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −2,180−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,302−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −510−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −495−100.0% | 清倉 |
| Covington Capital Management | 0 | $0 | 0.00% | −396−100.0% | 清倉 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
