| Cary Street Partner Investment Advisory LLC | 7,983 | $20.7 萬 | 0.06% | +7,983 | 新進 |
| Cedar Brook Financial Partners, LLC | 7,905 | $20.5 萬 | 0.05% | +7,905 | 新進 |
| Benjamin Edwards Inc | 7,410 | $19.2 萬 | 0.06% | +2,950+66.1% | 加碼 |
| Westside Investment Management, Inc. | 7,218 | $18.7 萬 | 0.00% | +7,218 | 新進 |
| Edge Wealth Management LLC | 6,938 | $18.0 萬 | 0.03% | +5,853+539.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 6,700 | $17.4 萬 | 0.00% | +6,700 | 新進 |
| GPS Wealth Strategies Group, LLC | 6,165 | $16.0 萬 | 0.04% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 6,173 | $16.0 萬 | 0.00% | +6,173 | 新進 |
| Future Financial Wealth Managment LLC | 6,000 | $15.7 萬 | 0.13% | +6,000 | 新進 |
| Concord Wealth Partners | 6,066 | $15.7 萬 | 0.04% | +6,066 | 新進 |
| CWM, LLC | 5,158 | $13.4 萬 | 0.00% | +5,158 | 新進 |
| Total Clarity Wealth Management, Inc. | 4,745 | $12.3 萬 | 0.06% | +3,580+307.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,501 | $11.7 萬 | 0.00% | +4,501 | 新進 |
| Johnson Financial Group, Inc. | 3,650 | $9.50 萬 | 0.01% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 3,517 | $9.10 萬 | 0.04% | +3,517 | 新進 |
| Harbor Investment Advisory, LLC | 3,447 | $8.90 萬 | 0.01% | +1,047+43.6% | 加碼 |
| Investmark Advisory Group LLC | 2,980 | $7.70 萬 | 0.07% | +2,980 | 新進 |
| Federation des caisses Desjardins du Quebec | 2,716 | $7.04 萬 | 0.00% | +1,716+171.6% | 加碼 |
| CKW Financial Group | 2,590 | $7.00 萬 | 0.01% | +2,590 | 新進 |
| Raffa Wealth Management, LLC | 2,658 | $6.89 萬 | 0.02% | +883+49.7% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 2,530 | $6.60 萬 | 0.01% | +2,530 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 2,511 | $6.50 萬 | 0.00% | −71−2.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,452 | $6.40 萬 | 0.01% | +949+63.1% | 加碼 |
| Annapolis Financial Services, LLC | 2,000 | $5.20 萬 | 0.02% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,800 | $4.70 萬 | 0.00% | +1,026+132.6% | 加碼 |
| Focused Wealth Management, Inc | 1,495 | $3.90 萬 | 0.01% | +195+15.0% | 加碼 |
| Webster Bank, N. A. | 1,459 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,423 | $3.70 萬 | 0.00% | +423+42.3% | 加碼 |
| Sound Income Strategies, LLC | 1,402 | $3.60 萬 | 0.00% | +1,402 | 新進 |
| Pinnacle Financial Partners Inc | 1,145 | $3.00 萬 | 0.00% | +1,145 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,104 | $2.90 萬 | 0.00% | +1,104 | 新進 |
| Huntington National Bank | 1,000 | $2.60 萬 | 0.00% | +1,000 | 新進 |
| Fifth Third Bancorp | 937 | $2.40 萬 | 0.00% | +937 | 新進 |
| Bogart Wealth, LLC | 905 | $2.30 萬 | 0.00% | +905 | 新進 |
| Allworth Financial LP | 832 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 818 | $2.10 萬 | 0.00% | +818 | 新進 |
| Western Pacific Wealth Management, LP | 818 | $2.10 萬 | 0.01% | +818 | 新進 |
| Gradient Investments LLC | 759 | $2.00 萬 | 0.00% | +759 | 新進 |
| Parallel Advisors, LLC | 739 | $1.90 萬 | 0.00% | +739 | 新進 |
| Strategic Asset Management, LLC | 594 | $1.50 萬 | 0.02% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 573 | $1.50 萬 | 0.01% | +573 | 新進 |
| Ellis Investment Partners, LLC | 614 | $1.50 萬 | 0.00% | +614 | 新進 |
| Amplius Wealth Advisors, LLC | 616 | $1.50 萬 | 0.00% | +616 | 新進 |
| US Bancorp | 469 | $1.20 萬 | 0.00% | −1,356−74.3% | 減碼 |
| Chilton Capital Management LLC | 350 | $9,000 | 0.00% | +350 | 新進 |
| Estabrook Capital Management | 327 | $8,473 | 0.00% | +327 | 新進 |
| Covington Capital Management | 320 | $8,000 | 0.00% | +320 | 新進 |
| Reilly Financial Advisors, LLC | 284 | $7,000 | 0.00% | +284 | 新進 |
| Financial Management Professionals, Inc. | 200 | $5,000 | 0.00% | 00.0% | 不變 |
| Spectrum Management Group, LLC | 163 | $4,000 | 0.00% | +163 | 新進 |
| Larson Financial Group LLC | 163 | $4,000 | 0.00% | +163 | 新進 |
| SOA Wealth Advisors, LLC. | 163 | $4,000 | 0.00% | +163 | 新進 |
| Clear Perspectives Financial Planning, LLC | 101 | $3,000 | 0.00% | +1+1.0% | 加碼 |
| Northern Trust Corp | 12,960 | $3,000 | 0.00% | +12,960 | 新進 |
| First Personal Financial Services | 99 | $3,000 | 0.00% | +99 | 新進 |
| Costello Asset Management, INC | 100 | $3,000 | 0.00% | +100 | 新進 |
| JPMorgan Chase & Co | 38 | $1,000 | 0.00% | +38 | 新進 |
| Key Financial Inc | 33 | $1,000 | 0.00% | +33 | 新進 |
| FMR LLC | 4 | $0 | 0.00% | +2+100.0% | 加碼 |
| Enterprise Financial Services Corp | 10 | $0 | 0.00% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 5 | $0 | 0.00% | +5 | 新進 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −133,600−100.0% | 清倉 |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,676−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −11,839−100.0% | 清倉 |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −11,752−100.0% | 清倉 |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −11,172−100.0% | 清倉 |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −6,461−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −2,562−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −928−100.0% | 清倉 |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −422−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
