| Raymond James Trust N.A. | 13,705 | $11.0 萬 | 0.00% | −10,245−42.8% | 減碼 |
| Oxbow Advisors, LLC | 13,650 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Regal Wealth Group, Inc. | 13,377 | $10.7 萬 | 0.06% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 13,300 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 13,270 | $10.6 萬 | 0.00% | +13,270 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 13,270 | $10.6 萬 | 0.02% | +13,270 | 新進 |
| Baker Ellis Asset Management LLC | 13,000 | $10.4 萬 | 0.02% | −2,500−16.1% | 減碼 |
| Apriem Advisors | 13,000 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 12,651 | $10.1 萬 | 0.02% | +500+4.1% | 加碼 |
| HRT Financial LP | 12,416 | $9.90 萬 | 0.00% | +12,416 | 新進 |
| Waratah Capital Advisors Ltd. | 12,275 | $9.80 萬 | 0.00% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 12,000 | $9.60 萬 | 0.02% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 11,923 | $9.60 萬 | 0.01% | +670+6.0% | 加碼 |
| First Hawaiian Bank | 12,000 | $9.60 萬 | 0.00% | +12,000 | 新進 |
| OLIO Financial Planning | 11,902 | $9.50 萬 | 0.06% | +11,902 | 新進 |
| Kingfisher Capital LLC | 11,500 | $9.20 萬 | 0.02% | 00.0% | 不變 |
| Cooper Financial Group | 11,358 | $9.10 萬 | 0.03% | +11,358 | 新進 |
| Almanack Investment Partners, LLC. | 10,500 | $8.40 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 10,565 | $8.40 萬 | 0.00% | +1,640+18.4% | 加碼 |
| David Loasby | 10,225 | $8.20 萬 | 0.01% | 00.0% | 不變 |
| TAP Consulting, LLC | 10,147 | $8.10 萬 | 0.02% | 00.0% | 不變 |
| HFG Advisors, Inc. | 10,075 | $8.10 萬 | 0.09% | +10,075 | 新進 |
| Sunbelt Securities, Inc. | 10,000 | $8.00 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 8,745 | $7.01 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 8,000 | $6.40 萬 | 0.00% | +8,000 | 新進 |
| Segantii Capital Management Ltd | 7,450 | $6.00 萬 | 0.00% | +7,450 | 新進 |
| Key Financial Inc | 7,088 | $5.70 萬 | 0.03% | +5,209+277.2% | 加碼 |
| Sugarloaf Wealth Management, LLC | 6,500 | $5.20 萬 | 0.01% | +1,500+30.0% | 加碼 |
| Carroll Financial Associates, Inc. | 6,412 | $5.10 萬 | 0.00% | +462+7.8% | 加碼 |
| US Bancorp | 6,200 | $5.00 萬 | 0.00% | +200+3.3% | 加碼 |
| Tradition Wealth Management, LLC | 5,916 | $4.70 萬 | 0.01% | +2,618+79.4% | 加碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 5,800 | $4.70 萬 | 0.02% | +5,800 | 新進 |
| Peoples Financial Services Corp. | 5,000 | $4.00 萬 | 0.02% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 4,676 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,596 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 4,407 | $3.53 萬 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 4,110 | $3.30 萬 | 0.01% | +2,500+155.3% | 加碼 |
| City State Bank | 3,000 | $2.40 萬 | 0.01% | +3,000 | 新進 |
| Huntington National Bank | – | $2.00 萬 | 0.00% | – | – |
| Financial Perspectives, Inc | 2,475 | $1.99 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,125 | $1.70 萬 | 0.00% | −8,570−80.1% | 減碼 |
| Spire Wealth Management | 2,000 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| KRS Capital Management, LLC | 2,100 | $1.60 萬 | 0.01% | +2,100 | 新進 |
| Macroview Investment Management LLC | 1,675 | $1.30 萬 | 0.02% | 00.0% | 不變 |
| Kings Point Capital Management | 1,500 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,437 | $1.20 萬 | 0.00% | +1,437 | 新進 |
| S.A. Mason LLC | 1,200 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial, LLC | 1,300 | $1.00 萬 | 0.00% | +200+18.2% | 加碼 |
| Westside Investment Management, Inc. | 1,200 | $9,000 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1,144 | $9,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,079 | $9,000 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 1,000 | $8,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,000 | $8,000 | 0.00% | +1,000 | 新進 |
| Simon Quick Advisors, LLC | 855 | $7,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 794 | $6,000 | 0.00% | −6,704−89.4% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 736 | $6,000 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 583 | $5,000 | 0.00% | 00.0% | 不變 |
| Aquire Wealth Advisors, LLC | 678 | $5,000 | 0.00% | +678 | 新進 |
| Baldrige Asset Management LLC | 494 | $4,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 415 | $3,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 400 | $3,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 375 | $3,000 | 0.00% | +375 | 新進 |
| O'Dell Group, LLC | 200 | $2,000 | 0.00% | +100+100.0% | 加碼 |
| Cypress Capital Management LLC (WY) | 68 | $1,000 | 0.00% | −162,050−100.0% | 減碼 |
| Toronto Dominion Bank | 146 | $1,000 | 0.00% | −247−62.8% | 減碼 |
| Cedar Wealth Management, LLC | 183 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Castleview Partners, LLC | 53,621 | – | – | +53,621 | 新進 |
| Private Wealth Partners, LLC | 0 | $0 | 0.00% | −123,000−100.0% | 清倉 |
| Live Oak Private Wealth LLC | 0 | $0 | 0.00% | −57,200−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −52,436−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −42,380−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −27,720−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −22,086−100.0% | 清倉 |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −21,162−100.0% | 清倉 |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −20,487−100.0% | 清倉 |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −18,500−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −11,890−100.0% | 清倉 |
| One + One Wealth Management, LLC | 0 | $0 | 0.00% | −11,405−100.0% | 清倉 |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −10,821−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −4,936−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −1,619−100.0% | 清倉 |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| MBL Wealth, LLC | – | – | – | – | 本季未申報 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
