| Meristem Family Wealth, LLC | 14,200 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 13,705 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 13,650 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 13,075 | $11.9 萬 | 0.01% | −1,925−12.8% | 減碼 |
| Regal Wealth Group, Inc. | 13,377 | $11.8 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 13,300 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 13,173 | $11.6 萬 | 0.01% | +1,250+10.5% | 加碼 |
| Baker Ellis Asset Management LLC | 13,000 | $11.4 萬 | 0.02% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 12,600 | $11.1 萬 | 0.03% | −11,660−48.1% | 減碼 |
| Hohimer Wealth Management, LLC | 12,651 | $11.1 萬 | 0.02% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 12,578 | $11.0 萬 | 0.03% | +12,578 | 新進 |
| Waratah Capital Advisors Ltd. | 12,275 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 12,202 | $10.7 萬 | 0.00% | +12,202 | 新進 |
| First Hawaiian Bank | 12,000 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| OLIO Financial Planning | 11,902 | $10.4 萬 | 0.06% | 00.0% | 不變 |
| Worth Asset Management, LLC | 14,300 | $10.2 萬 | 0.07% | +14,300 | 新進 |
| Kingfisher Capital LLC | 11,500 | $10.1 萬 | 0.03% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 11,400 | $10.0 萬 | 0.00% | +835+7.9% | 加碼 |
| EWG Elevate Inc. | 10,694 | $9.40 萬 | 0.04% | +10,694 | 新進 |
| Intrua Financial, LLC | 10,700 | $9.40 萬 | 0.02% | +10,700 | 新進 |
| Almanack Investment Partners, LLC. | 10,500 | $9.20 萬 | 0.01% | 00.0% | 不變 |
| David Loasby | 10,225 | $9.00 萬 | 0.01% | 00.0% | 不變 |
| TAP Consulting, LLC | 10,147 | $8.90 萬 | 0.02% | 00.0% | 不變 |
| Apriem Advisors | 10,000 | $8.80 萬 | 0.01% | −3,000−23.1% | 減碼 |
| Sunbelt Securities, Inc. | 10,000 | $8.80 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9,472 | $8.30 萬 | 0.00% | +8,678+1,092.9% | 加碼 |
| WR Wealth Planners, LLC | 8,950 | $7.85 萬 | 0.05% | +8,950 | 新進 |
| Tradition Wealth Management, LLC | 7,916 | $6.90 萬 | 0.01% | +2,000+33.8% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 6,936 | $6.10 萬 | 0.02% | +6,200+842.4% | 加碼 |
| Sugarloaf Wealth Management, LLC | 6,500 | $5.70 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 6,200 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 5,800 | $5.10 萬 | 0.01% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 5,641 | $4.90 萬 | 0.00% | +965+20.6% | 加碼 |
| Peoples Financial Services Corp. | 5,000 | $4.40 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,675 | $4.10 萬 | 0.00% | +2,550+120.0% | 加碼 |
| Parallel Advisors, LLC | 4,596 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 4,407 | $3.86 萬 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 4,110 | $3.60 萬 | 0.01% | 00.0% | 不變 |
| City State Bank | 3,000 | $2.60 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | – | $2.20 萬 | 0.00% | – | – |
| Princeton Global Asset Management LLC | 2,500 | $2.20 萬 | 0.01% | +2,500 | 新進 |
| Financial Perspectives, Inc | 2,475 | $2.17 萬 | 0.01% | 00.0% | 不變 |
| Macroview Investment Management LLC | 2,275 | $2.00 萬 | 0.03% | +600+35.8% | 加碼 |
| Tucker Asset Management LLC | 2,158 | $1.89 萬 | 0.01% | +2,158 | 新進 |
| Spire Wealth Management | 2,000 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Herold Advisors, Inc. | 2,000 | $1.75 萬 | 0.01% | +2,000 | 新進 |
| Key Financial Inc | 1,953 | $1.70 萬 | 0.01% | −5,135−72.4% | 減碼 |
| Beacon Capital Management, LLC | 1,800 | $1.60 萬 | 0.00% | +1,800 | 新進 |
| Kings Point Capital Management | 1,500 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| S.A. Mason LLC | 1,200 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial, LLC | 1,300 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 1,200 | $1.10 萬 | 0.00% | +1,200 | 新進 |
| Westside Investment Management, Inc. | 1,200 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1,144 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,079 | $9,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,000 | $9,000 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 1,000 | $9,000 | 0.01% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 855 | $7,000 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 800 | $7,000 | 0.00% | +800 | 新進 |
| Montag A & Associates Inc | 583 | $5,000 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 600 | $5,000 | 0.00% | +454+311.0% | 加碼 |
| Capital Directions Investment Advisors, LLC | 612 | $5,000 | 0.00% | +612 | 新進 |
| Baldrige Asset Management LLC | 494 | $4,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 415 | $4,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| Cedar Wealth Management, LLC | 183 | $2,000 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 175 | $2,000 | 0.00% | +175 | 新進 |
| Allworth Financial LP | 92 | $1,000 | 0.00% | −1,345−93.6% | 減碼 |
| Cypress Capital Management LLC (WY) | 68 | $1,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 150 | $1,000 | 0.00% | +150 | 新進 |
| Bivin & Associates, Inc. | 111 | $1,000 | 0.00% | +111 | 新進 |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | 減碼 |
| McClarren Financial Advisors, Inc. | 10 | $0 | 0.00% | +10 | 新進 |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −1,285,091−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −931,334−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −767,342−100.0% | 清倉 |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −79,895−100.0% | 清倉 |
| Smith Anglin Financial, LLC | 0 | $0 | 0.00% | −63,917−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −41,675−100.0% | 清倉 |
| Concorde Financial Corp | 0 | $0 | 0.00% | −38,264−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −29,206−100.0% | 清倉 |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −26,400−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,470−100.0% | 清倉 |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −15,828−100.0% | 清倉 |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −13,270−100.0% | 清倉 |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −13,270−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −12,416−100.0% | 清倉 |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −10,075−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −7,450−100.0% | 清倉 |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −678−100.0% | 清倉 |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −375−100.0% | 清倉 |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −53,621−100.0% | 清倉 |
| Mission Financial Group, LLC | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
