| U.S. Capital Wealth Advisors, LLC | 13,353 | $15.0 萬 | 0.01% | +837+6.7% | 加碼 |
| Sigma Planning Corp | 13,176 | $14.8 萬 | 0.01% | −14,350−52.1% | 減碼 |
| Cetera Investment Advisers | 13,115 | $14.8 萬 | 0.00% | +2,392+22.3% | 加碼 |
| Keystone Financial Group | 13,016 | $14.6 萬 | 0.03% | +24+0.2% | 加碼 |
| MML Investors Services, LLC | 12,732 | $14.3 萬 | 0.00% | +129+1.0% | 加碼 |
| Cambridge Advisors Inc. | 12,373 | $13.9 萬 | 0.04% | +12,373 | 新進 |
| South Shore Capital Advisors | 12,347 | $13.9 萬 | 0.33% | +12,347 | 新進 |
| D.A. Davidson & Co. | 11,872 | $13.4 萬 | 0.00% | +11,872 | 新進 |
| Pasadena Private Wealth, LLC | 11,707 | $13.2 萬 | 0.05% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 11,522 | $13.0 萬 | 0.00% | +56+0.5% | 加碼 |
| Financial Advisors Network, Inc. | 11,500 | $12.9 萬 | 0.04% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 11,483 | $12.9 萬 | 0.01% | +11,483 | 新進 |
| Truist Financial Corp | 11,242 | $12.6 萬 | 0.00% | +353+3.2% | 加碼 |
| Avantax Advisory Services, Inc. | 11,145 | $12.5 萬 | 0.00% | +20.0% | 加碼 |
| FNY Investment Advisers, LLC | 10,700 | $12.0 萬 | 0.08% | +10,700 | 新進 |
| Cubic Asset Management, LLC | 10,600 | $11.9 萬 | 0.04% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 10,408 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 10,000 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 10,014 | $11.3 萬 | 0.03% | 00.0% | 不變 |
| Resolute Partners Group | 8,442 | $9.50 萬 | 0.01% | +138+1.7% | 加碼 |
| Global Retirement Partners, LLC | 6,918 | $8.60 萬 | 0.01% | +20.0% | 加碼 |
| Harbour Investments, Inc. | 5,743 | $7.80 萬 | 0.01% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 3,313 | $7.80 萬 | 0.06% | +203+6.5% | 加碼 |
| FAI Wealth Management | 6,927 | $7.70 萬 | 0.08% | 00.0% | 不變 |
| US Bancorp | 6,278 | $7.10 萬 | 0.00% | −3,277−34.3% | 減碼 |
| Central Trust Co | 5,700 | $6.40 萬 | 0.00% | −200−3.4% | 減碼 |
| West Paces Advisors Inc. | 5,000 | $5.63 萬 | 0.02% | 00.0% | 不變 |
| Gables Capital Management Inc. | 4,936 | $5.60 萬 | 0.04% | 00.0% | 不變 |
| FourThought Financial, LLC | 4,524 | $5.10 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 3,750 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| HM Payson & Co | 3,287 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3,019 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 3,000 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 3,000 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 3,000 | $3.38 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,900 | $3.30 萬 | 0.00% | −300−9.4% | 減碼 |
| Carmichael Hill & Associates, Inc. | 2,813 | $3.20 萬 | 0.02% | +26+0.9% | 加碼 |
| Focused Wealth Management, Inc | 2,381 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,900 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,768 | $2.00 萬 | 0.00% | −519−22.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,759 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1,745 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,629 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 1,575 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | – | $1.60 萬 | 0.00% | – | – |
| Washington Trust Advisors, Inc. | 1,436 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,199 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,000 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 850 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 800 | $9,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 694 | $8,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 645 | $7,000 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 580 | $7,000 | 0.01% | 00.0% | 不變 |
| Selway Asset Management | 600 | $7,000 | 0.00% | +600 | 新進 |
| Gradient Investments LLC | 500 | $6,000 | 0.00% | −316−38.7% | 減碼 |
| AdvisorNet Financial, Inc | 500 | $6,000 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 517 | $6,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 468 | $5,000 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 444 | $5,000 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 408 | $4,692 | 0.00% | +408 | 新進 |
| Creative Financial Designs Inc | 338 | $4,000 | 0.00% | +6+1.8% | 加碼 |
| Meeder Asset Management Inc | 356 | $4,000 | 0.00% | +356 | 新進 |
| Ameritas Investment Partners, Inc. | 339 | $3,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 300 | $3,000 | 0.00% | 00.0% | 不變 |
| RWM Asset Management, LLC | 300 | $3,000 | 0.00% | 00.0% | 不變 |
| City Holding Co | 214 | $2,000 | 0.00% | −250−53.9% | 減碼 |
| First Manhattan Co | 235 | $2,000 | 0.00% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 252 | $2,000 | 0.00% | +4+1.6% | 加碼 |
| Coastal Capital Group, Inc. | 180 | $2,000 | 0.00% | +2+1.1% | 加碼 |
| MCF Advisors LLC | 74 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 78 | $1,000 | 0.00% | +78 | 新進 |
| Tower Research Capital LLC (TRC) | 43 | $0 | 0.00% | +42+4,200.0% | 加碼 |
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 3 | $0 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 35 | $0 | 0.00% | +35 | 新進 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −34,482−100.0% | 清倉 |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −24,287−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −14,500−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,085−100.0% | 清倉 |
| Cambridge Trust Co | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,861−100.0% | 清倉 |
| ACG Wealth | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −936−100.0% | 清倉 |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −487−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Strategies Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Titus Wealth Management | – | – | – | – | 本季未申報 |
| Minot Wealth Management LLC | – | – | – | – | 本季未申報 |
| B. Riley Wealth Management, Inc. | – | – | – | – | 本季未申報 |
