| Apollon Wealth Management, LLC | 14,982 | $29.3 萬 | 0.02% | +14,982 | 新進 |
| We Are One Seven, LLC | 14,716 | $28.8 萬 | 0.03% | −50−0.3% | 減碼 |
| CSS LLC | 13,767 | $27.0 萬 | 0.01% | −18,000−56.7% | 減碼 |
| AdvisorNet Financial, Inc | 13,746 | $26.9 萬 | 0.02% | +200+1.5% | 加碼 |
| Fca Corp | 13,599 | $26.6 萬 | 0.09% | +438+3.3% | 加碼 |
| Coastline Trust Co | 13,474 | $26.4 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 13,132 | $25.7 萬 | 0.01% | +78+0.6% | 加碼 |
| HBK Sorce Advisory LLC | 12,960 | $25.4 萬 | 0.01% | +135+1.1% | 加碼 |
| US Bancorp | 12,823 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 12,553 | $24.6 萬 | 0.02% | −624−4.7% | 減碼 |
| LaFleur & Godfrey LLC | 12,020 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| Tiaa, FSB | 11,473 | $22.5 萬 | 0.00% | +11,473 | 新進 |
| Heron Bay Capital Management | 11,055 | $21.7 萬 | 0.11% | +11,055 | 新進 |
| First Financial Bank - Trust Division | 10,899 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 10,817 | $21.2 萬 | 0.07% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 10,695 | $21.0 萬 | 0.04% | 00.0% | 不變 |
| Wintrust Investments LLC | 10,594 | $20.8 萬 | 0.02% | +10,594 | 新進 |
| People's United Financial, Inc. | 10,350 | $20.3 萬 | 0.00% | −1,930−15.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 10,253 | $20.1 萬 | 0.03% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 10,121 | $19.8 萬 | 0.02% | +10,121 | 新進 |
| Tradition Wealth Management, LLC | 10,102 | $19.8 萬 | 0.02% | +10,102 | 新進 |
| Douglass Winthrop Advisors, LLC | 10,000 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 9,144 | $17.9 萬 | 0.04% | +5,726+167.5% | 加碼 |
| Sittner & Nelson, LLC | 8,954 | $17.5 萬 | 0.10% | +370+4.3% | 加碼 |
| Confluence Wealth Services, Inc. | 8,180 | $16.0 萬 | 0.05% | +8,180 | 新進 |
| North Star Investment Management Corp. | 6,125 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 6,002 | $11.8 萬 | 0.03% | +248+4.3% | 加碼 |
| Geneos Wealth Management Inc. | 5,649 | $11.0 萬 | 0.00% | +2,230+65.2% | 加碼 |
| Reilly Financial Advisors, LLC | 5,270 | $10.3 萬 | 0.01% | +218+4.3% | 加碼 |
| Future Financial Wealth Managment LLC | 5,000 | $9.80 萬 | 0.08% | +5,000 | 新進 |
| FSB Premier Wealth Management, Inc. | 4,627 | $9.00 萬 | 0.04% | +4,627 | 新進 |
| American Portfolios Advisors | 3,732 | $7.31 萬 | 0.00% | +3,254+680.8% | 加碼 |
| BDO Wealth Advisors, LLC | 3,680 | $7.20 萬 | 0.01% | +3,680 | 新進 |
| Gradient Investments LLC | 3,202 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 3,197 | $6.30 萬 | 0.02% | +132+4.3% | 加碼 |
| Stephenson National Bank & Trust | 3,100 | $6.10 萬 | 0.04% | +3,100 | 新進 |
| Assetmark, Inc | 2,420 | $4.70 萬 | 0.00% | +2,420 | 新進 |
| Eaton Vance Management | 2,128 | $4.20 萬 | 0.00% | +2,128 | 新進 |
| NEXT Financial Group, Inc | 2,100 | $4.10 萬 | 0.00% | −200−8.7% | 減碼 |
| Kings Point Capital Management | 2,055 | $4.00 萬 | 0.00% | +2,055 | 新進 |
| Sargent Bickham Lagudis LLC | 1,954 | $3.80 萬 | 0.00% | +34+1.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 1,900 | $3.72 萬 | 0.02% | +1,900 | 新進 |
| Spire Wealth Management | 1,891 | $3.70 萬 | 0.00% | −500−20.9% | 減碼 |
| Snowden Capital Advisors LLC | 1,855 | $3.60 萬 | 0.00% | +1,855 | 新進 |
| Carmichael Hill & Associates, Inc. | 1,700 | $3.30 萬 | 0.02% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,503 | $2.90 萬 | 0.01% | 00.0% | 不變 |
| Atwood & Palmer Inc | 1,200 | $2.40 萬 | 0.00% | +1,200 | 新進 |
| CNB Bank | 1,038 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Central Trust Co | 1,000 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $1.50 萬 | 0.00% | – | – |
| Widmann Financial Services, Inc. | 636 | $1.20 萬 | 0.01% | +636 | 新進 |
| Koshinski Asset Management, Inc. | 556 | $1.09 萬 | 0.00% | +23+4.3% | 加碼 |
| Ahrens Investment Partners LLC | 500 | $1.00 萬 | 0.00% | +500 | 新進 |
| Harbour Investments, Inc. | 436 | $9,000 | 0.00% | −526−54.7% | 減碼 |
| TFC Financial Management | 432 | $8,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 400 | $8,000 | 0.00% | 00.0% | 不變 |
| City State Bank | 422 | $8,000 | 0.00% | +422 | 新進 |
| National Bank of Canada | 355 | $7,000 | 0.00% | +355 | 新進 |
| Hudock, Inc. | 296 | $5,000 | 0.00% | +12+4.2% | 加碼 |
| Carroll Financial Associates, Inc. | 270 | $5,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 29 | $1,000 | 0.00% | −658−95.8% | 減碼 |
| Key Financial Inc | 31 | $1,000 | 0.00% | +1+3.3% | 加碼 |
| Rise Advisors, LLC | 7 | $136 | 0.00% | +7 | 新進 |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| Baldrige Asset Management LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 4 | $0 | 0.00% | +4 | 新進 |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −809,039−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −87,605−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −49,568−100.0% | 清倉 |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −35,250−100.0% | 清倉 |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −16,331−100.0% | 清倉 |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −15,775−100.0% | 清倉 |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −14,221−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −12,973−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −10,652−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,399−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −10,250−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −2,382−100.0% | 清倉 |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −261−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −199−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −192−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −183−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Harborview Advisors, LLC | – | – | – | – | 本季未申報 |
| Wealth Quarterback LLC | – | – | – | – | 本季未申報 |
