| Envestnet Asset Management Inc | 7,019 | $27.4 萬 | 0.00% | +7,019 | 新進 |
| Security National Bank of Sioux City Iowa | 7,000 | $27.3 萬 | 0.24% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 6,969 | $27.2 萬 | 0.07% | +75+1.1% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 6,441 | $25.1 萬 | 0.03% | +30+0.5% | 加碼 |
| Gsa Capital Partners LLP | 6,333 | $24.7 萬 | 0.03% | +6,333 | 新進 |
| Americana Partners, LLC | 6,201 | $24.1 萬 | 0.04% | 00.0% | 不變 |
| Victory Capital Management Inc | 6,087 | $23.7 萬 | 0.00% | +6,087 | 新進 |
| Mercer Global Advisors Inc | 6,034 | $23.5 萬 | 0.00% | +6,034 | 新進 |
| Salient Capital Advisors, LLC | 6,024 | $23.5 萬 | 0.01% | +6,024 | 新進 |
| Mutual Advisors, LLC | 5,899 | $23.0 萬 | 0.01% | +21+0.4% | 加碼 |
| Perigon Wealth Management, LLC | 5,801 | $22.6 萬 | 0.02% | −5,000−46.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,761 | $22.5 萬 | 0.01% | −1,239−17.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,781 | $22.5 萬 | 0.01% | +5,781 | 新進 |
| SeaCrest Wealth Management, LLC | 5,642 | $22.0 萬 | 0.03% | −1,111−16.5% | 減碼 |
| Guggenheim Capital LLC | 5,584 | $21.8 萬 | 0.00% | −166−2.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 5,565 | $21.7 萬 | 0.00% | +365+7.0% | 加碼 |
| Mariner, LLC | 5,507 | $21.5 萬 | 0.00% | +5,507 | 新進 |
| Truist Financial Corp | 5,421 | $21.1 萬 | 0.00% | −2,173−28.6% | 減碼 |
| Arrow Investment Advisors, LLC | 5,364 | $20.9 萬 | 0.16% | −429−7.4% | 減碼 |
| Walleye Trading LLC | 5,270 | $20.5 萬 | 0.01% | +1,929+57.7% | 加碼 |
| Boston Private Wealth LLC | 5,226 | $20.4 萬 | 0.00% | +5,226 | 新進 |
| American Portfolios Advisors | 4,600 | $17.9 萬 | 0.01% | −209−4.3% | 減碼 |
| Virtus Investment Advisers, Inc. | 4,530 | $17.7 萬 | 0.08% | +4,530 | 新進 |
| US Bancorp | 3,500 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,770 | $10.8 萬 | 0.06% | +11+0.4% | 加碼 |
| Parallel Advisors, LLC | 2,639 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 2,470 | $9.60 萬 | 0.05% | +152+6.6% | 加碼 |
| Salem Investment Counselors Inc | 2,024 | $7.90 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $7.80 萬 | 0.06% | 00.0% | 不變 |
| Hudock, Inc. | 1,981 | $7.70 萬 | 0.03% | +41+2.1% | 加碼 |
| Credit Suisse AG | 1,888 | $7.40 萬 | 0.00% | −3,918−67.5% | 減碼 |
| Estabrook Capital Management | 1,400 | $5.46 萬 | 0.01% | 00.0% | 不變 |
| CNB Bank | 1,350 | $5.30 萬 | 0.04% | 00.0% | 不變 |
| Money Concepts Capital Corp | 1,205 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1,037 | $4.00 萬 | 0.00% | −1,375−57.0% | 減碼 |
| Focused Wealth Management, Inc | 1,021 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,000 | $3.90 萬 | 0.02% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 1,000 | $3.90 萬 | 0.02% | 00.0% | 不變 |
| Front Row Advisors LLC | 750 | $2.90 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 650 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 600 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 750 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 510 | $2.00 萬 | 0.01% | +510 | 新進 |
| HM Payson & Co | 500 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 478 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Covington Capital Management | 450 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Professional Financial Advisors, LLC | 452 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 385 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 226 | $8,000 | 0.00% | +4+1.8% | 加碼 |
| Byrne Asset Management LLC | 200 | $8,000 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 200 | $8,000 | 0.00% | +200 | 新進 |
| Geneos Wealth Management Inc. | 194 | $7,000 | 0.00% | −4,264−95.6% | 減碼 |
| Worth Asset Management, LLC | 191 | $7,000 | 0.01% | −355−65.0% | 減碼 |
| Ellis Investment Partners, LLC | 199 | $7,000 | 0.00% | +4+2.1% | 加碼 |
| FourThought Financial, LLC | 186 | $7,000 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 165 | $6,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 125 | $5,000 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 135 | $5,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 113 | $4,000 | 0.00% | +2+1.8% | 加碼 |
| Cedar Mountain Advisors, LLC | 53 | $2,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 50 | $1,949 | 0.00% | 00.0% | 不變 |
| Rudius Management LP | 33 | $1,000 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 12 | $487 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2 | $0 | 0.00% | +1+100.0% | 加碼 |
| PFG Private Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 11 | $0 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 9 | $0 | 0.00% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 2 | $0 | 0.00% | +2 | 新進 |
| ING Groep NV | 0 | $0 | 0.00% | −78,000−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −49,275−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −18,785−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,740−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,605−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,808−100.0% | 清倉 |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −5,889−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4,682−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,740−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,340−100.0% | 清倉 |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −1,390−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −424−100.0% | 清倉 |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −136−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −137−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Pinnacle Private Wealth, LLC | – | – | – | – | 本季未申報 |
