| Silverlake Wealth Management LLC | 17,677 | $14.8 萬 | 0.08% | +17,677 | 新進 |
| Coastal Bridge Advisors, LLC | 21,065 | $14.5 萬 | 0.03% | +21,065 | 新進 |
| Fifth Third Bancorp | 17,238 | $14.4 萬 | 0.00% | +4,434+34.6% | 加碼 |
| AdvisorNet Financial, Inc | 17,109 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 16,830 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 16,864 | $14.1 萬 | 0.01% | +1,954+13.1% | 加碼 |
| Sax Wealth Advisors, LLC | 16,760 | $14.0 萬 | 0.03% | 00.0% | 不變 |
| Cerity Partners LLC | 16,719 | $14.0 萬 | 0.00% | +16,719 | 新進 |
| Cornerstone Wealth Management, LLC | 16,572 | $13.9 萬 | 0.01% | +100+0.6% | 加碼 |
| AlphaStar Capital Management, LLC | 16,420 | $13.6 萬 | 0.01% | +1,506+10.1% | 加碼 |
| Stifel Financial Corp | 16,015 | $13.4 萬 | 0.00% | −1,812−10.2% | 減碼 |
| Webster Bank, N. A. | 15,526 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 15,243 | $12.8 萬 | 0.00% | +1,426+10.3% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 15,000 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Kalos Management, Inc. | 14,288 | $12.1 萬 | 0.03% | +141+1.0% | 加碼 |
| TownSquare Capital, LLC | 14,018 | $11.7 萬 | 0.00% | −713−4.8% | 減碼 |
| Randolph Co Inc | 14,003 | $11.7 萬 | 0.01% | +14,003 | 新進 |
| Lincoln National Corp | 13,809 | $11.6 萬 | 0.00% | +939+7.3% | 加碼 |
| Avantax Advisory Services, Inc. | 13,456 | $11.3 萬 | 0.00% | +13,456 | 新進 |
| Plancorp, LLC | 13,242 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 12,622 | $10.6 萬 | 0.01% | +12,622 | 新進 |
| SignalPoint Asset Management, LLC | 12,539 | $10.5 萬 | 0.03% | −1,229−8.9% | 減碼 |
| Wetherby Asset Management Inc | 11,598 | $9.70 萬 | 0.01% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,515 | $9.60 萬 | 0.03% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 11,450 | $9.60 萬 | 0.06% | 00.0% | 不變 |
| Dixon Hubard Feinour & Brown Inc | 11,200 | $9.40 萬 | 0.01% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 11,052 | $9.30 萬 | 0.13% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 10,921 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 10,851 | $9.10 萬 | 0.01% | +10,851 | 新進 |
| Moneta Group Investment Advisors LLC | 10,740 | $9.00 萬 | 0.00% | +42+0.4% | 加碼 |
| Umb Bank N A | 10,588 | $8.90 萬 | 0.00% | +10,588 | 新進 |
| Legacy Wealth Planning, LLC | 10,637 | $8.90 萬 | 0.10% | +10,637 | 新進 |
| SeaCrest Wealth Management, LLC | 10,423 | $8.70 萬 | 0.01% | 00.0% | 不變 |
| King Luther Capital Management Corp | – | $8.40 萬 | 0.00% | – | – |
| BerganKDV Wealth Management, LLC | 10,006 | $8.40 萬 | 0.01% | −2,000−16.7% | 減碼 |
| Commerce Bank | 10,000 | $8.40 萬 | 0.00% | +10,000 | 新進 |
| Sage Capital Advisors,llc | 10,354 | $8.40 萬 | 0.03% | +10,354 | 新進 |
| West Bancorporation Inc | 9,950 | $8.30 萬 | 0.07% | +9,950 | 新進 |
| Tilia Fiduciary Partners, Inc. | 8,466 | $7.10 萬 | 0.06% | +8,466 | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 5,389 | $4.50 萬 | 0.02% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 5,000 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 4,805 | $4.00 萬 | 0.00% | −2,403−33.3% | 減碼 |
| Harbour Investments, Inc. | 4,200 | $3.50 萬 | 0.00% | −2,168−34.0% | 減碼 |
| Tradition Wealth Management, LLC | 3,128 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 3,053 | $2.60 萬 | 0.01% | +278+10.0% | 加碼 |
| Amplius Wealth Advisors, LLC | 2,991 | $2.50 萬 | 0.00% | +2,991 | 新進 |
| Eaton Vance Management | 2,895 | $2.40 萬 | 0.00% | +2,895 | 新進 |
| Citigroup Inc | 2,795 | $2.30 萬 | 0.00% | +820+41.5% | 加碼 |
| Glen Eagle Advisors, LLC | 2,431 | $2.04 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 2,427 | $2.00 萬 | 0.00% | +2,427 | 新進 |
| O'Dell Group, LLC | 2,338 | $2.00 萬 | 0.01% | +2,338 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,300 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,600 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 1,577 | $1.30 萬 | 0.00% | −314−16.6% | 減碼 |
| FSB Premier Wealth Management, Inc. | 1,570 | $1.30 萬 | 0.01% | +1,570 | 新進 |
| Ahrens Investment Partners LLC | 1,500 | $1.30 萬 | 0.01% | +1,500 | 新進 |
| Cordasco Financial Network | 1,003 | $8,000 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 820 | $7,000 | 0.00% | +820 | 新進 |
| Huntington National Bank | – | $6,000 | 0.00% | – | – |
| Westside Investment Management, Inc. | 778 | $6,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 735 | $6,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 395 | $3,000 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 108 | $1,000 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 60 | $1,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 132 | $1,000 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 100 | $1,000 | 0.00% | +100 | 新進 |
| Arcadia Investment Advisors LLC | 97 | $813 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 112 | $0 | 0.00% | −3,023−96.4% | 減碼 |
| FMR LLC | 1 | $0 | 0.00% | −2−66.7% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 35 | $0 | 0.00% | 00.0% | 不變 |
| Professional Financial Advisors, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 58 | $0 | 0.00% | +58 | 新進 |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −1,201,553−100.0% | 清倉 |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −172,078−100.0% | 清倉 |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −44,875−100.0% | 清倉 |
| Biltmore Capital Advisors LLC | 0 | $0 | 0.00% | −28,500−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −25,110−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −23,387−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −17,568−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −15,700−100.0% | 清倉 |
| Resource Planning Group | 0 | $0 | 0.00% | −13,266−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −11,612−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,029−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −558−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −558−100.0% | 清倉 |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −349−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cascadia Advisory Services, LLC | – | – | – | – | 本季未申報 |
| Harbor Financial Services, LLC | – | – | – | – | 本季未申報 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |
