| SeaCrest Wealth Management, LLC | 15,423 | $12.5 萬 | 0.01% | +5,000+48.0% | 加碼 |
| Kestra Advisory Services, LLC | 14,923 | $12.1 萬 | 0.00% | −7,537−33.6% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 15,000 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| HighTower Advisors, LLC | 14,579 | $11.9 萬 | 0.00% | +14,579 | 新進 |
| HB Wealth Management, LLC | 14,706 | $11.9 萬 | 0.00% | +14,706 | 新進 |
| Fifth Third Bancorp | 14,425 | $11.7 萬 | 0.00% | −2,813−16.3% | 減碼 |
| Cetera Advisors LLC | 14,240 | $11.5 萬 | 0.00% | +14,240 | 新進 |
| Black Diamond Financial, LLC | 14,188 | $11.5 萬 | 0.04% | +14,188 | 新進 |
| TownSquare Capital, LLC | 14,018 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Lincoln National Corp | 13,870 | $11.2 萬 | 0.00% | +61+0.4% | 加碼 |
| Beacon Capital Management, LLC | 13,855 | $11.2 萬 | 0.03% | +13,855 | 新進 |
| Plancorp, LLC | 13,242 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 13,594 | $10.6 萬 | 0.02% | +13,594 | 新進 |
| Axxcess Wealth Management, LLC | 12,622 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 12,539 | $10.1 萬 | 0.03% | 00.0% | 不變 |
| Sage Capital Advisors,llc | 11,910 | $9.40 萬 | 0.04% | +1,556+15.0% | 加碼 |
| Lakeview Capital Partners, LLC | 11,450 | $9.30 萬 | 0.05% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 11,120 | $9.00 萬 | 0.01% | −478−4.1% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 11,200 | $9.00 萬 | 0.01% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 11,052 | $8.90 萬 | 0.13% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 11,003 | $8.80 萬 | 0.00% | −2,453−18.2% | 減碼 |
| Personal Capital Advisors Corp | 10,862 | $8.80 萬 | 0.00% | −59−0.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,767 | $8.70 萬 | 0.00% | +27+0.3% | 加碼 |
| Umb Bank N A | 10,588 | $8.60 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 10,497 | $8.50 萬 | 0.02% | +10,497 | 新進 |
| Commerce Bank | 10,273 | $8.30 萬 | 0.00% | +273+2.7% | 加碼 |
| Morris Retirement Advisors, LLC | 10,162 | $8.20 萬 | 0.06% | +10,162 | 新進 |
| Tilia Fiduciary Partners, Inc. | 8,466 | $6.80 萬 | 0.06% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 8,006 | $6.50 萬 | 0.01% | −2,000−20.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 7,595 | $6.20 萬 | 0.05% | +7,595 | 新進 |
| Geneos Wealth Management Inc. | 7,401 | $5.90 萬 | 0.00% | −9,463−56.1% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 5,683 | $4.60 萬 | 0.02% | +294+5.5% | 加碼 |
| Money Concepts Capital Corp | 5,477 | $4.40 萬 | 0.00% | +5,477 | 新進 |
| BDO Wealth Advisors, LLC | 5,000 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 4,805 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,310 | $3.40 萬 | 0.00% | +2,010+87.4% | 加碼 |
| West Bancorporation Inc | 3,950 | $3.20 萬 | 0.02% | −6,000−60.3% | 減碼 |
| Caldwell Trust Co | 3,938 | $3.18 萬 | 0.00% | +3,938 | 新進 |
| Tradition Wealth Management, LLC | 3,482 | $2.80 萬 | 0.00% | +354+11.3% | 加碼 |
| Hoey Investments, Inc | 3,053 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 2,935 | $2.40 萬 | 0.00% | +2,200+299.3% | 加碼 |
| CWM, LLC | 2,625 | $2.10 萬 | 0.00% | +198+8.2% | 加碼 |
| Glen Eagle Advisors, LLC | 2,431 | $1.96 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 2,291 | $1.90 萬 | 0.00% | −504−18.0% | 減碼 |
| O'Dell Group, LLC | 2,338 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Country Trust Bank | 1,577 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,600 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,396 | $1.10 萬 | 0.00% | −15,713−91.8% | 減碼 |
| Raleigh Capital Management Inc. | 1,300 | $1.10 萬 | 0.01% | +1,300 | 新進 |
| Tompkins Financial Corp | 1,070 | $9,000 | 0.00% | +1,070 | 新進 |
| Cordasco Financial Network | 1,029 | $8,000 | 0.01% | +26+2.6% | 加碼 |
| AllSquare Wealth Management LLC | 1,000 | $8,000 | 0.00% | +1,000 | 新進 |
| Key Financial Inc | 1,002 | $8,000 | 0.00% | +1,002 | 新進 |
| Horan Securities, Inc. | 865 | $7,000 | 0.00% | +45+5.5% | 加碼 |
| IFP Advisors, Inc | 1,026 | $7,000 | 0.00% | +1,026 | 新進 |
| Westside Investment Management, Inc. | 819 | $6,000 | 0.00% | +41+5.3% | 加碼 |
| Bartlett & Co. LLC | 558 | $5,000 | 0.00% | +558 | 新進 |
| Bartlett & Co. Wealth Management LLC | 558 | $4,509 | 0.00% | +558 | 新進 |
| Parallel Advisors, LLC | 406 | $3,000 | 0.00% | +11+2.8% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 368 | $3,000 | 0.00% | +368 | 新進 |
| National Bank of Canada | 102 | $1,000 | 0.00% | +2+2.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 108 | $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 |
| Arcadia Investment Advisors LLC | 97 | $784 | 0.00% | 00.0% | 不變 |
| FMR LLC | 3 | $0 | 0.00% | +2+200.0% | 加碼 |
| 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 |
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −54,798−100.0% | 清倉 |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −1,385,033−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −803,548−100.0% | 清倉 |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −317,865−100.0% | 清倉 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −242,702−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −213,952−100.0% | 清倉 |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −106,386−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −81,595−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −42,900−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −33,285−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −29,446−100.0% | 清倉 |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −29,376−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −21,237−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −18,322−100.0% | 清倉 |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −21,065−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −16,719−100.0% | 清倉 |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −16,572−100.0% | 清倉 |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −14,288−100.0% | 清倉 |
| Randolph Co Inc | 0 | $0 | 0.00% | −14,003−100.0% | 清倉 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −11,515−100.0% | 清倉 |
| Legacy Wealth Planning, LLC | 0 | $0 | 0.00% | −10,637−100.0% | 清倉 |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | – | 清倉 |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,991−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −2,895−100.0% | 清倉 |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −1,570−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
