| SeaCrest Wealth Management, LLC | 15,423 | $9.70 萬 | 0.01% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 15,000 | $9.40 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 14,831 | $9.30 萬 | 0.00% | +406+2.8% | 加碼 |
| Level Four Advisory Services, LLC | 14,450 | $9.10 萬 | 0.01% | −10,192−41.4% | 減碼 |
| Lincoln National Corp | 14,008 | $8.80 萬 | 0.00% | +138+1.0% | 加碼 |
| Bluefin Capital Management, LLC | 13,755 | $8.70 萬 | 0.01% | +13,755 | 新進 |
| TownSquare Capital, LLC | 13,757 | $8.60 萬 | 0.00% | −261−1.9% | 減碼 |
| Silver Oak Securities, Inc | 12,813 | $8.50 萬 | 0.02% | −781−5.7% | 減碼 |
| B. Riley Wealth Management, Inc. | 13,548 | $8.50 萬 | 0.01% | +13,548 | 新進 |
| Plancorp, LLC | 13,242 | $8.30 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisors LLC | 12,684 | $8.00 萬 | 0.00% | −1,556−10.9% | 減碼 |
| Axxcess Wealth Management, LLC | 12,622 | $7.90 萬 | 0.01% | 00.0% | 不變 |
| Sage Capital Advisors,llc | 12,214 | $7.70 萬 | 0.04% | +304+2.6% | 加碼 |
| SignalPoint Asset Management, LLC | 12,172 | $7.60 萬 | 0.03% | −367−2.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,465 | $7.20 萬 | 0.00% | +698+6.5% | 加碼 |
| Vigilare Wealth Management | 11,300 | $7.10 萬 | 0.08% | +11,300 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 11,232 | $7.10 萬 | 0.00% | +11,232 | 新進 |
| Dixon Hubard Feinour & Brown Inc | 11,200 | $7.00 萬 | 0.01% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 11,052 | $6.90 萬 | 0.11% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 10,851 | $6.80 萬 | 0.01% | −15,970−59.5% | 減碼 |
| Umb Bank N A | 10,588 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 10,566 | $6.60 萬 | 0.00% | +293+2.9% | 加碼 |
| Morris Retirement Advisors, LLC | 10,451 | $6.60 萬 | 0.06% | +289+2.8% | 加碼 |
| Rockefeller Capital Management L.P. | 10,518 | $6.60 萬 | 0.00% | +10,518 | 新進 |
| Tilia Fiduciary Partners, Inc. | 8,466 | $5.40 萬 | 0.05% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 8,006 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 7,595 | $4.80 萬 | 0.04% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 6,372 | $4.00 萬 | 0.01% | −42,110−86.9% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 5,845 | $3.70 萬 | 0.02% | +162+2.9% | 加碼 |
| BDO Wealth Advisors, LLC | 5,000 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 4,805 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,310 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 4,174 | $2.60 萬 | 0.00% | +692+19.9% | 加碼 |
| West Bancorporation Inc | 3,950 | $2.50 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 3,908 | $2.50 萬 | 0.00% | +1,283+48.9% | 加碼 |
| Caldwell Trust Co | 3,938 | $2.47 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 3,638 | $2.30 萬 | 0.00% | +3,638 | 新進 |
| AllSquare Wealth Management LLC | 3,528 | $2.20 萬 | 0.01% | +2,528+252.8% | 加碼 |
| Allworth Financial LP | 3,234 | $2.00 萬 | 0.00% | +3,234 | 新進 |
| Prospera Financial Services Inc | 3,000 | $1.90 萬 | 0.00% | −13,590−81.9% | 減碼 |
| Hoey Investments, Inc | 3,053 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,920 | $1.80 萬 | 0.00% | −4,481−60.5% | 減碼 |
| Sound Income Strategies, LLC | 2,935 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 2,272 | $1.40 萬 | 0.00% | +2,272 | 新進 |
| JFS Wealth Advisors, LLC | 2,152 | $1.40 萬 | 0.00% | +2,152 | 新進 |
| Tompkins Financial Corp | 2,100 | $1.30 萬 | 0.00% | +1,030+96.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,600 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,387 | $9,000 | 0.00% | −9−0.6% | 減碼 |
| Raleigh Capital Management Inc. | 1,450 | $9,000 | 0.01% | +150+11.5% | 加碼 |
| Cordasco Financial Network | 1,059 | $7,000 | 0.01% | +30+2.9% | 加碼 |
| Key Financial Inc | 1,030 | $7,000 | 0.00% | +28+2.8% | 加碼 |
| IFP Advisors, Inc | 1,026 | $7,000 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 842 | $5,000 | 0.00% | +23+2.8% | 加碼 |
| Lake Point Wealth Management | 806 | $5,000 | 0.00% | +806 | 新進 |
| Bartlett & Co. LLC | 558 | $4,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 558 | $3,504 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 417 | $3,000 | 0.00% | +11+2.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 293 | $2,000 | 0.00% | +293 | 新進 |
| National Bank of Canada | 102 | $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 |
| FMR LLC | 1 | $0 | 0.00% | −2−66.7% | 減碼 |
| Global Retirement Partners, LLC | 38 | $0 | 0.00% | +36+1,800.0% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 35 | $0 | 0.00% | 00.0% | 不變 |
| Professional Financial Advisors, LLC | 11 | $0 | 0.00% | +1+10.0% | 加碼 |
| BLB&B Advisors, LLC | 0 | $0 | 0.00% | −63,331−100.0% | 清倉 |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −26,305−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,244−100.0% | 清倉 |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −16,830−100.0% | 清倉 |
| Black Diamond Financial, LLC | 0 | $0 | 0.00% | −14,188−100.0% | 清倉 |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −11,450−100.0% | 清倉 |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −10,862−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −5,477−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −2,431−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −2,291−100.0% | 清倉 |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −2,338−100.0% | 清倉 |
| Country Trust Bank | 0 | $0 | 0.00% | −1,577−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −865−100.0% | 清倉 |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −368−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −108−100.0% | 清倉 |
| Arcadia Investment Advisors LLC | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| WealthPLAN Partners, LLC | – | – | – | – | 本季未申報 |
| WealthPlan Investment Management, LLC | – | – | – | – | 本季未申報 |
| Golden State Wealth Management, LLC | – | – | – | – | 本季未申報 |
