| International Assets Investment Management, LLC | 18,838 | $11.1 萬 | 0.02% | +471+2.6% | 加碼 |
| NBC Securities, Inc. | 18,873 | $11.1 萬 | 0.01% | +18,873 | 新進 |
| Ingalls & Snyder LLC | 18,400 | $10.9 萬 | 0.01% | +18,400 | 新進 |
| Beacon Capital Management, LLC | 15,690 | $10.2 萬 | 0.03% | 00.0% | 不變 |
| Sax Wealth Advisors, LLC | 16,760 | $9.92 萬 | 0.02% | 00.0% | 不變 |
| Eclectic Associates Inc | 15,993 | $9.47 萬 | 0.05% | 00.0% | 不變 |
| Webster Bank, N. A. | 15,526 | $9.19 萬 | 0.01% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 15,125 | $8.95 萬 | 0.00% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 15,000 | $8.88 萬 | 0.02% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 15,000 | $8.82 萬 | 0.01% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 13,912 | $8.24 萬 | 0.05% | 00.0% | 不變 |
| Camden Capital, LLC | 13,806 | $8.17 萬 | 0.01% | +345+2.6% | 加碼 |
| Comerica Bank | 13,688 | $8.10 萬 | 0.00% | +13,688 | 新進 |
| Fifth Third Bancorp | 13,360 | $7.91 萬 | 0.00% | +333+2.6% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 13,000 | $7.70 萬 | 0.01% | +13,000 | 新進 |
| Lakeview Capital Partners, LLC | 12,962 | $7.67 萬 | 0.01% | +2,205+20.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 13,149 | $7.67 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 12,477 | $7.39 萬 | 0.00% | +128+1.0% | 加碼 |
| Integrated Wealth Concepts LLC | 12,462 | $7.38 萬 | 0.00% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 12,256 | $7.26 萬 | 0.01% | +617+5.3% | 加碼 |
| ICA Group Wealth Management, LLC | 11,853 | $7.02 萬 | 0.02% | +297+2.6% | 加碼 |
| Morris Retirement Advisors, LLC | 11,819 | $7.00 萬 | 0.05% | +295+2.6% | 加碼 |
| HB Wealth Management, LLC | 11,414 | $6.76 萬 | 0.00% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 11,038 | $6.53 萬 | 0.01% | +276+2.6% | 加碼 |
| SignalPoint Asset Management, LLC | 10,893 | $6.45 萬 | 0.02% | 00.0% | 不變 |
| Merit Financial Group, LLC | 10,884 | $6.44 萬 | 0.00% | +10,884 | 新進 |
| WealthPLAN Partners, LLC | 10,605 | $6.28 萬 | 0.01% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 10,601 | $6.28 萬 | 0.00% | +585+5.8% | 加碼 |
| Alpha Cubed Investments, LLC | 10,550 | $6.25 萬 | 0.00% | +10,550 | 新進 |
| Kingsview Wealth Management, LLC | 10,442 | $6.18 萬 | 0.00% | 00.0% | 不變 |
| Nations Financial Group Inc, | 10,423 | $6.17 萬 | 0.01% | −295−2.8% | 減碼 |
| Axxcess Wealth Management, LLC | 10,357 | $6.13 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 7,660 | $4.50 萬 | 0.03% | +20.0% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 6,611 | $3.91 萬 | 0.02% | +165+2.6% | 加碼 |
| Umb Bank N A | 5,865 | $3.47 萬 | 0.00% | +91+1.6% | 加碼 |
| Tradition Wealth Management, LLC | 4,992 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 4,805 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 4,083 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 3,938 | $2.33 萬 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 3,646 | $2.16 萬 | 0.01% | +92+2.6% | 加碼 |
| GoalVest Advisory LLC | 3,600 | $2.13 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 3,226 | $1.91 萬 | 0.00% | +81+2.6% | 加碼 |
| Sound Income Strategies, LLC | 3,135 | $1.86 萬 | 0.00% | +2,400+326.5% | 加碼 |
| Hoey Investments, Inc | 3,053 | $1.81 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | – | $1.70 萬 | 0.00% | – | 新進 |
| IFP Advisors, Inc | 2,833 | $1.68 萬 | 0.00% | +190+7.2% | 加碼 |
| Key Financial Inc | 2,441 | $1.45 萬 | 0.00% | +61+2.6% | 加碼 |
| Private Trust Co NA | 2,382 | $1.41 萬 | 0.00% | −1,468−38.1% | 減碼 |
| AdvisorNet Financial, Inc | 2,294 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,134 | $1.26 萬 | 0.00% | +825+63.0% | 加碼 |
| Tompkins Financial Corp | 2,100 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Spotlight Asset Group, Inc. | 1,867 | $1.11 萬 | 0.01% | +46+2.5% | 加碼 |
| AllSquare Wealth Management LLC | 1,694 | $1.00 萬 | 0.01% | +82+5.1% | 加碼 |
| Raleigh Capital Management Inc. | 1,600 | $9,472 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,600 | $9,472 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,439 | $8,519 | 0.00% | +1,439 | 新進 |
| Pathway Financial Advisers, LLC | 1,251 | $7,404 | 0.00% | +1,251 | 新進 |
| WR Wealth Planners, LLC | 1,167 | $6,909 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 1,026 | $6,073 | 0.00% | +26+2.6% | 加碼 |
| Bogart Wealth, LLC | 1,000 | $5,920 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 950 | $5,624 | 0.00% | +23+2.5% | 加碼 |
| Register Financial Advisors LLC | 861 | $5,094 | 0.00% | +22+2.6% | 加碼 |
| Legacy Financial Group LLC | 735 | $4,351 | 0.00% | +735 | 新進 |
| Parallel Advisors, LLC | 472 | $2,795 | 0.00% | +12+2.6% | 加碼 |
| Coppell Advisory Solutions LLC | 402 | $2,289 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 298 | $1,764 | 0.00% | +298 | 新進 |
| Arcadia Investment Management Corp | 200 | $1,184 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 252 | $1,000 | 0.00% | −3,927−94.0% | 減碼 |
| Harbour Investments, Inc. | 140 | $829 | 0.00% | +140 | 新進 |
| National Bank of Canada | 102 | $600 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 35 | $207 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 28 | $166 | 0.00% | −1,099−97.5% | 減碼 |
| Hollencrest Capital Management | 22 | $130 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $12 | 0.00% | −7−77.8% | 減碼 |
| Farther Finance Advisors, LLC | 0 | $1 | 0.00% | 0 | 不變 |
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −124,038−100.0% | 清倉 |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −34,060−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −16,373−100.0% | 清倉 |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −12,184−100.0% | 清倉 |
| Liberty Capital Management, Inc. | 0 | $0 | 0.00% | −10,024−100.0% | 清倉 |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −8,466−100.0% | 清倉 |
| Retirement Group, LLC | 0 | $0 | 0.00% | −8,250−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −812−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −168−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |
