| Custom Index Systems, LLC | 8,125 | $22.2 萬 | 0.13% | +24+0.3% | 加碼 |
| National Asset Management, Inc. | 8,114 | $22.2 萬 | 0.01% | +8,114 | 新進 |
| Regal Investment Advisors LLC | 8,023 | $21.9 萬 | 0.01% | +200+2.6% | 加碼 |
| Miracle Mile Advisors, LLC | 8,000 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Western Wealth Management, LLC | 7,974 | $21.8 萬 | 0.02% | +59+0.7% | 加碼 |
| ELCO Management Co., LLC | 7,900 | $21.6 萬 | 0.13% | +400+5.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 7,803 | $21.3 萬 | 0.13% | +128+1.7% | 加碼 |
| Lowe Wealth Advisors, LLC | 7,750 | $21.2 萬 | 0.10% | −350−4.3% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 7,570 | $20.7 萬 | 0.08% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 7,500 | $20.5 萬 | 0.07% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 7,345 | $20.1 萬 | 0.00% | +7,345 | 新進 |
| Investors Research Corp | 7,077 | $19.3 萬 | 0.05% | 00.0% | 不變 |
| Monetary Management Group Inc | 6,000 | $16.4 萬 | 0.04% | +6,000 | 新進 |
| Spire Wealth Management | 5,173 | $14.1 萬 | 0.00% | +89+1.8% | 加碼 |
| ORG Partners LLC | 4,336 | $11.9 萬 | 0.01% | +1,460+50.8% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 3,795 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| Signaturefd, LLC | 3,771 | $10.3 萬 | 0.00% | −1,602−29.8% | 減碼 |
| Principal Securities, Inc. | 3,498 | $9.56 萬 | 0.00% | +9+0.3% | 加碼 |
| Brown Brothers Harriman & Co | 3,166 | $8.65 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 3,159 | $8.63 萬 | 0.01% | +33+1.1% | 加碼 |
| Harbour Investments, Inc. | 2,998 | $8.19 萬 | 0.00% | +563+23.1% | 加碼 |
| Comerica Bank | 2,948 | $8.05 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 2,840 | $7.82 萬 | 0.00% | +2,840 | 新進 |
| EverSource Wealth Advisors, LLC | 2,500 | $7.14 萬 | 0.00% | +2,500 | 新進 |
| Laurel Wealth Advisors LLC | 2,500 | $6.83 萬 | 0.01% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 2,500 | $6.83 萬 | 0.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,400 | $6.56 萬 | 0.00% | +2,400 | 新進 |
| IFP Advisors, Inc | 2,253 | $6.15 萬 | 0.00% | +16+0.7% | 加碼 |
| Colonial Trust Advisors | 2,000 | $5.46 萬 | 0.01% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 1,976 | $5.40 萬 | 0.05% | +28+1.4% | 加碼 |
| Centerpoint Advisors, LLC | 1,700 | $4.60 萬 | 0.02% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,596 | $4.36 萬 | 0.00% | +1,596 | 新進 |
| Bank of New Hampshire | 1,560 | $4.26 萬 | 0.01% | 00.0% | 不變 |
| Creative Financial Designs Inc | 1,509 | $4.12 萬 | 0.00% | −1,955−56.4% | 減碼 |
| North Star Investment Management Corp. | 1,450 | $3.96 萬 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 1,440 | $3.93 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,336 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,253 | $3.42 萬 | 0.01% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 1,133 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 1,007 | $2.80 萬 | 0.01% | +13+1.3% | 加碼 |
| Logan Capital Management Inc | 1,000 | $2.73 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,000 | $2.73 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 995 | $2.72 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 950 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 944 | $2.58 萬 | 0.01% | 00.0% | 不變 |
| West Branch Capital LLC | 787 | $2.15 萬 | 0.01% | +12+1.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 750 | $2.05 萬 | 0.00% | +170+29.3% | 加碼 |
| Macroview Investment Management LLC | 706 | $1.93 萬 | 0.02% | −366−34.1% | 減碼 |
| Hilltop National Bank | 590 | $1.61 萬 | 0.01% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 580 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 574 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 554 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 500 | $1.37 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 485 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 400 | $1.13 萬 | 0.00% | −70−14.9% | 減碼 |
| Versant Capital Management, Inc | 383 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 358 | $9,781 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 291 | $7,950 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 225 | $6,147 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 222 | $6,076 | 0.00% | −508−69.6% | 減碼 |
| Motco | 200 | $5,464 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 200 | $5,464 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 100 | $2,732 | 0.00% | +100 | 新進 |
| DHJJ Financial Advisors, Ltd. | 98 | $2,678 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 67 | $1,830 | 0.00% | +17+34.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 49 | $1,339 | 0.00% | −11−18.3% | 減碼 |
| Aspect Partners, LLC | 25 | $683 | 0.00% | +25 | 新進 |
| Ancora Advisors, LLC | 21 | $574 | 0.00% | +21 | 新進 |
| WR Wealth Planners, LLC | 17 | $464 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $27 | 0.00% | – | – |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | 0 | 清倉 |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −46,915−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,680−100.0% | 清倉 |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −13,595−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −11,170−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −9,963−100.0% | 清倉 |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −9,931−100.0% | 清倉 |
| Commonwealth Financial Services, LLC | 0 | $0 | 0.00% | −9,815−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −9,083−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5,904−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2,210−100.0% | 清倉 |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −1,560−100.0% | 清倉 |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −804−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| First PREMIER Bank | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Highlander Capital Management, LLC | – | – | – | – | 本季未申報 |
| Retirement Group, LLC | – | – | – | – | 本季未申報 |
