| Toth Financial Advisory Corp | 1,835 | $8.03 萬 | 0.01% | +1,242+209.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,800 | $7.88 萬 | 0.00% | 00.0% | 不變 |
| Vestor Capital, LLC | 807 | $7.80 萬 | 0.01% | +807 | 新進 |
| Creative Financial Designs Inc | 1,759 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,566 | $6.85 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 1,333 | $5.83 萬 | 0.00% | −667−33.4% | 減碼 |
| South State Corp. | 1,251 | $5.47 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,158 | $5.07 萬 | 0.00% | +367+46.4% | 加碼 |
| Sankala Group LLC | 1,000 | $4.97 萬 | 0.03% | +1,000 | 新進 |
| HM Payson & Co | 1,121 | $4.91 萬 | 0.00% | −150−11.8% | 減碼 |
| Elequin Capital LP | 1,039 | $4.55 萬 | 0.00% | +198+23.5% | 加碼 |
| GFS Advisors, LLC | 21,200 | $4.54 萬 | 0.01% | +21,200 | 新進 |
| Cary Street Partners Financial LLC | 1,017 | $4.45 萬 | 0.00% | 00.0% | 不變 |
| MTM Investment Management, LLC | 1,000 | $4.38 萬 | 0.01% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,012 | $4.36 萬 | 0.00% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 959 | $4.20 萬 | 0.00% | +959 | 新進 |
| Allworth Financial LP | 954 | $4.18 萬 | 0.00% | −86−8.3% | 減碼 |
| Continuum Advisory, LLC | 945 | $4.14 萬 | 0.00% | +945 | 新進 |
| Mather Group, LLC. | 910 | $3.98 萬 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 832 | $3.64 萬 | 0.04% | +13+1.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 814 | $3.56 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 808 | $3.53 萬 | 0.00% | −168−17.2% | 減碼 |
| NBC Securities, Inc. | 798 | $3.49 萬 | 0.00% | −75−8.6% | 減碼 |
| Rothschild Investment LLC | 793 | $3.47 萬 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 700 | $3.06 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 693 | $3.03 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 670 | $2.93 萬 | 0.00% | +181+37.0% | 加碼 |
| Westside Investment Management, Inc. | 647 | $2.83 萬 | 0.00% | 00.0% | 不變 |
| Founders Capital Management | 600 | $2.63 萬 | 0.01% | +200+50.0% | 加碼 |
| Avion Wealth | 600 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 585 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 578 | $2.50 萬 | 0.00% | +12+2.1% | 加碼 |
| Russell Investments Group, Ltd. | 478 | $2.09 萬 | 0.00% | +164+52.2% | 加碼 |
| Axiom Investment Management LLC | 450 | $1.97 萬 | 0.01% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 447 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 422 | $1.85 萬 | 0.00% | +27+6.8% | 加碼 |
| Princeton Global Asset Management LLC | 400 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Advisors | 375 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 358 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 351 | $1.54 萬 | 0.00% | −33−8.6% | 減碼 |
| McDonald Partners LLC | 313 | $1.37 萬 | 0.00% | +313 | 新進 |
| Hantz Financial Services, Inc. | 295 | $1.30 萬 | 0.00% | +295 | 新進 |
| Asset Dedication, LLC | 280 | $1.23 萬 | 0.00% | +80+40.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 248 | $1.11 萬 | 0.00% | −30,536−99.2% | 減碼 |
| Vermillion Wealth Management, Inc. | 246 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 225 | $9,846 | 0.00% | +225 | 新進 |
| Allied Private Wealth LLC | 213 | $9,661 | 0.01% | +213 | 新進 |
| Osbon Capital Management LLC | 218 | $9,539 | 0.01% | +218 | 新進 |
| Aventura Private Wealth, LLC | 200 | $8,752 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 200 | $8,752 | 0.01% | +200 | 新進 |
| TD Waterhouse Canada Inc. | 200 | $8,634 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 191 | $8,358 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 176 | $7,702 | 0.00% | −271−60.6% | 減碼 |
| HHM Wealth Advisors, LLC | 150 | $6,564 | 0.00% | +150 | 新進 |
| Bogart Wealth, LLC | 150 | $6,547 | 0.00% | −105−41.2% | 減碼 |
| Optiver Holding B.V. | 147 | $6,433 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 130 | $5,689 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 119 | $5,228 | 0.00% | +2+1.7% | 加碼 |
| Abound Wealth Management | 118 | $5,164 | 0.00% | 00.0% | 不變 |
| Basepoint Wealth LLC | 114 | $4,995 | 0.00% | +2+1.8% | 加碼 |
| Silver Grove Financial Group, Inc. | 113 | $4,945 | 0.00% | +51+82.3% | 加碼 |
| Providence Capital Advisors, LLC | 109 | $4,761 | 0.00% | +109 | 新進 |
| Markowski Investments | 86 | $3,763 | 0.00% | +86 | 新進 |
| SHP Wealth Management | 75 | $3,282 | 0.00% | +75 | 新進 |
| Bessemer Group Inc | 65 | $3,000 | 0.00% | 00.0% | 不變 |
| Luminist Capital LLC | 61 | $2,669 | 0.00% | +61 | 新進 |
| Capital Advisors, Ltd. LLC | 47 | $2,000 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 36 | $1,576 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 30 | $1,313 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 14 | $613 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 12 | $525 | 0.00% | −172−93.5% | 減碼 |
| Westend Capital Management, LLC | 2 | $107 | 0.00% | 00.0% | 不變 |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −52,453−100.0% | 清倉 |
| Basso Capital Management, L.P. | 0 | $0 | 0.00% | −42,150−100.0% | 清倉 |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −14,700−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −6,697−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −5,435−100.0% | 清倉 |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −4,951−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,718−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −1,367−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,167−100.0% | 清倉 |
| United Community Bank | 0 | $0 | 0.00% | −1,150−100.0% | 清倉 |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −906−100.0% | 清倉 |
| Pacific Center for Financial Services | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −212−100.0% | 清倉 |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Signature Resources Capital Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Paragon Associates & Paragon Associates II Joint Venture | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Evanson Asset Management, LLC | – | – | – | – | 本季未申報 |
| Journey Strategic Wealth LLC | – | – | – | – | 本季未申報 |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | 本季未申報 |
| Sunbelt Securities, Inc. | – | – | – | – | 本季未申報 |
| McIlrath & Eck, LLC | – | – | – | – | 本季未申報 |