| Wells Fargo & Company | 1,604,912 | $1,444 萬 | 0.00% | +151,762+10.4% | 加碼 |
| Morgan Stanley | 1,309,037 | $1,178 萬 | 0.00% | +21,659+1.7% | 加碼 |
| Sit Investment Associates Inc | 536,233 | $482.6 萬 | 0.11% | −1,084,406−66.9% | 減碼 |
| LPL Financial LLC | 421,918 | $379.7 萬 | 0.00% | +6,248+1.5% | 加碼 |
| Claraphi Advisory Network, LLC | 320,314 | $288.3 萬 | 1.00% | −37,364−10.4% | 減碼 |
| Advisors Asset Management, Inc. | 307,696 | $276.9 萬 | 0.04% | +26,249+9.3% | 加碼 |
| Advisor Group Holdings, Inc. | 265,439 | $239.0 萬 | 0.00% | +214,222+418.3% | 加碼 |
| Cohen & Steers, Inc. | 231,096 | $208.0 萬 | 0.00% | −46,413−16.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 209,672 | $188.7 萬 | 0.00% | +5,438+2.7% | 加碼 |
| Invesco Ltd. | 172,244 | $155.0 萬 | 0.00% | +64,642+60.1% | 加碼 |
| Shaker Financial Services, LLC | 166,130 | $149.5 萬 | 0.53% | −334,623−66.8% | 減碼 |
| Royal Bank of Canada | 126,235 | $113.6 萬 | 0.00% | +10,688+9.2% | 加碼 |
| UBS Group AG | 115,489 | $103.9 萬 | 0.00% | −1,378−1.2% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 113,483 | $102.1 萬 | 0.27% | −137,362−54.8% | 減碼 |
| Guggenheim Capital LLC | 94,514 | $85.1 萬 | 0.00% | −2,967−3.0% | 減碼 |
| Quad-Cities Investment Group, LLC | 80,114 | $72.1 萬 | 0.45% | +1,762+2.2% | 加碼 |
| B. Riley Wealth Management, Inc. | 67,685 | $60.9 萬 | 0.04% | 00.0% | 不變 |
| Raymond James & Associates | 67,534 | $60.8 萬 | 0.00% | +4,184+6.6% | 加碼 |
| Titus Wealth Management | 61,268 | $55.1 萬 | 0.25% | +6,000+10.9% | 加碼 |
| Independent Financial Group, LLC | 56,787 | $51.1 萬 | 0.04% | +7,570+15.4% | 加碼 |
| Ameriprise Financial Inc | 50,278 | $45.2 萬 | 0.00% | +35,141+232.2% | 加碼 |
| Advisor Resource Council | 43,215 | $38.9 萬 | 0.03% | +43,215 | 新進 |
| City of London Investment Management Co Ltd | 38,000 | $34.2 萬 | 0.02% | −511,834−93.1% | 減碼 |
| Wedbush Securities Inc | 37,457 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 36,149 | $32.5 萬 | 0.00% | +9,388+35.1% | 加碼 |
| GWM Advisors LLC | 33,190 | $29.9 萬 | 0.00% | −1,767−5.1% | 減碼 |
| Financial Advocates Investment Management | 9,900 | $27.6 萬 | 0.02% | +9,900 | 新進 |
| Bank of America Corp | 30,576 | $27.5 萬 | 0.00% | −1,524−4.7% | 減碼 |
| Janney Montgomery Scott LLC | 29,416 | $26.5 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 28,721 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,642 | $22.9 萬 | 0.07% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 22,671 | $20.4 萬 | 0.00% | +22,671 | 新進 |
| Peapack Gladstone Financial Corp | 22,501 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 22,018 | $19.8 萬 | 0.01% | +6,019+37.6% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 20,661 | $18.6 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 20,442 | $18.4 萬 | 0.00% | +3,779+22.7% | 加碼 |
| Raymond James Trust N.A. | 20,231 | $18.2 萬 | 0.01% | −3,500−14.7% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,793 | $16.9 萬 | 0.05% | −510−2.6% | 減碼 |
| Parallel Advisors, LLC | 17,933 | $16.1 萬 | 0.01% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 15,673 | $14.1 萬 | 0.03% | +15,673 | 新進 |
| Commonwealth Equity Services, LLC | 14,777 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 13,530 | $12.2 萬 | 0.01% | +980+7.8% | 加碼 |
| NEXT Financial Group, Inc | 11,783 | $10.6 萬 | 0.01% | +11,783 | 新進 |
| Truist Financial Corp | 11,105 | $10.0 萬 | 0.00% | +11,105 | 新進 |
| Alpha Cubed Investments, LLC | 10,905 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 10,606 | $9.50 萬 | 0.00% | 00.0% | 不變 |
| AE Wealth Management LLC | 10,021 | $9.00 萬 | 0.00% | +10,021 | 新進 |
| Financial Perspectives, Inc | 8,945 | $8.05 萬 | 0.04% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 6,196 | $5.60 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 5,207 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 4,707 | $4.20 萬 | 0.00% | +4,707 | 新進 |
| Northwestern Mutual Wealth Management Co | 4,260 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 3,707 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| West Bancorporation Inc | 3,780 | $3.40 萬 | 0.03% | +3,780 | 新進 |
| Sargent Bickham Lagudis LLC | 2,688 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2,501 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 1,063 | $1.00 萬 | 0.01% | +1,063 | 新進 |
| Trustcore Financial Services, LLC | 570 | $5,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 226 | $2,000 | 0.00% | 00.0% | 不變 |
| Lake Point Wealth Management | 200 | $2,000 | 0.00% | +200 | 新進 |
| American Portfolios Advisors | 37 | $333 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1 | $0 | 0.00% | +1 | 新進 |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −414,900−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −165,741−100.0% | 清倉 |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −61,732−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −24,029−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −16,645−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −16,013−100.0% | 清倉 |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −6,404−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,973−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
