| Wells Fargo & Company | 1,667,087 | $1,257 萬 | 0.00% | +62,175+3.9% | 加碼 |
| LPL Financial LLC | 488,633 | $368.4 萬 | 0.00% | +66,715+15.8% | 加碼 |
| Cohen & Steers, Inc. | 289,709 | $218.4 萬 | 0.00% | +58,613+25.4% | 加碼 |
| Stifel Financial Corp | 259,448 | $195.6 萬 | 0.00% | +259,448 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 213,025 | $160.6 萬 | 0.00% | +3,353+1.6% | 加碼 |
| Claraphi Advisory Network, LLC | 185,392 | $139.8 萬 | 0.40% | −134,922−42.1% | 減碼 |
| Invesco Ltd. | 181,110 | $136.6 萬 | 0.00% | +8,866+5.1% | 加碼 |
| Royal Bank of Canada | 172,617 | $130.2 萬 | 0.00% | +46,382+36.7% | 加碼 |
| UBS Group AG | 128,035 | $96.5 萬 | 0.00% | +12,546+10.9% | 加碼 |
| Advisor Group Holdings, Inc. | 119,783 | $90.5 萬 | 0.00% | −145,656−54.9% | 減碼 |
| Guggenheim Capital LLC | 91,932 | $69.3 萬 | 0.00% | −2,582−2.7% | 減碼 |
| Titus Wealth Management | 84,350 | $63.6 萬 | 0.29% | +23,082+37.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 79,092 | $59.7 萬 | 0.01% | +79,092 | 新進 |
| Ameriprise Financial Inc | 78,082 | $58.9 萬 | 0.00% | +27,804+55.3% | 加碼 |
| B. Riley Wealth Management, Inc. | 73,285 | $55.3 萬 | 0.04% | +5,600+8.3% | 加碼 |
| Raymond James & Associates | 67,904 | $51.2 萬 | 0.00% | +370+0.5% | 加碼 |
| Independent Financial Group, LLC | 61,006 | $46.0 萬 | 0.04% | +4,219+7.4% | 加碼 |
| Morgan Stanley | 58,837 | $44.4 萬 | 0.00% | −1,250,200−95.5% | 減碼 |
| Western Wealth Management, LLC | 43,064 | $32.5 萬 | 0.02% | +43,064 | 新進 |
| Shaker Financial Services, LLC | 39,623 | $29.9 萬 | 0.11% | −126,507−76.1% | 減碼 |
| Wedbush Securities Inc | 39,494 | $29.8 萬 | 0.01% | +2,037+5.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,853 | $29.3 萬 | 0.00% | +2,704+7.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 33,651 | $25.4 萬 | 0.01% | +11,633+52.8% | 加碼 |
| Janney Montgomery Scott LLC | 31,677 | $23.9 萬 | 0.00% | +2,261+7.7% | 加碼 |
| Kestra Advisory Services, LLC | 30,685 | $23.1 萬 | 0.00% | +1,964+6.8% | 加碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,642 | $22.4 萬 | 0.07% | 00.0% | 不變 |
| GWM Advisors LLC | 29,366 | $22.1 萬 | 0.00% | −3,824−11.5% | 減碼 |
| Parallel Advisors, LLC | 27,027 | $20.5 萬 | 0.01% | +9,094+50.7% | 加碼 |
| AE Wealth Management LLC | 25,074 | $18.9 萬 | 0.00% | +15,053+150.2% | 加碼 |
| Centaurus Financial, Inc. | 22,992 | $17.3 萬 | 0.01% | +22,992 | 新進 |
| Quad-Cities Investment Group, LLC | 22,614 | $17.1 萬 | 0.11% | −57,500−71.8% | 減碼 |
| Qube Research & Technologies Ltd | 22,671 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 22,501 | $17.0 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 22,286 | $16.8 萬 | 0.00% | −8,290−27.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 21,458 | $16.2 萬 | 0.00% | +1,016+5.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 20,661 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 20,344 | $15.3 萬 | 0.00% | +113+0.6% | 加碼 |
| Advisory Services Network, LLC | 18,649 | $14.1 萬 | 0.00% | +18,649 | 新進 |
| Blue Bell Private Wealth Management, LLC | 17,514 | $13.2 萬 | 0.04% | −95,969−84.6% | 減碼 |
| Coastal Investment Advisors, Inc. | 16,186 | $12.2 萬 | 0.02% | +513+3.3% | 加碼 |
| Commonwealth Equity Services, LLC | 15,223 | $11.4 萬 | 0.00% | +446+3.0% | 加碼 |
| Truist Financial Corp | 11,359 | $8.60 萬 | 0.00% | +254+2.3% | 加碼 |
| Alpha Cubed Investments, LLC | 10,905 | $8.20 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 10,276 | $7.70 萬 | 0.01% | +10,276 | 新進 |
| Financial Perspectives, Inc | 8,945 | $6.74 萬 | 0.03% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 6,733 | $5.10 萬 | 0.02% | +537+8.7% | 加碼 |
| Allworth Financial LP | 5,658 | $4.30 萬 | 0.00% | +451+8.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,624 | $3.50 萬 | 0.00% | +364+8.5% | 加碼 |
| Global Retirement Partners, LLC | 6,287 | $3.50 萬 | 0.00% | +6,287 | 新進 |
| Proequities, Inc. | 4,026 | $3.00 萬 | 0.00% | +319+8.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,111 | $2.30 萬 | 0.00% | +3,111 | 新進 |
| CWM, LLC | 2,599 | $2.00 萬 | 0.00% | −2,108−44.8% | 減碼 |
| Sargent Bickham Lagudis LLC | 2,688 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 1,155 | $9,000 | 0.01% | +92+8.7% | 加碼 |
| Trustcore Financial Services, LLC | 570 | $4,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 226 | $2,000 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 208 | $2,000 | 0.00% | +208 | 新進 |
| American Portfolios Advisors | 39 | $294 | 0.00% | +2+5.4% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −536,233−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −307,696−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −43,215−100.0% | 清倉 |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −38,000−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −9,900−100.0% | 清倉 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −18,793−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −13,530−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −10,606−100.0% | 清倉 |
| West Bancorporation Inc | 0 | $0 | 0.00% | −3,780−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2,501−100.0% | 清倉 |
| Lake Point Wealth Management | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
