| Parametric Portfolio Associates LLC | 3,662,085 | $5,735 萬 | 0.03% | −237,705−6.1% | 減碼 |
| Raymond James & Associates | 815,819 | $1,278 萬 | 0.01% | +27,301+3.5% | 加碼 |
| Guggenheim Capital LLC | 768,373 | $1,203 萬 | 0.07% | −98,305−11.3% | 減碼 |
| Morgan Stanley | 504,949 | $790.8 萬 | 0.00% | +40,194+8.6% | 加碼 |
| Wells Fargo & Company | 460,331 | $720.9 萬 | 0.00% | +25,884+6.0% | 加碼 |
| Koshinski Asset Management, Inc. | 397,928 | $623.2 萬 | 0.51% | −13,099−3.2% | 減碼 |
| Bank of America Corp | 377,510 | $591.2 萬 | 0.00% | −58,958−13.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 346,493 | $542.6 萬 | 0.01% | +1,673+0.5% | 加碼 |
| UBS Group AG | 329,896 | $516.6 萬 | 0.00% | −59,171−15.2% | 減碼 |
| Advisor Group Holdings, Inc. | 279,604 | $438.2 萬 | 0.01% | −3,020−1.1% | 減碼 |
| Arete Wealth Advisors, LLC | 225,750 | $353.5 萬 | 0.30% | +9,809+4.5% | 加碼 |
| LPL Financial LLC | 157,255 | $246.3 萬 | 0.00% | −2,343−1.5% | 減碼 |
| Commonwealth Equity Services, LLC | 133,556 | $209.1 萬 | 0.00% | +31,718+31.1% | 加碼 |
| Formidable Asset Management, LLC | 125,206 | $196.1 萬 | 0.38% | +95,600+322.9% | 加碼 |
| Invesco Ltd. | 121,885 | $190.9 萬 | 0.00% | +25,438+26.4% | 加碼 |
| First Trust Advisors LP | 116,763 | $182.9 萬 | 0.00% | −15,212−11.5% | 減碼 |
| Oxbow Advisors, LLC | 114,695 | $179.6 萬 | 0.18% | +1,307+1.2% | 加碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 110,650 | $173.3 萬 | 0.51% | +428+0.4% | 加碼 |
| 9258 Wealth Management, LLC | 94,942 | $148.7 萬 | 0.34% | +1,741+1.9% | 加碼 |
| Avantax Advisory Services, Inc. | 79,836 | $125.5 萬 | 0.02% | −33,686−29.7% | 減碼 |
| Fca Corp | 72,207 | $113.1 萬 | 0.39% | +72,207 | 新進 |
| Baird Financial Group, Inc. | 63,391 | $99.3 萬 | 0.00% | −43,938−40.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 61,511 | $96.3 萬 | 0.01% | +1,930+3.2% | 加碼 |
| Advent Capital Management | 59,048 | $92.5 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 56,701 | $88.8 萬 | 0.02% | +5,200+10.1% | 加碼 |
| Wealth Management Solutions, LLC | 54,959 | $86.1 萬 | 0.45% | +81+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 53,960 | $84.5 萬 | 0.00% | −767−1.4% | 減碼 |
| Quad-Cities Investment Group, LLC | 52,317 | $81.9 萬 | 0.52% | +1,764+3.5% | 加碼 |
| Twelve Points Wealth Management LLC | 49,808 | $78.0 萬 | 0.58% | −445−0.9% | 減碼 |
| Royal Bank of Canada | 45,904 | $71.8 萬 | 0.00% | +6,050+15.2% | 加碼 |
| Stolper Co | 43,146 | $67.6 萬 | 0.29% | +3,417+8.6% | 加碼 |
| Ameritas Advisory Services, LLC | 42,787 | $67.0 萬 | 0.02% | +1,717+4.2% | 加碼 |
| Mutual Advisors, LLC | 37,422 | $58.6 萬 | 0.03% | +4,837+14.8% | 加碼 |
| Heron Bay Capital Management | 35,114 | $55.0 萬 | 0.27% | 00.0% | 不變 |
| Stifel Financial Corp | 28,262 | $44.3 萬 | 0.00% | −5,127−15.4% | 減碼 |
| Windsor Capital Management, LLC | 28,030 | $43.8 萬 | 0.14% | +90+0.3% | 加碼 |
| Rockefeller Capital Management L.P. | 26,621 | $41.6 萬 | 0.00% | −1,195−4.3% | 減碼 |
| Park Avenue Securities LLC | 26,434 | $41.4 萬 | 0.01% | −266−1.0% | 減碼 |
| FourThought Financial, LLC | 24,528 | $38.4 萬 | 0.05% | +1,510+6.6% | 加碼 |
| Spire Wealth Management | 23,950 | $37.5 萬 | 0.01% | +387+1.6% | 加碼 |
| Truist Financial Corp | 22,273 | $34.9 萬 | 0.00% | +508+2.3% | 加碼 |
| Nations Financial Group Inc, | 20,908 | $32.7 萬 | 0.04% | +750+3.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 19,904 | $31.2 萬 | 0.01% | +19,904 | 新進 |
| The PNC Financial Services Group, Inc. | 18,605 | $29.1 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 17,482 | $27.4 萬 | 0.05% | +45+0.3% | 加碼 |
| Capital Investment Advisors, LLC | 16,572 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 16,340 | $25.6 萬 | 0.03% | −66−0.4% | 減碼 |
| Global Retirement Partners, LLC | 18,130 | $23.8 萬 | 0.02% | +18,130 | 新進 |
| Oppenheimer & Co Inc | 12,682 | $19.9 萬 | 0.00% | +1,000+8.6% | 加碼 |
| Raymond James Trust N.A. | 12,410 | $19.4 萬 | 0.01% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 11,681 | $18.3 萬 | 0.02% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 11,431 | $17.9 萬 | 0.07% | +3,531+44.7% | 加碼 |
| Coldstream Capital Management Inc | 11,192 | $17.5 萬 | 0.01% | −958−7.9% | 減碼 |
| Geneos Wealth Management Inc. | 10,099 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 8,255 | $12.9 萬 | 0.00% | +755+10.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,326 | $9.90 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,569 | $7.20 萬 | 0.00% | −9,969−68.6% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 4,436 | $6.90 萬 | 0.01% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 4,058 | $6.40 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,892 | $4.50 萬 | 0.00% | +2,892 | 新進 |
| Zions Bancorporation, N.A. | 2,010 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,815 | $2.80 萬 | 0.00% | −76−4.0% | 減碼 |
| Tradition Wealth Management, LLC | 1,681 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 1,213 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 819 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 800 | $1.30 萬 | 0.00% | +800 | 新進 |
| Bartlett & Co. Wealth Management LLC | 800 | $1.25 萬 | 0.00% | +800 | 新進 |
| Alaethes Wealth LLC | 752 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 687 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 667 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 600 | $9,000 | 0.00% | +600 | 新進 |
| North Star Investment Management Corp. | 420 | $7,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $6,000 | 0.00% | – | – |
| Larson Financial Group LLC | 400 | $6,000 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 252 | $4,000 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 259 | $4,000 | 0.00% | +259 | 新進 |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 26 | $0 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −460,377−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −72,127−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −70,695−100.0% | 清倉 |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −19,531−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −11,407−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,360−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,565−100.0% | 清倉 |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −2,908−100.0% | 清倉 |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −675−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −363−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −371−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −333−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −244−100.0% | 清倉 |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −282−100.0% | 清倉 |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| 6 Meridian | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
