| Wells Fargo & Company | 242,369 | $2,492 萬 | 0.00% | +7,238+3.1% | 加碼 |
| Texas Yale Capital Corp. | 238,800 | $2,455 萬 | 0.74% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 145,946 | $1,501 萬 | 0.02% | +3,639+2.6% | 加碼 |
| Equitable Holdings, Inc. | 142,529 | $1,465 萬 | 0.10% | −53,050−27.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 133,746 | $1,375 萬 | 0.01% | +21,293+18.9% | 加碼 |
| Cambria Investment Management, L.P. | 99,600 | $1,024 萬 | 0.60% | −12,593−11.2% | 減碼 |
| Envestnet Asset Management Inc | 89,279 | $917.9 萬 | 0.00% | +7,574+9.3% | 加碼 |
| Ameriprise Financial Inc | 43,939 | $451.7 萬 | 0.00% | +20,580+88.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 39,922 | $410.4 萬 | 0.08% | −110−0.3% | 減碼 |
| Dorsey Wright & Associates | 37,836 | $389.0 萬 | 0.84% | +481+1.3% | 加碼 |
| Cetera Investment Advisers | 36,451 | $374.8 萬 | 0.00% | +1,506+4.3% | 加碼 |
| LPL Financial LLC | 34,175 | $351.4 萬 | 0.00% | −7,580−18.2% | 減碼 |
| Pinebridge Investments LLC | 32,028 | $329.3 萬 | 0.02% | +32,028 | 新進 |
| Advisory Services Network, LLC | 29,740 | $305.8 萬 | 0.04% | −1,504−4.8% | 減碼 |
| Comerica Bank | 21,878 | $224.9 萬 | 0.01% | +196+0.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 12,606 | $129.6 萬 | 0.02% | −901−6.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 10,814 | $111.2 萬 | 0.00% | +257+2.4% | 加碼 |
| Principal Securities, Inc. | 10,775 | $110.8 萬 | 0.02% | +145+1.4% | 加碼 |
| Stifel Financial Corp | 9,036 | $92.9 萬 | 0.00% | +442+5.1% | 加碼 |
| Morgan Stanley | 8,422 | $86.6 萬 | 0.00% | +14+0.2% | 加碼 |
| Focus Financial Network, Inc. | 8,097 | $83.2 萬 | 0.03% | −825−9.2% | 減碼 |
| OneAscent Financial Services LLC | 7,306 | $75.1 萬 | 0.07% | +2,720+59.3% | 加碼 |
| Royal Bank of Canada | 6,853 | $70.5 萬 | 0.00% | +1,834+36.5% | 加碼 |
| Hanlon Investment Management, Inc. | 6,673 | $68.6 萬 | 0.38% | −310−4.4% | 減碼 |
| Artesa Financial Group, LLC | 6,668 | $68.6 萬 | 0.71% | +6,668 | 新進 |
| Jane Street Group, LLC | 6,563 | $67.5 萬 | 0.00% | +6,563 | 新進 |
| Prospera Financial Services Inc | 6,170 | $63.4 萬 | 0.01% | −547−8.1% | 減碼 |
| Brown Miller Wealth Management, LLC | 6,068 | $62.4 萬 | 0.17% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 6,068 | $62.4 萬 | 0.01% | 00.0% | 不變 |
| American State Bank (Iowa) | 5,970 | $61.4 萬 | 0.30% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 5,000 | $51.4 萬 | 0.13% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 4,317 | $44.4 萬 | 0.11% | +279+6.9% | 加碼 |
| Gibbs Wealth Management | 3,235 | $35.4 萬 | 0.09% | −78−2.4% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 3,223 | $33.1 萬 | 0.12% | +3,223 | 新進 |
| Gateway Wealth Partners, LLC | 3,159 | $32.5 萬 | 0.04% | +3,159 | 新進 |
| PFG Advisors | 2,754 | $28.3 萬 | 0.01% | −271−9.0% | 減碼 |
| Brinker Capital Investments, LLC | 2,674 | $27.5 萬 | 0.00% | +2,674 | 新進 |
| Commonwealth Equity Services, LLC | 2,635 | $27.1 萬 | 0.00% | −263−9.1% | 減碼 |
| Rockefeller Capital Management L.P. | 2,548 | $26.2 萬 | 0.00% | +1,937+317.0% | 加碼 |
| Mason & Associates Inc | 2,479 | $25.5 萬 | 0.05% | 00.0% | 不變 |
| Dimension Capital Management LLC | 2,330 | $24.0 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 2,190 | $22.5 萬 | 0.00% | +2,190 | 新進 |
| Citadel Advisors LLC | 2,054 | $21.1 萬 | 0.00% | +2,054 | 新進 |
| Stratos Wealth Partners, LTD. | 2,026 | $20.8 萬 | 0.00% | +2,026 | 新進 |
| GWM Advisors LLC | 1,528 | $15.7 萬 | 0.00% | −127−7.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 1,477 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| UBS Group AG | 1,231 | $12.7 萬 | 0.00% | −107−8.0% | 減碼 |
| WestEnd Advisors, LLC | 1,134 | $11.7 萬 | 0.00% | +1,134 | 新進 |
| Geneos Wealth Management Inc. | 905 | $9.30 萬 | 0.00% | +270+42.5% | 加碼 |
| Copia Wealth Management | 890 | $9.15 萬 | 0.07% | −146−14.1% | 減碼 |
| AE Wealth Management LLC | 772 | $7.94 萬 | 0.00% | −91−10.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 600 | $6.17 萬 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 307 | $3.16 萬 | 0.03% | +183+147.6% | 加碼 |
| CWM, LLC | 304 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 272 | $2.80 萬 | 0.00% | +272 | 新進 |
| Aptus Capital Advisors, LLC | 126 | $1.30 萬 | 0.00% | +126 | 新進 |
| UMA Financial Services, Inc. | 97 | $9,973 | 0.00% | +97 | 新進 |
| Jones Financial Companies LLLP | 70 | $7,197 | 0.00% | 00.0% | 不變 |
| Motiv8 Investments LLC | 48 | $5,000 | 0.00% | +48 | 新進 |
| Modus Advisors, LLC | 20 | $2,056 | 0.00% | +20 | 新進 |
| Clearstead Advisors, LLC | 15 | $1,543 | 0.00% | +15 | 新進 |
| American Trust | 0 | $0 | 0.00% | −13,279−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −11,407−100.0% | 清倉 |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −11,407−100.0% | 清倉 |
| Saxony Capital Management, LLC | 0 | $0 | 0.00% | −8,368−100.0% | 清倉 |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −3,906−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Pinebridge Investments, L.P. | – | – | – | – | 本季未申報 |
