| 1607 Capital Partners, LLC | 1,187,760 | $1,666 萬 | 0.80% | −133,711−10.1% | 減碼 |
| Guggenheim Capital LLC | 844,645 | $1,185 萬 | 0.07% | −5,513−0.6% | 減碼 |
| UBS Group AG | 348,766 | $489.3 萬 | 0.00% | +23,795+7.3% | 加碼 |
| Bank of America Corp | 315,070 | $442.1 萬 | 0.00% | +8,490+2.8% | 加碼 |
| Wells Fargo & Company | 304,935 | $427.8 萬 | 0.00% | +33,363+12.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 248,045 | $348.0 萬 | 0.19% | +127,013+104.9% | 加碼 |
| Kestra Advisory Services, LLC | 241,590 | $339.0 萬 | 0.04% | +1,313+0.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 238,462 | $334.6 萬 | 0.01% | +70,415+41.9% | 加碼 |
| Morgan Stanley | 229,445 | $321.9 萬 | 0.00% | +1,038+0.5% | 加碼 |
| Raymond James & Associates | 194,994 | $273.6 萬 | 0.00% | +10,676+5.8% | 加碼 |
| Van Eck Associates Corp | 187,449 | $263.0 萬 | 0.01% | +18,184+10.7% | 加碼 |
| Lavaca Capital LLC | 172,045 | $241.4 萬 | 1.25% | +4,910+2.9% | 加碼 |
| Advisors Asset Management, Inc. | 146,032 | $204.9 萬 | 0.03% | −10,650−6.8% | 減碼 |
| ProVise Management Group, LLC | 145,225 | $203.8 萬 | 0.21% | +12,320+9.3% | 加碼 |
| Capital Investment Advisors, LLC | 126,461 | $177.4 萬 | 0.06% | +3,127+2.5% | 加碼 |
| Envestnet Asset Management Inc | 115,650 | $162.3 萬 | 0.00% | +12,102+11.7% | 加碼 |
| Parametric Portfolio Associates LLC | 113,360 | $159.0 萬 | 0.00% | −6,208−5.2% | 減碼 |
| Summit Trail Advisors, LLC | 109,291 | $153.3 萬 | 0.13% | −2,497−2.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 100,186 | $140.6 萬 | 0.00% | −27,049−21.3% | 減碼 |
| LPL Financial LLC | 94,306 | $132.3 萬 | 0.00% | +9,109+10.7% | 加碼 |
| Invesco Ltd. | 80,715 | $113.2 萬 | 0.00% | −46,846−36.7% | 減碼 |
| Commonwealth Equity Services, LLC | 76,303 | $107.0 萬 | 0.00% | −8,733−10.3% | 減碼 |
| Advisor Group Holdings, Inc. | 73,279 | $102.9 萬 | 0.00% | +15,266+26.3% | 加碼 |
| First Trust Advisors LP | 72,998 | $102.4 萬 | 0.00% | +3,573+5.1% | 加碼 |
| Truist Financial Corp | 66,886 | $93.8 萬 | 0.00% | +18,377+37.9% | 加碼 |
| Park Avenue Securities LLC | 63,585 | $89.2 萬 | 0.02% | +3,359+5.6% | 加碼 |
| Whittier Trust Co of Nevada Inc | 54,436 | $76.4 萬 | 0.03% | −2,165−3.8% | 減碼 |
| Cedar Brook Financial Partners, LLC | 48,473 | $68.0 萬 | 0.20% | +6,818+16.4% | 加碼 |
| Royal Bank of Canada | 44,327 | $62.2 萬 | 0.00% | −3,700−7.7% | 減碼 |
| Rivernorth Capital Management, LLC | 44,006 | $61.7 萬 | 0.04% | −65,759−59.9% | 減碼 |
| Janney Montgomery Scott LLC | 42,051 | $59.0 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 41,571 | $58.4 萬 | 0.00% | 00.0% | 不變 |
| City of London Investment Management Co Ltd | 40,000 | $56.2 萬 | 0.03% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 39,053 | $54.8 萬 | 0.22% | +2,152+5.8% | 加碼 |
| 6 Meridian | 36,234 | $50.8 萬 | 0.04% | +36,234 | 新進 |
| Stifel Financial Corp | 36,145 | $50.7 萬 | 0.00% | −3,971−9.9% | 減碼 |
| Whittier Trust Co | 34,700 | $48.7 萬 | 0.01% | −125−0.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 33,685 | $47.3 萬 | 0.00% | +127+0.4% | 加碼 |
| Mercer Global Advisors Inc | 33,602 | $47.1 萬 | 0.00% | +316+0.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 27,500 | $38.6 萬 | 0.07% | 00.0% | 不變 |
| Mid Atlantic Financial Management Inc | 25,680 | $36.0 萬 | 0.02% | −1,313−4.9% | 減碼 |
| Cohen & Steers, Inc. | 24,239 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 22,108 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 20,410 | $28.6 萬 | 0.00% | +2,644+14.9% | 加碼 |
| Ackerman Capital Advisors, LLC | 20,290 | $28.5 萬 | 0.07% | +20,290 | 新進 |
| Kingsview Wealth Management, LLC | 19,642 | $27.7 萬 | 0.01% | +4,570+30.3% | 加碼 |
| Almanack Investment Partners, LLC. | 19,237 | $27.0 萬 | 0.03% | 00.0% | 不變 |
| Cetera Investment Advisers | 18,947 | $26.6 萬 | 0.00% | +6,185+48.5% | 加碼 |
| Cottage Street Advisors LLC | 18,684 | $26.2 萬 | 0.16% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 18,120 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 18,100 | $25.4 萬 | 0.01% | +3,200+21.5% | 加碼 |
| AdvisorNet Financial, Inc | 16,700 | $23.4 萬 | 0.02% | +800+5.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 15,906 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 15,026 | $21.1 萬 | 0.15% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 13,135 | $18.4 萬 | 0.00% | +1,000+8.2% | 加碼 |
| US Bancorp | 13,000 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 12,485 | $17.6 萬 | 0.01% | +1,400+12.6% | 加碼 |
| Proequities, Inc. | 12,405 | $17.4 萬 | 0.01% | +6,250+101.5% | 加碼 |
| Integrated Capital Management, Inc. | 11,612 | $16.2 萬 | 0.13% | +1,321+12.8% | 加碼 |
| Calton & Associates, Inc. | 10,772 | $15.2 萬 | 0.03% | −4,776−30.7% | 減碼 |
| Harbour Investments, Inc. | 10,405 | $14.6 萬 | 0.00% | −16−0.2% | 減碼 |
| Moloney Securities Asset Management, LLC | 10,300 | $14.5 萬 | 0.03% | +10,300 | 新進 |
| Shufro Rose & Co LLC | 10,000 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 8,230 | $11.5 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 6,283 | $8.80 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 6,250 | $8.80 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 3,850 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| RPg Family Wealth Advisory, LLC | 3,316 | $4.65 萬 | 0.02% | +3,316 | 新進 |
| Spire Wealth Management | 3,120 | $4.40 萬 | 0.00% | −1,440−31.6% | 減碼 |
| Advisory Services Network, LLC | 2,850 | $4.00 萬 | 0.00% | +2,850 | 新進 |
| Carmichael Hill & Associates, Inc. | 2,035 | $2.90 萬 | 0.02% | 00.0% | 不變 |
| American Portfolios Advisors | 1,847 | $2.59 萬 | 0.00% | +17+0.9% | 加碼 |
| Stonebridge Capital Advisors LLC | 1,333 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 1,106 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 1,033 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 973 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 779 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 650 | $9,000 | 0.00% | +650 | 新進 |
| Bartlett & Co. LLC | 557 | $8,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 598 | $8,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 557 | $7,815 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 510 | $7,000 | 0.00% | +510 | 新進 |
| Center for Financial Planning, Inc. | 315 | $4,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 80 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Eubel Brady & Suttman Asset Management Inc | 17 | $0 | 0.00% | +17 | 新進 |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −29,300−100.0% | 清倉 |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −14,575−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −8,503−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −6,173−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −3,111−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,235−100.0% | 清倉 |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −2,952−100.0% | 清倉 |
| Archer Investment Corp | 0 | $0 | 0.00% | −2,597−100.0% | 清倉 |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,736−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,182−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Money Concepts Capital Corp | – | – | – | – | 本季未申報 |
| Collaborative Wealth Managment Inc. | – | – | – | – | 本季未申報 |