| GM Advisory Group, Inc. | 2,014,927 | $1.00 億 | 6.00% | +4,889+0.2% | 加碼 |
| Tocqueville Asset Management L.P. | 2,023,770 | $1.01 億 | 1.58% | −25,891−1.3% | 減碼 |
| Proficio Capital Partners LLC | 2,153,091 | $1.07 億 | 10.64% | +8,763+0.4% | 加碼 |
| Captrust Financial Advisors | 2,182,410 | $1.08 億 | 0.32% | +110,384+5.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,361,987 | $1.17 億 | 0.21% | +116,896+5.2% | 加碼 |
| Equitable Trust Co | 2,577,697 | $1.28 億 | 8.22% | −35,532−1.4% | 減碼 |
| Truist Financial Corp | 2,652,851 | $1.32 億 | 0.21% | +187,492+7.6% | 加碼 |
| Northern Trust Corp | 2,949,045 | $1.47 億 | 0.02% | +245,775+9.1% | 加碼 |
| Commonwealth Equity Services, LLC | 3,062,509 | $1.52 億 | 0.23% | +23,058+0.8% | 加碼 |
| Keybank National Association | 3,157,953 | $1.57 億 | 0.61% | +79,503+2.6% | 加碼 |
| Cerity Partners LLC | 3,244,343 | $1.61 億 | 0.36% | +131,559+4.2% | 加碼 |
| Envestnet Asset Management Inc | 3,583,931 | $1.78 億 | 0.06% | +65,226+1.9% | 加碼 |
| Packer & Co Ltd | 3,585,100 | $1.78 億 | 60.45% | 00.0% | 不變 |
| Royal Bank of Canada | 3,588,120 | $1.78 億 | 0.04% | −3,736−0.1% | 減碼 |
| HighTower Advisors, LLC | 3,769,822 | $1.87 億 | 0.27% | −90,355−2.3% | 減碼 |
| BlackRock, Inc. | 3,956,017 | $1.97 億 | 0.00% | +3,956,017 | 新進 |
| Northwestern Mutual Wealth Management Co | 4,143,602 | $2.06 億 | 0.18% | −125,593−2.9% | 減碼 |
| Raymond James & Associates | 4,337,296 | $2.16 億 | 0.13% | +450,002+11.6% | 加碼 |
| Ameriprise Financial Inc | 5,350,542 | $2.66 億 | 0.07% | +144,993+2.8% | 加碼 |
| WealthNavi Inc. | 5,782,790 | $2.87 億 | 3.29% | +233,999+4.2% | 加碼 |
| LPL Financial LLC | 6,377,347 | $3.17 億 | 0.14% | +17,985+0.3% | 加碼 |
| UBS Group AG | 7,836,792 | $3.89 億 | 0.11% | −236,426−2.9% | 減碼 |
| Alliancebernstein L.P. | 8,741,799 | $4.34 億 | 0.15% | −148,145−1.7% | 減碼 |
| Wells Fargo & Company | 11,104,864 | $5.52 億 | 0.13% | +250,832+2.3% | 加碼 |
| JPMorgan Chase & Co | 11,217,258 | $5.57 億 | 0.04% | +981,362+9.6% | 加碼 |
| Empower Advisory Group, LLC | 14,921,731 | $7.42 億 | 2.51% | +111,210+0.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 18,152,535 | $9.02 億 | 0.63% | +142,487+0.8% | 加碼 |
| Morgan Stanley | 21,658,106 | $10.8 億 | 0.08% | −215,271−1.0% | 減碼 |
| FMR LLC | 23,065,092 | $11.5 億 | 0.07% | +60,784+0.3% | 加碼 |
| Bank of America Corp | 31,987,661 | $15.9 億 | 0.14% | −453,603−1.4% | 減碼 |
| Elm Partners Management LLC | 0 | $0 | 0.00% | −332,211−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −310,470−100.0% | 清倉 |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −34,308−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −33,461−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −32,400−100.0% | 清倉 |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −38,125−100.0% | 清倉 |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −31,167−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,230−100.0% | 清倉 |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −21,530−100.0% | 清倉 |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −21,416−100.0% | 清倉 |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −19,037−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −14,885−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,529−100.0% | 清倉 |
| TCW Group Inc | 0 | $0 | 0.00% | −12,165−100.0% | 清倉 |
| Dopkins Wealth Management, LLC | 0 | $0 | 0.00% | −6,913−100.0% | 清倉 |
| Crumly & Associates Inc. | 0 | $0 | 0.00% | −6,560−100.0% | 清倉 |
| Burke & Herbert Bank & Trust Co | 0 | $0 | 0.00% | −6,544−100.0% | 清倉 |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −6,500−100.0% | 清倉 |
| Summit Financial Strategies, Inc. | 0 | $0 | 0.00% | −6,265−100.0% | 清倉 |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −5,990−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,712−100.0% | 清倉 |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,525−100.0% | 清倉 |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −4,970−100.0% | 清倉 |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −5,120−100.0% | 清倉 |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −4,905−100.0% | 清倉 |
| NDVR, Inc. | 0 | $0 | 0.00% | −4,674−100.0% | 清倉 |
| Pillar Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,662−100.0% | 清倉 |
| Awm Capital, LLC | 0 | $0 | 0.00% | −4,603−100.0% | 清倉 |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −3,980−100.0% | 清倉 |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −2,617−100.0% | 清倉 |
| Cromwell Holdings LLC | 0 | $0 | 0.00% | −2,438−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,724−100.0% | 清倉 |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −1,045−100.0% | 清倉 |
| Chris Bulman Inc | 0 | $0 | 0.00% | −969−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −782−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −613−100.0% | 清倉 |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −415−100.0% | 清倉 |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −411−100.0% | 清倉 |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −330−100.0% | 清倉 |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −142−100.0% | 清倉 |
| SWS Partners | 0 | $0 | 0.00% | −105−100.0% | 清倉 |
| Ironwood Wealth Management, LLC. | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −27,806−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| TMD Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Boyer & Corporon Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Custom Portfolio Group LLC | – | – | – | – | 本季未申報 |
| Veridan Wealth LLC | – | – | – | – | 本季未申報 |
| Buckingham Strategic Wealth, LLC | – | – | – | – | 本季未申報 |
| Relative Value Partners Group, LLC | – | – | – | – | 本季未申報 |
| Bradley & Co. Private Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Emfo, LLC | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
| ICA Group Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Private Ocean, LLC | – | – | – | – | 本季未申報 |
| Sofos Investments, Inc. | – | – | – | – | 本季未申報 |
| Rain Capital Management, LLC | – | – | – | – | 本季未申報 |
| JJJ Advisors Inc. | – | – | – | – | 本季未申報 |
