| Morgan Stanley | 1,339,338 | $1,962 萬 | 0.00% | −10,826−0.8% | 減碼 |
| City of London Investment Management Co Ltd | 830,504 | $1,217 萬 | 0.90% | +830,504 | 新進 |
| Cetera Investment Advisers | 538,602 | $789.1 萬 | 0.01% | +16,262+3.1% | 加碼 |
| Raymond James Financial Inc | 525,157 | $769.4 萬 | 0.00% | +7,461+1.4% | 加碼 |
| Rivernorth Capital Management, LLC | 409,758 | $600.3 萬 | 0.34% | +161,037+64.7% | 加碼 |
| Penserra Capital Management LLC | 393,673 | $576.7 萬 | 0.07% | −608,872−60.7% | 減碼 |
| UBS Group AG | 247,317 | $362.3 萬 | 0.00% | +10,013+4.2% | 加碼 |
| STRS Ohio | 240,000 | $351.6 萬 | 0.01% | 00.0% | 不變 |
| Royal Bank of Canada | 239,731 | $351.2 萬 | 0.00% | −22,673−8.6% | 減碼 |
| Lazard Asset Management LLC | 216,765 | $317.6 萬 | 0.00% | +40,608+23.1% | 加碼 |
| Janney Montgomery Scott LLC | 193,957 | $284.1 萬 | 0.01% | +10,185+5.5% | 加碼 |
| LPL Financial LLC | 170,249 | $249.4 萬 | 0.00% | +22,559+15.3% | 加碼 |
| Consolidated Portfolio Review Corp | 121,534 | $178.0 萬 | 0.22% | +2,445+2.1% | 加碼 |
| Wells Fargo & Company | 120,285 | $176.2 萬 | 0.00% | +3,609+3.1% | 加碼 |
| Commonwealth Equity Services, LLC | 85,514 | $125.3 萬 | 0.00% | +3,627+4.4% | 加碼 |
| Public Employees Retirement System of Ohio | 55,944 | $82.0 萬 | 0.00% | −3,964−6.6% | 減碼 |
| Bank of America Corp | 49,527 | $72.6 萬 | 0.00% | +17,482+54.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 49,000 | $71.8 萬 | 0.02% | +18,150+58.8% | 加碼 |
| Colony Group, LLC | 43,395 | $63.6 萬 | 0.00% | −2,315−5.1% | 減碼 |
| Calamos Advisors LLC | 42,795 | $62.7 萬 | 0.00% | +7,640+21.7% | 加碼 |
| CIBC World Markets Inc. | 40,884 | $59.9 萬 | 0.00% | +11,161+37.6% | 加碼 |
| Jane Street Group, LLC | 38,711 | $56.7 萬 | 0.00% | +38,711 | 新進 |
| Steward Partners Investment Advisory, LLC | 36,785 | $53.9 萬 | 0.00% | +1,868+5.3% | 加碼 |
| Susquehanna International Group, LLP | 32,512 | $47.6 萬 | 0.00% | +32,512 | 新進 |
| Advisor Group Holdings, Inc. | 31,362 | $47.1 萬 | 0.00% | +1,058+3.5% | 加碼 |
| Schnieders Capital Management, LLC. | 31,509 | $46.2 萬 | 0.08% | +31,509 | 新進 |
| Pettinga Financial Advisors, LLC | 30,650 | $44.9 萬 | 0.09% | +4,070+15.3% | 加碼 |
| Integrity Wealth Advisors, Inc. | 24,542 | $38.3 萬 | 0.14% | +12,271+100.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 24,644 | $36.1 萬 | 0.00% | +6,246+33.9% | 加碼 |
| Silverleafe Capital Partners, LLC | 19,262 | $28.2 萬 | 0.09% | +2,670+16.1% | 加碼 |
| Cassaday & Co Wealth Management LLC | 17,180 | $25.2 萬 | 0.01% | +474+2.8% | 加碼 |
| Pallas Capital Advisors LLC | 17,000 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 16,604 | $24.3 萬 | 0.00% | −61−0.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 16,105 | $23.6 萬 | 0.00% | −2,085−11.5% | 減碼 |
| Euro Pacific Asset Management, LLC | 14,100 | $23.3 萬 | 0.03% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 15,050 | $22.0 萬 | 0.00% | +397+2.7% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13,812 | $20.2 萬 | 0.01% | +381+2.8% | 加碼 |
| Millennium Management LLC | 13,493 | $19.8 萬 | 0.00% | +13,493 | 新進 |
| one8zero8, LLC | 13,111 | $19.2 萬 | 0.04% | +676+5.4% | 加碼 |
| Warren Averett Asset Management, LLC | 12,794 | $18.7 萬 | 0.00% | +612+5.0% | 加碼 |
| Stifel Financial Corp | 12,757 | $18.7 萬 | 0.00% | −16,522−56.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,000 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 12,131 | $17.7 萬 | 0.00% | +12,131 | 新進 |
| Mariner, LLC | 10,897 | $16.0 萬 | 0.00% | +10,897 | 新進 |
| Hudson Portfolio Management LLC | 10,823 | $15.9 萬 | 0.14% | 00.0% | 不變 |
| Brown Advisory Inc | 10,356 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Alteri Wealth LLC | 10,211 | $15.0 萬 | 0.05% | +35+0.3% | 加碼 |
| Farther Finance Advisors, LLC | 4,896 | $7.17 萬 | 0.00% | +236+5.1% | 加碼 |
| Allworth Financial LP | 3,959 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 3,337 | $4.89 萬 | 0.00% | +3,337 | 新進 |
| Wealthspire Advisors, LLC | 2,784 | $4.08 萬 | 0.00% | +2,784 | 新進 |
| Clearstead Advisors, LLC | 2,487 | $3.64 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,848 | $2.71 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,783 | $2.61 萬 | 0.00% | +49+2.8% | 加碼 |
| Advisory Services Network, LLC | 1,765 | $2.59 萬 | 0.00% | +1,765 | 新進 |
| National Bank of Canada | 1,700 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 1,550 | $2.27 萬 | 0.01% | +1,550 | 新進 |
| Innovative Advisory Group, LLC | 1,266 | $1.85 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 1,140 | $1.67 萬 | 0.00% | +28+2.5% | 加碼 |
| Thompson Investment Management, Inc. | 1,080 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 932 | $1.37 萬 | 0.00% | +932 | 新進 |
| Ancora Advisors, LLC | 900 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 832 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 561 | $8,219 | 0.00% | −4,681−89.3% | 減碼 |
| Spire Wealth Management | 500 | $7,325 | 0.00% | 00.0% | 不變 |
| JDM Financial Group LLC | 390 | $5,712 | 0.00% | −368−48.5% | 減碼 |
| North Star Investment Management Corp. | 201 | $2,945 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 199 | $2,915 | 0.00% | +199 | 新進 |
| Principal Securities, Inc. | 110 | $1,612 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 110 | $1,612 | 0.00% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 110 | $1,612 | 0.00% | 00.0% | 不變 |
| FWL Investment Management, LLC | 90 | $1,319 | 0.00% | −25−21.7% | 減碼 |
| Blume Capital Management, Inc. | 88 | $1,290 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 27 | $395 | 0.00% | −32−54.2% | 減碼 |
| Caldwell Sutter Capital, Inc. | 10 | $147 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 7 | $103 | 0.00% | −270−97.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 6 | $88 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2 | $30 | 0.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −41,476−100.0% | 清倉 |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −28,067−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −18,675−100.0% | 清倉 |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −15,018−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −14,908−100.0% | 清倉 |
| Keystone Financial Group | 0 | $0 | 0.00% | −12,229−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −10,764−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −10,782−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −3,709−100.0% | 清倉 |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −1,853−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −385−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −212−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Schnieders Capital Management LLC | – | – | – | – | 本季未申報 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |