| Morgan Stanley | 2,916,380 | $3,622 萬 | 0.00% | −283,922−8.9% | 減碼 |
| Sit Investment Associates Inc | 745,324 | $925.7 萬 | 0.24% | −15,950−2.1% | 減碼 |
| Cohen & Steers, Inc. | 657,093 | $816.1 萬 | 0.02% | −129,833−16.5% | 減碼 |
| City of London Investment Management Co Ltd | 612,093 | $762.1 萬 | 0.62% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 602,279 | $748.0 萬 | 0.15% | +73,610+13.9% | 加碼 |
| Capital Investment Advisors, LLC | 546,265 | $678.5 萬 | 0.21% | −14,809−2.6% | 減碼 |
| Vivaldi Capital Management, LLC | 476,325 | $591.6 萬 | 1.82% | −7,488−1.5% | 減碼 |
| Invesco Ltd. | 464,055 | $576.4 萬 | 0.00% | −67,097−12.6% | 減碼 |
| Commonwealth Equity Services, LLC | 350,619 | $435.5 萬 | 0.01% | +40,247+13.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 334,786 | $415.8 萬 | 0.01% | −15,000−4.3% | 減碼 |
| Guggenheim Capital LLC | 320,644 | $398.2 萬 | 0.03% | +12,061+3.9% | 加碼 |
| Raymond James & Associates | 282,837 | $351.3 萬 | 0.00% | −1,940−0.7% | 減碼 |
| Wells Fargo & Company | 252,638 | $313.8 萬 | 0.00% | −16,013−6.0% | 減碼 |
| Thrivent Financial for Lutherans | 240,059 | $298.1 萬 | 0.01% | −7,000−2.8% | 減碼 |
| Advisor Group Holdings, Inc. | 233,675 | $290.2 萬 | 0.01% | −1,471−0.6% | 減碼 |
| Baird Financial Group, Inc. | 223,957 | $278.2 萬 | 0.01% | +6,314+2.9% | 加碼 |
| Foundations Investment Advisors, LLC | 197,438 | $245.2 萬 | 0.08% | +197,438 | 新進 |
| Rivernorth Capital Management, LLC | 195,953 | $243.4 萬 | 0.12% | −478,071−70.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 188,772 | $234.5 萬 | 0.04% | +18,110+10.6% | 加碼 |
| Royal Bank of Canada | 165,030 | $204.9 萬 | 0.00% | −1,777−1.1% | 減碼 |
| Private Advisor Group, LLC | 163,782 | $203.4 萬 | 0.02% | +223+0.1% | 加碼 |
| UBS Group AG | 156,198 | $194.0 萬 | 0.00% | −24,586−13.6% | 減碼 |
| Brown Advisory Inc | 127,684 | $158.6 萬 | 0.00% | 00.0% | 不變 |
| Hilton Capital Management, LLC | 119,050 | $147.9 萬 | 0.18% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 113,080 | $140.4 萬 | 0.00% | −6,662−5.6% | 減碼 |
| Marks Group Wealth Management, Inc | 96,764 | $120.2 萬 | 0.14% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 71,124 | $88.3 萬 | 0.19% | −2,709−3.7% | 減碼 |
| Cetera Advisors LLC | 70,745 | $87.9 萬 | 0.01% | +3,756+5.6% | 加碼 |
| Bank of America Corp | 67,572 | $83.9 萬 | 0.00% | −633−0.9% | 減碼 |
| LPL Financial LLC | 66,608 | $82.7 萬 | 0.00% | −1,802−2.6% | 減碼 |
| Cetera Investment Advisers | 63,795 | $79.2 萬 | 0.01% | +4,816+8.2% | 加碼 |
| Fiera Capital Corp | 62,040 | $77.1 萬 | 0.00% | 00.0% | 不變 |
| Western Wealth Management, LLC | 54,193 | $67.3 萬 | 0.06% | +5,580+11.5% | 加碼 |
| Ameriprise Financial Inc | 56,702 | $66.7 萬 | 0.00% | −3,388−5.6% | 減碼 |
| Ahl Investment Management, Inc. | 51,005 | $63.3 萬 | 0.56% | −39,423−43.6% | 減碼 |
| GWM Advisors LLC | 49,130 | $61.0 萬 | 0.01% | +1,700+3.6% | 加碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 49,114 | $61.0 萬 | 0.18% | −38−0.1% | 減碼 |
| Riverbridge Partners LLC | 49,105 | $61.0 萬 | 0.01% | −3,746−7.1% | 減碼 |
| Wealth Management Solutions, LLC | 42,282 | $52.5 萬 | 0.34% | −3,483−7.6% | 減碼 |
| Shaker Financial Services, LLC | 42,230 | $52.5 萬 | 0.23% | −66,275−61.1% | 減碼 |
| Lazard Asset Management LLC | – | $52.2 萬 | 0.00% | – | – |
| RFG Advisory, LLC | 40,152 | $49.9 萬 | 0.02% | +40,152 | 新進 |
| Envestnet Asset Management Inc | 36,232 | $45.0 萬 | 0.00% | −2,519−6.5% | 減碼 |
| Stolper Co | 32,900 | $40.9 萬 | 0.17% | −809−2.4% | 減碼 |
| InterOcean Capital Group, LLC | 30,500 | $37.9 萬 | 0.01% | 00.0% | 不變 |
| CNH Partners LLC | 26,313 | $32.7 萬 | 0.01% | −11,607−30.6% | 減碼 |
| Camelot Portfolios, LLC | 25,296 | $31.4 萬 | 0.20% | 00.0% | 不變 |
| ArrowMark Colorado Holdings LLC | 24,589 | $30.5 萬 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 23,306 | $28.9 萬 | 0.00% | +576+2.5% | 加碼 |
| Janney Montgomery Scott LLC | 22,725 | $28.2 萬 | 0.00% | −1,960−7.9% | 減碼 |
| Raymond James Trust N.A. | 21,084 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| AEGON USA Investment Management, LLC | 20,953 | $26.0 萬 | 0.15% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 18,105 | $22.5 萬 | 0.08% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 17,676 | $22.0 萬 | 0.03% | +3,958+28.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 16,866 | $20.9 萬 | 0.00% | +275+1.7% | 加碼 |
| Wintrust Investments LLC | 16,309 | $20.3 萬 | 0.02% | +16,309 | 新進 |
| Mariner, LLC | 16,073 | $20.0 萬 | 0.00% | −2,041−11.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 14,833 | $18.4 萬 | 0.00% | +14,833 | 新進 |
| Cetera Advisor Networks LLC | 13,904 | $17.3 萬 | 0.00% | +55+0.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 13,841 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 13,350 | $16.6 萬 | 0.12% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 12,600 | $15.6 萬 | 0.16% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 10,676 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| Capital Wealth Alliance, LLC | 10,092 | $12.5 萬 | 0.09% | +10,092 | 新進 |
| JPMorgan Chase & Co | 7,945 | $9.87 萬 | 0.00% | +7,945 | 新進 |
| Rockefeller Capital Management L.P. | 5,781 | $7.18 萬 | 0.00% | −6,000−50.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,308 | $6.59 萬 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 3,581 | $4.45 萬 | 0.02% | −28,085−88.7% | 減碼 |
| Optimum Investment Advisors | 3,250 | $4.04 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,225 | $4.01 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 3,207 | $3.98 萬 | 0.01% | 00.0% | 不變 |
| Piershale Financial Group, Inc. | 2,069 | $2.57 萬 | 0.02% | +52+2.6% | 加碼 |
| Harbour Investments, Inc. | 1,000 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,000 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 913 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 750 | $9,315 | 0.00% | +750 | 新進 |
| GPS Wealth Strategies Group, LLC | 525 | $6,521 | 0.00% | +525 | 新進 |
| Tower Research Capital LLC (TRC) | 249 | $3,093 | 0.00% | +249 | 新進 |
| EverSource Wealth Advisors, LLC | 181 | $2,248 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 190 | $2,000 | 0.00% | +190 | 新進 |
| Huntington National Bank | – | $25 | 0.00% | – | – |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −34,599−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −29,091−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −17,911−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,064−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −12,300−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,986−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,657−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,436−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,121−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −596−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | – | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
