| Montag A & Associates Inc | 121,485 | $5,965 萬 | 3.17% | −1,699−1.4% | 減碼 |
| FineMark National Bank & Trust | 121,633 | $5,972 萬 | 2.43% | −5,252−4.1% | 減碼 |
| HighTower Advisors, LLC | 122,018 | $5,991 萬 | 0.17% | −1,909−1.5% | 減碼 |
| Creative Planning | 122,225 | $6,001 萬 | 0.11% | +4,149+3.5% | 加碼 |
| Waddell & Associates, LLC | 125,449 | $6,160 萬 | 10.65% | +711+0.6% | 加碼 |
| Alliancebernstein L.P. | 131,896 | $6,476 萬 | 0.03% | −14,277−9.8% | 減碼 |
| Barclays PLC | 133,671 | $6,564 萬 | 0.05% | +2,169+1.6% | 加碼 |
| Brown Advisory Inc | 140,818 | $6,914 萬 | 0.10% | −787−0.6% | 減碼 |
| SG Americas Securities, LLC | 142,864 | $7,015 萬 | 0.36% | +78,546+122.1% | 加碼 |
| Welch & Forbes LLC | 146,537 | $7,195 萬 | 1.22% | +3,369+2.4% | 加碼 |
| Ameriprise Financial Inc | 149,822 | $7,352 萬 | 0.02% | +10,276+7.4% | 加碼 |
| LPL Financial LLC | 164,728 | $8,088 萬 | 0.08% | −6,025−3.5% | 減碼 |
| Whittier Trust Co | 167,281 | $8,214 萬 | 1.46% | +2,922+1.8% | 加碼 |
| JPMorgan Chase & Co | 180,684 | $8,872 萬 | 0.01% | +12,447+7.4% | 加碼 |
| MAI Capital Management | 187,863 | $9,224 萬 | 1.85% | +5,922+3.3% | 加碼 |
| First Republic Investment Management, Inc. | 206,775 | $1.02 億 | 0.26% | +19,736+10.6% | 加碼 |
| Bank of New York Mellon Corp | 222,842 | $1.09 億 | 0.02% | −21,269−8.7% | 減碼 |
| Conservest Capital Advisors, Inc. | 230,280 | $1.13 億 | 12.77% | +1140.0% | 加碼 |
| Resource Management, LLC | 267,922 | $1.32 億 | 15.06% | −7,490−2.7% | 減碼 |
| Arvest Bank Trust Division | 308,285 | $1.51 億 | 8.34% | −8,537−2.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 313,451 | $1.54 億 | 0.30% | +61,117+24.2% | 加碼 |
| Royal Bank of Canada | 403,440 | $1.98 億 | 0.06% | −292,131−42.0% | 減碼 |
| Citigroup Inc | 416,094 | $2.04 億 | 0.18% | +191,400+85.2% | 加碼 |
| Bank of Montreal | 453,957 | $2.25 億 | 0.12% | +436,401+2,485.8% | 加碼 |
| Raymond James & Associates | 507,598 | $2.49 億 | 0.23% | −8,963−1.7% | 減碼 |
| Goldman Sachs Group Inc | 594,155 | $2.92 億 | 0.08% | +47,366+8.7% | 加碼 |
| UBS Group AG | 722,627 | $3.55 億 | 0.15% | −18,766−2.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 932,794 | $4.58 億 | 0.37% | +2,814+0.3% | 加碼 |
| Morgan Stanley | 979,106 | $4.81 億 | 0.06% | +22,408+2.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 986,322 | $4.84 億 | 0.44% | −5,480−0.6% | 減碼 |
| Veritable, L.P. | 1,031,561 | $5.07 億 | 8.16% | −10,693−1.0% | 減碼 |
| US Bancorp | 1,204,570 | $5.91 億 | 1.11% | −23,046−1.9% | 減碼 |
| Northern Trust Corp | 1,214,977 | $5.97 億 | 0.11% | −14,808−1.2% | 減碼 |
| Wells Fargo & Company | 1,800,593 | $8.84 億 | 0.20% | −107,285−5.6% | 減碼 |
| Bank of America Corp | 2,218,715 | $10.9 億 | 0.12% | −63,328−2.8% | 減碼 |
| FundX Investment Group, LLC | 448 | – | – | −57−11.3% | 減碼 |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | 不變 |
| Piershale Financial Group, Inc. | 0 | $0 | 0.00% | −36,087−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −28,291−100.0% | 清倉 |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −20,037−100.0% | 清倉 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −8,251−100.0% | 清倉 |
| Rhumbline Advisers | 0 | $0 | 0.00% | −7,230−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,220−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,880−100.0% | 清倉 |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −3,823−100.0% | 清倉 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −3,460−100.0% | 清倉 |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −3,085−100.0% | 清倉 |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −1,924−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,908−100.0% | 清倉 |
| Moulton Wealth Management, Inc | 0 | $0 | 0.00% | −1,855−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,672−100.0% | 清倉 |
| tru Independence LLC | 0 | $0 | 0.00% | −1,745−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,680−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,659−100.0% | 清倉 |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,844−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −1,574−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −1,443−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,138−100.0% | 清倉 |
| Aberdeen Wealth Management LLC | 0 | $0 | 0.00% | −959−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −927−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −786−100.0% | 清倉 |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −766−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −744−100.0% | 清倉 |
| Harbor Financial Services, LLC | 0 | $0 | 0.00% | −572−100.0% | 清倉 |
| Wimmer Associates 1, LLC | 0 | $0 | 0.00% | −554−100.0% | 清倉 |
| EagleClaw Capital Managment, LLC | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −548−100.0% | 清倉 |
| Hochman Cole Investment Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −498−100.0% | 清倉 |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −494−100.0% | 清倉 |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −483−100.0% | 清倉 |
| World Asset Management Inc | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −445−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −439−100.0% | 清倉 |
| Mairs & Power Inc | 0 | $0 | 0.00% | −437−100.0% | 清倉 |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −426−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −387−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −369−100.0% | 清倉 |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −359−100.0% | 清倉 |
| Ritter Daniher Financial Advisory, LLC | 0 | $0 | 0.00% | −310−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Fure Financial Corp | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Bokf, NA | – | – | – | – | 本季未申報 |
| BBVA USA Bancshares, Inc. | – | – | – | – | 本季未申報 |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | 本季未申報 |
| Swaine & Leidel Wealth Services, LLC | – | – | – | – | 本季未申報 |
