| LPL Financial LLC | 173,348 | $8,336 萬 | 0.08% | +8,620+5.2% | 加碼 |
| MAI Capital Management | 192,201 | $9,243 萬 | 1.80% | +4,338+2.3% | 加碼 |
| Bessemer Group Inc | 194,840 | $9,369 萬 | 0.20% | +158,985+443.4% | 加碼 |
| Bank of New York Mellon Corp | 216,001 | $1.04 億 | 0.02% | −6,841−3.1% | 減碼 |
| First Republic Investment Management, Inc. | 223,031 | $1.07 億 | 0.26% | +16,256+7.9% | 加碼 |
| Conservest Capital Advisors, Inc. | 228,700 | $1.10 億 | 12.39% | −1,580−0.7% | 減碼 |
| Resource Management, LLC | 268,997 | $1.29 億 | 14.77% | +1,075+0.4% | 加碼 |
| Arvest Bank Trust Division | 301,385 | $1.45 億 | 8.13% | −6,900−2.2% | 減碼 |
| Raymond James & Associates | 355,950 | $1.71 億 | 0.15% | −151,648−29.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 366,139 | $1.76 億 | 0.42% | +52,688+16.8% | 加碼 |
| Bank of Montreal | 428,384 | $2.10 億 | 0.10% | −25,573−5.6% | 減碼 |
| Citigroup Inc | 495,841 | $2.38 億 | 0.24% | +79,747+19.2% | 加碼 |
| Royal Bank of Canada | 518,311 | $2.49 億 | 0.07% | +114,871+28.5% | 加碼 |
| Goldman Sachs Group Inc | 547,841 | $2.63 億 | 0.07% | −46,314−7.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 984,939 | $4.74 億 | 0.44% | −1,383−0.1% | 減碼 |
| Veritable, L.P. | 1,025,849 | $4.93 億 | 7.95% | −5,712−0.6% | 減碼 |
| UBS Group AG | 1,028,601 | $4.95 億 | 0.21% | +305,974+42.3% | 加碼 |
| Morgan Stanley | 1,081,441 | $5.20 億 | 0.07% | +102,335+10.5% | 加碼 |
| US Bancorp | 1,186,201 | $5.70 億 | 1.07% | −18,369−1.5% | 減碼 |
| Northern Trust Corp | 1,282,930 | $6.17 億 | 0.11% | +67,953+5.6% | 加碼 |
| Wells Fargo & Company | 1,673,862 | $8.05 億 | 0.18% | −126,731−7.0% | 減碼 |
| Bank of America Corp | 2,232,385 | $10.7 億 | 0.12% | +13,670+0.6% | 加碼 |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | 不變 |
| Viridian Ria, LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −34,100−100.0% | 清倉 |
| Johnson Midwest Financial, LLC | 0 | $0 | 0.00% | −32,078−100.0% | 清倉 |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −18,752−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −14,142−100.0% | 清倉 |
| Veracity Capital LLC | 0 | $0 | 0.00% | −13,670−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,400−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12,518−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,924−100.0% | 清倉 |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −10,175−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,700−100.0% | 清倉 |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −5,401−100.0% | 清倉 |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −5,184−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,593−100.0% | 清倉 |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −4,370−100.0% | 清倉 |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −6,156−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,395−100.0% | 清倉 |
| Granite Investment Advisors, LLC | 0 | $0 | 0.00% | −2,542−100.0% | 清倉 |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −2,112−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,945−100.0% | 清倉 |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −1,790−100.0% | 清倉 |
| Hayden Royal, LLC | 0 | $0 | 0.00% | −1,712−100.0% | 清倉 |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −1,512−100.0% | 清倉 |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −1,217−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,157−100.0% | 清倉 |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −1,136−100.0% | 清倉 |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −934−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −832−100.0% | 清倉 |
| Bank of Stockton | 0 | $0 | 0.00% | −725−100.0% | 清倉 |
| Sightline Wealth Advisors, LLC | 0 | $0 | 0.00% | −572−100.0% | 清倉 |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −538−100.0% | 清倉 |
| Financial Services Advisory Inc | 0 | $0 | 0.00% | −534−100.0% | 清倉 |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −526−100.0% | 清倉 |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −513−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −508−100.0% | 清倉 |
| Foster Dykema Cabot & Co Inc | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −459−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −446−100.0% | 清倉 |
| Andesa Financial Management Inc. | 0 | $0 | 0.00% | −423−100.0% | 清倉 |
| Burney Co | 0 | $0 | 0.00% | −415−100.0% | 清倉 |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −414−100.0% | 清倉 |
| Harbour Investment Management LLC | 0 | $0 | 0.00% | −414−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −411−100.0% | 清倉 |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −409−100.0% | 清倉 |
| Vision Capital Management, Inc. | 0 | $0 | 0.00% | −410−100.0% | 清倉 |
| Epiq Partners, LLC | 0 | $0 | 0.00% | −410−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −345−100.0% | 清倉 |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −288−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| FundX Investment Group, LLC | 0 | $0 | 0.00% | −448−100.0% | 清倉 |
| Aperimus Capital, LLC | – | – | – | – | 本季未申報 |
| Pinnacle Wealth Advisors | – | – | – | – | 本季未申報 |
| Allegiant Private Advisors, LLC | – | – | – | – | 本季未申報 |
| Badgley Phelps & Bell Inc | – | – | – | – | 本季未申報 |
| Novak Financial Planning, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Hoover Financial Advisors, Inc. | – | – | – | – | 本季未申報 |
| Strategic Wealth Management Group, LLC | – | – | – | – | 本季未申報 |
| Western Wealth Management, LLC | – | – | – | – | 本季未申報 |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | 本季未申報 |
| 20/20 Capital Management, Inc. | – | – | – | – | 本季未申報 |
| Bel Air Investment Advisors LLC | – | – | – | – | 本季未申報 |
| Pratt Collard Advisory Partners LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |
| Horan Securities, Inc. | – | – | – | – | 本季未申報 |
| FormulaFolio Investments, LLC | – | – | – | – | 本季未申報 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |
| Elmwood Wealth Management, Inc. | – | – | – | – | 本季未申報 |
