| Colony Group, LLC | 101,693 | $7,153 萬 | 0.07% | −6,051−5.6% | 減碼 |
| Montag A & Associates Inc | 101,656 | $7,167 萬 | 3.03% | −2,470−2.4% | 減碼 |
| Mariner, LLC | 104,807 | $7,367 萬 | 0.08% | −1,945−1.8% | 減碼 |
| Brown Advisory Inc | 110,435 | $7,767 萬 | 0.12% | −963−0.9% | 減碼 |
| Hills Bank & Trust Co | 111,587 | $7,848 萬 | 3.34% | −3,823−3.3% | 減碼 |
| EP Wealth Advisors, LLC | 119,454 | $8,402 萬 | 0.32% | +7,707+6.9% | 加碼 |
| Truist Financial Corp | 120,108 | $8,448 萬 | 0.10% | +1,760+1.5% | 加碼 |
| Whittier Trust Co | 131,409 | $9,155 萬 | 0.90% | −1,664−1.3% | 減碼 |
| Commerce Bank | 139,449 | $9,808 萬 | 0.43% | −1,705−1.2% | 減碼 |
| Cerity Partners LLC | 139,760 | $9,830 萬 | 0.12% | +1,022+0.7% | 加碼 |
| Welch & Forbes LLC | 142,173 | $1.00 億 | 1.22% | −19,381−12.0% | 減碼 |
| SG Americas Securities, LLC | 143,035 | $1.01 億 | 0.06% | −10,363−6.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 143,902 | $1.01 億 | 0.05% | −173,127−54.6% | 減碼 |
| Waddell & Associates, LLC | 154,726 | $1.09 億 | 5.38% | +1,123+0.7% | 加碼 |
| Susquehanna International Group, LLP | 157,630 | $1.11 億 | 0.10% | −77,056−32.8% | 減碼 |
| Bank of New York Mellon Corp | 161,143 | $1.13 億 | 0.02% | −1,476−0.9% | 減碼 |
| Generali Asset Management SPA SGR | 164,778 | $1.16 億 | 2.10% | +5,795+3.6% | 加碼 |
| LPL Financial LLC | 166,179 | $1.17 億 | 0.03% | +2,775+1.7% | 加碼 |
| Citigroup Inc | 178,846 | $1.26 億 | 0.06% | +127,401+247.6% | 加碼 |
| Conservest Capital Advisors, Inc. | 208,394 | $1.47 億 | 11.66% | −3,312−1.6% | 減碼 |
| Alliancebernstein L.P. | 244,920 | $1.51 億 | 0.05% | −6,210−2.5% | 減碼 |
| Arvest Bank Trust Division | 224,334 | $1.58 億 | 7.69% | −3,282−1.4% | 減碼 |
| CI Private Wealth, LLC | 226,432 | $1.59 億 | 0.22% | −3,423−1.5% | 減碼 |
| HighTower Advisors, LLC | 234,897 | $1.65 億 | 0.16% | −1110.0% | 減碼 |
| Creative Planning | 236,181 | $1.66 億 | 0.10% | −12,500−5.0% | 減碼 |
| MAI Capital Management | 271,019 | $1.91 億 | 0.73% | +6,946+2.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 283,087 | $1.99 億 | 0.62% | −15,679−5.2% | 減碼 |
| JPMorgan Chase & Co | 285,765 | $1.99 億 | 0.01% | −18,397−6.0% | 減碼 |
| Royal Bank of Canada | 291,654 | $2.05 億 | 0.03% | −8,069−2.7% | 減碼 |
| Meitav Dash Investments Ltd | 412,840 | $2.90 億 | 1.95% | +412,840 | 新進 |
| Bank of Montreal | 477,136 | $3.36 億 | 0.12% | −11,802−2.4% | 減碼 |
| Raymond James Financial Inc | 488,839 | $3.44 億 | 0.09% | −8,352−1.7% | 減碼 |
| UBS Group AG | 651,062 | $4.58 億 | 0.07% | +10,553+1.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 693,381 | $4.88 億 | 0.24% | −5,926−0.8% | 減碼 |
| Pathstone Holdings, LLC | 849,491 | $5.97 億 | 1.74% | +9,295+1.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 903,341 | $6.35 億 | 0.34% | +38,573+4.5% | 加碼 |
| Goldman Sachs Group Inc | 906,280 | $6.37 億 | 0.07% | +24,338+2.8% | 加碼 |
| US Bancorp | 963,812 | $6.78 億 | 0.74% | −6,146−0.6% | 減碼 |
| Northern Trust Corp | 1,049,595 | $7.38 億 | 0.09% | −11,597−1.1% | 減碼 |
| Wells Fargo & Company | 1,178,967 | $8.29 億 | 0.14% | −14,369−1.2% | 減碼 |
| Morgan Stanley | 1,235,352 | $8.69 億 | 0.05% | −308,245−20.0% | 減碼 |
| Bank of America Corp | 1,946,508 | $13.7 億 | 0.09% | −101,476−5.0% | 減碼 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −12,720−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,391−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −9,450−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,651−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,612−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −3,561−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,022−100.0% | 清倉 |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −1,298−100.0% | 清倉 |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,241−100.0% | 清倉 |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −1,004−100.0% | 清倉 |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −836−100.0% | 清倉 |
| Vista Investment Partners II, LLC | 0 | $0 | 0.00% | −796−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −777−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −773−100.0% | 清倉 |
| Breachway Investments LLC | 0 | $0 | 0.00% | −743−100.0% | 清倉 |
| Neumann Capital Management, LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −689−100.0% | 清倉 |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −678−100.0% | 清倉 |
| Steelhead Wealth Management LLC | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −551−100.0% | 清倉 |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −548−100.0% | 清倉 |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −521−100.0% | 清倉 |
| Good Harbor Advisors, Inc. | 0 | $0 | 0.00% | −503−100.0% | 清倉 |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −489−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −442−100.0% | 清倉 |
| Alexander Randolph Advisory, Inc. | 0 | $0 | 0.00% | −404−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −373−100.0% | 清倉 |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −352−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −336−100.0% | 清倉 |
| Richmond Investment Services, LLC | 0 | $0 | 0.00% | −328−100.0% | 清倉 |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −325−100.0% | 清倉 |
| DAGCO, Inc. | 0 | $0 | 0.00% | −227−100.0% | 清倉 |
| Legend Capital Advisors LLC | 0 | $0 | 0.00% | −157−100.0% | 清倉 |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| Essential Partners LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Forum Finance Group S.A. | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Atomic Invest LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| TSG Advice Partners, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Mill Creek Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| GM Advisory Group, Inc. | – | – | – | – | 本季未申報 |
| Evanson Asset Management, LLC | – | – | – | – | 本季未申報 |
| TruWealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Capital Planning Advisors, LLC | – | – | – | – | 本季未申報 |
| Exencial Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| McIlrath & Eck, LLC | – | – | – | – | 本季未申報 |
| Coordinated Financial Services, Inc. | – | – | – | – | 本季未申報 |
