| Dearborn Partners LLC | 687,984 | $3,470 萬 | 0.96% | +325,437+89.8% | 加碼 |
| Brown Advisory Inc | 190,899 | $964.0 萬 | 0.01% | 00.0% | 不變 |
| Colony Group, LLC | 106,396 | $537.3 萬 | 0.01% | −2,470−2.3% | 減碼 |
| Evelyn Partners Group Ltd | 103,284 | $521.0 萬 | 0.01% | +103,284 | 新進 |
| Morgan Stanley | 81,235 | $410.2 萬 | 0.00% | +31,584+63.6% | 加碼 |
| Flow Traders U.S. LLC | 69,978 | $353.4 萬 | 0.15% | +8,443+13.7% | 加碼 |
| Dimensional Fund Advisors LP | 46,314 | $234.0 萬 | 0.00% | +53+0.1% | 加碼 |
| TD Waterhouse Canada Inc. | 35,682 | $191.9 萬 | 0.01% | +8,764+32.6% | 加碼 |
| Advisor Group Holdings, Inc. | 34,238 | $172.9 萬 | 0.00% | +5,606+19.6% | 加碼 |
| Commonwealth Equity Services, LLC | 28,419 | $143.5 萬 | 0.00% | −106−0.4% | 減碼 |
| HB Wealth Management, LLC | 28,407 | $143.5 萬 | 0.01% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 20,080 | $101.4 萬 | 0.10% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 19,025 | $96.1 萬 | 0.01% | +40.0% | 加碼 |
| Brookstone Capital Management | 18,938 | $95.6 萬 | 0.01% | 00.0% | 不變 |
| First Trust Advisors LP | 17,585 | $88.8 萬 | 0.00% | +8,927+103.1% | 加碼 |
| Arbor Investment Advisors, LLC | 17,374 | $87.7 萬 | 0.10% | +6,064+53.6% | 加碼 |
| Gabelli Funds LLC | 13,000 | $65.7 萬 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 11,892 | $60.1 萬 | 0.00% | −128,083−91.5% | 減碼 |
| Logan Stone Capital, LLC | 10,660 | $53.8 萬 | 0.11% | +10,660 | 新進 |
| Cerity Partners LLC | 10,000 | $50.5 萬 | 0.00% | −10.0% | 減碼 |
| WBH Advisory Inc | 8,512 | $43.0 萬 | 0.03% | 00.0% | 不變 |
| Kennon-Green & Company, LLC | 7,162 | $36.2 萬 | 0.28% | +2,909+68.4% | 加碼 |
| LPL Financial LLC | 6,777 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 5,853 | $29.6 萬 | 0.00% | +1,372+30.6% | 加碼 |
| Scotia Capital Inc. | 5,514 | $27.8 萬 | 0.00% | −13−0.2% | 減碼 |
| Willis Johnson & Associates, Inc. | 5,462 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| SC&H Financial Advisors, Inc. | 5,376 | $27.1 萬 | 0.04% | 00.0% | 不變 |
| Bank of America Corp | 4,603 | $23.2 萬 | 0.00% | −4,094−47.1% | 減碼 |
| Renaissance Technologies LLC | 4,500 | $22.7 萬 | 0.00% | +4,500 | 新進 |
| The PNC Financial Services Group, Inc. | 4,390 | $22.2 萬 | 0.00% | −10−0.2% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 4,368 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 4,300 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 3,946 | $19.9 萬 | 0.00% | +1,281+48.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 3,736 | $18.9 萬 | 0.01% | +3,736 | 新進 |
| Financial Consulate, Inc | 3,482 | $17.6 萬 | 0.02% | 00.0% | 不變 |
| Blair William & Co | 3,121 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 2,360 | $11.9 萬 | 0.00% | −1,414−37.5% | 減碼 |
| Citigroup Inc | 2,240 | $11.3 萬 | 0.00% | +1,882+525.7% | 加碼 |
| Atlantic Union Bankshares Corp | 1,700 | $8.59 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 1,367 | $6.90 萬 | 0.00% | −702−33.9% | 減碼 |
| Glass Jacobson Investment Advisors llc | 337 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Beacon Capital Management, Inc. | 318 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 248 | $1.26 萬 | 0.00% | +1+0.4% | 加碼 |
| Delos Wealth Advisors, LLC | 210 | $1.06 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 201 | $1.02 萬 | 0.00% | +201 | 新進 |
| BOK Financial Private Wealth, Inc. | 180 | $9,076 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 156 | $7,878 | 0.00% | −606−79.5% | 減碼 |
| Harbor Investment Advisory, LLC | 112 | $5,656 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 100 | $5,050 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 84 | $4,242 | 0.00% | −259−75.5% | 減碼 |
| Harbour Investments, Inc. | 78 | $3,939 | 0.00% | +48+160.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 40 | $2,020 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 37 | $1,868 | 0.00% | −6−14.0% | 減碼 |
| GAMMA Investing LLC | 30 | $1,515 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 24 | $1,212 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 20 | $1,010 | 0.00% | +20 | 新進 |
| Compass Financial Management LLC | 20 | $1,010 | 0.00% | +20 | 新進 |
| Ogorek Anthony Joseph | 25 | $1,000 | 0.00% | +22+733.3% | 加碼 |
| Farther Finance Advisors, LLC | 19 | $960 | 0.00% | −1−5.0% | 減碼 |
| Rothschild Investment LLC | 8 | $404 | 0.00% | −1−11.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 6 | $303 | 0.00% | +6 | 新進 |
| Fortitude Family Office, LLC | 4 | $202 | 0.00% | −2−33.3% | 減碼 |
| BlackRock, Inc. | 3 | $152 | 0.00% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 3 | $152 | 0.00% | +3 | 新進 |
| 1015 Capital Partners, LLC | 2 | $101 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 1 | $51 | 0.00% | −2−66.7% | 減碼 |
| JPMorgan Chase & Co | 1 | $51 | 0.00% | +1 | 新進 |
| Creative Capital Management Investments LLC | 1 | $51 | 0.00% | +1 | 新進 |
| Ethic Inc. | 0 | $0 | 0.00% | −76,549−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −23,666−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −9,444−100.0% | 清倉 |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −7,873−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,566−100.0% | 清倉 |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −6,569−100.0% | 清倉 |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −5,087−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,257−100.0% | 清倉 |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −183−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Evelyn Partners Investment Management Services Ltd | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
