| Morgan Stanley | 921,894 | $1,843 萬 | 0.00% | +108,157+13.3% | 加碼 |
| Wells Fargo & Company | 895,612 | $1,790 萬 | 0.00% | +143,300+19.0% | 加碼 |
| Guggenheim Capital LLC | 827,266 | $1,654 萬 | 0.10% | 00.0% | 不變 |
| UBS Group AG | 742,000 | $1,483 萬 | 0.01% | −47,824−6.1% | 減碼 |
| Bank of America Corp | 496,197 | $991.9 萬 | 0.00% | −44,433−8.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 472,154 | $943.8 萬 | 0.02% | −2,577−0.5% | 減碼 |
| LPL Financial LLC | 401,885 | $803.4 萬 | 0.01% | +21,571+5.7% | 加碼 |
| Advisor Group Holdings, Inc. | 397,983 | $795.5 萬 | 0.02% | +14,451+3.8% | 加碼 |
| Invesco Ltd. | 274,433 | $548.6 萬 | 0.00% | −17,579−6.0% | 減碼 |
| Veritable, L.P. | 189,496 | $378.8 萬 | 0.06% | −101,802−34.9% | 減碼 |
| Raymond James & Associates | 184,553 | $368.9 萬 | 0.00% | −16,337−8.1% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 152,778 | $305.4 萬 | 2.95% | +152,778 | 新進 |
| Horizon Kinetics Asset Management LLC | 133,649 | $267.2 萬 | 0.05% | −2,193−1.6% | 減碼 |
| Gill Capital Partners, LLC | 121,215 | $242.3 萬 | 1.07% | +56,437+87.1% | 加碼 |
| Truist Financial Corp | 95,704 | $191.3 萬 | 0.00% | +264+0.3% | 加碼 |
| Envestnet Asset Management Inc | 71,616 | $143.2 萬 | 0.00% | +58,940+465.0% | 加碼 |
| Ameriprise Financial Inc | 71,407 | $142.7 萬 | 0.00% | +17,495+32.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 69,458 | $138.8 萬 | 0.03% | +4,310+6.6% | 加碼 |
| M&T Bank Corp | 66,286 | $132.5 萬 | 0.01% | +66,286 | 新進 |
| Cetera Advisor Networks LLC | 65,200 | $130.3 萬 | 0.02% | +2,593+4.1% | 加碼 |
| Park Avenue Securities LLC | 57,199 | $114.3 萬 | 0.02% | +57,199 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 51,449 | $102.8 萬 | 0.04% | +1,200+2.4% | 加碼 |
| Stifel Financial Corp | 50,207 | $100.4 萬 | 0.00% | +6,032+13.7% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 40,611 | $81.2 萬 | 0.52% | −5,000−11.0% | 減碼 |
| Bramshill Investments, LLC | 39,774 | $79.5 萬 | 0.11% | +39,774 | 新進 |
| Royal Bank of Canada | 39,485 | $79.0 萬 | 0.00% | −37,299−48.6% | 減碼 |
| Raymond James Trust N.A. | 38,313 | $76.6 萬 | 0.02% | 00.0% | 不變 |
| Wedbush Securities Inc | 37,445 | $74.9 萬 | 0.03% | −2,100−5.3% | 減碼 |
| Clarity Financial LLC | 37,412 | $74.8 萬 | 0.15% | +15,024+67.1% | 加碼 |
| Commonwealth Equity Services, LLC | 26,623 | $53.2 萬 | 0.00% | −3,178−10.7% | 減碼 |
| Fortitude Advisory Group L.L.C. | 25,228 | $50.4 萬 | 0.27% | −29−0.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 24,215 | $48.7 萬 | 0.01% | +24,215 | 新進 |
| Great Valley Advisor Group, Inc. | 23,073 | $46.1 萬 | 0.03% | −3,007−11.5% | 減碼 |
| Mystic Asset Management, Inc. | – | $40.6 萬 | 0.22% | – | 新進 |
| Colony Group LLC | 18,750 | $37.5 萬 | 0.01% | −4,200−18.3% | 減碼 |
| Advisory Services Network, LLC | 17,416 | $34.8 萬 | 0.01% | −16,312−48.4% | 減碼 |
| Triad Investment Management | 16,723 | $33.4 萬 | 0.32% | +64+0.4% | 加碼 |
| Western Wealth Management, LLC | 16,410 | $32.8 萬 | 0.02% | +16,410 | 新進 |
| Barber Financial Group, Inc. | 15,456 | $30.9 萬 | 0.04% | +102+0.7% | 加碼 |
| Van Hulzen Asset Management, LLC | 15,156 | $30.3 萬 | 0.03% | 00.0% | 不變 |
| Altus Wealth Group LLC | 13,280 | $26.5 萬 | 0.22% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 12,002 | $24.0 萬 | 0.00% | +2,528+26.7% | 加碼 |
| Bickling Financial Services, Inc. | 11,689 | $23.4 萬 | 0.12% | −3,439−22.7% | 減碼 |
| Ibex Wealth Advisors | 11,495 | $23.0 萬 | 0.04% | +24+0.2% | 加碼 |
| Cetera Investment Advisers | 11,346 | $22.7 萬 | 0.00% | +11,346 | 新進 |
| Davenport & Co LLC | 11,169 | $22.3 萬 | 0.00% | +1,000+9.8% | 加碼 |
| Good Life Advisors, LLC | 11,130 | $22.2 萬 | 0.03% | 00.0% | 不變 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,500 | $22.0 萬 | 0.09% | +500+4.5% | 加碼 |
| Kingsview Wealth Management, LLC | 10,957 | $21.9 萬 | 0.01% | −1,823−14.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 6,817 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 6,842 | $13.6 萬 | 0.00% | +4,008+141.4% | 加碼 |
| Amitell Capital Pte Ltd | 5,046 | $10.1 萬 | 0.07% | −102,355−95.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 4,299 | $8.60 萬 | 0.00% | −1,098−20.3% | 減碼 |
| Optimum Investment Advisors | 3,660 | $7.30 萬 | 0.03% | −1,395−27.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,350 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 2,524 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,000 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Herold Advisors, Inc. | 1,772 | $3.54 萬 | 0.01% | +1,772 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,485 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 1,395 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | – | $2.20 萬 | 0.00% | – | – |
| Spire Wealth Management | 1,087 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 1,079 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 995 | $2.00 萬 | 0.00% | +995 | 新進 |
| FNY Investment Advisers, LLC | 1,000 | $1.90 萬 | 0.02% | +1,000 | 新進 |
| Plante Moran Financial Advisors, LLC | 814 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 523 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 305 | $6,097 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 300 | $6,000 | 0.00% | +300 | 新進 |
| Caldwell Trust Co | 292 | $5,837 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 270 | $5,000 | 0.00% | +270 | 新進 |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −141,403−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −52,437−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −51,685−100.0% | 清倉 |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −32,227−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −20,631−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −9,879−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,366−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −9,310−100.0% | 清倉 |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,147−100.0% | 清倉 |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −5,600−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −1,092−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
