| Morgan Stanley | 1,318,937 | $2,126 萬 | 0.00% | +12,707+1.0% | 加碼 |
| Sit Investment Associates Inc | 792,314 | $1,277 萬 | 0.35% | +364,188+85.1% | 加碼 |
| Guggenheim Capital LLC | 761,134 | $1,227 萬 | 0.10% | 00.0% | 不變 |
| UBS Group AG | 745,952 | $1,202 萬 | 0.01% | −15,104−2.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 600,862 | $968.6 萬 | 0.02% | +215,927+56.1% | 加碼 |
| Wells Fargo & Company | 549,074 | $885.1 萬 | 0.00% | −28,774−5.0% | 減碼 |
| Advisor Group Holdings, Inc. | 490,048 | $790.0 萬 | 0.01% | +44,284+9.9% | 加碼 |
| Bank of America Corp | 441,476 | $711.7 萬 | 0.00% | −29,603−6.3% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 328,693 | $529.9 萬 | 4.34% | +68,194+26.2% | 加碼 |
| Invesco Ltd. | 289,890 | $467.3 萬 | 0.00% | −15,777−5.2% | 減碼 |
| Raymond James & Associates | 237,687 | $383.2 萬 | 0.00% | −46,084−16.2% | 減碼 |
| Bramshill Investments, LLC | 208,189 | $335.6 萬 | 0.40% | +4,052+2.0% | 加碼 |
| Gill Capital Partners, LLC | 148,364 | $239.2 萬 | 1.07% | −309−0.2% | 減碼 |
| Ameriprise Financial Inc | 115,629 | $186.4 萬 | 0.00% | −99,728−46.3% | 減碼 |
| Truist Financial Corp | 100,230 | $161.6 萬 | 0.00% | +5,710+6.0% | 加碼 |
| LPL Financial LLC | 90,771 | $146.3 萬 | 0.00% | −198,295−68.6% | 減碼 |
| Wedbush Securities Inc | 82,540 | $133.1 萬 | 0.07% | −1,505−1.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 63,834 | $102.9 萬 | 0.03% | −4,799−7.0% | 減碼 |
| Stifel Financial Corp | 45,266 | $73.0 萬 | 0.00% | −1,060−2.3% | 減碼 |
| Raymond James Trust N.A. | 43,330 | $69.8 萬 | 0.02% | −577−1.3% | 減碼 |
| Shaker Financial Services, LLC | 34,918 | $56.6 萬 | 0.25% | +34,918 | 新進 |
| Commonwealth Equity Services, LLC | 32,968 | $53.1 萬 | 0.00% | +69+0.2% | 加碼 |
| Advisory Services Network, LLC | 32,200 | $51.9 萬 | 0.01% | +1,250+4.0% | 加碼 |
| Royal Bank of Canada | 30,703 | $49.4 萬 | 0.00% | −1,883−5.8% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 29,694 | $47.9 萬 | 0.02% | −35,600−54.5% | 減碼 |
| Horizon Kinetics Asset Management LLC | 29,135 | $47.0 萬 | 0.01% | −145−0.5% | 減碼 |
| Cresta Advisors, Ltd. | 28,463 | $45.9 萬 | 0.36% | +28,463 | 新進 |
| HighTower Advisors, LLC | 27,905 | $45.0 萬 | 0.00% | −1,280−4.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 25,423 | $41.2 萬 | 0.01% | −1,978−7.2% | 減碼 |
| Van Hulzen Asset Management, LLC | 23,981 | $38.7 萬 | 0.04% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 22,095 | $35.6 萬 | 0.28% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 22,023 | $35.5 萬 | 0.02% | −4,800−17.9% | 減碼 |
| Integrated Wealth Concepts LLC | 21,026 | $33.9 萬 | 0.01% | +21,026 | 新進 |
| Envestnet Asset Management Inc | 20,414 | $32.9 萬 | 0.00% | +6,223+43.9% | 加碼 |
| Bank of Montreal | 19,079 | $31.9 萬 | 0.00% | +19,079 | 新進 |
| Cetera Advisor Networks LLC | 19,722 | $31.8 萬 | 0.00% | +375+1.9% | 加碼 |
| Boston Private Wealth LLC | 18,304 | $29.5 萬 | 0.00% | −933−4.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 17,149 | $27.6 萬 | 0.00% | +8,883+107.5% | 加碼 |
| Riverbridge Partners LLC | 16,937 | $27.3 萬 | 0.00% | +1,145+7.3% | 加碼 |
| Taylor Hoffman Wealth Management | 16,534 | $26.7 萬 | 0.15% | +1,007+6.5% | 加碼 |
| Sigma Planning Corp | 16,100 | $26.0 萬 | 0.01% | −3,000−15.7% | 減碼 |
| RVW Wealth, LLC | 15,700 | $25.3 萬 | 0.03% | +15,700 | 新進 |
| Barber Financial Group, Inc. | 15,501 | $25.0 萬 | 0.04% | +124+0.8% | 加碼 |
| Cetera Investment Advisers | 15,188 | $24.5 萬 | 0.00% | −903−5.6% | 減碼 |
| Rivernorth Capital Management, LLC | 14,337 | $23.1 萬 | 0.01% | −11,001−43.4% | 減碼 |
| Mystic Asset Management, Inc. | 14,000 | $22.6 萬 | 0.12% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 13,185 | $21.3 萬 | 0.01% | +13,185 | 新進 |
| Opal Wealth Advisors, LLC | 13,043 | $21.0 萬 | 0.12% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 12,000 | $19.3 萬 | 0.09% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 11,802 | $19.0 萬 | 0.00% | +332+2.9% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 11,535 | $18.6 萬 | 0.01% | +11,535 | 新進 |
| Mayflower Financial Advisors, LLC | 11,500 | $18.5 萬 | 0.02% | 00.0% | 不變 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,500 | $18.5 萬 | 0.08% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 11,316 | $18.2 萬 | 0.00% | −3,358−22.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 11,083 | $17.9 萬 | 0.02% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,611 | $17.1 萬 | 0.11% | −11,000−50.9% | 減碼 |
| Belpointe Asset Management LLC | 9,150 | $14.7 萬 | 0.01% | −846−8.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,673 | $5.92 萬 | 0.00% | +100+2.8% | 加碼 |
| Private Trust Co NA | 2,800 | $4.51 萬 | 0.01% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 2,445 | $3.94 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 2,434 | $3.92 萬 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 2,203 | $3.55 萬 | 0.02% | −7,841−78.1% | 減碼 |
| Tortoise Investment Management, LLC | 2,192 | $3.53 萬 | 0.01% | +630+40.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,000 | $3.22 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 1,679 | $2.71 萬 | 0.00% | +1,679 | 新進 |
| Cary Street Partner Investment Advisory LLC | 1,650 | $2.66 萬 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 1,501 | $2.42 萬 | 0.01% | −1,000−40.0% | 減碼 |
| Optimum Investment Advisors | 1,287 | $2.07 萬 | 0.01% | −1,073−45.5% | 減碼 |
| Sunbelt Securities, Inc. | 1,197 | $1.91 萬 | 0.00% | +1,197 | 新進 |
| Huntington National Bank | – | $1.81 萬 | 0.00% | – | – |
| FNY Investment Advisers, LLC | 1,000 | $1.60 萬 | 0.02% | +1,000 | 新進 |
| First Manhattan Co | 807 | $1.30 萬 | 0.00% | +269+50.0% | 加碼 |
| GWM Advisors LLC | 642 | $1.03 萬 | 0.00% | +6+0.9% | 加碼 |
| Harbour Investments, Inc. | 500 | $8,060 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 523 | $8,000 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 292 | $4,707 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 275 | $4,000 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 240 | $4,000 | 0.00% | +240 | 新進 |
| IFP Advisors, Inc | 68 | $1,381 | 0.00% | +1+1.5% | 加碼 |
| Clarity Financial LLC | 0 | $0 | 0.00% | −29,573−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −24,931−100.0% | 清倉 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −21,279−100.0% | 清倉 |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −19,845−100.0% | 清倉 |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −12,255−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −11,642−100.0% | 清倉 |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −5,046−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,241−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −453−100.0% | 清倉 |
| Bickling Financial Services, Inc. | – | – | – | – | 本季未申報 |
| Glass Jacobson Investment Advisors llc | – | – | – | – | 本季未申報 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |
