| Morgan Stanley | 1,666,967 | $2,615 萬 | 0.00% | +348,030+26.4% | 加碼 |
| Sit Investment Associates Inc | 1,215,375 | $1,907 萬 | 0.50% | +423,061+53.4% | 加碼 |
| Guggenheim Capital LLC | 761,134 | $1,194 萬 | 0.09% | 00.0% | 不變 |
| UBS Group AG | 657,405 | $1,031 萬 | 0.00% | −88,547−11.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 608,748 | $955.1 萬 | 0.02% | +7,886+1.3% | 加碼 |
| Wells Fargo & Company | 522,897 | $820.4 萬 | 0.00% | −26,177−4.8% | 減碼 |
| Advisor Group Holdings, Inc. | 491,512 | $771.2 萬 | 0.01% | +1,464+0.3% | 加碼 |
| Bank of America Corp | 358,885 | $563.1 萬 | 0.00% | −82,591−18.7% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 322,352 | $508.0 萬 | 3.91% | −6,341−1.9% | 減碼 |
| Invesco Ltd. | 287,770 | $451.5 萬 | 0.00% | −2,120−0.7% | 減碼 |
| Raymond James & Associates | 231,010 | $362.5 萬 | 0.00% | −6,677−2.8% | 減碼 |
| M&T Bank Corp | 227,666 | $357.3 萬 | 0.01% | +227,666 | 新進 |
| Bramshill Investments, LLC | 205,241 | $322.0 萬 | 0.29% | −2,948−1.4% | 減碼 |
| Gill Capital Partners, LLC | 131,475 | $206.3 萬 | 0.87% | −16,889−11.4% | 減碼 |
| Ameriprise Financial Inc | 117,560 | $184.4 萬 | 0.00% | +1,931+1.7% | 加碼 |
| LPL Financial LLC | 105,078 | $164.9 萬 | 0.00% | +14,307+15.8% | 加碼 |
| Truist Financial Corp | 100,786 | $158.1 萬 | 0.00% | +556+0.6% | 加碼 |
| Wedbush Securities Inc | 83,540 | $131.1 萬 | 0.06% | +1,000+1.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 66,530 | $104.4 萬 | 0.02% | +2,696+4.2% | 加碼 |
| Rivernorth Capital Management, LLC | 60,687 | $95.2 萬 | 0.05% | +46,350+323.3% | 加碼 |
| Stifel Financial Corp | 44,588 | $70.0 萬 | 0.00% | −678−1.5% | 減碼 |
| Raymond James Trust N.A. | 42,868 | $67.3 萬 | 0.02% | −462−1.1% | 減碼 |
| HighTower Advisors, LLC | 37,922 | $59.6 萬 | 0.00% | +10,017+35.9% | 加碼 |
| Shaker Financial Services, LLC | 34,918 | $55.0 萬 | 0.24% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 33,555 | $52.6 萬 | 0.00% | +587+1.8% | 加碼 |
| Advisory Services Network, LLC | 31,200 | $49.0 萬 | 0.01% | −1,000−3.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 29,694 | $46.6 萬 | 0.02% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 28,849 | $45.3 萬 | 0.01% | −286−1.0% | 減碼 |
| Cresta Advisors, Ltd. | 28,463 | $44.7 萬 | 0.35% | 00.0% | 不變 |
| Clarity Financial LLC | 28,369 | $44.5 萬 | 0.07% | +28,369 | 新進 |
| Royal Bank of Canada | 26,805 | $42.0 萬 | 0.00% | −3,898−12.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 23,456 | $37.0 萬 | 0.01% | −1,967−7.7% | 減碼 |
| Envestnet Asset Management Inc | 22,337 | $35.0 萬 | 0.00% | +1,923+9.4% | 加碼 |
| Fortitude Advisory Group L.L.C. | 22,095 | $34.7 萬 | 0.26% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 22,023 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 21,131 | $33.2 萬 | 0.03% | −2,850−11.9% | 減碼 |
| Susquehanna International Group, LLP | 21,021 | $33.0 萬 | 0.00% | +9,705+85.8% | 加碼 |
| Integrated Wealth Concepts LLC | 20,970 | $32.9 萬 | 0.01% | −56−0.3% | 減碼 |
| Bank of Montreal | 19,079 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 20,524 | $32.2 萬 | 0.00% | +802+4.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 20,283 | $31.8 萬 | 0.04% | +20,283 | 新進 |
| Taylor Hoffman Wealth Management | 16,534 | $25.9 萬 | 0.13% | 00.0% | 不變 |
| Cetera Investment Advisers | 16,052 | $25.2 萬 | 0.00% | +864+5.7% | 加碼 |
| Riverbridge Partners LLC | 15,899 | $24.9 萬 | 0.00% | −1,038−6.1% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 15,690 | $24.6 萬 | 0.02% | +4,155+36.0% | 加碼 |
| Boston Private Wealth LLC | 15,452 | $24.2 萬 | 0.00% | −2,852−15.6% | 減碼 |
| Farther Finance Advisors, LLC | 13,803 | $21.7 萬 | 0.05% | +13,803 | 新進 |
| Warren Averett Asset Management, LLC | 13,185 | $20.7 萬 | 0.01% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 13,043 | $20.5 萬 | 0.10% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 12,000 | $18.8 萬 | 0.09% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 11,500 | $18.0 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 11,187 | $17.6 萬 | 0.00% | −615−5.2% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,500 | $17.6 萬 | 0.08% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 11,083 | $17.4 萬 | 0.02% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 4,602 | $7.22 萬 | 0.01% | +2,410+109.9% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,113 | $6.50 萬 | 0.04% | −6,498−61.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,573 | $5.61 萬 | 0.00% | −100−2.7% | 減碼 |
| Private Trust Co NA | 2,800 | $4.39 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,733 | $4.29 萬 | 0.00% | −14,416−84.1% | 減碼 |
| Focused Wealth Management, Inc | 2,445 | $3.84 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 2,398 | $3.76 萬 | 0.00% | −36−1.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,000 | $3.14 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,650 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 1,464 | $2.30 萬 | 0.00% | +1,464 | 新進 |
| Sunbelt Securities, Inc. | 1,213 | $1.90 萬 | 0.00% | +16+1.3% | 加碼 |
| Huntington National Bank | – | $1.77 萬 | 0.00% | – | – |
| FNY Investment Advisers, LLC | 1,000 | $1.50 萬 | 0.02% | 00.0% | 不變 |
| First Manhattan Co | 807 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 650 | $1.02 萬 | 0.00% | +650 | 新進 |
| GWM Advisors LLC | 650 | $1.02 萬 | 0.00% | +8+1.2% | 加碼 |
| Highlander Capital Management, LLC | 523 | $8,000 | 0.00% | 00.0% | 不變 |
| M&R Capital Management Inc | 501 | $7,860 | 0.00% | −1,000−66.6% | 減碼 |
| Harbour Investments, Inc. | 500 | $7,845 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 292 | $4,581 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 210 | $3,295 | 0.00% | −30−12.5% | 減碼 |
| IFP Advisors, Inc | 69 | $1,399 | 0.00% | +1+1.5% | 加碼 |
| Beaird Harris Wealth Management, LLC | 3 | $48 | 0.00% | +3 | 新進 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −16,100−100.0% | 清倉 |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −15,700−100.0% | 清倉 |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −9,150−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,203−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,679−100.0% | 清倉 |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1,287−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Barber Financial Group, Inc. | – | – | – | – | 本季未申報 |
