| Wells Fargo & Company | 1,269,411 | $3,445 萬 | 0.01% | +94,610+8.1% | 加碼 |
| Morgan Stanley | 709,140 | $1,925 萬 | 0.00% | +60,395+9.3% | 加碼 |
| UBS Group AG | 490,840 | $1,332 萬 | 0.01% | +52,426+12.0% | 加碼 |
| Raymond James & Associates | 385,433 | $1,046 萬 | 0.01% | +23,209+6.4% | 加碼 |
| Guggenheim Capital LLC | 378,876 | $1,028 萬 | 0.06% | −10,579−2.7% | 減碼 |
| Royal Bank of Canada | 349,796 | $949.3 萬 | 0.00% | +46,178+15.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 234,487 | $636.3 萬 | 0.01% | +35,821+18.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 228,683 | $620.7 萬 | 0.01% | +78,409+52.2% | 加碼 |
| Sit Investment Associates Inc | 198,432 | $538.5 萬 | 0.15% | −12,527−5.9% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 180,659 | $490.3 萬 | 1.66% | +9,605+5.6% | 加碼 |
| Invesco Ltd. | 141,336 | $383.6 萬 | 0.00% | −13,501−8.7% | 減碼 |
| Karpus Management, Inc. | 131,060 | $355.7 萬 | 0.11% | −260,078−66.5% | 減碼 |
| Advisor Group Holdings, Inc. | 128,668 | $349.3 萬 | 0.01% | +6,277+5.1% | 加碼 |
| Stifel Financial Corp | 108,970 | $295.7 萬 | 0.00% | −192−0.2% | 減碼 |
| Global Endowment Management, LP | 60,000 | $162.8 萬 | 0.12% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 56,691 | $153.9 萬 | 0.01% | −540−0.9% | 減碼 |
| Brick & Kyle, Associates | 55,217 | $149.9 萬 | 0.73% | +5,336+10.7% | 加碼 |
| First Trust Advisors LP | 46,377 | $125.9 萬 | 0.00% | +2,013+4.5% | 加碼 |
| Commonwealth Equity Services, LLC | 46,089 | $125.0 萬 | 0.00% | −235−0.5% | 減碼 |
| Parametric Portfolio Associates LLC | 45,581 | $123.7 萬 | 0.00% | +45,581 | 新進 |
| Cohen & Steers, Inc. | 43,778 | $118.8 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 42,224 | $114.6 萬 | 0.03% | +172+0.4% | 加碼 |
| Keystone Financial Group | 41,485 | $112.6 萬 | 0.19% | −682−1.6% | 減碼 |
| Ameriprise Financial Inc | 39,521 | $107.3 萬 | 0.00% | +6,987+21.5% | 加碼 |
| Prospera Financial Services Inc | 33,368 | $90.6 萬 | 0.04% | +33,368 | 新進 |
| Rothschild Investment Corp | 33,158 | $90.0 萬 | 0.07% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 31,883 | $86.5 萬 | 0.01% | +2,128+7.2% | 加碼 |
| Shaker Financial Services, LLC | 27,348 | $74.2 萬 | 0.28% | −109,400−80.0% | 減碼 |
| Truist Financial Corp | 22,416 | $60.8 萬 | 0.00% | −1,100−4.7% | 減碼 |
| Bank of America Corp | 21,186 | $57.5 萬 | 0.00% | +255+1.2% | 加碼 |
| 55I, LLC | 20,801 | $56.5 萬 | 0.01% | +4,082+24.4% | 加碼 |
| LPL Financial LLC | 20,658 | $56.1 萬 | 0.00% | +3,694+21.8% | 加碼 |
| National Asset Management, Inc. | 20,449 | $55.5 萬 | 0.02% | −1,299−6.0% | 減碼 |
| XML Financial, LLC | 20,219 | $54.9 萬 | 0.07% | −2,274−10.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 19,335 | $52.5 萬 | 0.05% | +1,185+6.5% | 加碼 |
| Bank of Montreal | 16,116 | $48.8 萬 | 0.00% | −8,469−34.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 17,479 | $47.4 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 16,880 | $45.8 萬 | 0.01% | +577+3.5% | 加碼 |
| Institute for Wealth Management, LLC. | 16,653 | $45.2 萬 | 0.07% | 00.0% | 不變 |
| Wedbush Securities Inc | 16,443 | $44.6 萬 | 0.02% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 15,615 | $42.4 萬 | 0.69% | +819+5.5% | 加碼 |
| Envestnet Asset Management Inc | 15,425 | $41.9 萬 | 0.00% | +15,425 | 新進 |
| Telemus Capital, LLC | 14,500 | $39.4 萬 | 0.03% | −6,717−31.7% | 減碼 |
| Thrivent Financial for Lutherans | 14,075 | $38.2 萬 | 0.00% | +14,075 | 新進 |
| FourThought Financial, LLC | 12,155 | $33.0 萬 | 0.04% | −2,361−16.3% | 減碼 |
| Davenport & Co LLC | 11,977 | $32.5 萬 | 0.00% | +611+5.4% | 加碼 |
| Laurel Wealth Advisors, Inc. | 9,999 | $27.1 萬 | 0.02% | −182−1.8% | 減碼 |
| Silverlake Wealth Management LLC | 9,890 | $26.8 萬 | 0.15% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 9,715 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 9,448 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 9,399 | $25.5 萬 | 0.00% | −3,704−28.3% | 減碼 |
| Wintrust Investments LLC | 8,996 | $24.4 萬 | 0.02% | +2,050+29.5% | 加碼 |
| Baird Financial Group, Inc. | 8,768 | $23.8 萬 | 0.00% | −103−1.2% | 減碼 |
| Koshinski Asset Management, Inc. | 8,379 | $22.7 萬 | 0.02% | +615+7.9% | 加碼 |
| Parsons Capital Management Inc | 8,000 | $21.7 萬 | 0.02% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,765 | $18.3 萬 | 0.01% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 6,000 | $16.3 萬 | 0.07% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 5,426 | $14.7 萬 | 0.04% | +640+13.4% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 4,619 | $12.5 萬 | 0.11% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 4,248 | $11.5 萬 | 0.08% | 00.0% | 不變 |
| TCWP LLC | 1,825 | $4.90 萬 | 0.01% | +1,825 | 新進 |
| Rockefeller Capital Management L.P. | 1,798 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,760 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Cedar Wealth Management, LLC | 1,497 | $4.10 萬 | 0.02% | −198−11.7% | 減碼 |
| American Portfolios Advisors | 1,261 | $3.42 萬 | 0.00% | +43+3.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,000 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 1,000 | $2.70 萬 | 0.02% | 00.0% | 不變 |
| JPMorgan Chase & Co | 983 | $2.70 萬 | 0.00% | +983 | 新進 |
| Ancora Advisors, LLC | 958 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 850 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 784 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 754 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 368 | $1.00 萬 | 0.01% | +31+9.2% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 340 | $9,000 | 0.00% | −5−1.4% | 減碼 |
| Westside Investment Management, Inc. | 350 | $9,000 | 0.00% | +350 | 新進 |
| Creative Financial Designs Inc | 275 | $7,000 | 0.00% | +275 | 新進 |
| IFP Advisors, Inc | 15 | $1,000 | 0.00% | +15 | 新進 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −605,162−100.0% | 清倉 |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −200,951−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −54,465−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −43,659−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −29,900−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,316−100.0% | 清倉 |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −10,618−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −8,025−100.0% | 清倉 |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −7,099−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −7,025−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,895−100.0% | 清倉 |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −6,850−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −6,829−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −6,714−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −2,450−100.0% | 清倉 |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −2,025−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,610−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −1,257−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,025−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −546−100.0% | 清倉 |
| First Personal Financial Services | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
