| Pathstone Holdings, LLC | 1,061,064 | $1,316 萬 | 0.05% | −162,959−13.3% | 減碼 |
| Morgan Stanley | 987,703 | $1,225 萬 | 0.00% | +94,596+10.6% | 加碼 |
| UBS Group AG | 671,354 | $832.5 萬 | 0.00% | −10,150−1.5% | 減碼 |
| Penserra Capital Management LLC | 540,293 | $669.9 萬 | 0.08% | −446,691−45.3% | 減碼 |
| LPL Financial LLC | 423,921 | $525.7 萬 | 0.00% | +30,794+7.8% | 加碼 |
| Heron Bay Capital Management | 287,763 | $356.8 萬 | 0.33% | −120.0% | 減碼 |
| Royal Bank of Canada | 240,191 | $297.8 萬 | 0.00% | +45,075+23.1% | 加碼 |
| Advisors Asset Management, Inc. | 235,038 | $291.4 萬 | 0.05% | +170,951+266.7% | 加碼 |
| Stifel Financial Corp | 217,083 | $269.2 萬 | 0.00% | +15,927+7.9% | 加碼 |
| Cetera Investment Advisers | 138,811 | $172.1 萬 | 0.00% | +41,566+42.7% | 加碼 |
| D.A. Davidson & Co. | 131,230 | $162.7 萬 | 0.01% | +730+0.6% | 加碼 |
| First Trust Advisors LP | 112,821 | $139.9 萬 | 0.00% | +5,708+5.3% | 加碼 |
| Bank of America Corp | 87,162 | $108.1 萬 | 0.00% | +17,407+25.0% | 加碼 |
| Raymond James Financial Inc | 83,905 | $104.0 萬 | 0.00% | +4,263+5.4% | 加碼 |
| Advisor Group Holdings, Inc. | 79,840 | $99.0 萬 | 0.00% | +14,246+21.7% | 加碼 |
| Closed-End Fund Advisors, Inc. | 62,830 | $77.9 萬 | 0.79% | +6,038+10.6% | 加碼 |
| Millennium Management LLC | 58,809 | $72.9 萬 | 0.00% | +37,400+174.7% | 加碼 |
| Rockefeller Capital Management L.P. | 58,757 | $72.9 萬 | 0.00% | −5,349−8.3% | 減碼 |
| Calamos Advisors LLC | 57,914 | $71.8 萬 | 0.00% | +6,895+13.5% | 加碼 |
| Evolve Private Wealth, LLC | 56,962 | $70.6 萬 | 0.04% | −619−1.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 54,229 | $67.2 萬 | 0.00% | +324+0.6% | 加碼 |
| JPMorgan Chase & Co | 51,877 | $62.6 萬 | 0.00% | +2,655+5.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 50,441 | $62.5 萬 | 0.02% | +21,960+77.1% | 加碼 |
| PMG Family Office LLC | 45,926 | $57.5 萬 | 0.64% | +1,705+3.9% | 加碼 |
| Envestnet Asset Management Inc | 44,447 | $55.1 萬 | 0.00% | +44,447 | 新進 |
| TCG Advisory Services, LLC | 43,952 | $54.5 萬 | 0.01% | +43,952 | 新進 |
| NWF Advisory Services Inc. | 43,561 | $54.0 萬 | 0.06% | +3,200+7.9% | 加碼 |
| Shaker Financial Services, LLC | 42,232 | $52.4 萬 | 0.18% | −109,178−72.1% | 減碼 |
| Private Advisor Group, LLC | 40,756 | $50.5 萬 | 0.00% | +8,231+25.3% | 加碼 |
| GWM Advisors LLC | 39,447 | $48.9 萬 | 0.00% | +10,052+34.2% | 加碼 |
| Janney Montgomery Scott LLC | 39,406 | $48.9 萬 | 0.00% | −736−1.8% | 減碼 |
| Advisory Services Network, LLC | 38,774 | $48.1 萬 | 0.01% | +20,779+115.5% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 31,501 | $39.1 萬 | 0.06% | −6,280−16.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 30,000 | $37.2 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 29,597 | $36.7 萬 | 0.00% | +5,830+24.5% | 加碼 |
| Invesco Ltd. | 28,274 | $35.1 萬 | 0.00% | +13,838+95.9% | 加碼 |
| Silverlake Wealth Management LLC | 27,479 | $34.1 萬 | 0.07% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 27,305 | $33.9 萬 | 0.19% | 00.0% | 不變 |
| HRT Financial LP | 26,210 | $32.5 萬 | 0.00% | +26,210 | 新進 |
| Wolverine Asset Management LLC | 25,897 | $32.1 萬 | 0.01% | −156,713−85.8% | 減碼 |
| HighTower Advisors, LLC | 25,828 | $32.0 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 22,618 | $28.0 萬 | 0.13% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 21,780 | $27.0 萬 | 0.00% | +3,642+20.1% | 加碼 |
| International Assets Investment Management, LLC | 20,469 | $25.8 萬 | 0.02% | −38−0.2% | 減碼 |
| MML Investors Services, LLC | 17,164 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 17,128 | $21.2 萬 | 0.00% | +11,887+226.8% | 加碼 |
| Koshinski Asset Management, Inc. | 16,209 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 13,604 | $16.9 萬 | 0.00% | +13,604 | 新進 |
| Merit Financial Group, LLC | 12,679 | $15.7 萬 | 0.00% | −29−0.2% | 減碼 |
| Jane Street Group, LLC | 11,840 | $14.7 萬 | 0.00% | +1,563+15.2% | 加碼 |
| Warren Averett Asset Management, LLC | 10,723 | $13.3 萬 | 0.00% | +10,723 | 新進 |
| Advisor OS, LLC | 10,389 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 5,175 | $6.42 萬 | 0.00% | +2,537+96.2% | 加碼 |
| Old Point Trust & Financial Services N A | 4,100 | $5.08 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,286 | $4.07 萬 | 0.00% | +3,286 | 新進 |
| Atlantic Union Bankshares Corp | 3,051 | $3.78 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,684 | $3.33 萬 | 0.00% | +169+6.7% | 加碼 |
| Cassaday & Co Wealth Management LLC | 2,504 | $3.10 萬 | 0.00% | +2,504 | 新進 |
| Sound Income Strategies, LLC | 1,905 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 1,638 | $2.03 萬 | 0.00% | +910+125.0% | 加碼 |
| Farther Finance Advisors, LLC | 1,408 | $1.77 萬 | 0.00% | +412+41.4% | 加碼 |
| Keating Financial Advisory Services, Inc. | 1,297 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Axiom Investment Management LLC | 1,218 | $1.51 萬 | 0.01% | +1,218 | 新進 |
| Wells Fargo & Company | 1,092 | $1.35 萬 | 0.00% | −2,191−66.7% | 減碼 |
| Allworth Financial LP | 1,051 | $1.30 萬 | 0.00% | +8+0.8% | 加碼 |
| FNY Investment Advisers, LLC | 1,000 | $1.20 萬 | 0.01% | +1,000 | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 898 | $1.11 萬 | 0.00% | −198−18.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 800 | $9,920 | 0.00% | +636+387.8% | 加碼 |
| Golden State Equity Partners | 568 | $7,043 | 0.00% | +568 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 535 | $6,634 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 500 | $6,200 | 0.00% | +500 | 新進 |
| CoreCap Advisors, LLC | 455 | $5,642 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 400 | $4,960 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 381 | $4,724 | 0.00% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 364 | $4,514 | 0.00% | 00.0% | 不變 |
| POM Investment Strategies, LLC | 345 | $4,278 | 0.01% | +345 | 新進 |
| WPG Advisers, LLC | 235 | $2,914 | 0.00% | +8+3.5% | 加碼 |
| Highline Wealth Partners LLC | 225 | $2,790 | 0.00% | −3−1.3% | 減碼 |
| Harbour Investments, Inc. | 225 | $2,790 | 0.00% | +225 | 新進 |
| BlackRock, Inc. | 86 | $1,065 | 0.00% | +86 | 新進 |
| Signaturefd, LLC | 64 | $794 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 51 | $632 | 0.00% | +51 | 新進 |
| Root Financial Partners, LLC | 33 | $409 | 0.00% | +33 | 新進 |
| Citigroup Inc | 2 | $25 | 0.00% | 00.0% | 不變 |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −116,794−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −75,279−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −56,174−100.0% | 清倉 |
| SFG Wealth Management, LLC. | 0 | $0 | 0.00% | −29,150−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −13,938−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,415−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −13,249−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −10,056−100.0% | 清倉 |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −3,187−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,173−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,172−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −437−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| ORG Partners LLC | – | – | – | – | 本季未申報 |
