| UBS Group AG | 1,365,988 | $1,900 萬 | 0.01% | +240,250+21.3% | 加碼 |
| 1607 Capital Partners, LLC | 898,964 | $1,250 萬 | 0.86% | +23,196+2.6% | 加碼 |
| Wells Fargo & Company | 577,184 | $802.9 萬 | 0.00% | −26,170−4.3% | 減碼 |
| Morgan Stanley | 512,332 | $712.7 萬 | 0.00% | −29,127−5.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 417,001 | $580.0 萬 | 0.03% | +274,544+192.7% | 加碼 |
| Stephens Inc | 403,334 | $561.0 萬 | 0.11% | +92,886+29.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 395,581 | $550.3 萬 | 0.34% | −63,662−13.9% | 減碼 |
| Bank of America Corp | 387,009 | $538.3 萬 | 0.00% | +117,302+43.5% | 加碼 |
| United Capital Financial Advisers, LLC | 240,889 | $335.1 萬 | 0.02% | −1,714−0.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 238,460 | $331.7 萬 | 0.01% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 206,593 | $287.4 萬 | 0.06% | +69,274+50.4% | 加碼 |
| Van Eck Associates Corp | 193,282 | $268.9 萬 | 0.01% | +24,839+14.7% | 加碼 |
| Tortoise Investment Management, LLC | 178,302 | $248.0 萬 | 0.43% | −34,550−16.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 176,371 | $245.3 萬 | 0.00% | +5,623+3.3% | 加碼 |
| Raymond James & Associates | 144,560 | $201.1 萬 | 0.00% | +12,790+9.7% | 加碼 |
| Coastal Investment Advisors, Inc. | 139,376 | $193.9 萬 | 0.47% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 133,715 | $185.9 萬 | 0.00% | −36,127−21.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 131,256 | $182.6 萬 | 0.00% | 00.0% | 不變 |
| Access Financial Services, Inc. | 123,641 | $172.0 萬 | 1.05% | −4,120−3.2% | 減碼 |
| Royal Bank of Canada | 115,765 | $161.0 萬 | 0.00% | +15,238+15.2% | 加碼 |
| Guggenheim Capital LLC | 112,724 | $156.8 萬 | 0.01% | −96,801−46.2% | 減碼 |
| Melfa Wealth Management, LLC | 112,470 | $156.4 萬 | 1.63% | +112,470 | 新進 |
| Flputnam Investment Management Co | 98,008 | $136.3 萬 | 0.05% | −29,998−23.4% | 減碼 |
| LPL Financial LLC | 73,061 | $101.6 萬 | 0.00% | +17,796+32.2% | 加碼 |
| Cohen & Steers, Inc. | 68,000 | $94.6 萬 | 0.00% | +3,000+4.6% | 加碼 |
| Captrust Financial Advisors | 65,305 | $90.8 萬 | 0.00% | +65,305 | 新進 |
| Capital Investment Advisors, LLC | 57,600 | $80.1 萬 | 0.02% | +880+1.6% | 加碼 |
| Stifel Financial Corp | 56,462 | $78.5 萬 | 0.00% | +157+0.3% | 加碼 |
| Advisor Group Holdings, Inc. | 48,501 | $67.4 萬 | 0.00% | +11,663+31.7% | 加碼 |
| Ameriprise Financial Inc | 39,744 | $55.3 萬 | 0.00% | −19,936−33.4% | 減碼 |
| Truist Financial Corp | 39,169 | $54.5 萬 | 0.00% | +14,570+59.2% | 加碼 |
| AdvisorNet Financial, Inc | 35,351 | $49.2 萬 | 0.05% | +5,600+18.8% | 加碼 |
| Janney Montgomery Scott LLC | 35,016 | $48.7 萬 | 0.00% | −2,983−7.9% | 減碼 |
| Rivernorth Capital Management, LLC | 34,130 | $47.5 萬 | 0.02% | +34,130 | 新進 |
| Raymond James Trust N.A. | 30,363 | $42.2 萬 | 0.01% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 29,349 | $40.8 萬 | 0.35% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 29,343 | $40.8 萬 | 0.17% | −5,706−16.3% | 減碼 |
| Coombe, Bender & Co LLC | 26,018 | $36.2 萬 | 0.33% | −1,945−7.0% | 減碼 |
| First National Bank & Trust Co of Newtown | 23,550 | $32.8 萬 | 0.07% | 00.0% | 不變 |
| ProVise Management Group, LLC | 22,840 | $31.8 萬 | 0.03% | +500+2.2% | 加碼 |
| Glenmede Trust Co NA | 22,195 | $30.9 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 22,003 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 21,180 | $29.5 萬 | 0.00% | +271+1.3% | 加碼 |
| Sightline Wealth Advisors, LLC | 18,528 | $25.8 萬 | 0.28% | +2,417+15.0% | 加碼 |
| Baird Financial Group, Inc. | 17,231 | $24.0 萬 | 0.00% | −199,588−92.1% | 減碼 |
| Lantz Financial LLC | 16,867 | $23.5 萬 | 0.11% | 00.0% | 不變 |
| First Trust Advisors LP | 16,829 | $23.4 萬 | 0.00% | +455+2.8% | 加碼 |
| Windsor Group LTD | 16,188 | $23.0 萬 | 0.05% | 00.0% | 不變 |
| King Luther Capital Management Corp | – | $22.4 萬 | 0.00% | – | – |
| Midwest Heritage Bank, FSB | 15,865 | $22.1 萬 | 0.21% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 15,374 | $21.4 萬 | 0.01% | −10.0% | 減碼 |
| National Asset Management, Inc. | 13,958 | $19.4 萬 | 0.01% | +13,958 | 新進 |
| Creative Planning | 13,581 | $18.9 萬 | 0.00% | +20.0% | 加碼 |
| HighTower Advisors, LLC | 12,663 | $17.7 萬 | 0.00% | +500+4.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 12,718 | $17.7 萬 | 0.01% | +12,718 | 新進 |
| Essex Financial Services, Inc. | 12,500 | $17.3 萬 | 0.02% | +12,500 | 新進 |
| Stratos Wealth Partners, LTD. | 12,331 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 12,066 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 11,669 | $16.2 萬 | 0.00% | +11,669 | 新進 |
| Wealth Dimensions Group, Ltd. | 11,521 | $16.0 萬 | 0.07% | 00.0% | 不變 |
| Onyx Bridge Wealth Group LLC | 11,238 | $16.0 萬 | 0.06% | −3,000−21.1% | 減碼 |
| AE Wealth Management LLC | 10,639 | $14.8 萬 | 0.00% | +10,639 | 新進 |
| Successful Portfolios LLC | 10,559 | $14.7 萬 | 0.10% | +10,559 | 新進 |
| Harbour Investments, Inc. | 10,276 | $14.3 萬 | 0.01% | −8,252−44.5% | 減碼 |
| Romano Brothers and Company | 7,285 | $10.1 萬 | 0.02% | +7,285 | 新進 |
| Cary Street Partner Investment Advisory LLC | 7,118 | $9.90 萬 | 0.01% | +7,118 | 新進 |
| Clean Yield Group | 6,653 | $9.25 萬 | 0.04% | +45+0.7% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 5,914 | $8.23 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,343 | $7.43 萬 | 0.00% | +1,592+42.4% | 加碼 |
| Pinnacle Bancorp, Inc. | 4,491 | $6.20 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,959 | $4.20 萬 | 0.00% | −6,420−68.5% | 減碼 |
| Tradewinds Capital Management, LLC | 2,394 | $3.33 萬 | 0.02% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,632 | $2.27 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,404 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,285 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Madden Securities Corp | 1,200 | $1.67 萬 | 0.01% | +1,200 | 新進 |
| Parallel Advisors, LLC | 1,000 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 850 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 666 | $9,000 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 510 | $7,000 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 363 | $5,049 | 0.00% | +363 | 新進 |
| Northwestern Mutual Wealth Management Co | 292 | $4,066 | 0.00% | +115+65.0% | 加碼 |
| Geneos Wealth Management Inc. | 285 | $3,964 | 0.00% | 00.0% | 不變 |
| VitalStone Financial, LLC | 204 | $3,000 | 0.00% | +204 | 新進 |
| Private Advisor Group, LLC | 14,430 | $201 | 0.00% | −828−5.4% | 減碼 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −97,370−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −83,318−100.0% | 清倉 |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −16,480−100.0% | 清倉 |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −12,750−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −3,875−100.0% | 清倉 |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −1,890−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −550−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Danda Trouve Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Lloyd Park, LLC | – | – | – | – | 本季未申報 |
| Covington Capital Management | – | – | – | – | 本季未申報 |
