| UBS Group AG | 1,482,976 | $2,137 萬 | 0.01% | +66,497+4.7% | 加碼 |
| Bank of America Corp | 597,230 | $860.6 萬 | 0.00% | −2,231−0.4% | 減碼 |
| Wells Fargo & Company | 589,519 | $849.5 萬 | 0.00% | −14,139−2.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 486,750 | $701.4 萬 | 0.03% | −4,523−0.9% | 減碼 |
| Morgan Stanley | 475,666 | $685.4 萬 | 0.00% | −11,996−2.5% | 減碼 |
| Stephens Inc | 430,894 | $620.9 萬 | 0.11% | +10,500+2.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 328,724 | $473.7 萬 | 0.28% | +18,661+6.0% | 加碼 |
| Advisors Asset Management, Inc. | 322,449 | $464.6 萬 | 0.09% | +69,838+27.6% | 加碼 |
| Van Eck Associates Corp | 173,397 | $249.9 萬 | 0.01% | −1,948−1.1% | 減碼 |
| United Capital Financial Advisers, LLC | 170,512 | $245.7 萬 | 0.01% | −1,411−0.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 166,711 | $240.2 萬 | 0.00% | −7,487−4.3% | 減碼 |
| Raymond James & Associates | 144,554 | $208.3 萬 | 0.00% | +3,434+2.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 131,256 | $189.1 萬 | 0.00% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 130,376 | $187.9 萬 | 0.41% | 00.0% | 不變 |
| LPL Financial LLC | 127,809 | $184.2 萬 | 0.00% | +25,876+25.4% | 加碼 |
| Commonwealth Equity Services, LLC | 125,994 | $181.6 萬 | 0.00% | +770+0.6% | 加碼 |
| 1607 Capital Partners, LLC | 119,075 | $171.6 萬 | 0.12% | −503,905−80.9% | 減碼 |
| Access Financial Services, Inc. | 109,996 | $158.5 萬 | 0.92% | −2,400−2.1% | 減碼 |
| Royal Bank of Canada | 103,913 | $149.7 萬 | 0.00% | −21,958−17.4% | 減碼 |
| Melfa Wealth Management, LLC | 101,808 | $146.7 萬 | 1.49% | −10,865−9.6% | 減碼 |
| Flputnam Investment Management Co | 92,130 | $132.8 萬 | 0.04% | +68+0.1% | 加碼 |
| Captrust Financial Advisors | 62,455 | $90.0 萬 | 0.00% | +1,530+2.5% | 加碼 |
| Capital Investment Advisors, LLC | 55,880 | $80.5 萬 | 0.02% | −340−0.6% | 減碼 |
| Stifel Financial Corp | 55,706 | $80.3 萬 | 0.00% | +814+1.5% | 加碼 |
| Cohen & Steers, Inc. | 55,000 | $79.3 萬 | 0.00% | −13,000−19.1% | 減碼 |
| Ameriprise Financial Inc | 52,638 | $75.9 萬 | 0.00% | +4,406+9.1% | 加碼 |
| Advisor Group Holdings, Inc. | 44,749 | $64.5 萬 | 0.00% | −71−0.2% | 減碼 |
| Truist Financial Corp | 43,169 | $62.2 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 33,631 | $48.5 萬 | 0.01% | −1,696−4.8% | 減碼 |
| AdvisorNet Financial, Inc | 32,676 | $47.1 萬 | 0.04% | −250−0.8% | 減碼 |
| Janney Montgomery Scott LLC | 32,458 | $46.8 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 32,026 | $46.1 萬 | 0.00% | −39,200−55.0% | 減碼 |
| Fortitude Advisory Group L.L.C. | 29,692 | $42.8 萬 | 0.32% | +343+1.2% | 加碼 |
| WealthBridge Capital Management, LLC | 29,377 | $42.3 萬 | 0.17% | +17+0.1% | 加碼 |
| Coombe, Bender & Co LLC | 25,093 | $36.2 萬 | 0.26% | −4,884−16.3% | 減碼 |
| Financial Advocates Investment Management | 23,615 | $34.0 萬 | 0.03% | +4,160+21.4% | 加碼 |
| First National Bank & Trust Co of Newtown | 23,550 | $33.9 萬 | 0.07% | 00.0% | 不變 |
| First Trust Advisors LP | 22,849 | $32.9 萬 | 0.00% | +458+2.0% | 加碼 |
| ProVise Management Group, LLC | 22,840 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| Glenmede Trust Co NA | 22,195 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 22,003 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 21,426 | $30.9 萬 | 0.00% | +113+0.5% | 加碼 |
| Sightline Wealth Advisors, LLC | 18,658 | $26.7 萬 | 0.27% | 00.0% | 不變 |
| Lantz Financial LLC | 16,867 | $24.3 萬 | 0.10% | 00.0% | 不變 |
| HighTower Advisors, LLC | 16,647 | $24.0 萬 | 0.00% | +3,984+31.5% | 加碼 |
| Windsor Group LTD | 16,188 | $23.3 萬 | 0.04% | 00.0% | 不變 |
| Midwest Heritage Bank, FSB | 15,865 | $22.9 萬 | 0.17% | 00.0% | 不變 |
| Southern Capital Advisors, LLC | 15,682 | $22.6 萬 | 0.17% | +137+0.9% | 加碼 |
| Annex Advisory Services, LLC | 15,606 | $22.5 萬 | 0.01% | +232+1.5% | 加碼 |
| Bank of Montreal | 15,454 | $22.4 萬 | 0.00% | +15,454 | 新進 |
| King Luther Capital Management Corp | – | $22.3 萬 | 0.00% | – | – |
| Private Advisor Group, LLC | 14,462 | $20.8 萬 | 0.00% | +19+0.1% | 加碼 |
| Harbour Investments, Inc. | 12,989 | $18.7 萬 | 0.01% | +2,651+25.6% | 加碼 |
| Essex Financial Services, Inc. | 12,500 | $18.0 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 11,894 | $17.1 萬 | 0.00% | +11,894 | 新進 |
| Cetera Advisor Networks LLC | 11,669 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 11,591 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 11,561 | $16.7 萬 | 0.10% | +11,561 | 新進 |
| Wealth Dimensions Group, Ltd. | 11,521 | $16.6 萬 | 0.06% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 11,492 | $16.6 萬 | 0.04% | +11,492 | 新進 |
| National Asset Management, Inc. | 10,631 | $15.4 萬 | 0.00% | −3,381−24.1% | 減碼 |
| AE Wealth Management LLC | 10,644 | $15.3 萬 | 0.00% | +30.0% | 加碼 |
| Nations Financial Group Inc, | 10,521 | $15.2 萬 | 0.01% | +10,521 | 新進 |
| Susquehanna International Group, LLP | 10,058 | $14.5 萬 | 0.00% | +10,058 | 新進 |
| Wealthcare Advisory Partners LLC | 10,000 | $14.4 萬 | 0.01% | +10,000 | 新進 |
| Steward Partners Investment Advisory, LLC | 9,659 | $13.9 萬 | 0.00% | +2,878+42.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 6,855 | $9.88 萬 | 0.01% | −263−3.7% | 減碼 |
| Clean Yield Group | 6,653 | $9.59 萬 | 0.04% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 5,914 | $8.52 萬 | 0.02% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 5,395 | $7.77 萬 | 0.00% | +3,763+230.6% | 加碼 |
| Pinnacle Bancorp, Inc. | 4,491 | $6.47 萬 | 0.02% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 4,000 | $5.76 萬 | 0.01% | 00.0% | 不變 |
| Disciplined Investments, LLC | 3,718 | $5.36 萬 | 0.03% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 2,394 | $3.45 萬 | 0.01% | 00.0% | 不變 |
| Horizon Bancorp Inc | 2,253 | $3.20 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 1,554 | $2.20 萬 | 0.00% | +1,554 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 1,404 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,285 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,000 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 850 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 829 | $1.20 萬 | 0.00% | +829 | 新進 |
| Financial Management Professionals, Inc. | 666 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 510 | $7,298 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 456 | $7,000 | 0.00% | +456 | 新進 |
| Private Trust Co NA | 477 | $6,874 | 0.00% | +477 | 新進 |
| Thompson Investment Management, Inc. | 375 | $5,404 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 297 | $4,284 | 0.00% | +3+1.0% | 加碼 |
| Geneos Wealth Management Inc. | 285 | $4,107 | 0.00% | 00.0% | 不變 |
| VitalStone Financial, LLC | 204 | $3,000 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −14,712−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −13,584−100.0% | 清倉 |
| Successful Portfolios LLC | 0 | $0 | 0.00% | −10,253−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −838−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −486−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −184−100.0% | 清倉 |
| Ahrens Investment Partners LLC | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
