| UBS Group AG | 1,531,290 | $2,320 萬 | 0.01% | +15,932+1.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 956,400 | $1,449 萬 | 0.66% | +298,219+45.3% | 加碼 |
| Guggenheim Capital LLC | 527,231 | $798.8 萬 | 0.07% | +59,204+12.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 518,404 | $785.4 萬 | 0.03% | +3,897+0.8% | 加碼 |
| Wells Fargo & Company | 515,007 | $780.2 萬 | 0.00% | −6,112−1.2% | 減碼 |
| Stephens Inc | 494,574 | $749.3 萬 | 0.11% | −1,000−0.2% | 減碼 |
| Bank of America Corp | 462,289 | $700.4 萬 | 0.00% | −8,334−1.8% | 減碼 |
| Morgan Stanley | 460,292 | $697.3 萬 | 0.00% | +15,526+3.5% | 加碼 |
| Raymond James Financial Inc | 300,100 | $454.7 萬 | 0.00% | +300,100 | 新進 |
| Advisors Asset Management, Inc. | 207,963 | $315.1 萬 | 0.06% | −44,123−17.5% | 減碼 |
| Van Eck Associates Corp | 207,378 | $314.2 萬 | 0.00% | +4,815+2.4% | 加碼 |
| Prospera Financial Services Inc | 194,029 | $294.0 萬 | 0.07% | −3,879−2.0% | 減碼 |
| Commonwealth Equity Services, LLC | 161,594 | $244.8 萬 | 0.00% | +29,161+22.0% | 加碼 |
| Jones Financial Companies LLLP | 137,388 | $208.1 萬 | 0.00% | +43,948+47.0% | 加碼 |
| Access Financial Services, Inc. | 107,771 | $163.3 萬 | 0.73% | 00.0% | 不變 |
| LPL Financial LLC | 105,741 | $160.2 萬 | 0.00% | +20,188+23.6% | 加碼 |
| Ameriprise Financial Inc | 105,116 | $159.3 萬 | 0.00% | −2,194−2.0% | 減碼 |
| Royal Bank of Canada | 101,577 | $153.9 萬 | 0.00% | +3,179+3.2% | 加碼 |
| Melfa Wealth Management, LLC | 90,037 | $136.4 萬 | 0.91% | −9,843−9.9% | 減碼 |
| Hirtle Callaghan & Co LLC | – | $95.8 萬 | 0.04% | – | 新進 |
| Truist Financial Corp | 60,684 | $91.9 萬 | 0.00% | +1,300+2.2% | 加碼 |
| AdvisorNet Financial, Inc | 56,960 | $86.3 萬 | 0.07% | +4,325+8.2% | 加碼 |
| Capital Investment Advisors, LLC | 53,924 | $81.7 萬 | 0.02% | −317−0.6% | 減碼 |
| Broyhill Asset Management | 52,807 | $80.0 萬 | 0.70% | +52,807 | 新進 |
| Comerica Bank | 52,365 | $79.3 萬 | 0.00% | 00.0% | 不變 |
| Flputnam Investment Management Co | 50,356 | $76.3 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 48,207 | $73.0 萬 | 0.01% | +5,609+13.2% | 加碼 |
| Breakwater Capital Group | 44,563 | $67.5 萬 | 0.13% | +2,200+5.2% | 加碼 |
| National Asset Management, Inc. | 36,604 | $55.5 萬 | 0.02% | +61+0.2% | 加碼 |
| Janney Montgomery Scott LLC | 35,529 | $53.8 萬 | 0.00% | +1,900+5.6% | 加碼 |
| Stifel Financial Corp | 31,182 | $47.2 萬 | 0.00% | −1,571−4.8% | 減碼 |
| Fortitude Advisory Group L.L.C. | 31,094 | $47.1 萬 | 0.28% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 30,501 | $46.2 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 30,036 | $45.5 萬 | 0.00% | +477+1.6% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 29,070 | $44.0 萬 | 0.47% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 29,000 | $43.9 萬 | 0.03% | 00.0% | 不變 |
| D.A. Davidson & Co. | 28,118 | $42.6 萬 | 0.00% | +22+0.1% | 加碼 |
| Cetera Investment Advisers | 27,026 | $40.9 萬 | 0.00% | +3,926+17.0% | 加碼 |
| Capital Advisors Wealth Management, LLC | 26,756 | $40.5 萬 | 0.07% | +6,390+31.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 26,351 | $39.9 萬 | 0.01% | +13,382+103.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,080 | $39.5 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 24,830 | $37.6 萬 | 0.00% | 00.0% | 不變 |
| ProVise Management Group, LLC | 24,310 | $36.8 萬 | 0.03% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 23,550 | $35.7 萬 | 0.07% | 00.0% | 不變 |
| Glenmede Trust Co NA | 22,195 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 21,212 | $31.6 萬 | 0.06% | +21,212 | 新進 |
| WealthBridge Capital Management, LLC | 20,037 | $30.4 萬 | 0.08% | −689−3.3% | 減碼 |
| Sightline Wealth Advisors, LLC | 19,701 | $29.8 萬 | 0.16% | +198+1.0% | 加碼 |
| Rockefeller Capital Management L.P. | 18,800 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 18,469 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Visionary Horizons, LLC | 16,570 | $25.1 萬 | 0.16% | +2,895+21.2% | 加碼 |
| Annex Advisory Services, LLC | 15,375 | $23.3 萬 | 0.01% | 00.0% | 不變 |
| Nations Financial Group Inc, | 14,171 | $21.5 萬 | 0.02% | 00.0% | 不變 |
| King Luther Capital Management Corp | – | $19.7 萬 | 0.00% | – | – |
| Coastal Investment Advisors, Inc. | 12,250 | $18.3 萬 | 0.07% | 00.0% | 不變 |
| Lantz Financial LLC | 12,040 | $18.2 萬 | 0.05% | −4,827−28.6% | 減碼 |
| Sanctuary Advisors, LLC | 12,060 | $18.0 萬 | 0.00% | +14+0.1% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 11,591 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 11,521 | $17.5 萬 | 0.04% | 00.0% | 不變 |
| Midwest Heritage Bank, FSB | 11,282 | $17.1 萬 | 0.08% | +155+1.4% | 加碼 |
| Tyche Wealth Partners LLC | 10,196 | $15.4 萬 | 0.03% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 10,000 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 9,634 | $14.6 萬 | 0.01% | +131+1.4% | 加碼 |
| Rothschild Investment LLC | 8,718 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,959 | $12.1 萬 | 0.00% | −2,188−21.6% | 減碼 |
| Clean Yield Group | 6,653 | $10.1 萬 | 0.03% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 5,914 | $8.96 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,401 | $8.18 萬 | 0.00% | −1,800−25.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 4,491 | $6.80 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,375 | $5.11 萬 | 0.00% | +1,703+101.9% | 加碼 |
| Flagship Wealth Advisors, LLC | 3,125 | $4.73 萬 | 0.03% | +3,125 | 新進 |
| Tradewinds Capital Management, LLC | 2,394 | $3.63 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,815 | $2.75 萬 | 0.00% | +1,815 | 新進 |
| CWM, LLC | 1,554 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,285 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 829 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 788 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 666 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 602 | $9,120 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 510 | $7,727 | 0.00% | 00.0% | 不變 |
| Robinswood Financial LLC | 402 | $6,101 | 0.00% | +5+1.3% | 加碼 |
| Thompson Investment Management, Inc. | 375 | $5,681 | 0.00% | 00.0% | 不變 |
| City State Bank | 354 | $5,363 | 0.00% | +354 | 新進 |
| Parallel Advisors, LLC | 334 | $5,060 | 0.00% | −666−66.6% | 減碼 |
| Geneos Wealth Management Inc. | 285 | $4,318 | 0.00% | 00.0% | 不變 |
| Trust Co | 255 | $3,863 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 1 | $30 | 0.00% | −1,994−99.9% | 減碼 |
| FMR LLC | 1 | $15 | 0.00% | +1 | 新進 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −126,520−100.0% | 清倉 |
| Private Capital Management LLC | 0 | $0 | 0.00% | −46,029−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −29,593−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −17,938−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,275−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| SWAN Capital LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −81,258−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
