| CIBC World Markets Inc. | 128,042 | $312.0 萬 | 0.01% | −2,834−2.2% | 減碼 |
| Envestnet Asset Management Inc | 129,404 | $315.4 萬 | 0.00% | +9,021+7.5% | 加碼 |
| Merit Financial Group, LLC | 131,053 | $319.4 萬 | 0.19% | +44,834+52.0% | 加碼 |
| First Trust Advisors LP | 132,491 | $322.9 萬 | 0.00% | −4,244−3.1% | 減碼 |
| Guggenheim Capital LLC | 140,509 | $342.5 萬 | 0.02% | +4,379+3.2% | 加碼 |
| Vident Investment Advisory, LLC | 150,456 | $366.7 萬 | 0.10% | +30,240+25.2% | 加碼 |
| Seascape Capital Management | 153,830 | $374.9 萬 | 1.94% | −148,454−49.1% | 減碼 |
| Horizon Kinetics Asset Management LLC | 160,435 | $391.0 萬 | 0.08% | −1,265−0.8% | 減碼 |
| Cetera Advisor Networks LLC | 172,513 | $420.4 萬 | 0.05% | −2,250−1.3% | 減碼 |
| Wagner Wealth Management, LLC | 183,723 | $447.7 萬 | 3.13% | −133,554−42.1% | 減碼 |
| Rockefeller Capital Management L.P. | 202,510 | $493.5 萬 | 0.02% | +100,416+98.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 207,617 | $508.0 萬 | 0.08% | +207,617 | 新進 |
| First Foundation Advisors | 215,522 | $525.2 萬 | 0.19% | −7,191−3.2% | 減碼 |
| Gill Capital Partners, LLC | 216,214 | $526.9 萬 | 2.32% | −1,181−0.5% | 減碼 |
| Evergreen Capital Management LLC | 221,037 | $538.7 萬 | 0.22% | −21,316−8.8% | 減碼 |
| Janney Montgomery Scott LLC | 223,091 | $543.7 萬 | 0.02% | +21,019+10.4% | 加碼 |
| Brinker Capital Investments, LLC | 234,061 | $570.4 萬 | 0.09% | −7,187−3.0% | 減碼 |
| Sigma Planning Corp | 257,355 | $627.2 萬 | 0.19% | −7,498−2.8% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 264,111 | $643.6 萬 | 2.41% | +12,434+4.9% | 加碼 |
| Private Advisor Group, LLC | 271,715 | $662.2 萬 | 0.05% | +7,775+2.9% | 加碼 |
| Raymond James & Associates | 292,782 | $713.5 萬 | 0.01% | +10,348+3.7% | 加碼 |
| Wells Fargo & Company | 368,707 | $898.5 萬 | 0.00% | −2,987−0.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 370,179 | $902.1 萬 | 0.01% | +71,030+23.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 372,802 | $908.5 萬 | 0.02% | +56,902+18.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 427,692 | $1,042 萬 | 0.05% | −119,177−21.8% | 減碼 |
| Penserra Capital Management LLC | 482,490 | $1,176 萬 | 0.28% | −553,502−53.4% | 減碼 |
| Alliancebernstein L.P. | 497,209 | $1,212 萬 | 0.00% | +119,235+31.5% | 加碼 |
| Cornerstone Advisory, LLC | 578,167 | $1,409 萬 | 2.15% | +112,829+24.2% | 加碼 |
| Commonwealth Equity Services, LLC | 705,626 | $1,720 萬 | 0.04% | +2160.0% | 加碼 |
| Advisor Group Holdings, Inc. | 769,476 | $1,875 萬 | 0.04% | −11,213−1.4% | 減碼 |
| Howland Capital Management LLC | 1,058,012 | $2,578 萬 | 1.39% | +28,876+2.8% | 加碼 |
| LPL Financial LLC | 1,183,569 | $2,884 萬 | 0.02% | +136,486+13.0% | 加碼 |
| TD Waterhouse Canada Inc. | 1,196,322 | $3,156 萬 | 0.31% | +11,971+1.0% | 加碼 |
| Royal Bank of Canada | 1,486,091 | $3,622 萬 | 0.01% | +190,731+14.7% | 加碼 |
| Invesco Ltd. | 1,539,284 | $3,751 萬 | 0.01% | −135,202−8.1% | 減碼 |
| Rivernorth Capital Management, LLC | 1,635,960 | $3,987 萬 | 1.50% | −96,508−5.6% | 減碼 |
| Cohen & Steers, Inc. | 1,666,967 | $4,062 萬 | 0.07% | +230,000+16.0% | 加碼 |
| UBS Group AG | 2,524,575 | $6,152 萬 | 0.03% | −172,566−6.4% | 減碼 |
| Bank of America Corp | 3,304,655 | $8,054 萬 | 0.01% | −61,821−1.8% | 減碼 |
| Morgan Stanley | 7,889,519 | $1.92 億 | 0.03% | −575,341−6.8% | 減碼 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −113,954−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −44,758−100.0% | 清倉 |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −37,444−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −34,176−100.0% | 清倉 |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −32,449−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,811−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,247−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −25,705−100.0% | 清倉 |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −24,129−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −21,822−100.0% | 清倉 |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −20,363−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −18,040−100.0% | 清倉 |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −16,860−100.0% | 清倉 |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −16,291−100.0% | 清倉 |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −15,879−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,600−100.0% | 清倉 |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −13,567−100.0% | 清倉 |
| Callan Capital, LLC | 0 | $0 | 0.00% | −13,014−100.0% | 清倉 |
| Cypress Capital Group | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −11,903−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −11,019−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −9,662−100.0% | 清倉 |
| Clifford Swan Investment Counsel LLC | 0 | $0 | 0.00% | −9,092−100.0% | 清倉 |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,720−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −8,629−100.0% | 清倉 |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −8,263−100.0% | 清倉 |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −8,169−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −7,983−100.0% | 清倉 |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −7,905−100.0% | 清倉 |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −6,938−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −4,745−100.0% | 清倉 |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −2,980−100.0% | 清倉 |
| CKW Financial Group | 0 | $0 | 0.00% | −2,590−100.0% | 清倉 |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,104−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −937−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −759−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −739−100.0% | 清倉 |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −616−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −12,960−100.0% | 清倉 |
| First Personal Financial Services | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Clear Perspectives Financial Planning, LLC | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Strategic Wealth Management Inc | – | – | – | – | 本季未申報 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Biltmore Capital Advisors LLC | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |
| Crescent Capital Consulting, LLC | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |
