| Morgan Stanley | 1,571,950 | $3,287 萬 | 0.00% | +142,312+10.0% | 加碼 |
| Cetera Advisor Networks LLC | 642,653 | $1,344 萬 | 0.18% | +10,244+1.6% | 加碼 |
| Invesco Ltd. | 343,935 | $719.2 萬 | 0.00% | +15,236+4.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 292,955 | $612.6 萬 | 0.01% | +35,360+13.7% | 加碼 |
| Centaurus Financial, Inc. | 249,238 | $521.2 萬 | 0.44% | +15,054+6.4% | 加碼 |
| Bank of America Corp | 223,379 | $467.0 萬 | 0.00% | −1,838−0.8% | 減碼 |
| LPL Financial LLC | 191,922 | $401.3 萬 | 0.00% | +9,067+5.0% | 加碼 |
| Commonwealth Equity Services, LLC | 181,156 | $378.7 萬 | 0.01% | +32,835+22.1% | 加碼 |
| Raymond James & Associates | 159,011 | $332.5 萬 | 0.00% | +14,588+10.1% | 加碼 |
| Advisor Group Holdings, Inc. | 137,079 | $286.6 萬 | 0.01% | +1,051+0.8% | 加碼 |
| UBS Group AG | 134,922 | $282.1 萬 | 0.00% | +9,285+7.4% | 加碼 |
| Royal Bank of Canada | 117,462 | $245.7 萬 | 0.00% | +1,727+1.5% | 加碼 |
| Brookfield Asset Management Inc. | 100,582 | $210.3 萬 | 0.01% | 00.0% | 不變 |
| Weather Gauge Advisory, LLC | 93,856 | $196.3 萬 | 2.53% | −51−0.1% | 減碼 |
| Thrivent Financial for Lutherans | 88,918 | $185.9 萬 | 0.00% | −8,200−8.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 84,621 | $176.9 萬 | 0.01% | −515−0.6% | 減碼 |
| Stifel Financial Corp | 81,347 | $170.1 萬 | 0.00% | −13,395−14.1% | 減碼 |
| McGowan Group Asset Management, Inc. | 73,301 | $153.3 萬 | 0.26% | +13,197+22.0% | 加碼 |
| National Asset Management, Inc. | 65,328 | $136.6 萬 | 0.04% | +508+0.8% | 加碼 |
| Wells Fargo & Company | 65,056 | $136.0 萬 | 0.00% | −28,247−30.3% | 減碼 |
| Aviance Capital Partners, LLC | 61,765 | $129.2 萬 | 0.23% | +2,644+4.5% | 加碼 |
| Baird Financial Group, Inc. | 56,204 | $117.5 萬 | 0.00% | −6,816−10.8% | 減碼 |
| E&G Advisors, LP | 54,288 | $113.5 萬 | 0.31% | +54,288 | 加碼 |
| Steward Partners Investment Advisory, LLC | 52,497 | $109.8 萬 | 0.02% | +5,403+11.5% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 51,274 | $107.2 萬 | 0.39% | +1,730+3.5% | 加碼 |
| Mid Atlantic Financial Management Inc | 44,606 | $93.3 萬 | 0.06% | +11,784+35.9% | 加碼 |
| Cerity Partners LLC | 43,024 | $90.0 萬 | 0.02% | +574+1.4% | 加碼 |
| Gill Capital Partners, LLC | 42,393 | $88.6 萬 | 0.40% | 00.0% | 不變 |
| Ashford Capital Management Inc | 40,122 | $83.9 萬 | 0.08% | +1,500+3.9% | 加碼 |
| Guggenheim Capital LLC | 39,804 | $83.2 萬 | 0.01% | −17,228−30.2% | 減碼 |
| Davenport & Co LLC | 35,793 | $74.8 萬 | 0.01% | +35,793 | 新進 |
| Wedbush Securities Inc | 33,499 | $70.0 萬 | 0.03% | +1,051+3.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 29,590 | $61.9 萬 | 0.07% | −1,925−6.1% | 減碼 |
| Sigma Planning Corp | 27,665 | $57.8 萬 | 0.02% | +4,410+19.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 21,851 | $45.7 萬 | 0.02% | +21,851 | 新進 |
| Janney Montgomery Scott LLC | 19,273 | $40.3 萬 | 0.00% | +7,602+65.1% | 加碼 |
| HighTower Advisors, LLC | 18,996 | $39.5 萬 | 0.00% | +1,282+7.2% | 加碼 |
| Horizon Kinetics Asset Management LLC | 18,862 | $39.4 萬 | 0.01% | −163−0.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 17,115 | $35.8 萬 | 0.01% | +136+0.8% | 加碼 |
| Capital Investment Advisors, LLC | 15,655 | $32.7 萬 | 0.01% | +129+0.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 15,461 | $32.3 萬 | 0.02% | −633−3.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 15,376 | $32.2 萬 | 0.00% | −30,211−66.3% | 減碼 |
| Delphi Financial Group, Inc. | 10,780 | $22.5 萬 | 0.07% | 00.0% | 不變 |
| OTA Financial Group L.P. | 10,276 | $21.4 萬 | 0.26% | +10,276 | 新進 |
| Beacon Pointe Advisors, LLC | 10,000 | $20.9 萬 | 0.01% | +10,000 | 新進 |
| Uncommon Cents Investing LLC | 9,877 | $20.7 萬 | 0.08% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 7,535 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 7,507 | $15.6 萬 | 0.00% | +23+0.3% | 加碼 |
| Baldwin Brothers Inc | 5,000 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 5,000 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Penn Mutual Asset Management, LLC | 4,202 | $8.80 萬 | 0.14% | −8,852−67.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,155 | $8.69 萬 | 0.00% | +250+6.4% | 加碼 |
| Lindbrook Capital, LLC | 2,487 | $5.20 萬 | 0.01% | +66+2.7% | 加碼 |
| Global Retirement Partners, LLC | 2,331 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 2,238 | $4.70 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 1,899 | $4.00 萬 | 0.00% | −152−7.4% | 減碼 |
| Citigroup Inc | 1,806 | $3.80 萬 | 0.00% | −547−23.2% | 減碼 |
| Geneos Wealth Management Inc. | 1,781 | $3.70 萬 | 0.00% | −300−14.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,200 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 1,056 | $2.20 萬 | 0.00% | +1,056 | 新進 |
| BDO Wealth Advisors, LLC | 1,010 | $2.10 萬 | 0.00% | – | – |
| Caldwell Trust Co | 976 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 622 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| RPG Investment Advisory, LLC | 600 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 602 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Herold Advisors, Inc. | 500 | $1.00 萬 | 0.00% | +500 | 新進 |
| Barrett Asset Management, LLC | 385 | $8,000 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 316 | $7,000 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 298 | $6,000 | 0.00% | −385−56.4% | 減碼 |
| Fifth Third Bancorp | 261 | $5,000 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 254 | $5,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 242 | $5,000 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 235 | $5,000 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 160 | $3,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 131 | $3,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 152 | $3,000 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 87 | $2,000 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 31 | $1,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | −2,436−100.0% | 減碼 |
| Ironwood Financial, llc | 16 | $0 | 0.00% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 0 | $0 | 0.00% | −147,957−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −31,949−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −26,201−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −16,249−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −15,821−100.0% | 清倉 |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −14,113−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,381−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,184−100.0% | 清倉 |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −9,972−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,601−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,832−100.0% | 清倉 |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −1,212−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Usca Ria LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
