| Parallel Advisors, LLC | 7,292 | $3.00 萬 | 0.00% | +748+11.4% | 加碼 |
| Advisors Asset Management, Inc. | 6,970 | $2.87 萬 | 0.00% | −145−2.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 6,493 | $2.68 萬 | 0.00% | +862+15.3% | 加碼 |
| CWM, LLC | 6,267 | $2.60 萬 | 0.00% | −1,808−22.4% | 減碼 |
| Nisa Investment Advisors, LLC | 6,050 | $2.49 萬 | 0.00% | +1,887+45.3% | 加碼 |
| Advisor Group Holdings, Inc. | 4,182 | $1.72 萬 | 0.00% | −102,036−96.1% | 減碼 |
| Versant Capital Management, Inc | 3,974 | $1.64 萬 | 0.00% | +3,917+6,871.9% | 加碼 |
| Jones Financial Companies LLLP | 3,200 | $1.34 萬 | 0.00% | +2,500+357.1% | 加碼 |
| Allworth Financial LP | 3,116 | $1.24 萬 | 0.00% | −174−5.3% | 減碼 |
| Quadrant Capital Group LLC | 2,784 | $1.15 萬 | 0.00% | +2,691+2,893.5% | 加碼 |
| Coldstream Capital Management Inc | 2,622 | $1.08 萬 | 0.00% | +2,622 | 新進 |
| Comerica Bank | 2,238 | $9,221 | 0.00% | +730+48.4% | 加碼 |
| Archer Investment Corp | 2,000 | $8,240 | 0.00% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 1,714 | $7,285 | 0.00% | −347−16.8% | 減碼 |
| Shell Asset Management Co | 1,763 | $7,000 | 0.00% | −8,384−82.6% | 減碼 |
| Sterling Capital Management LLC | 1,532 | $6,312 | 0.00% | −908−37.2% | 減碼 |
| Your Advocates Ltd., LLP | 1,500 | $6,180 | 0.00% | 00.0% | 不變 |
| Fourth Dimension Wealth, LLC | 1,429 | $5,887 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1,406 | $5,793 | 0.00% | −1,856−56.9% | 減碼 |
| Bryn Mawr Trust Co | 1,066 | $4,392 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,037 | $4,345 | 0.00% | +670+182.6% | 加碼 |
| Quarry LP | 1,002 | $4,128 | 0.00% | +1,002 | 新進 |
| Signaturefd, LLC | 998 | $4,112 | 0.00% | +906+984.8% | 加碼 |
| National Bank of Canada | 900 | $3,708 | 0.00% | +900 | 新進 |
| Caitong International Asset Management Co., Ltd | 804 | $3,312 | 0.00% | +703+696.0% | 加碼 |
| Rothschild Investment LLC | 730 | $3,008 | 0.00% | +440+151.7% | 加碼 |
| Operose Advisors LLC | 561 | $2,311 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 560 | $2,308 | 0.00% | +560 | 新進 |
| Farther Finance Advisors, LLC | 503 | $2,138 | 0.00% | −77−13.3% | 減碼 |
| Red Tortoise LLC | 517 | $2,130 | 0.00% | +517 | 新進 |
| Parkside Financial Bank & Trust | 355 | $1,464 | 0.00% | +270+317.6% | 加碼 |
| SJS Investment Consulting Inc. | 296 | $1,221 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 275 | $1,133 | 0.00% | +168+157.0% | 加碼 |
| Clean Yield Group | 245 | $1,009 | 0.00% | +245 | 新進 |
| SRS Capital Advisors, Inc. | 243 | $1,002 | 0.00% | +243 | 新進 |
| The PNC Financial Services Group, Inc. | 242 | $998 | 0.00% | −3,254−93.1% | 減碼 |
| Lindbrook Capital, LLC | 162 | $667 | 0.00% | +162 | 新進 |
| Clear Street Markets LLC | 145 | $597 | 0.00% | +145 | 新進 |
| CVA Family Office, LLC | 129 | $531 | 0.00% | +129 | 新進 |
| CoreCap Advisors, LLC | 125 | $515 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 100 | $412 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 85 | $351 | 0.00% | +85 | 新進 |
| Boston Private Wealth LLC | 72 | $297 | 0.00% | +72 | 新進 |
| Painted Porch Advisors LLC | 49 | $202 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 48 | $198 | 0.00% | −45−48.4% | 減碼 |
| Global Financial Private Client, LLC | 46 | $190 | 0.00% | +32+228.6% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 9 | $38 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 8 | $33 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 7 | $29 | 0.00% | +7 | 新進 |
| Bell Investment Advisors, Inc | 6 | $25 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 3 | $12 | 0.00% | −2−40.0% | 減碼 |
| Covestor Ltd | 36 | $0 | 0.00% | −9,994−99.6% | 減碼 |
| Hemington Wealth Management | 89 | $0 | 0.00% | +39+78.0% | 加碼 |
| Bessemer Group Inc | 88 | $0 | 0.00% | +88 | 新進 |
| Legacy Advisors, LLC | 48 | – | – | +48 | 新進 |
| Visa Foundation | 0 | $0 | 0.00% | −12,444,690−100.0% | 清倉 |
| RPD Fund Management LLC | 0 | $0 | 0.00% | −9,838,704−100.0% | 清倉 |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −1,767,337−100.0% | 清倉 |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −1,500,000−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −920,464−100.0% | 清倉 |
| Ion Asset Management Ltd. | 0 | $0 | 0.00% | −699,000−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −593,502−100.0% | 清倉 |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −205,369−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −169,677−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −169,411−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −160,244−100.0% | 清倉 |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −146,672−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −141,474−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −128,890−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −105,457−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −76,438−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −69,500−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −52,452−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −48,256−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −48,127−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −38,760−100.0% | 清倉 |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −29,359−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −27,947−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −24,783−100.0% | 清倉 |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −22,953−100.0% | 清倉 |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −22,374−100.0% | 清倉 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −17,139−100.0% | 清倉 |
| Rpo LLC | 0 | $0 | 0.00% | −15,298−100.0% | 清倉 |
| Yoder Wealth Management, Inc. | 0 | $0 | 0.00% | −14,734−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −14,139−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,748−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −10,674−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −10,030−100.0% | 清倉 |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −4,008−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −897−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −255−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Phase 2 Partners, LLC | – | – | – | – | 本季未申報 |
| EDBI Pte Ltd | – | – | – | – | 本季未申報 |
| Dorchester Wealth Management Co | – | – | – | – | 本季未申報 |
