| SW Spectrum Wealth Counsel, LLC分散型投資策略 | US$8.3億 | -2.1% | | SPY | 2025-03-31 |
| KA Keeley-Teton Advisors, LLC分散型投資策略 | US$8.2億 | -4.3% | | IVV | 2025-03-31 |
| BI Beach Investment Counsel Inc/pa分散型投資策略 | US$6.8億 | -8.2% | | EPD | 2025-03-31 |
| FP Fpr Partners LLC高頻交易型 | US$5.8億 | -36.4% | | SIRI | 2025-03-31 |
| PA Pinpoint Asset Management Ltd分散型投資策略 | US$5.8億 | +2.1% | | YMM | 2025-03-31 |
| PF Poplar Forest Capital LLC分散型投資策略 | US$5.6億 | +3.5% | | T | 2025-03-31 |
| BB Bremer Bank National Association分散型投資策略 | US$5.6億 | +11.1% | | SPY | 2025-03-31 |
| MI Morningstar Investment Services LLC分散型投資策略 | US$5.5億 | -50.4% | | VTI | 2025-03-31 |
| BM Buffington Mohr McNeal分散型投資策略 | US$5.1億 | -15.9% | | SCHX | 2025-03-31 |
| CF Corrigan Financial, Inc.產業集中型 | US$4.9億 | +11.3% | | VUG | 2025-03-31 |
| SF Safeguard Financial, LLC長期持有型 | US$4.6億 | -0.8% | | VUG | 2025-03-31 |
| DF Delta Financial Group, Inc.分散型投資策略 | US$4.4億 | +2.5% | | AAPL | 2025-03-31 |
| RR Rappaport Reiches Capital Management, LLC分散型投資策略 | US$4.0億 | +3.3% | | VCSH | 2025-03-31 |
| CA Centre Asset Management, LLC分散型投資策略 | US$3.9億 | -11.0% | | AAPL | 2025-03-31 |
| MP Monterey Private Wealth, Inc.分散型投資策略 | US$3.4億 | +11.9% | | VTI | 2025-03-31 |
| UF US Financial Advisors, LLC分散型投資策略 | US$3.4億 | +4.0% | | IWB | 2025-03-31 |
| PP Proquility Private Wealth Partners, LLC分散型投資策略 | US$3.2億 | +4.5% | | IEMG | 2025-03-31 |
| WG Wolf Group Capital Advisors分散型投資策略 | US$3.0億 | +44.1% | | XLG | 2025-03-31 |
| HC Horan Capital Advisors, LLC.分散型投資策略 | US$3.0億 | -0.1% | | IJH | 2025-03-31 |
| RA Roanoke Asset Management Corp/ Ny分散型投資策略 | US$2.9億 | -6.0% | | MA | 2025-03-31 |
| WF Wade Financial Advisory, Inc分散型投資策略 | US$2.9億 | -1.1% | | VTI | 2025-03-31 |
| RI Redwood Investments, LLC分散型投資策略 | US$2.7億 | -28.5% | | NVDA | 2025-03-31 |
| BC BluePointe Capital Management, LLC分散型投資策略 | US$2.6億 | +50.2% | | SPY | 2025-03-31 |
| IA Impact Asset Management GmbH分散型投資策略 | US$2.6億 | +0.9% | | MSFT | 2025-03-31 |
| SA Selway Asset Management分散型投資策略 | US$2.4億 | -4.8% | | AAPL | 2025-03-31 |
| CW Cahill Wealth Management, LLC產業集中型 | US$2.0億 | +0.2% | | IVV | 2025-03-31 |
| L& Lane & Associates LLC分散型投資策略 | US$1.9億 | -4.1% | | VTI | 2025-03-31 |
| GL Grant/GrossMendelsohn, LLC分散型投資策略 | US$1.8億 | -6.0% | | TFLO | 2025-03-31 |
| NC Napatree Capital LLC分散型投資策略 | US$1.8億 | +4.4% | | BRK-A | 2025-03-31 |
| SC Serenity Capital LLC高頻交易型 | US$1.7億 | — | | ZTO | 2025-03-31 |
| PC Paradoxiom Capital L.P.產業集中型 | US$1.5億 | -36.3% | | BA | 2025-03-31 |
| CF Coordinated Financial Services, Inc./CO分散型投資策略 | US$1.3億 | +11.7% | | IVV | 2025-03-31 |
| LA LPF Advisors LLC產業集中型 | US$1.2億 | +2.2% | | VTI | 2025-03-31 |
| MA Michael A. Dubis Financial Planning, LLC產業集中型 | US$1.0億 | -0.4% | | VTI | 2025-03-31 |
| SW Square Wave Partners, L.P.產業集中型 | US$9344.6萬 | -9.9% | | TW | 2025-03-31 |
| AO Alpha Omega Group, Inc.長期持有型 | US$8412.2萬 | -0.9% | | MOAT | 2025-03-31 |
| PG Pacific Global Investment Management Co分散型投資策略 | US$7067.6萬 | -9.1% | | HLX | 2025-03-31 |
| HW Heritage Wealth Partners, LLC分散型投資策略 | US$6559.3萬 | -17.7% | | GLD | 2025-03-31 |
| GI Grayhawk Investment Strategies Inc.分散型投資策略 | US$4392.2萬 | -16.3% | | EFV | 2025-03-31 |
| AA AlphaQ Advisors LLC長期持有型 | US$4172.8萬 | +14.1% | | AGG | 2025-03-31 |
| CJ Cyrus J. Lawrence, LLC分散型投資策略 | US$2640.0萬 | -94.9% | | MSFT | 2025-03-31 |
| NT NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd高頻交易型 | US$2039.9萬 | +122.3% | | NKE | 2025-03-31 |
| CW Centered Wealth LLC dba Miller Equity Capital Advisors產業集中型 | US$144.7萬 | -99.5% | | VB | 2025-03-31 |
| SC Spinnaker Capital LLC高頻交易型 | US$108.0萬 | -24.0% | | — | 2025-03-31 |
| AM Ace Management Global Ltd.長期持有型 | — | — | | — | 2025-03-31 |
| TC Taika Capital, LP長期持有型 | — | — | | — | 2025-03-31 |
| CI Cowen Investment Management LLC長期持有型 | — | — | | — | 2025-03-31 |
| NA Nuveen Asset Management, LLC分散型投資策略 | US$3540.9億 | -0.6% | | MSFT | 2024-12-31 |
| BP BC Partners Advisors L.P.集中型投資策略 | US$91.7億 | +6.2% | | CHWY | 2024-12-31 |
| MI Madison Investment Advisors, LLC分散型投資策略 | US$88.7億 | — | | ACGL | 2024-12-31 |
| BF Boston Financial Mangement LLC分散型投資策略 | US$33.1億 | -1.3% | | AAPL | 2024-12-31 |