| CA Caxton Associates LP產業集中型 | US$31.8億 | +18.9% | | TSLA | 2024-12-31 |
| MW Merriman Wealth Management, LLC分散型投資策略 | US$24.0億 | -2.5% | | AVUV | 2024-12-31 |
| CC Carlson Capital Management長期持有型 | US$22.9億 | -2.7% | | SFGV | 2024-12-31 |
| EC Edge Capital Group, LLC分散型投資策略 | US$22.4億 | -0.5% | | VYM | 2024-12-31 |
| LS Lake Street Advisors Group, LLC分散型投資策略 | US$21.7億 | +0.2% | | SPY | 2024-12-31 |
| KL KGH Ltd產業集中型 | US$19.2億 | +7.4% | | TSLA | 2024-12-31 |
| ZB Zions Bancorporation, N.A.分散型投資策略 | US$15.9億 | +15.5% | | IWS | 2024-12-31 |
| GA Geller Advisors LLC長期持有型 | US$15.2億 | +5.2% | | VOO | 2024-12-31 |
| MI Mesirow Institutional Investment Management, Inc.分散型投資策略 | US$13.0億 | -0.7% | | KD | 2024-12-31 |
| NI Natixis Investment Managers International分散型投資策略 | US$12.9億 | -7.3% | | PG | 2024-12-31 |
| EW Executive Wealth Management, LLC分散型投資策略 | US$12.8億 | +0.2% | | ITOT | 2024-12-31 |
| ER Eagle Ridge Investment Management分散型投資策略 | US$11.5億 | +0.6% | | AVGO | 2024-12-31 |
| CW Campbell Wealth Management長期持有型 | US$11.1億 | -1.0% | | SCHX | 2024-12-31 |
| HB HTLF Bank分散型投資策略 | US$8.8億 | -3.9% | | VUG | 2024-12-31 |
| BC Buckingham Capital Management, Inc.分散型投資策略 | US$8.7億 | -0.3% | | SPIB | 2024-12-31 |
| AW Avitas Wealth Management LLC分散型投資策略 | US$7.2億 | +1.6% | | AAPL | 2024-12-31 |
| TW TrinityPoint Wealth, LLC分散型投資策略 | US$7.1億 | +2.3% | | AAPL | 2024-12-31 |
| NR NSI Retail Advisors, LLC高品質投資策略 | US$6.3億 | -6.4% | | QQQ | 2024-12-31 |
| NI Nextech Invest Ltd.集中型投資策略 | US$6.2億 | -13.5% | | RVMD | 2024-12-31 |
| PW Peninsula Wealth, LLC分散型投資策略 | US$5.9億 | +2.5% | | SNOW | 2024-12-31 |
| PP Private Portfolio Partners LLC分散型投資策略 | US$5.4億 | +1.9% | | VUG | 2024-12-31 |
| SW Sugarloaf Wealth Management, LLC分散型投資策略 | US$5.3億 | -0.0% | | DRSK | 2024-12-31 |
| DW Dechtman Wealth Management, LLC長期持有型 | US$5.2億 | +5.9% | | IVV | 2024-12-31 |
| RG River Global Investors LLP分散型投資策略 | US$5.2億 | +10.9% | | MSFT | 2024-12-31 |
| DW DORCHESTER WEALTH MANAGEMENT Co分散型投資策略 | US$5.0億 | -8.6% | | AAPL | 2024-12-31 |
| PC Private Capital Management LLC分散型投資策略 | US$5.0億 | -9.8% | | DFUS | 2024-12-31 |
| TC TAP Consulting, LLC分散型投資策略 | US$4.9億 | -3.8% | | NEAR | 2024-12-31 |
| BW Bison Wealth, LLC分散型投資策略 | US$4.5億 | -27.7% | | OVL | 2024-12-31 |
| SA SignalPoint Asset Management, LLC分散型投資策略 | US$4.1億 | -4.1% | | ORLY | 2024-12-31 |
| EC EPIQ Capital Group, LLC分散型投資策略 | US$3.8億 | +10.3% | | IWB | 2024-12-31 |
| BC Bray Capital Advisors分散型投資策略 | US$3.7億 | -9.5% | | NVDA | 2024-12-31 |
| AP Agilis Partners LLC集中型投資策略 | US$3.3億 | -7.0% | | VTI | 2024-12-31 |
| FW Fairhaven Wealth Management, LLC分散型投資策略 | US$3.2億 | -2.1% | | IVV | 2024-12-31 |
| WW WR Wealth Planners, LLC分散型投資策略 | US$3.1億 | -13.5% | | SPY | 2024-12-31 |
| CI Chiron Investment Management, LLC分散型投資策略 | US$3.0億 | +5.6% | | MSFT | 2024-12-31 |
| FI Fernwood Investment Management, LLC分散型投資策略 | US$2.9億 | -6.3% | | TPL | 2024-12-31 |
| CS Cassady Schiller Wealth Management, LLC分散型投資策略 | US$2.7億 | -0.3% | | VTV | 2024-12-31 |
| GW Gray Wealth Management Inc.分散型投資策略 | US$2.6億 | +4.1% | | VIG | 2024-12-31 |
| MW Maxwell Wealth Strategies Inc.分散型投資策略 | US$2.4億 | +4.1% | | IVV | 2024-12-31 |
| WF Wills Financial Group, Inc.分散型投資策略 | US$2.3億 | -2.9% | | BRK-B | 2024-12-31 |
| AA AlphaMark Advisors, LLC分散型投資策略 | US$2.3億 | -20.3% | | IVV | 2024-12-31 |
| A( Ashburton (Jersey) Ltd分散型投資策略 | US$2.3億 | -17.8% | | MSFT | 2024-12-31 |
| LH Lunate Holding RSC Ltd集中型投資策略 | US$2.1億 | — | | RVMD | 2024-12-31 |
| H& Hart & Patterson Financial Group LLC分散型投資策略 | US$2.1億 | -2.6% | | VEA | 2024-12-31 |
| K& Kades & Cheifetz LLC分散型投資策略 | US$2.0億 | +11.9% | | SCHD | 2024-12-31 |
| SL Sib LLC產業集中型 | US$1.9億 | -7.1% | | TXRH | 2024-12-31 |
| QS Quantitative Strategies, Inc.長期持有型 | US$1.9億 | -0.8% | | IVW | 2024-12-31 |
| RD RE Dickinson Investment Advisors, LLC分散型投資策略 | US$1.8億 | -0.1% | | SCHG | 2024-12-31 |
| CM Cigogne Management SA分散型投資策略 | US$1.7億 | — | | JNP | 2024-12-31 |
| KW Kolinsky Wealth Management, LLC分散型投資策略 | US$1.6億 | +6.5% | | SCHX | 2024-12-31 |
| HF HBC Financial Services, PLLC長期持有型 | US$1.6億 | -0.8% | | IWB | 2024-12-31 |