| AR Advanced Research Investment Solutions, LLC長期持有型 | — | — | | — | 2024-03-31 |
| EC Endurant Capital Management LP長期持有型 | — | — | | — | 2024-03-31 |
| CW Curi Wealth Management, LLC長期持有型 | — | — | | — | 2024-03-31 |
| JA JLP Asset Management, LLC長期持有型 | — | — | | — | 2024-03-31 |
| PI Putnam Investments LLC分散型投資策略 | US$757.3億 | +15.1% | | MSFT | 2023-12-31 |
| MI M&g Investment Management LTD分散型投資策略 | US$282.4億 | +26.3% | | FERG | 2023-12-31 |
| B& Bartlett & Co. LLC分散型投資策略 | US$61.6億 | +10.6% | | AAPL | 2023-12-31 |
| SS Simplicity Solutions, LLC分散型投資策略 | US$36.6億 | +17.6% | | MRTXEUR | 2023-12-31 |
| C& Cannell & Co.分散型投資策略 | US$31.5億 | +7.8% | | MSFT | 2023-12-31 |
| WG Wade G W & Inc分散型投資策略 | US$30.8億 | +14.6% | | IWF | 2023-12-31 |
| FF Focus Financial Network Inc /adv分散型投資策略 | US$26.6億 | — | | AAPL | 2023-12-31 |
| TA Tamarack Advisers, LP集中型投資策略 | US$21.2億 | +1273.0% | | STREAMLINE HEALTH SOLUTIONS | 2023-12-31 |
| GC Greenlight Capital Inc長期持有型 | US$20.5億 | +16.3% | | GRBK | 2023-12-31 |
| WP Wealthsource Partners, LLC分散型投資策略 | US$15.4億 | +5.0% | | SCHX | 2023-12-31 |
| BW Baystate Wealth Management LLC分散型投資策略 | US$13.6億 | +12.3% | | IWY | 2023-12-31 |
| DI Dfpg Investments, LLC分散型投資策略 | US$12.8億 | +19.2% | | AAPL | 2023-12-31 |
| TC Telemus Capital, LLC分散型投資策略 | US$12.1億 | +12.2% | | IJR | 2023-12-31 |
| AA Ardevora Asset Management LLP分散型投資策略 | US$11.2億 | -44.8% | | NVDA | 2023-12-31 |
| BL Bridgeworth, LLC分散型投資策略 | US$10.1億 | +11.6% | | DFAC | 2023-12-31 |
| DG Desjardins Global Asset Management Inc.分散型投資策略 | US$9.3億 | +1.2% | | GDX | 2023-12-31 |
| FA First Ascent Asset Management, LLC分散型投資策略 | US$8.9億 | +15.2% | | VOO | 2023-12-31 |
| SF StrategIQ Financial Group, LLC分散型投資策略 | US$8.9億 | +2.5% | | VTI | 2023-12-31 |
| SG Smith, Graham & Co., Investment Advisors, LP分散型投資策略 | US$8.7億 | +7.9% | | KOP | 2023-12-31 |
| LF Lannebo Fonder AB產業集中型 | US$7.6億 | +12.5% | | MSFT | 2023-12-31 |
| CC CVC Capital Partners VI Ltd集中型投資策略 | US$7.5億 | — | | WOOF | 2023-12-31 |
| RC Resource Consulting Group Inc長期持有型 | US$5.8億 | +13.4% | | DFUV | 2023-12-31 |
| BI Bridgecreek Investment Management, LLC分散型投資策略 | US$5.2億 | +5.5% | | NVDA | 2023-12-31 |
| AC Adroit Compliance, LLC長期持有型 | US$4.8億 | — | | ITOT | 2023-12-31 |
| RF Rollins Financial分散型投資策略 | US$4.8億 | +17.2% | | QQQ | 2023-12-31 |
| TC Traverso Chambers Private Wealth Management, LLC分散型投資策略 | US$4.1億 | +10.1% | | SPY | 2023-12-31 |
| PW Paragon Wealth Strategies, LLC產業集中型 | US$3.6億 | +8.4% | | VOO | 2023-12-31 |
| EW Engrave Wealth Partners LLC分散型投資策略 | US$3.5億 | +7.7% | | XOM | 2023-12-31 |
| JA J Arnold Wealth Management Co產業集中型 | US$2.9億 | +18.8% | | VOO | 2023-12-31 |
| D& Day & Ennis, LLC分散型投資策略 | US$2.8億 | +5.6% | | IVV | 2023-12-31 |
| LF Landmark Financial Advisors, LLC分散型投資策略 | US$2.8億 | +13.0% | | VEA | 2023-12-31 |
| EW EisnerAmper Wealth Management Corporate Benefits, LLC分散型投資策略 | US$2.7億 | +22.2% | | AGG | 2023-12-31 |
| SR Spouting Rock Asset Management, LLC分散型投資策略 | US$2.7億 | -12.7% | | AMZN | 2023-12-31 |
| WM Westwood Management CORP /il/高品質投資策略 | US$2.7億 | -61.2% | | MSFT | 2023-12-31 |
| LW LWS Wealth Advisors, Inc.分散型投資策略 | US$2.7億 | +16.5% | | IVV | 2023-12-31 |
| LW Ledge Wealth Management, Inc.分散型投資策略 | US$2.6億 | +15.4% | | VTV | 2023-12-31 |
| NC NinePointTwo Capital LLC分散型投資策略 | US$2.5億 | +2.7% | | SCHP | 2023-12-31 |
| CT Columbia Trust Co 01012016分散型投資策略 | US$2.2億 | +28.4% | | MSFT | 2023-12-31 |
| GI Glovista Investments LLC產業集中型 | US$2.2億 | +27.8% | | INDA | 2023-12-31 |
| ME Moreno Evelyn V分散型投資策略 | US$2.1億 | -53.9% | | AAPL | 2023-12-31 |
| PW Provence Wealth Management Group分散型投資策略 | US$1.9億 | +14.1% | | IVV | 2023-12-31 |
| RW Rainsberger Wealth Advisors, Inc.分散型投資策略 | US$1.8億 | +12.4% | | SCHF | 2023-12-31 |
| DW DB Wealth Management Group, LLC分散型投資策略 | US$1.8億 | +11.1% | | SPY | 2023-12-31 |
| LF Lumina Fund Management LLC集中型投資策略 | US$1.6億 | -44.3% | | SPY | 2023-12-31 |
| RW Regal Wealth Group, Inc.產業集中型 | US$1.6億 | +10.7% | | IWF | 2023-12-31 |
| ET Exos TFP Holdings LLC分散型投資策略 | US$1.6億 | -12.5% | | KCAC-UN | 2023-12-31 |
| RP Resource Planning Group分散型投資策略 | US$1.6億 | +33.4% | | AGG | 2023-12-31 |