| RR Relaxing Retirement Coach長期持有型 | US$3.3億 | +10.7% | | DFUS | 2023-06-30 |
| CP Cowen Prime Advisors LLC長期持有型 | US$2.9億 | +16.2% | | PDFS | 2023-06-30 |
| BT Bloom Tree Partners, LLC產業集中型 | US$2.1億 | +4.4% | | PBR-A | 2023-06-30 |
| VF Valley Financial Management, Inc.分散型投資策略 | US$1.9億 | +19.4% | | VONG | 2023-06-30 |
| FC First Capital Advisors Group, LLC.分散型投資策略 | US$1.9億 | +23.1% | | SSUS | 2023-06-30 |
| HF Heron Financial Group, LLC分散型投資策略 | US$1.9億 | +2.3% | | VUG | 2023-06-30 |
| SH Silicon Hills Wealth Management, LLC分散型投資策略 | US$1.8億 | +6.3% | | DFSD | 2023-06-30 |
| LW Lumature Wealth Partners, LLC分散型投資策略 | US$1.7億 | -5.6% | | BNL | 2023-06-30 |
| PF Piershale Financial Group, Inc.長期持有型 | US$1.6億 | +23.7% | | BIL | 2023-06-30 |
| CW Carlsbad Wealth Advisory Group, Inc.長期持有型 | US$1.6億 | — | | SCHX | 2023-06-30 |
| BF BMS Financial Advisors, LLC長期持有型 | US$1.5億 | +6.0% | | IVV | 2023-06-30 |
| LA Lapides Asset Management, LLC長期持有型 | US$1.5億 | -7.2% | | EEFT | 2023-06-30 |
| AF Affinia Financial Group, LLC長期持有型 | US$1.4億 | +6.8% | | MOAT | 2023-06-30 |
| OF OTA Financial Group L.P.產業集中型 | US$1.4億 | +26.0% | | OXY-WS | 2023-06-30 |
| KC Kemper Corp Master Retirement Trust長期持有型 | US$1.4億 | +16.3% | | VCLT | 2023-06-30 |
| FN First National Bank of South Miami長期持有型 | US$1.2億 | -1.0% | | EFA | 2023-06-30 |
| SA Silverhawk Asset Management, LLC長期持有型 | US$1.2億 | -0.7% | | IVV | 2023-06-30 |
| MC Mcmillion Capital Management Inc長期持有型 | US$1.1億 | +5.9% | | AAPL | 2023-06-30 |
| WE Wealth Enhancement & Preservation of GA, LLC長期持有型 | US$1.0億 | +24.8% | | SPY | 2023-06-30 |
| BM Bradley Mark J.長期持有型 | US$1.0億 | -26.9% | | LLY | 2023-06-30 |
| LC Linker Capital Management Inc.分散型投資策略 | US$9791.1萬 | +7.3% | | VFIAX | 2023-06-30 |
| WC Wealth CMT長期持有型 | US$6617.2萬 | -26.4% | | CWI | 2023-06-30 |
| FG First Growth Investment Manager LP長期持有型 | US$5949.2萬 | +6.8% | | NOW | 2023-06-30 |
| VC Voce Capital Management LLC長期持有型 | US$5780.3萬 | -13.5% | | CUTREUR | 2023-06-30 |
| UC Ulrich Consultants & Investment Group, LLC長期持有型 | US$4138.7萬 | -13.5% | | VONG | 2023-06-30 |
| MA Moelis Asset Management LP長期持有型 | US$531.9萬 | -10.4% | | SPY | 2023-06-30 |
| CC Compton Capital Management Inc /ri長期持有型 | US$431.8萬 | -90.7% | | AAPL | 2023-06-30 |
| KE KLP Enterprises, LLC長期持有型 | — | — | | — | 2023-06-30 |
| AC Acrisure Capital Management, LLC長期持有型 | — | — | | — | 2023-06-30 |
| 6C 6elm Capital LP長期持有型 | — | — | | — | 2023-06-30 |
| UP Utah Peaks Capital Inc長期持有型 | — | — | | — | 2023-06-30 |
| DK Davidson Kempner Partners分散型投資策略 | US$51.6億 | — | | SPY | 2023-03-31 |
| AI Avalon Investment & Advisory分散型投資策略 | US$36.5億 | +4.0% | | LRCXEUR | 2023-03-31 |
| EM ETF Managers Group, LLC分散型投資策略 | US$31.0億 | +45.2% | | ETF MANAGERS TR | 2023-03-31 |
| PF Parsec Financial Management, Inc.分散型投資策略 | US$23.7億 | +5.7% | | VEA | 2023-03-31 |
| HT HighTower Trust Company, N.A.長期持有型 | US$10.2億 | -1.3% | | XOM | 2023-03-31 |
| QA Quantitative Advantage, LLC分散型投資策略 | US$6.9億 | +6.3% | | DUHP | 2023-03-31 |
| BF Barber Financial Group, Inc.長期持有型 | US$5.7億 | +57.2% | | STIP | 2023-03-31 |
| IM Investment Management Of Virginia LLC分散型投資策略 | US$5.3億 | +3.2% | | VGT | 2023-03-31 |
| DW Domani Wealth, LLC分散型投資策略 | US$4.3億 | +7.8% | | VOO | 2023-03-31 |
| KI Kula Investments, LLC分散型投資策略 | US$4.1億 | +19.4% | | SPY | 2023-03-31 |
| SG Stonnington Group, LLC分散型投資策略 | US$3.8億 | +5.9% | | DFUV | 2023-03-31 |
| OA Odey Asset Management Group Ltd長期持有型 | US$3.8億 | +15.0% | | DB | 2023-03-31 |
| SI Stillwater Investment Management, LLC長期持有型 | US$3.7億 | +5.3% | | IVV | 2023-03-31 |
| HC HNP Capital LLC分散型投資策略 | US$3.6億 | +0.4% | | VTIP | 2023-03-31 |
| CP Cardinal Point Wealth Management Partners, LLC長期持有型 | US$3.3億 | +13.7% | | VTI | 2023-03-31 |
| LP LeJeune Puetz Investment Counsel LLC分散型投資策略 | US$2.8億 | +4.2% | | AAPL | 2023-03-31 |
| SW Southern Wealth Management, LLP分散型投資策略 | US$2.6億 | +3.5% | | IEFA | 2023-03-31 |
| BA Baldrige Asset Management LLC分散型投資策略 | US$2.4億 | +8.5% | | DFAC | 2023-03-31 |
| CC Chimera Capital Management LLC分散型投資策略 | US$2.1億 | -41.5% | | EAT | 2023-03-31 |
| AI Ahrens Investment Partners LLC分散型投資策略 | US$2.0億 | -8.5% | | MOAT | 2023-03-31 |