| FR First Round Capital Management V, LLC長期持有型 | — | — | | — | 2022-09-30 |
| FR First Round Capital Management III, LLC長期持有型 | — | — | | — | 2022-09-30 |
| CC Corsair Capital LLC長期持有型 | — | — | | — | 2022-09-30 |
| MF Meristem Family Wealth, LLC長期持有型 | — | — | | — | 2022-09-30 |
| OH Overlook Holdings Ltd長期持有型 | — | — | | — | 2022-09-30 |
| HI HRS Investment Holdings, LLC長期持有型 | — | — | | — | 2022-09-30 |
| YE Yorktown Energy Partners VII, L.P.長期持有型 | — | — | | — | 2022-09-30 |
| EC Exelon CORP長期持有型 | — | — | | — | 2022-09-30 |
| AC August Capital Management VI, L.L.C.長期持有型 | — | — | | — | 2022-09-30 |
| FM Frazier Management LLC長期持有型 | — | — | | — | 2022-09-30 |
| TE Tiger Eye Capital LLC長期持有型 | — | — | | — | 2022-09-30 |
| AE AH Equity Partners II, L.L.C.長期持有型 | — | — | | — | 2022-09-30 |
| FR Federal Reserve Bank Of New York長期持有型 | — | — | | — | 2022-09-30 |
| RP RBS Partners, L.P.長期持有型 | — | — | | — | 2022-09-30 |
| SC Sovarnum Capital L.P.長期持有型 | — | — | | — | 2022-09-30 |
| MG Maveron General Partner IV LLC長期持有型 | — | — | | — | 2022-09-30 |
| FF Ford Foundation長期持有型 | — | — | | — | 2022-09-30 |
| K& Kelso & Company, L.P.長期持有型 | — | — | | — | 2022-09-30 |
| AL Accel London III Associates L.P.長期持有型 | — | — | | — | 2022-09-30 |
| SR Stone Ridge Asset Management LLC長期持有型 | — | — | | — | 2022-09-30 |
| FR First Reserve GP XII Ltd長期持有型 | — | — | | — | 2022-09-30 |
| BR Birch Run Capital Advisors, LP長期持有型 | — | — | | — | 2022-09-30 |
| QS Quantitative Systematic Strategies LLC長期持有型 | — | — | | — | 2022-09-30 |
| BR B. Riley Wealth Management, Inc.長期持有型 | US$855.0億 | +6486.3% | | BIL | 2022-06-30 |
| FW Frontier Wealth Management LLC集中型投資策略 | US$80.2億 | -0.0% | | BRK-B | 2022-06-30 |
| FS Farmer Steven Patrick分散型投資策略 | US$64.2億 | — | | PEP | 2022-06-30 |
| NA NextCapital Advisers, Inc.長期持有型 | US$51.5億 | -8.6% | | IVV | 2022-06-30 |
| NM New Mountain Vantage Advisers, L.l.c.集中型投資策略 | US$43.3億 | +28.2% | | SGFYGBP | 2022-06-30 |
| BD Brewin Dolphin LTD分散型投資策略 | US$20.8億 | -15.4% | | MSFT | 2022-06-30 |
| DC Davis Capital Partners, LLC產業集中型 | US$17.6億 | -14.1% | | WAL | 2022-06-30 |
| AP Advisor Partners LLC分散型投資策略 | US$14.2億 | -11.2% | | AAPL | 2022-06-30 |
| AW Altium Wealth Management LLC分散型投資策略 | US$13.9億 | -10.5% | | VOO | 2022-06-30 |
| BD Brewin Dolphin Wealth Management LTD分散型投資策略 | US$9.2億 | +2.6% | | VGT | 2022-06-30 |
| DH Dixon Hubard Feinour & Brown Inc/va分散型投資策略 | US$8.4億 | -15.7% | | AAPL | 2022-06-30 |
| MC Murphy Capital Management Inc分散型投資策略 | US$7.2億 | -16.6% | | AAPL | 2022-06-30 |
| TF TPI Fund Managers Ltd高品質投資策略 | US$6.0億 | -23.1% | | MSFT | 2022-06-30 |
| MW Minot Wealth Management LLC分散型投資策略 | US$3.9億 | -16.2% | | SCHD | 2022-06-30 |
| CP Corbenic Partners LLC分散型投資策略 | US$3.8億 | -17.5% | | QQQ | 2022-06-30 |
| BW BT Wealth Management LLC長期持有型 | US$3.6億 | -7.3% | | IWB | 2022-06-30 |
| FP Fieldpoint Private Securities, LLC分散型投資策略 | US$3.4億 | -29.0% | | AAPL | 2022-06-30 |
| IC Intersect Capital LLC分散型投資策略 | US$3.3億 | -36.5% | | AAPL | 2022-06-30 |
| TF TRH Financial, LLC分散型投資策略 | US$3.0億 | -12.7% | | SPTM | 2022-06-30 |
| RI Reynolds Investment Management, Inc.分散型投資策略 | US$2.8億 | -17.0% | | BSV | 2022-06-30 |
| PP Pinnacle Private Wealth, LLC分散型投資策略 | US$2.6億 | -20.4% | | AAPL | 2022-06-30 |
| HA HYA Advisors, Inc分散型投資策略 | US$2.6億 | -11.7% | | ORLY | 2022-06-30 |
| CC Crossvault Capital Management LLC分散型投資策略 | US$2.5億 | -18.1% | | AAPL | 2022-06-30 |
| SG Swarthmore Group Inc集中型投資策略 | US$2.5億 | -36.5% | | IVV | 2022-06-30 |
| ET Enterprise Trust & Investment Co分散型投資策略 | US$2.4億 | -14.3% | | SPY | 2022-06-30 |
| TW Titus Wealth Management分散型投資策略 | US$2.0億 | -10.1% | | HDV | 2022-06-30 |
| LP Lake Point Wealth Management分散型投資策略 | US$1.8億 | -18.6% | | IHDG | 2022-06-30 |
| TW Taylor Wealth Management Partners分散型投資策略 | US$1.8億 | -28.8% | | AAPL | 2022-06-30 |