|
2026
|
|
$3592万
|
-$108万
|
4
|
11.08%
|
減少
|
|
|
2027
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$3588万
|
-$21.7万
|
5
|
15.08%
|
減少
|
|
|
2028
|
SlateStone Wealth
Jupiter,
Florida
|
$3587万
|
-$7.24万
|
8
|
8.2%
|
減少
|
|
|
2029
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$3586万
|
-$361万
|
9
|
7.04%
|
減少
|
|
|
2030
|
Congress Park Capital
Saratoga Springs,
New York
|
$3582万
|
+$80.8万
|
7
|
17.95%
|
買い増し
|
|
|
2031
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$3579万
|
-$50.9万
|
9
|
10.9%
|
減少
|
|
|
2032
|
Granger Management
New York
|
$3577万
|
+$16.3万
|
5
|
7.24%
|
買い増し
|
|
|
2033
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3571万
|
-$134万
|
5
|
3.01%
|
減少
|
|
|
2034
|
Sturgeon Ventures
London,
United Kingdom
|
$3566万
|
$0
|
3
|
17.7%
|
維持
|
|
|
2035
|
Manchester Capital Management
Manchester,
Vermont
|
$3554万
|
-$47.6万
|
12
|
4.9%
|
減少
|
|
|
2036
|
SOA Wealth Advisors
New York
|
$3548万
|
+$142万
|
12
|
9.12%
|
買い増し
|
|
|
2037
|
|
$3546万
|
-$715万
|
1
|
43.27%
|
減少
|
|
|
2038
|
Abacus Planning Group
Columbia,
South Carolina
|
$3544万
|
-$134万
|
8
|
10.82%
|
減少
|
|
|
2039
|
Whalerock Point Partners
Providence,
Rhode Island
|
$3544万
|
+$120万
|
5
|
13.62%
|
買い増し
|
|
|
2040
|
Capital City Trust
Tallahassee,
Florida
|
$3542万
|
+$26.4万
|
6
|
10.73%
|
買い増し
|
|
|
2041
|
|
$3541万
|
+$289万
|
9
|
2.34%
|
買い増し
|
|
|
2042
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$3538万
|
+$2040万
|
6
|
10.36%
|
買い増し
|
|
|
2043
|
Rollins Financial
Atlanta,
Georgia
|
$3536万
|
+$156万
|
5
|
12.88%
|
買い増し
|
|
|
2044
|
FORA Capital
Miami,
Florida
|
$3531万
|
+$1186万
|
13
|
6.57%
|
買い増し
|
|
|
2045
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$3530万
|
+$234万
|
6
|
9.32%
|
買い増し
|
|
|
2046
|
Six Columns Capital
Dallas,
Texas
|
$3529万
|
+$2066万
|
2
|
6.5%
|
買い増し
|
|
|
2047
|
Bandera Partners
New York
|
$3523万
|
$0
|
3
|
13.8%
|
維持
|
|
|
2048
|
Totem Point Management
New York
|
$3522万
|
+$3244万
|
3
|
17.65%
|
買い増し
|
|
|
2049
|
Perkins Coie Trust Company
Seattle,
Washington
|
$3507万
|
+$119万
|
8
|
10.79%
|
買い増し
|
|
|
2050
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3504万
|
+$167万
|
5
|
4.69%
|
買い増し
|
|