|
2026
|
Applied Capital LLC
Hollywood,
Florida
|
US$322萬
|
+US$3.95萬
|
+123
|
+1%
|
|
|
2027
|
Mirabaud & Cie
Geneva,
Switzerland
|
US$322萬
|
-US$350萬
|
-10,912
|
-54%
|
|
|
2028
|
Quotient Wealth Partners
Dallas,
Texas
|
US$322萬
|
+US$22.7萬
|
+708
|
+8%
|
|
|
2029
|
Asahi Life Asset Management
Tokyo,
Japan
|
US$322萬
|
-US$42.5萬
|
-1,324
|
-12%
|
|
|
2030
|
Main Street Research
Lakeville,
Connecticut
|
US$321萬
|
-US$28.2萬
|
-877
|
-9%
|
|
|
2031
|
WT Wealth Management
Scottsdale,
Arizona
|
US$321萬
|
+US$16.8萬
|
+524
|
+6%
|
|
|
2032
|
Darwin Wealth Management
Tampa,
Florida
|
US$321萬
|
+US$54.7萬
|
+1,704
|
+22%
|
|
|
2033
|
Global Trust Asset Management
West Palm Beach,
Florida
|
US$320萬
|
-US$79.9萬
|
-2,490
|
-21%
|
|
|
2034
|
DeDora Capital
Napa,
California
|
US$320萬
|
-US$963
|
-3
|
-0%
|
|
|
2035
|
Naples Global Advisors
Naples,
Florida
|
US$320萬
|
+US$28.3萬
|
+880
|
+10%
|
|
|
2036
|
Alaethes Wealth
Glenbrook,
Nevada
|
US$318萬
|
-US$1,284
|
-4
|
-0%
|
|
|
2037
|
Kennon-Green & Company
New Albany,
Ohio
|
US$318萬
|
-US$6.32萬
|
-197
|
-2%
|
|
|
2038
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
US$317萬
|
+US$155萬
|
+4,820
|
+109%
|
|
|
2039
|
Flavin Financial Services
Melbourne,
Florida
|
US$316萬
|
+US$48.9萬
|
+1,522
|
+20%
|
|
|
2040
|
WealthShield Partners
Cary,
North Carolina
|
US$315萬
|
+US$1.48萬
|
+46
|
+0.5%
|
|
|
2041
|
Fiduciary Family Office
Boca Raton,
Florida
|
US$315萬
|
-US$20.6萬
|
-641
|
-7%
|
|
|
2042
|
Callahan Advisors
Houston,
Texas
|
US$315萬
|
-US$7,705
|
-24
|
-0.3%
|
|
|
2043
|
CM Wealth Advisors
Beachwood,
Ohio
|
US$314萬
|
-US$15.3萬
|
-478
|
-5%
|
|
|
2044
|
Beacon Financial Advisory
Cleveland,
Ohio
|
US$314萬
|
+US$24.1萬
|
+752
|
+9%
|
|
|
2045
|
SS&H Financial Advisors
Troy,
Michigan
|
US$314萬
|
+US$294萬
|
+9,146
|
新
|
|
|
2046
|
United Advisor Group
Cincinnati,
Ohio
|
US$314萬
|
+US$28.6萬
|
+890
|
+11%
|
|
|
2047
|
Partners Capital Investment Group
Boston,
Massachusetts
|
US$314萬
|
-US$48.8萬
|
-1,519
|
-14%
|
|
|
2048
|
Vanguard National Trust
Malvern,
Pennsylvania
|
US$313萬
|
+US$29.2萬
|
+909
|
+11%
|
|
|
2049
|
Lafayette Investments
Ashton,
Maryland
|
US$312萬
|
+US$8,347
|
+26
|
+0.3%
|
|
|
2050
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
US$311萬
|
-US$4.72萬
|
-147
|
-2%
|
|
