|
2026
|
Washington University
St Louis,
Missouri
|
US$1.22億
|
+US$1.3億
|
1
|
45.99%
|
新
|
|
|
2027
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
US$1.22億
|
+US$1542萬
|
11
|
6.28%
|
增持
|
|
|
2028
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
US$1.22億
|
-US$51.7萬
|
16
|
7.25%
|
減碼
|
|
|
2029
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
US$1.21億
|
-US$945萬
|
9
|
14.72%
|
減碼
|
|
|
2030
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
US$1.21億
|
-US$94.3萬
|
14
|
17.85%
|
減碼
|
|
|
2031
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
US$1.21億
|
-US$574萬
|
11
|
31.15%
|
減碼
|
|
|
2032
|
TOMS Capital Investment Management
New York
|
US$1.21億
|
-US$5885萬
|
1
|
2.59%
|
減碼
|
|
|
2033
|
Portside Wealth Group
Provo,
Utah
|
US$1.21億
|
+US$522萬
|
23
|
14.11%
|
增持
|
|
|
2034
|
|
US$1.21億
|
-US$694萬
|
11
|
15.59%
|
減碼
|
|
|
2035
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$1.2億
|
+US$605萬
|
57
|
10.19%
|
增持
|
|
|
2036
|
Mubadala Investment Company
Abu Dhabi,
United Arab Emirates
|
US$1.2億
|
+US$1641萬
|
5
|
0.35%
|
增持
|
|
|
2037
|
Wealth Effects
Boston,
Massachusetts
|
US$1.2億
|
+US$840萬
|
25
|
32.42%
|
增持
|
|
|
2038
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
US$1.2億
|
+US$646萬
|
30
|
33.8%
|
增持
|
|
|
2039
|
Apollon Financial
Mount Pleasant,
South Carolina
|
US$1.2億
|
+US$268萬
|
18
|
14.15%
|
增持
|
|
|
2040
|
Advisory Alpha
Holland,
Michigan
|
US$1.2億
|
+US$1130萬
|
22
|
2.94%
|
增持
|
|
|
2041
|
UAS Asset Management
New York
|
US$1.19億
|
-US$5543萬
|
5
|
25.74%
|
減碼
|
|
|
2042
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
US$1.19億
|
-US$129萬
|
27
|
11.83%
|
減碼
|
|
|
2043
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
US$1.19億
|
-US$321萬
|
14
|
20.5%
|
減碼
|
|
|
2044
|
PCM Encore
Aspen,
Colorado
|
US$1.19億
|
-US$85.9萬
|
24
|
20.95%
|
減碼
|
|
|
2045
|
Varenne Capital Partners
Paris,
France
|
US$1.19億
|
+US$9075萬
|
3
|
19.74%
|
增持
|
|
|
2046
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
US$1.19億
|
-US$150萬
|
16
|
29.09%
|
減碼
|
|
|
2047
|
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
|
US$1.19億
|
+US$3070萬
|
4
|
14.31%
|
增持
|
|
|
2048
|
Rosenblum Silverman Sutton
San Francisco,
California
|
US$1.19億
|
-US$845萬
|
7
|
28.59%
|
減碼
|
|
|
2049
|
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
US$1.19億
|
-US$2222萬
|
2
|
8.28%
|
減碼
|
|
|
2050
|
Rollins Financial Advisors
New York City,
New York
|
US$1.19億
|
+US$201萬
|
16
|
15.66%
|
增持
|
|
