|
2026
|
GeoWealth Management
Chicago,
Illinois
|
US$6767萬
|
-US$451萬
|
12
|
2.13%
|
減碼
|
|
|
2027
|
W.R. Berkley Corp
Greenwich,
Connecticut
|
US$6765萬
|
+US$7300萬
|
2
|
3.11%
|
新
|
|
|
2028
|
Providence Capital Advisors
Charlotte,
North Carolina
|
US$6759萬
|
+US$265萬
|
8
|
10.23%
|
增持
|
|
|
2029
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
US$6757萬
|
+US$3053萬
|
10
|
4.39%
|
增持
|
|
|
2030
|
Kestra Investment Management
Austin,
Texas
|
US$6756萬
|
+US$903萬
|
12
|
1.31%
|
增持
|
|
|
2031
|
Bulltick Wealth Management
Miami,
Florida
|
US$6750萬
|
-US$117萬
|
7
|
13.77%
|
減碼
|
|
|
2032
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
US$6743萬
|
+US$802萬
|
7
|
9.56%
|
增持
|
|
|
2033
|
Avantyr Capital Partners
New York
|
US$6742萬
|
+US$621萬
|
1
|
2.48%
|
增持
|
|
|
2034
|
Morse Asset Management
Darien,
Connecticut
|
US$6734萬
|
-US$167萬
|
12
|
11.15%
|
減碼
|
|
|
2035
|
Claro Advisors
Boston,
Massachusetts
|
US$6730萬
|
+US$65.3萬
|
9
|
7.06%
|
增持
|
|
|
2036
|
Portside Wealth Group
Provo,
Utah
|
US$6722萬
|
+US$93萬
|
12
|
7.83%
|
增持
|
|
|
2037
|
Meridian Wealth Advisors
Austin,
Texas
|
US$6719萬
|
+US$143萬
|
8
|
7.63%
|
增持
|
|
|
2038
|
Elk River Wealth Management
Denver,
Colorado
|
US$6714萬
|
-US$553萬
|
4
|
10.7%
|
減碼
|
|
|
2039
|
Asio Capital
Lexington,
Kentucky
|
US$6712萬
|
-US$276萬
|
5
|
8.59%
|
減碼
|
|
|
2040
|
John G. Ullman & Associates
Corning,
New York
|
US$6708萬
|
+US$44.4萬
|
9
|
8.14%
|
增持
|
|
|
2041
|
Consilio Wealth Advisors
Bellevue,
Washington
|
US$6707萬
|
+US$863萬
|
7
|
16.07%
|
增持
|
|
|
2042
|
Bouchey Financial Group
Troy,
New York
|
US$6697萬
|
+US$2905萬
|
6
|
4.33%
|
增持
|
|
|
2043
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
US$6696萬
|
-US$8.21萬
|
6
|
5.34%
|
減碼
|
|
|
2044
|
Rockline Wealth Management
Plainview,
New York
|
US$6694萬
|
+US$30.4萬
|
7
|
12.81%
|
增持
|
|
|
2045
|
Farmers & Merchants Trust Company
Long Beach,
California
|
US$6682萬
|
-US$49.4萬
|
6
|
14.38%
|
減碼
|
|
|
2046
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
US$6672萬
|
+US$874萬
|
10
|
5.76%
|
增持
|
|
|
2047
|
Covenant Asset Management
Chester,
New Jersey
|
US$6666萬
|
-US$185萬
|
5
|
11.21%
|
減碼
|
|
|
2048
|
New Hampshire Trust
Concord,
New Hampshire
|
US$6663萬
|
+US$33.3萬
|
6
|
12.57%
|
增持
|
|
|
2049
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
US$6654萬
|
+US$524萬
|
6
|
13.81%
|
增持
|
|
|
2050
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$6650萬
|
+US$63萬
|
4
|
11.05%
|
增持
|
|