|
2026
|
Herald Investment Management
London,
United Kingdom
|
US$1258萬
|
-US$29.8萬
|
6
|
3.95%
|
減碼
|
|
|
2027
|
West Coast Financial
Santa Barbara,
California
|
US$1254萬
|
-US$253萬
|
4
|
3.53%
|
減碼
|
|
|
2028
|
Financial Sense Advisors
San Diego,
California
|
US$1252萬
|
-US$6.59萬
|
5
|
5.79%
|
減碼
|
|
|
2029
|
Cheviot Value Management
Beverly Hills,
California
|
US$1252萬
|
-US$43.6萬
|
2
|
6.48%
|
減碼
|
|
|
2030
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
US$1247萬
|
+US$1219萬
|
3
|
8.85%
|
新
|
|
|
2031
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
US$1242萬
|
+US$29萬
|
3
|
10.6%
|
增持
|
|
|
2032
|
S&T Bank
Indiana,
Pennsylvania
|
US$1242萬
|
+US$8.63萬
|
1
|
2.1%
|
增持
|
|
|
2033
|
Fund Evaluation Group
Cincinnati,
Ohio
|
US$1239萬
|
+US$1225萬
|
4
|
1.33%
|
新
|
|
|
2034
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
US$1237萬
|
+US$69.5萬
|
6
|
4.59%
|
增持
|
|
|
2035
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
US$1236萬
|
+US$7.11萬
|
3
|
5.25%
|
增持
|
|
|
2036
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
US$1236萬
|
+US$40.5萬
|
8
|
6.18%
|
增持
|
|
|
2037
|
Moloney Securities Asset Management
Manchester,
Missouri
|
US$1232萬
|
-US$191萬
|
9
|
5.18%
|
減碼
|
|
|
2038
|
HeadInvest LLC
Portland,
Maine
|
US$1230萬
|
-US$31.7萬
|
5
|
3.79%
|
減碼
|
|
|
2039
|
Sawyer & Company
Boston,
Massachusetts
|
US$1230萬
|
+US$1209萬
|
7
|
8.07%
|
新
|
|
|
2040
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$1230萬
|
-US$537萬
|
6
|
1.13%
|
減碼
|
|
|
2041
|
Laffer Tengler Investments
Nashville,
Tennessee
|
US$1228萬
|
-US$25.2萬
|
1
|
3.08%
|
減碼
|
|
|
2042
|
Horan Capital Advisors
Cincinnati,
Ohio
|
US$1228萬
|
-US$49.9萬
|
6
|
7.99%
|
減碼
|
|
|
2043
|
Wellington Shields & Co
New York
|
US$1226萬
|
-US$2.52萬
|
5
|
6.59%
|
減碼
|
|
|
2044
|
Teewinot Capital Advisers
New York
|
US$1226萬
|
-US$103萬
|
4
|
5.17%
|
減碼
|
|
|
2045
|
Summit Securities Group
New York
|
US$1225萬
|
+US$1024萬
|
3
|
1.46%
|
增持
|
|
|
2046
|
Rikoon Group
Santa Fe,
New Mexico
|
US$1220萬
|
-US$34.3萬
|
6
|
5.04%
|
減碼
|
|
|
2047
|
Clearstead Trust
Portland,
Maine
|
US$1217萬
|
-US$17.2萬
|
6
|
8.32%
|
減碼
|
|
|
2048
|
Consolidated Capital Management
Burbank,
California
|
US$1212萬
|
+US$61.6萬
|
3
|
12.51%
|
增持
|
|
|
2049
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
US$1209萬
|
+US$126萬
|
10
|
3.97%
|
增持
|
|
|
2050
|
King Wealth Management Group
Naples,
Florida
|
US$1208萬
|
+US$54.6萬
|
6
|
4.27%
|
增持
|
|
