|
2026
|
Prospera Financial Services
Dallas,
Texas
|
US$1527萬
|
-US$181萬
|
7
|
2.85%
|
減碼
|
|
|
2027
|
Harbor Island Capital
Topsfield,
Massachusetts
|
US$1522萬
|
-US$223萬
|
3
|
13.35%
|
減碼
|
|
|
2028
|
Quadrant Capital Group
Cincinnati,
Ohio
|
US$1519萬
|
-US$16.3萬
|
16
|
4.34%
|
減碼
|
|
|
2029
|
Manchester Capital Management
Manchester,
Vermont
|
US$1514萬
|
-US$7.96萬
|
10
|
2.17%
|
減碼
|
|
|
2030
|
Arete Wealth Advisors
Chicago,
Illinois
|
US$1512萬
|
-US$117萬
|
7
|
3.35%
|
減碼
|
|
|
2031
|
Horan Capital Advisors
Cincinnati,
Ohio
|
US$1509萬
|
-US$7,208
|
6
|
9.72%
|
減碼
|
|
|
2032
|
Quantitative Investment Management
Charlottesville,
Virginia
|
US$1508萬
|
-US$1.42億
|
2
|
0.53%
|
減碼
|
|
|
2033
|
Centaurus Financial
Anaheim,
California
|
US$1508萬
|
-US$613萬
|
11
|
2.72%
|
減碼
|
|
|
2034
|
|
US$1502萬
|
+US$214萬
|
6
|
2.17%
|
增持
|
|
|
2035
|
West Coast Financial
Santa Barbara,
California
|
US$1502萬
|
+US$120萬
|
5
|
3.46%
|
增持
|
|
|
2036
|
Oberweis Asset Management
Lisle,
Illinois
|
US$1496萬
|
+US$100萬
|
5
|
2.9%
|
增持
|
|
|
2037
|
GM Advisory Group
Melville,
New York
|
US$1494萬
|
-US$24.2萬
|
7
|
4.68%
|
減碼
|
|
|
2038
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$1494萬
|
+US$61.9萬
|
16
|
1.2%
|
增持
|
|
|
2039
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
US$1493萬
|
+US$471萬
|
8
|
4.43%
|
增持
|
|
|
2040
|
Cheviot Value Management
Beverly Hills,
California
|
US$1492萬
|
-US$57.7萬
|
3
|
7.01%
|
減碼
|
|
|
2041
|
Bruderman Asset Management
Locust Valley,
New York
|
US$1490萬
|
-US$145萬
|
10
|
3.42%
|
減碼
|
|
|
2042
|
Benson Investment Management Company
Roanoke,
Virginia
|
US$1490萬
|
-US$14.9萬
|
4
|
11.19%
|
減碼
|
|
|
2043
|
Independent Investors Inc
Nesconset,
New York
|
US$1490萬
|
+US$3.85萬
|
5
|
5.25%
|
增持
|
|
|
2044
|
HeadInvest LLC
Portland,
Maine
|
US$1489萬
|
-US$31.2萬
|
6
|
4.28%
|
減碼
|
|
|
2045
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
US$1485萬
|
+US$71.4萬
|
8
|
5.98%
|
增持
|
|
|
2046
|
Apriem Advisors
Irvine,
California
|
US$1482萬
|
+US$30.3萬
|
6
|
3.24%
|
增持
|
|
|
2047
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
US$1480萬
|
-US$46.7萬
|
3
|
6.29%
|
減碼
|
|
|
2048
|
Rational Advisors
Huntington,
New York
|
US$1480萬
|
-US$68萬
|
10
|
3.54%
|
減碼
|
|
|
2049
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
US$1477萬
|
-US$18.4萬
|
7
|
9.86%
|
減碼
|
|
|
2050
|
Herald Investment Management
London,
United Kingdom
|
US$1477萬
|
US$0
|
7
|
3.78%
|
維持不變
|
|
