|
2026
|
S.E.E.D. Planning Group
Binghamton,
New York
|
US$3575萬
|
+US$117萬
|
4
|
12.54%
|
增持
|
|
|
2027
|
Atwood & Palmer
Kansas City,
Missouri
|
US$3572萬
|
+US$133萬
|
8
|
3.19%
|
增持
|
|
|
2028
|
Meridian Wealth Advisors
Austin,
Texas
|
US$3571萬
|
-US$150萬
|
6
|
8.64%
|
減碼
|
|
|
2029
|
Wealth Alliance
Mellville,
New York
|
US$3571萬
|
+US$11.9萬
|
8
|
5.34%
|
增持
|
|
|
2030
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
US$3567萬
|
+US$879萬
|
5
|
16.29%
|
增持
|
|
|
2031
|
Jessup Wealth Management
Dayton,
Ohio
|
US$3566萬
|
+US$691萬
|
3
|
19.09%
|
增持
|
|
|
2032
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
US$3565萬
|
+US$317萬
|
5
|
5.21%
|
增持
|
|
|
2033
|
Royal Fund Management
Lady Lake,
Florida
|
US$3564萬
|
-US$225萬
|
8
|
4.43%
|
減碼
|
|
|
2034
|
Lakehouse Capital
Sydney NSW,
Australia
|
US$3556萬
|
-US$307萬
|
3
|
30.59%
|
減碼
|
|
|
2035
|
Iowa State Bank
Urbandale,
Iowa
|
US$3553萬
|
-US$226萬
|
5
|
8.92%
|
減碼
|
|
|
2036
|
Knuff & Co
Foster City,
California
|
US$3550萬
|
+US$42.3萬
|
6
|
13.3%
|
增持
|
|
|
2037
|
Principal Street Partners
Memphis,
Tennessee
|
US$3550萬
|
-US$29.6萬
|
6
|
8.44%
|
減碼
|
|
|
2038
|
|
US$3547萬
|
+US$100萬
|
1
|
4.27%
|
增持
|
|
|
2039
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
US$3545萬
|
-US$341萬
|
5
|
7.54%
|
減碼
|
|
|
2040
|
Redwood Capital Management
New York
|
US$3544萬
|
US$0
|
1
|
5.2%
|
維持不變
|
|
|
2041
|
BFSG LLC
Irvine,
California
|
US$3543萬
|
+US$130萬
|
4
|
6.02%
|
增持
|
|
|
2042
|
Hohimer Wealth Management
Seattle,
Washington
|
US$3542萬
|
-US$441萬
|
6
|
9.78%
|
減碼
|
|
|
2043
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$3537萬
|
+US$78.9萬
|
7
|
1.41%
|
增持
|
|
|
2044
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
US$3536萬
|
-US$87.9萬
|
9
|
13.36%
|
減碼
|
|
|
2045
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
US$3530萬
|
+US$203萬
|
6
|
1.4%
|
增持
|
|
|
2046
|
Edgar Lomax Company
Kingstowne,
Virginia
|
US$3527萬
|
-US$45.8萬
|
1
|
2.32%
|
減碼
|
|
|
2047
|
Cypress Asset Management
Houston,
Texas
|
US$3518萬
|
-US$62.6萬
|
4
|
11.32%
|
減碼
|
|
|
2048
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
US$3518萬
|
-US$66.4萬
|
5
|
20.91%
|
減碼
|
|
|
2049
|
Lathrop Investment Management
Little Rock,
Arkansas
|
US$3517萬
|
-US$32.6萬
|
6
|
7.15%
|
減碼
|
|
|
2050
|
Renaissance Investment Group
Lenox,
Massachusetts
|
US$3516萬
|
-US$85.6萬
|
5
|
9.23%
|
減碼
|
|
