|
2026
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
US$4058萬
|
-US$111萬
|
6
|
11.06%
|
減碼
|
|
|
2027
|
Segment Wealth Management
Houston,
Texas
|
US$4054萬
|
+US$139萬
|
8
|
3.58%
|
增持
|
|
|
2028
|
BFSG LLC
Irvine,
California
|
US$4052萬
|
+US$70萬
|
10
|
5.9%
|
增持
|
|
|
2029
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
US$4050萬
|
-US$508萬
|
3
|
9.65%
|
減碼
|
|
|
2030
|
Strategic Planning Group
Bountiful,
Utah
|
US$4049萬
|
+US$3802萬
|
8
|
13.43%
|
新
|
|
|
2031
|
Lakeside Advisors
Seattle,
Washington
|
US$4049萬
|
-US$59.5萬
|
4
|
28.12%
|
減碼
|
|
|
2032
|
Angeles Wealth Management
Santa Monica,
California
|
US$4041萬
|
+US$134萬
|
6
|
4.92%
|
增持
|
|
|
2033
|
Consolidated Capital Management
Burbank,
California
|
US$4036萬
|
-US$698萬
|
3
|
21.52%
|
減碼
|
|
|
2034
|
FFG Partners
Fort Lauderdale,
Florida
|
US$4035萬
|
+US$3823萬
|
4
|
21.53%
|
新
|
|
|
2035
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
US$4027萬
|
-US$5203萬
|
3
|
3.11%
|
減碼
|
|
|
2036
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$4023萬
|
-US$40.1萬
|
11
|
13.34%
|
減碼
|
|
|
2037
|
Mirabaud Asset Management
London,
United Kingdom
|
US$4021萬
|
+US$3801萬
|
4
|
17.24%
|
新
|
|
|
2038
|
Valmark Advisers
Akron,
Ohio
|
US$4015萬
|
+US$104萬
|
9
|
0.75%
|
增持
|
|
|
2039
|
DoubleLine ETF Adviser
Tampa,
Florida
|
US$3992萬
|
-US$1266萬
|
3
|
11.53%
|
減碼
|
|
|
2040
|
West Coast Financial
Santa Barbara,
California
|
US$3992萬
|
-US$153萬
|
5
|
5.24%
|
減碼
|
|
|
2041
|
Financial Avengers
Oakland,
California
|
US$3991萬
|
-US$3.06萬
|
7
|
24%
|
減碼
|
|
|
2042
|
L.J. Altfest & Co
New York
|
US$3989萬
|
+US$136萬
|
8
|
5.78%
|
增持
|
|
|
2043
|
Infusive Asset Management
New York
|
US$3988萬
|
+US$169萬
|
2
|
18.08%
|
增持
|
|
|
2044
|
Continuum Advisory
Eagle,
Idaho
|
US$3987萬
|
-US$285萬
|
6
|
5.67%
|
減碼
|
|
|
2045
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
US$3985萬
|
+US$82.9萬
|
19
|
7.28%
|
增持
|
|
|
2046
|
Certuity
North Palm Beach,
Florida
|
US$3973萬
|
-US$23.6萬
|
8
|
4.02%
|
減碼
|
|
|
2047
|
STF Management
Frisco,
Texas
|
US$3970萬
|
-US$577萬
|
5
|
18.66%
|
減碼
|
|
|
2048
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
US$3970萬
|
-US$130萬
|
6
|
1.38%
|
減碼
|
|
|
2049
|
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
|
US$3963萬
|
+US$3747萬
|
4
|
15.1%
|
新
|
|
|
2050
|
GAMMA Investing
Foster City,
California
|
US$3962萬
|
+US$3617萬
|
25
|
10.73%
|
新
|
|
