|
2026
|
Canal Insurance Company
Greenville,
South Carolina
|
US$5631萬
|
+US$330萬
|
4
|
12.6%
|
增持
|
|
|
2027
|
Personal CFO Solutions
Chester,
New Jersey
|
US$5626萬
|
-US$85.6萬
|
13
|
10.41%
|
減碼
|
|
|
2028
|
Grove Bank & Trust
Miami,
Florida
|
US$5626萬
|
-US$210萬
|
16
|
7.02%
|
減碼
|
|
|
2029
|
Two Star Manager
Miami Beach,
Florida
|
US$5624萬
|
+US$110萬
|
2
|
24.83%
|
增持
|
|
|
2030
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
US$5617萬
|
-US$58.2萬
|
7
|
3.06%
|
減碼
|
|
|
2031
|
Haverford Financial Services
Radnor,
Pennsylvania
|
US$5586萬
|
-US$129萬
|
3
|
16.53%
|
減碼
|
|
|
2032
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
US$5579萬
|
-US$39.3萬
|
6
|
2.43%
|
減碼
|
|
|
2033
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
US$5571萬
|
-US$691萬
|
13
|
2.22%
|
減碼
|
|
|
2034
|
Morse Asset Management
Darien,
Connecticut
|
US$5563萬
|
-US$341萬
|
13
|
12.19%
|
減碼
|
|
|
2035
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$5557萬
|
+US$43.3萬
|
11
|
11.14%
|
增持
|
|
|
2036
|
Kestra Investment Management
Austin,
Texas
|
US$5556萬
|
-US$244萬
|
11
|
1.68%
|
減碼
|
|
|
2037
|
Nilsine Partners
Greenwood Village,
Colorado
|
US$5546萬
|
-US$399萬
|
8
|
5.6%
|
減碼
|
|
|
2038
|
RWC Asset Advisors
Miami,
Florida
|
US$5542萬
|
-US$1498萬
|
1
|
13.37%
|
減碼
|
|
|
2039
|
Wilsey Asset Management
San Diego,
California
|
US$5541萬
|
+US$6,514
|
1
|
10.21%
|
增持
|
|
|
2040
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
US$5530萬
|
-US$204萬
|
10
|
8.21%
|
減碼
|
|
|
2041
|
Apexium Financial
Dallas,
Texas
|
US$5529萬
|
+US$121萬
|
7
|
2.93%
|
增持
|
|
|
2042
|
Consilio Wealth Advisors
Bellevue,
Washington
|
US$5525萬
|
+US$358萬
|
7
|
19.71%
|
增持
|
|
|
2043
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$5517萬
|
+US$197萬
|
8
|
5.01%
|
增持
|
|
|
2044
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$5516萬
|
-US$170萬
|
6
|
11.02%
|
減碼
|
|
|
2045
|
Atwood & Palmer
Kansas City,
Missouri
|
US$5514萬
|
+US$65.9萬
|
8
|
3.45%
|
增持
|
|
|
2046
|
RWQ Financial Management Services
Naples,
Florida
|
US$5499萬
|
+US$3064萬
|
4
|
23.14%
|
增持
|
|
|
2047
|
Orion Investment Company
St. Louis,
Missouri
|
US$5493萬
|
-US$12.2萬
|
5
|
19.45%
|
減碼
|
|
|
2048
|
J.W. Coons Advisors
Columbus,
Ohio
|
US$5487萬
|
+US$506萬
|
7
|
12.41%
|
增持
|
|
|
2049
|
GTS Securities
Miami,
Florida
|
US$5481萬
|
-US$1679萬
|
12
|
2.44%
|
減碼
|
|
|
2050
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
US$5473萬
|
-US$34.9萬
|
7
|
5.88%
|
減碼
|
|
