|
1951
|
Gleason Group
Prospect,
Kentucky
|
US$1.25萬
|
+US$1.04萬
|
2
|
0%
|
新
|
|
|
1952
|
Caldwell Trust
Venice,
Florida
|
US$1.23萬
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1953
|
Abound Wealth Management
Franklin,
Tennessee
|
US$1.22萬
|
-US$5,615
|
2
|
0%
|
減碼
|
|
|
1954
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$1.22萬
|
+US$89
|
3
|
0%
|
增持
|
|
|
1955
|
Lynrock Lake LP
Rye Brook,
New York
|
US$1.21萬
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1956
|
SOA Wealth Advisors
New York
|
US$1.21萬
|
-US$5,092
|
1
|
0%
|
減碼
|
|
|
1957
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
US$1.2萬
|
+US$1,735
|
1
|
0%
|
增持
|
|
|
1958
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
US$1.2萬
|
+US$5,324
|
1
|
0%
|
增持
|
|
|
1959
|
Providence Capital Advisors
Charlotte,
North Carolina
|
US$1.18萬
|
+US$1.05萬
|
1
|
0%
|
新
|
|
|
1960
|
Triumph Capital Management
Denver,
Colorado
|
US$1.17萬
|
-US$478
|
2
|
0%
|
減碼
|
|
|
1961
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
US$1.14萬
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1962
|
First Pacific Financial
Vancouver,
Washington
|
US$1.14萬
|
-US$875
|
2
|
0%
|
減碼
|
|
|
1963
|
|
US$1.13萬
|
-US$5,159
|
1
|
0.01%
|
減碼
|
|
|
1964
|
Dunhill Financial
London,
United Kingdom
|
US$1.1萬
|
+US$1,978
|
4
|
0%
|
增持
|
|
|
1965
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
US$1.08萬
|
US$0
|
2
|
0.01%
|
維持不變
|
|
|
1966
|
American Capital Advisory
Ketchum,
Idaho
|
US$1.07萬
|
+US$3,737
|
3
|
0%
|
增持
|
|
|
1967
|
MH & Associates Securities Management
Carlsbad,
California
|
US$1.05萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
1968
|
Godfrey Financial Associates
Glenmont,
New York
|
US$1.01萬
|
-US$619
|
1
|
0.01%
|
減碼
|
|
|
1969
|
United Financial Planning Group
Hauppauge,
New York
|
US$1.01萬
|
US$0
|
2
|
0.01%
|
維持不變
|
|
|
1970
|
Dynamic Wealth Strategies
Granite Bay,
California
|
US$9,834
|
+US$2,781
|
1
|
0.01%
|
增持
|
|
|
1971
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
US$9,518
|
US$0
|
1
|
0.04%
|
維持不變
|
|
|
1972
|
Kingdom Financial Group
Peoria,
Arizona
|
US$9,338
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1973
|
PlanVest Financial
Gaithersburg,
Maryland
|
US$9,337
|
+US$72
|
1
|
0.01%
|
增持
|
|
|
1974
|
Select Equity Group
New York
|
US$9,321
|
-US$1.87億
|
1
|
0%
|
減碼
|
|
|
1975
|
Orin Green Financial
San Diego,
California
|
US$9,252
|
US$0
|
1
|
0%
|
維持不變
|
|
