|
2401
|
Family CFO
Los Altos,
California
|
10.600 $
|
+135 $
|
1
|
0,01 %
|
Aufgestockt
|
|
|
2402
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
10.000 $
|
0 $
|
1
|
0,01 %
|
Unverändert
|
|
|
2403
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
10.000 $
|
0 $
|
1
|
0,01 %
|
Unverändert
|
|
|
2404
|
Level Financial Advisors
East Amherst,
New York
|
8.000 $
|
0 $
|
1
|
0,01 %
|
Unverändert
|
|
|
2405
|
Triumph Capital Management
Denver,
Colorado
|
7.000 $
|
+1,35 Mio. $
|
1
|
0 %
|
Neu
|
|
|
2406
|
GoalVest Advisory
New York
|
6.000 $
|
+4.859 $
|
1
|
0 %
|
Aufgestockt
|
|
|
2407
|
Laurel Wealth Planning
Edina,
Minnesota
|
6.000 $
|
0 $
|
1
|
0 %
|
Unverändert
|
|
|
2408
|
Wolff Wiese Magana
Carslbad,
California
|
6.000 $
|
+675 $
|
1
|
0 %
|
Aufgestockt
|
|
|
2409
|
Financial Perspectives
Minneapolis,
Minnesota
|
5.648 $
|
0 $
|
1
|
0 %
|
Unverändert
|
|
|
2410
|
Activest Wealth Management
Aventure,
Florida
|
5.000 $
|
+135 $
|
1
|
0 %
|
Aufgestockt
|
|
|
2411
|
Fortis Advisors
Wayne,
Pennsylvania
|
5.000 $
|
+4.454 $
|
1
|
0 %
|
Neu
|
|
|
2412
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
5.000 $
|
-16.871 $
|
1
|
0 %
|
Reduziert
|
|
|
2413
|
Versant Capital Management
Phoenix,
Arizona
|
5.000 $
|
+645 $
|
2
|
0 %
|
Aufgestockt
|
|
|
2414
|
Castleview Partners
Dallas,
Texas
|
4.863 $
|
-521.801 $
|
1
|
0 %
|
Reduziert
|
|
|
2415
|
Cordant Inc
Portland,
Oregon
|
4.000 $
|
-6.479 $
|
1
|
0 %
|
Reduziert
|
|
|
2416
|
Asset Dedication LLC
San Francisco,
California
|
2.000 $
|
-2,5 Mio. $
|
1
|
0 %
|
Reduziert
|
|
|
2417
|
KB Financial Partners
Princeton,
New Jersey
|
2.000 $
|
0 $
|
1
|
0 %
|
Unverändert
|
|
|
2418
|
TFO Wealth Partners
Maumee,
Ohio
|
2.000 $
|
+2.025 $
|
1
|
0 %
|
Neu
|
|
|
2419
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
2.000 $
|
+510 $
|
2
|
0 %
|
Neu
|
|
|
2420
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
1.695 $
|
+1.620 $
|
1
|
0 %
|
Neu
|
|
|
2421
|
WestEnd Advisors
Charlotte,
North Carolina
|
1.129 $
|
+1.080 $
|
1
|
0 %
|
Neu
|
|
|
2422
|
Eukles Asset Management
Cincinnati,
Ohio
|
1.000 $
|
0 $
|
1
|
0 %
|
Unverändert
|
|
|
2423
|
USA Financial Formulas
Ada,
Michigan
|
1.000 $
|
0 $
|
1
|
0 %
|
Unverändert
|
|
|
2424
|
Old North State Trust
Greensboro,
North Carolina
|
565 $
|
+135 $
|
1
|
0,52 %
|
Aufgestockt
|
|
|
2425
|
Advent Capital Management
New York
|
0 $
|
-3,25 Mio. $
|
0
|
–
|
Geschlossen
|
|
