|
226
|
Trust Company of Toledo
Holland,
Ohio
|
$8,420
|
–
|
–
|
–
|
|
|
227
|
WhitTier Trust Company
Reno,
Nevada
|
$7,580
|
–
|
–
|
–
|
|
|
228
|
Sterling Capital Management
Charlotte,
North Carolina
|
$6,222
|
-$2,759
|
-533
|
-42%
|
|
|
229
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$5,524
|
–
|
–
|
–
|
|
|
230
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$5,052
|
–
|
–
|
–
|
|
|
231
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$5,052
|
–
|
–
|
–
|
|
|
232
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$4,210
|
–
|
–
|
–
|
|
|
233
|
Global Retirement Partners
San Rafael,
California
|
$3,957
|
+$2,433
|
+470
|
新規
|
|
|
234
|
GAMMA Investing
Foster City,
California
|
$3,637
|
-$663
|
-128
|
-23%
|
|
|
235
|
Center for Financial Planning
Southfied,
Michigan
|
$2,897
|
+$1,781
|
+344
|
新規
|
|
|
236
|
Fortitude Family Office
Scottsdale,
Arizona
|
$2,492
|
+$849
|
+164
|
+124%
|
|
|
237
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2,400
|
+$1,475
|
+285
|
新規
|
|
|
238
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2,164
|
+$331
|
+64
|
+33%
|
|
|
239
|
Essential Partners
Rancho Santa Fe,
California
|
$1,448
|
-$2,469
|
-477
|
-73%
|
|
|
240
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1,322
|
+$16
|
+3
|
+2%
|
|
|
241
|
Covestor
London,
United Kingdom
|
$1,000
|
+$549
|
+106
|
新規
|
|
|
242
|
Physician Wealth Advisors
Midvale,
Utah
|
$960
|
+$590
|
+114
|
新規
|
|
|
243
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$842
|
+$518
|
+100
|
新規
|
|
|
244
|
US Bancorp
Minneapolis,
Minnesota
|
$817
|
+$93
|
+18
|
+23%
|
|
|
245
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$748
|
+$461
|
+89
|
新規
|
|
|
246
|
|
$354
|
+$217
|
+42
|
新規
|
|
|
247
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$312
|
–
|
–
|
–
|
|
|
248
|
Huntington National Bank
Columbus,
Ohio
|
$8
|
–
|
–
|
–
|
|
|
249
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$4
|
+$5
|
+1
|
新規
|
|
|
250
|
|
–
|
-$1002万
|
-1,936,318
|
解消
|
|
