|
1301
|
Sonoma Allocations
Santa Rosa,
California
|
$55.6万
|
+$4.14万
|
+121
|
+9%
|
|
|
1302
|
Severin Investments
St. Louis,
Missouri
|
$55.4万
|
+$2.29万
|
+67
|
+4%
|
|
|
1303
|
Trueblood Wealth Management
Lima,
Ohio
|
$55.4万
|
+$1,370
|
+4
|
+0.3%
|
|
|
1304
|
SouthState Corp
Winter Haven,
Florida
|
$55.4万
|
+$7,535
|
+22
|
+1%
|
|
|
1305
|
Evansbrook
Bolingbrook,
Illinois
|
$55.3万
|
-$45.6万
|
-1,332
|
-46%
|
|
|
1306
|
Renaissance Group
Covington,
Kentucky
|
$55.2万
|
-$5,823
|
-17
|
-1%
|
|
|
1307
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$55.1万
|
+$23.5万
|
+687
|
+79%
|
|
|
1308
|
LRI Investments
Palm Beach Gardens,
Florida
|
$55.1万
|
+$6,850
|
+20
|
+1%
|
|
|
1309
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$55万
|
–
|
–
|
–
|
|
|
1310
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$54.9万
|
-$10万
|
-293
|
-16%
|
|
|
1311
|
Flavin Financial Services
Melbourne,
Florida
|
$54.9万
|
+$53.1万
|
+1,550
|
新規
|
|
|
1312
|
West Family Investments
Carlsbad,
California
|
$54.8万
|
+$26.8万
|
+783
|
+102%
|
|
|
1313
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$54.8万
|
-$5.14万
|
-150
|
-9%
|
|
|
1314
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$54.8万
|
+$7,878
|
+23
|
+2%
|
|
|
1315
|
FLC Capital Advisors
Palm Desert,
California
|
$54.7万
|
–
|
–
|
–
|
|
|
1316
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$54.4万
|
+$1,713
|
+5
|
+0.3%
|
|
|
1317
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$54.2万
|
-$5.75万
|
-168
|
-10%
|
|
|
1318
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$54.1万
|
+$52.3万
|
+1,526
|
新規
|
|
|
1319
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$53.8万
|
-$9,590
|
-28
|
-2%
|
|
|
1320
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$53.6万
|
–
|
–
|
–
|
|
|
1321
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$53.5万
|
+$1.75万
|
+51
|
+3%
|
|
|
1322
|
Verity Asset Management
Durham,
North Carolina
|
$53.3万
|
-$9,933
|
-29
|
-2%
|
|
|
1323
|
Astoria Portfolio Advisors
New York
|
$53.1万
|
+$10.4万
|
+305
|
+26%
|
|
|
1324
|
Bridgewater Advisors
New York
|
$53.1万
|
+$9,248
|
+27
|
+2%
|
|
|
1325
|
Brookwood Investment Group
Phoenix,
Arizona
|
$53.1万
|
+$29.3万
|
+856
|
+133%
|
|
