|
1851
|
|
$1,888
|
–
|
–
|
–
|
|
|
1852
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1,888
|
–
|
–
|
–
|
|
|
1853
|
Davis Capital Management
Jacksonville,
Florida
|
$1,888
|
+$1,233
|
+4
|
+200%
|
|
|
1854
|
Wolff Wiese Magana
Carslbad,
California
|
$1,573
|
–
|
–
|
–
|
|
|
1855
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1,259
|
–
|
–
|
–
|
|
|
1856
|
Investors Portfolio Services
Puyallup,
Washington
|
$1,258
|
–
|
–
|
–
|
|
|
1857
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1,258
|
+$1,233
|
+4
|
新規
|
|
|
1858
|
Navigoe Wealth Management
Redondo Beach,
California
|
$1,000
|
+$1,233
|
+4
|
新規
|
|
|
1859
|
Phillip James Consulting
Plymouth,
Minnesota
|
$944
|
–
|
–
|
–
|
|
|
1860
|
Signature Resources Capital Management
Newport Beach,
California
|
$944
|
–
|
–
|
–
|
|
|
1861
|
Raleigh Capital Management
Cary,
North Carolina
|
$673
|
–
|
–
|
–
|
|
|
1862
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$641
|
+$617
|
+2
|
新規
|
|
|
1863
|
DecisionPoint Financial
Mesa,
Arizona
|
$638
|
+$617
|
+2
|
新規
|
|
|
1864
|
Freestone Grove Partners
San Francisco,
California
|
$629
|
–
|
–
|
–
|
|
|
1865
|
IMA Advisory Services
Denver,
Colorado
|
$629
|
–
|
–
|
–
|
|
|
1866
|
Tidemark
San Diego,
California
|
$629
|
–
|
–
|
–
|
|
|
1867
|
Triumph Capital Management
Denver,
Colorado
|
$629
|
–
|
–
|
–
|
|
|
1868
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$316
|
+$308
|
+1
|
新規
|
|
|
1869
|
Rakuten Securities
Tokyo,
Japan
|
$315
|
–
|
–
|
–
|
|
|
1870
|
Lummis Asset Management
Fort Worth,
Texas
|
$315
|
+$308
|
+1
|
新規
|
|
|
1871
|
Mosley Wealth Management
Anaheim,
California
|
$315
|
+$308
|
+1
|
新規
|
|
|
1872
|
|
–
|
-$4113万
|
-143,299
|
解消
|
|
|
1873
|
Jefferies Financial Group
New York
|
–
|
-$3963万
|
-138,093
|
解消
|
|
|
1874
|
Zurich Insurance Group
Zurich,
Switzerland
|
–
|
-$3475万
|
-121,096
|
解消
|
|
|
1875
|
OFI Invest Asset Management
Paris,
France
|
–
|
-$2899万
|
-116,366
|
解消
|
|
