|
1501
|
Copia Wealth Management
Bend,
Oregon
|
$31.7万
|
+$2.87万
|
+42
|
+11%
|
|
|
1502
|
Alpha Family Trust
Los Angeles,
California
|
$31.7万
|
–
|
–
|
–
|
|
|
1503
|
Cromwell Holdings
Jackson,
Wyoming
|
$31.6万
|
–
|
–
|
–
|
|
|
1504
|
Personal CFO Solutions
Chester,
New Jersey
|
$31.4万
|
+$29.8万
|
+436
|
新規
|
|
|
1505
|
Ehrenkranz Partners
New York
|
$31.3万
|
-$1.71万
|
-25
|
-5%
|
|
|
1506
|
Ducere Wealth Management
Newport Beach,
California
|
$31.2万
|
+$2.67万
|
+39
|
+10%
|
|
|
1507
|
Markin Volterra Fund
Rye,
New York
|
$31.2万
|
+$29.7万
|
+434
|
新規
|
|
|
1508
|
LVW Advisors
Pittsford,
New York
|
$31.2万
|
+$1.98万
|
+29
|
+7%
|
|
|
1509
|
Calton & Associates
Tampa,
Florida
|
$31.1万
|
-$7.66万
|
-112
|
-21%
|
|
|
1510
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$31万
|
–
|
–
|
–
|
|
|
1511
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$31万
|
–
|
–
|
–
|
|
|
1512
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$30.8万
|
+$29.3万
|
+428
|
新規
|
|
|
1513
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$30.7万
|
-$4.78万
|
-70
|
-13%
|
|
|
1514
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$30.6万
|
–
|
–
|
–
|
|
|
1515
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$30.6万
|
–
|
–
|
–
|
|
|
1516
|
|
$30.6万
|
-$6.84万
|
-100
|
-19%
|
|
|
1517
|
SVB Wealth
Boston,
Massachusetts
|
$30.5万
|
+$3,418
|
+5
|
+1%
|
|
|
1518
|
J. Safra Asset Management
New York
|
$30.4万
|
+$2.39万
|
+35
|
+9%
|
|
|
1519
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$30.4万
|
+$28.8万
|
+422
|
新規
|
|
|
1520
|
Integrated Quantitative Investments
Bellevue,
Washington
|
$30.4万
|
+$28.8万
|
+422
|
新規
|
|
|
1521
|
Legato Capital Management
San Francisco,
California
|
$30.4万
|
+$28.8万
|
+422
|
新規
|
|
|
1522
|
DeDora Capital
Napa,
California
|
$30.2万
|
-$1.64万
|
-24
|
-5%
|
|
|
1523
|
KWMG LLC
Overland Park,
Kansas
|
$30.2万
|
-$1.09万
|
-16
|
-4%
|
|
|
1524
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$30.2万
|
–
|
–
|
–
|
|
|
1525
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$30.2万
|
+$28.7万
|
+420
|
新規
|
|
