|
1926
|
PayPay Securities
Tokyo,
Japan
|
$2,160
|
–
|
–
|
–
|
|
|
1927
|
Signature Resources Capital Management
Newport Beach,
California
|
$2,160
|
–
|
–
|
–
|
|
|
1928
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$2,160
|
+$2,051
|
+3
|
新規
|
|
|
1929
|
CKW Financial Group
Honolulu,
Hawaii
|
$2,000
|
+$2,051
|
+3
|
新規
|
|
|
1930
|
Navigoe Wealth Management
Redondo Beach,
California
|
$2,000
|
+$2,051
|
+3
|
新規
|
|
|
1931
|
Seneschal Advisors
Tacoma,
Washington
|
$1,441
|
–
|
–
|
–
|
|
|
1932
|
Breakwater Investment Management
Seattle,
Washington
|
$1,441
|
+$684
|
+1
|
+100%
|
|
|
1933
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1,440
|
–
|
–
|
–
|
|
|
1934
|
Essential Partners
Rancho Santa Fe,
California
|
$1,440
|
–
|
–
|
–
|
|
|
1935
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$1,440
|
–
|
–
|
–
|
|
|
1936
|
Financial Gravity Companies
Lakeway,
Texas
|
$1,440
|
+$1,367
|
+2
|
新規
|
|
|
1937
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1,440
|
+$1,367
|
+2
|
新規
|
|
|
1938
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1,440
|
+$1,367
|
+2
|
新規
|
|
|
1939
|
DecisionPoint Financial
Mesa,
Arizona
|
$1,383
|
+$684
|
+1
|
+100%
|
|
|
1940
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1,000
|
–
|
–
|
–
|
|
|
1941
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$943
|
–
|
–
|
–
|
|
|
1942
|
West Branch Capital
Amherst,
Massachusetts
|
$721
|
–
|
–
|
–
|
|
|
1943
|
Maryland Capital Advisors
Chester,
Maryland
|
$721
|
+$684
|
+1
|
新規
|
|
|
1944
|
IMA Advisory Services
Denver,
Colorado
|
$720
|
–
|
–
|
–
|
|
|
1945
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$720
|
+$684
|
+1
|
新規
|
|
|
1946
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$720
|
+$684
|
+1
|
新規
|
|
|
1947
|
Sankala Group
Lyons,
Colorado
|
$692
|
+$684
|
+1
|
新規
|
|
|
1948
|
Cordant Inc
Portland,
Oregon
|
$685
|
+$684
|
+1
|
新規
|
|
|
1949
|
Darwin Wealth Management
Tampa,
Florida
|
$165
|
–
|
–
|
–
|
|
|
1950
|
Select Equity Group
New York
|
–
|
-$1.45億
|
-263,823
|
解消
|
|
