|
1001
|
Burk Holdings
Tulsa,
Oklahoma
|
$918
|
–
|
–
|
–
|
|
|
1002
|
Investors Portfolio Services
Puyallup,
Washington
|
$918
|
–
|
–
|
–
|
|
|
1003
|
Phillip James Consulting
Plymouth,
Minnesota
|
$918
|
–
|
–
|
–
|
|
|
1004
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$918
|
–
|
–
|
–
|
|
|
1005
|
Kings Path Partners
Sugar Land,
Texas
|
$918
|
+$937
|
+4
|
新規
|
|
|
1006
|
Breakwater Investment Management
Seattle,
Washington
|
$689
|
+$703
|
+3
|
新規
|
|
|
1007
|
Mosley Wealth Management
Anaheim,
California
|
$688
|
+$703
|
+3
|
新規
|
|
|
1008
|
|
$688
|
+$703
|
+3
|
新規
|
|
|
1009
|
IMA Advisory Services
Denver,
Colorado
|
$460
|
–
|
–
|
–
|
|
|
1010
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$459
|
-$6.16万
|
-263
|
-99%
|
|
|
1011
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$459
|
–
|
–
|
–
|
|
|
1012
|
Davis Capital Management
Jacksonville,
Florida
|
$459
|
+$234
|
+1
|
+100%
|
|
|
1013
|
TFC Financial Management
Boston,
Massachusetts
|
$459
|
+$234
|
+1
|
+100%
|
|
|
1014
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$459
|
+$468
|
+2
|
新規
|
|
|
1015
|
Signature Resources Capital Management
Newport Beach,
California
|
$459
|
+$468
|
+2
|
新規
|
|
|
1016
|
Sankala Group
Lyons,
Colorado
|
$250
|
+$234
|
+1
|
新規
|
|
|
1017
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$242
|
+$234
|
+1
|
新規
|
|
|
1018
|
Asset Dedication LLC
San Francisco,
California
|
$230
|
–
|
–
|
–
|
|
|
1019
|
GHP Investment Advisors
Denver,
Colorado
|
$230
|
–
|
–
|
–
|
|
|
1020
|
NorthAvenue LLC
Columbus,
Ohio
|
$230
|
–
|
–
|
–
|
|
|
1021
|
Abound Wealth Management
Franklin,
Tennessee
|
$230
|
+$234
|
+1
|
新規
|
|
|
1022
|
Maryland Capital Advisors
Chester,
Maryland
|
$230
|
+$234
|
+1
|
新規
|
|
|
1023
|
Tidemark
San Diego,
California
|
$229
|
–
|
–
|
–
|
|
|
1024
|
Kingdom Financial Group
Peoria,
Arizona
|
$101
|
–
|
–
|
–
|
|
|
1025
|
Bornite Capital Management
New York
|
–
|
-$6300万
|
-350,000
|
解消
|
|
