|
1951
|
Navigoe Wealth Management
Redondo Beach,
California
|
$3,000
|
+$3,051
|
+4
|
新規
|
|
|
1952
|
Westfuller Advisors
New York
|
$2,900
|
-$5.34万
|
-70
|
-96%
|
|
|
1953
|
Nvest Wealth Strategies
Powell,
Ohio
|
$2,895
|
–
|
–
|
–
|
|
|
1954
|
Seneschal Advisors
Tacoma,
Washington
|
$2,895
|
–
|
–
|
–
|
|
|
1955
|
NVWM LLC
Yardley,
Pennsylvania
|
$2,895
|
+$763
|
+1
|
+50%
|
|
|
1956
|
Downshift Financial
Boulder,
Colorado
|
$2,895
|
+$2,288
|
+3
|
新規
|
|
|
1957
|
Mosley Wealth Management
Anaheim,
California
|
$2,895
|
+$2,288
|
+3
|
新規
|
|
|
1958
|
DecisionPoint Financial
Mesa,
Arizona
|
$2,746
|
+$2,288
|
+3
|
新規
|
|
|
1959
|
Copia Wealth Management
Bend,
Oregon
|
$1,930
|
-$763
|
-1
|
-33%
|
|
|
1960
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1,930
|
–
|
–
|
–
|
|
|
1961
|
Lummis Asset Management
Fort Worth,
Texas
|
$1,930
|
+$1,526
|
+2
|
新規
|
|
|
1962
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1,265
|
+$763
|
+1
|
新規
|
|
|
1963
|
CKW Financial Group
Honolulu,
Hawaii
|
$1,000
|
+$763
|
+1
|
新規
|
|
|
1964
|
Evolution Advisers
Richmond,
Virginia
|
$1,000
|
+$1,526
|
+2
|
新規
|
|
|
1965
|
3 Factor Indexing
Sacramento,
California
|
$965
|
–
|
–
|
–
|
|
|
1966
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$965
|
+$763
|
+1
|
新規
|
|
|
1967
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$965
|
+$763
|
+1
|
新規
|
|
|
1968
|
Maryland Capital Advisors
Chester,
Maryland
|
$965
|
+$763
|
+1
|
新規
|
|
|
1969
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$965
|
+$763
|
+1
|
新規
|
|
|
1970
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$965
|
+$763
|
+1
|
新規
|
|
|
1971
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$965
|
+$763
|
+1
|
新規
|
|
|
1972
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$965
|
+$763
|
+1
|
新規
|
|
|
1973
|
Darwin Wealth Management
Tampa,
Florida
|
$704
|
–
|
–
|
–
|
|
|
1974
|
Cordant Inc
Portland,
Oregon
|
$493
|
+$763
|
+1
|
新規
|
|
|
1975
|
Soroban Capital Partners
New York
|
–
|
-$2.09億
|
-534,364
|
解消
|
|
