|
3726
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$30万
|
+$28.4万
|
+714
|
新規
|
|
|
3727
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$30万
|
+$28.4万
|
+714
|
新規
|
|
|
3728
|
Retirement Planning Group (New York)
Malta,
New York
|
$30万
|
–
|
–
|
–
|
|
|
3729
|
True Wealth Design
Akron,
Ohio
|
$29.9万
|
+$5.21万
|
+131
|
+23%
|
|
|
3730
|
Momentous Wealth Management
Vancouver,
Washington
|
$29.9万
|
-$6.6万
|
-166
|
-19%
|
|
|
3731
|
Financial & Tax Architects
St Louis,
Missouri
|
$29.9万
|
-$1.51万
|
-38
|
-5%
|
|
|
3732
|
Hofer & Associates
Thousand Oaks,
California
|
$29.9万
|
+$28.3万
|
+712
|
新規
|
|
|
3733
|
White Pine Investment Company
Livonia,
Michigan
|
$29.9万
|
-$16.2万
|
-408
|
-36%
|
|
|
3734
|
Archvest Wealth Advisors
Concord,
California
|
$29.8万
|
+$28.2万
|
+709
|
新規
|
|
|
3735
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$29.7万
|
–
|
–
|
–
|
|
|
3736
|
Lifestyle Asset Management
Friendswood,
Texas
|
$29.7万
|
+$5.81万
|
+146
|
+26%
|
|
|
3737
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$29.7万
|
+$2.23万
|
+56
|
+9%
|
|
|
3738
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$29.6万
|
-$1.79万
|
-45
|
-6%
|
|
|
3739
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$29.6万
|
-$3,182
|
-8
|
-1%
|
|
|
3740
|
|
$29.6万
|
–
|
–
|
–
|
|
|
3741
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$29.5万
|
+$5.65万
|
+142
|
+24%
|
|
|
3742
|
Montis Financial
Waltham,
Massachusetts
|
$29.4万
|
+$1,989
|
+5
|
+0.7%
|
|
|
3743
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$29.4万
|
+$7,159
|
+18
|
+3%
|
|
|
3744
|
PACK Private Wealth
Wayzata,
Minnesota
|
$29.2万
|
–
|
–
|
–
|
|
|
3745
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$29.1万
|
-$6.84万
|
-172
|
-20%
|
|
|
3746
|
Detalus Advisors
St. Louis,
Missouri
|
$29.1万
|
+$8,750
|
+22
|
+3%
|
|
|
3747
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$29.1万
|
+$27.5万
|
+692
|
新規
|
|
|
3748
|
Tradewinds Capital Management
Bellingham,
Washington
|
$29万
|
-$3.38万
|
-85
|
-11%
|
|
|
3749
|
Tiemann Investment Advisors
Menlo Park,
California
|
$29万
|
–
|
–
|
–
|
|
|
3750
|
WJ Wealth Management
Glendale,
Arizona
|
$29万
|
+$27.4万
|
+690
|
新規
|
|
