|
1101
|
Tidemark
San Diego,
California
|
$750
|
–
|
–
|
–
|
|
|
1102
|
WealthCollab
Bellevue,
Washington
|
$750
|
–
|
–
|
–
|
|
|
1103
|
Atwood & Palmer
Kansas City,
Missouri
|
$750
|
+$662
|
+3
|
新規
|
|
|
1104
|
|
$750
|
+$662
|
+3
|
新規
|
|
|
1105
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$750
|
+$662
|
+3
|
新規
|
|
|
1106
|
NBT Bank
Norwich,
New York
|
$500
|
-$7,061
|
-32
|
-94%
|
|
|
1107
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$500
|
–
|
–
|
–
|
|
|
1108
|
Breakwater Investment Management
Seattle,
Washington
|
$500
|
–
|
–
|
–
|
|
|
1109
|
City State Bank
Norwalk,
Iowa
|
$500
|
–
|
–
|
–
|
|
|
1110
|
Phillip James Consulting
Plymouth,
Minnesota
|
$500
|
–
|
–
|
–
|
|
|
1111
|
Trust Company
Manhattan,
Kansas
|
$500
|
–
|
–
|
–
|
|
|
1112
|
Winch Advisory Services
Appleton,
Wisconsin
|
$500
|
–
|
–
|
–
|
|
|
1113
|
IMA Advisory Services
Denver,
Colorado
|
$500
|
+$221
|
+1
|
+100%
|
|
|
1114
|
BOK Financial
Tulsa,
Oklahoma
|
$500
|
+$441
|
+2
|
新規
|
|
|
1115
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$500
|
+$441
|
+2
|
新規
|
|
|
1116
|
DecisionPoint Financial
Mesa,
Arizona
|
$251
|
-$221
|
-1
|
-50%
|
|
|
1117
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$250
|
–
|
–
|
–
|
|
|
1118
|
Godfrey Financial Associates
Glenmont,
New York
|
$250
|
–
|
–
|
–
|
|
|
1119
|
TFC Financial Management
Boston,
Massachusetts
|
$250
|
–
|
–
|
–
|
|
|
1120
|
Vision Retirement
Ridgewood,
New Jersey
|
$250
|
–
|
–
|
–
|
|
|
1121
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$250
|
+$221
|
+1
|
新規
|
|
|
1122
|
Cordant Inc
Portland,
Oregon
|
$235
|
+$221
|
+1
|
新規
|
|
|
1123
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$49
|
–
|
–
|
–
|
|
|
1124
|
Gilpin Wealth Management
Denver,
Colorado
|
$12
|
–
|
–
|
–
|
|
|
1125
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$3.64億
|
-1,648,200
|
解消
|
|
