|
1626
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$28.5万
|
–
|
–
|
–
|
|
|
1627
|
Tobias Financial Advisors
Plantation,
Florida
|
$28.5万
|
–
|
–
|
–
|
|
|
1628
|
Riversedge Advisors
Wilmington,
Delaware
|
$28.4万
|
+$26.9万
|
+849
|
新規
|
|
|
1629
|
Integris Wealth Management
Monterey,
California
|
$28.3万
|
–
|
–
|
–
|
|
|
1630
|
Tidemark
San Diego,
California
|
$28.1万
|
+$634
|
+2
|
+0.2%
|
|
|
1631
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$28万
|
+$26.5万
|
+837
|
新規
|
|
|
1632
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$28万
|
+$26.5万
|
+837
|
新規
|
|
|
1633
|
|
$27.8万
|
+$26.3万
|
+829
|
新規
|
|
|
1634
|
Barrett & Company
Providence,
Rhode Island
|
$27.6万
|
+$15.9万
|
+500
|
+154%
|
|
|
1635
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$27.5万
|
-$107万
|
-3,358
|
-86%
|
|
|
1636
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$27.5万
|
-$6,977
|
-22
|
-3%
|
|
|
1637
|
Institute for Wealth Management
Denver,
Colorado
|
$27.5万
|
–
|
–
|
–
|
|
|
1638
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$27.3万
|
+$6.98万
|
+220
|
+37%
|
|
|
1639
|
Plimoth Trust
Plymouth,
Massachusetts
|
$27.3万
|
–
|
–
|
–
|
|
|
1640
|
Precedent Wealth Partners
Houston,
Texas
|
$27.3万
|
+$25.8万
|
+815
|
新規
|
|
|
1641
|
Whelan Financial
Fresno,
California
|
$27.2万
|
–
|
–
|
–
|
|
|
1642
|
Blue Fin Capital
Warren,
Rhode Island
|
$27.2万
|
+$25.8万
|
+812
|
新規
|
|
|
1643
|
180 Wealth Advisors
Federal Way,
Washington
|
$27.2万
|
-$2.03万
|
-64
|
-7%
|
|
|
1644
|
Cary Street Partners
Richmond,
Virginia
|
$27.1万
|
+$8.88万
|
+280
|
+53%
|
|
|
1645
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$27.1万
|
+$25.7万
|
+809
|
新規
|
|
|
1646
|
Calamos Wealth Management
Naperville,
Illinois
|
$27万
|
-$12.6万
|
-396
|
-33%
|
|
|
1647
|
Burney Company
Reston,
Virginia
|
$27万
|
+$25.6万
|
+806
|
新規
|
|
|
1648
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$27万
|
+$6.34万
|
+200
|
+33%
|
|
|
1649
|
Wharton Business Group
Malvern,
Pennsylvania
|
$27万
|
-$16.8万
|
-530
|
-40%
|
|
|
1650
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$26.9万
|
+$25.5万
|
+804
|
新規
|
|
