|
351
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$33万
|
–
|
–
|
–
|
|
|
352
|
OceanIQ Capital
Palo Alto,
California
|
$32.8万
|
+$32.8万
|
+6,600
|
新規
|
|
|
353
|
Curi RMB Capital
Chicago,
Illinois
|
$32.7万
|
–
|
–
|
–
|
|
|
354
|
Financial Plan Inc
Bellingham,
Washington
|
$32.4万
|
+$32.4万
|
+6,508
|
新規
|
|
|
355
|
New Capital Management
Houston,
Texas
|
$31.5万
|
-$10.6万
|
-2,124
|
-25%
|
|
|
356
|
Bulwark Capital
Fernandina Beach,
Florida
|
$31.3万
|
+$23.8万
|
+4,785
|
+318%
|
|
|
357
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$31.2万
|
–
|
–
|
–
|
|
|
358
|
Cogent Private Wealth
Orlando,
Florida
|
$30.4万
|
–
|
–
|
–
|
|
|
359
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$30.3万
|
+$30.3万
|
+6,089
|
新規
|
|
|
360
|
Peak Asset Management
Louisville,
Colorado
|
$30.2万
|
–
|
–
|
–
|
|
|
361
|
Willis Johnson & Associates
Houston,
Texas
|
$30.1万
|
-$56.1万
|
-11,282
|
-65%
|
|
|
362
|
Safeguard Investment Advisory Group
Corona,
California
|
$30万
|
+$30万
|
+6,036
|
新規
|
|
|
363
|
Commerce Bank
Kansas City,
Missouri
|
$29.9万
|
–
|
–
|
–
|
|
|
364
|
25 LLC
St. Louis,
Missouri
|
$29.7万
|
+$1,442
|
+29
|
+0.5%
|
|
|
365
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$29.4万
|
+$3.62万
|
+729
|
+14%
|
|
|
366
|
Integrity Alliance
Urbandale,
Iowa
|
$29.3万
|
+$2.77万
|
+557
|
+10%
|
|
|
367
|
SeaCrest Wealth Management
Purchase,
New York
|
$29.1万
|
–
|
–
|
–
|
|
|
368
|
Choreo LLC
Rockford,
Illinois
|
$29.1万
|
-$7.7万
|
-1,549
|
-21%
|
|
|
369
|
TAGStone Capital
Charlotte,
North Carolina
|
$28.6万
|
-$16.9万
|
-3,400
|
-37%
|
|
|
370
|
Fairview Capital Investment Management
Greenbrae,
California
|
$28.5万
|
+$28.4万
|
+5,717
|
新規
|
|
|
371
|
Terril Brothers
St. Louis,
Missouri
|
$28.4万
|
–
|
–
|
–
|
|
|
372
|
Long Island Wealth Management
Melville,
New York
|
$28.2万
|
+$8.01万
|
+1,610
|
+40%
|
|
|
373
|
WNY Asset Management
Williamsville,
New York
|
$28万
|
+$597
|
+12
|
+0.2%
|
|
|
374
|
Prospera Financial Services
Dallas,
Texas
|
$27.9万
|
+$9,944
|
+200
|
+4%
|
|
|
375
|
China Universal Asset Management Company
Shanghai,
China
|
$27.9万
|
+$27.8万
|
+5,600
|
新規
|
|
