|
1876
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$75万
|
$0
|
1
|
0.11%
|
維持
|
|
|
1877
|
Ponta Wealth Partners
Winter Park,
Florida
|
$75万
|
+$50.3万
|
1
|
0.4%
|
新規
|
|
|
1878
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$74.9万
|
-$5.7万
|
1
|
0%
|
減少
|
|
|
1879
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$74.8万
|
-$260万
|
1
|
0.07%
|
減少
|
|
|
1880
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$74.7万
|
$0
|
1
|
0.25%
|
維持
|
|
|
1881
|
M.E. Allison & Co
San Antonio,
Texas
|
$74.5万
|
$0
|
1
|
0.43%
|
維持
|
|
|
1882
|
Cascade Financial Partners
San Diego,
California
|
$74.4万
|
+$1.3万
|
1
|
0.06%
|
買い増し
|
|
|
1883
|
Horizon Family Wealth
Chicago,
Illinois
|
$74.4万
|
+$3.85万
|
1
|
0.34%
|
買い増し
|
|
|
1884
|
Invictus Private Wealth
Denver,
Colorado
|
$74.4万
|
+$7,554
|
1
|
0.04%
|
買い増し
|
|
|
1885
|
Round Rock Advisors
Wilton,
Connecticut
|
$74.4万
|
$0
|
1
|
0.1%
|
維持
|
|
|
1886
|
Signature Equity Partners
Columbus,
Ohio
|
$74.3万
|
+$5.84万
|
2
|
0.34%
|
買い増し
|
|
|
1887
|
Autumn Glory Partners
Dallas,
Texas
|
$74.2万
|
-$24.2万
|
1
|
0.21%
|
減少
|
|
|
1888
|
GSB Wealth Management
Guilford,
Connecticut
|
$74.2万
|
+$6.34万
|
1
|
0.15%
|
買い増し
|
|
|
1889
|
Front Row Advisors
Tiburon,
California
|
$73.9万
|
+$16.3万
|
1
|
0.21%
|
買い増し
|
|
|
1890
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$73.8万
|
+$27.5万
|
1
|
0.05%
|
買い増し
|
|
|
1891
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$73.7万
|
-$1.28万
|
1
|
0.02%
|
減少
|
|
|
1892
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$73.5万
|
+$8.08万
|
1
|
0.08%
|
買い増し
|
|
|
1893
|
Merrion Investment Management
Cranford,
New Jersey
|
$73.5万
|
$0
|
1
|
0.35%
|
維持
|
|
|
1894
|
Boston Trust Walden
Boston,
Massachusetts
|
$73.4万
|
+$2,289
|
1
|
0.01%
|
買い増し
|
|
|
1895
|
Planning Directions
Glen Mills,
Pennsylvania
|
$73.3万
|
$0
|
1
|
0.34%
|
維持
|
|
|
1896
|
MCF Advisors
Covington,
Kentucky
|
$73.3万
|
+$6.13万
|
1
|
0.03%
|
買い増し
|
|
|
1897
|
Private Advisory Group
Redmond,
Washington
|
$73万
|
+$6.62万
|
1
|
0.04%
|
買い増し
|
|
|
1898
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$72.6万
|
+$1.83万
|
1
|
0.04%
|
買い増し
|
|
|
1899
|
Trilogy Capital
Irvine,
California
|
$72.5万
|
+$8,469
|
1
|
0.03%
|
買い増し
|
|
|
1900
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$72.3万
|
+$5,265
|
1
|
0.25%
|
買い増し
|
|
