|
4001
|
Whelan Financial
Fresno,
California
|
$3118万
|
+$43.9万
|
12
|
8.49%
|
買い増し
|
|
|
4002
|
Wilmar Advisors
Juno Beach,
Florida
|
$3118万
|
-$157万
|
6
|
22.58%
|
減少
|
|
|
4003
|
Ivy Lane Capital Management
Winter Park,
Florida
|
$3116万
|
-$498万
|
2
|
45.13%
|
減少
|
|
|
4004
|
Center for Financial Planning
Southfied,
Michigan
|
$3114万
|
-$9.6万
|
25
|
2.91%
|
減少
|
|
|
4005
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$3113万
|
+$44.7万
|
12
|
6.33%
|
買い増し
|
|
|
4006
|
Point Break Capital Management
Miami,
Florida
|
$3113万
|
+$234万
|
5
|
33.93%
|
買い増し
|
|
|
4007
|
Broadwater Capital
Boston,
Massachusetts
|
$3111万
|
-$99.2万
|
9
|
22.57%
|
減少
|
|
|
4008
|
Wealth Quarterback
Toms River,
New Jersey
|
$3111万
|
-$80.2万
|
13
|
9.61%
|
減少
|
|
|
4009
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$3110万
|
+$1.37万
|
10
|
12.64%
|
買い増し
|
|
|
4010
|
Trust Company of Kansas
Wichita,
Kansas
|
$3108万
|
+$404万
|
8
|
15.94%
|
買い増し
|
|
|
4011
|
Fulcrum Wealth Advisors
Bellevue,
Washington
|
$3104万
|
+$143万
|
10
|
23.71%
|
買い増し
|
|
|
4012
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$3102万
|
+$67.5万
|
14
|
10.54%
|
買い増し
|
|
|
4013
|
Counterweight Ventures
Wilmington,
North Carolina
|
$3102万
|
-$104万
|
11
|
15.46%
|
減少
|
|
|
4014
|
Aragon Global Management
Miami,
Florida
|
$3100万
|
+$822万
|
3
|
11.75%
|
買い増し
|
|
|
4015
|
Meridian Financial Partners
Warrenton,
Virginia
|
$3098万
|
-$77.7万
|
10
|
10.56%
|
減少
|
|
|
4016
|
Coalescence Partners Investment Management
New York
|
$3098万
|
-$2784万
|
1
|
9.09%
|
減少
|
|
|
4017
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$3097万
|
-$172万
|
10
|
7.68%
|
減少
|
|
|
4018
|
Rings Capital Management
Chicago,
Illinois
|
$3096万
|
$0
|
1
|
15.75%
|
維持
|
|
|
4019
|
Bayesian Capital Management
Brooklyn,
New York
|
$3095万
|
+$1312万
|
13
|
19.8%
|
買い増し
|
|
|
4020
|
|
$3093万
|
+$3082万
|
2
|
10.46%
|
新規
|
|
|
4021
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$3092万
|
+$366万
|
12
|
11.17%
|
買い増し
|
|
|
4022
|
Penbrook Management
New York
|
$3091万
|
-$701万
|
9
|
19.72%
|
減少
|
|
|
4023
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$3091万
|
+$494万
|
10
|
18.21%
|
買い増し
|
|
|
4024
|
NIA Impact Advisors
Berkeley,
California
|
$3090万
|
-$344万
|
11
|
12.8%
|
減少
|
|
|
4025
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$3090万
|
-$27.3万
|
6
|
4.16%
|
減少
|
|
