|
2901
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$2705万
|
+$2627万
|
12
|
14.13%
|
新規
|
|
|
2902
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$2702万
|
+$15万
|
6
|
7.04%
|
買い増し
|
|
|
2903
|
KP Management
Edina,
Minnesota
|
$2702万
|
-$71.5万
|
4
|
8.46%
|
減少
|
|
|
2904
|
|
$2702万
|
+$39万
|
3
|
14.21%
|
買い増し
|
|
|
2905
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$2700万
|
+$2613万
|
7
|
5.26%
|
新規
|
|
|
2906
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$2696万
|
+$2611万
|
6
|
7.17%
|
新規
|
|
|
2907
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2694万
|
+$2608万
|
6
|
7.72%
|
新規
|
|
|
2908
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$2692万
|
-$7.18万
|
6
|
12.91%
|
減少
|
|
|
2909
|
Ardent Capital Management
Cincinnati,
Ohio
|
$2692万
|
-$3.58万
|
4
|
12.24%
|
減少
|
|
|
2910
|
Infusive Asset Management
New York
|
$2691万
|
-$1220万
|
3
|
11.99%
|
減少
|
|
|
2911
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2690万
|
+$677万
|
11
|
2.15%
|
買い増し
|
|
|
2912
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$2690万
|
-$17.7万
|
6
|
6.17%
|
減少
|
|
|
2913
|
Impact Asset Management
Vienna,
|
$2690万
|
-$878万
|
5
|
10.63%
|
減少
|
|
|
2914
|
SkyOak Wealth
Southfield,
Michigan
|
$2690万
|
+$15万
|
6
|
5.75%
|
買い増し
|
|
|
2915
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$2690万
|
+$31.4万
|
7
|
6.83%
|
買い増し
|
|
|
2916
|
Hillman Capital Management
Bethesda,
Maryland
|
$2689万
|
-$109万
|
4
|
9.98%
|
減少
|
|
|
2917
|
Atlas Brown
Louisville,
Kentucky
|
$2682万
|
+$40.6万
|
7
|
9.17%
|
買い増し
|
|
|
2918
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$2680万
|
-$86.2万
|
6
|
4.96%
|
減少
|
|
|
2919
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$2669万
|
-$827万
|
1
|
6.97%
|
減少
|
|
|
2920
|
Broadwater Capital
Boston,
Massachusetts
|
$2665万
|
-$9.9万
|
8
|
20.42%
|
減少
|
|
|
2921
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2664万
|
-$794万
|
4
|
9.42%
|
減少
|
|
|
2922
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$2663万
|
+$109万
|
6
|
11.82%
|
買い増し
|
|
|
2923
|
Evermay Wealth Management
Arlington,
Virginia
|
$2662万
|
-$52.6万
|
11
|
4.03%
|
減少
|
|
|
2924
|
Neumann Capital Management
Foster City,
California
|
$2653万
|
-$16.2万
|
4
|
8.81%
|
減少
|
|
|
2925
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$2653万
|
+$67.9万
|
6
|
5.77%
|
買い増し
|
|
