|
3926
|
OneAscent Financial Services
Birmingham,
Alabama
|
$531万
|
+$257万
|
4
|
2.41%
|
買い増し
|
|
|
3927
|
CM Wealth Advisors
Beachwood,
Ohio
|
$531万
|
+$566万
|
5
|
3.25%
|
新規
|
|
|
3928
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$531万
|
+$162万
|
3
|
5.72%
|
買い増し
|
|
|
3929
|
|
$530万
|
$0
|
2
|
1.5%
|
維持
|
|
|
3930
|
NinePointTwo Capital
Los Angeles,
California
|
$530万
|
+$47.5万
|
7
|
1.85%
|
買い増し
|
|
|
3931
|
Karpas Strategies
Litchfield,
Connecticut
|
$529万
|
-$16.2万
|
3
|
1.85%
|
減少
|
|
|
3932
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$529万
|
-$29.8万
|
4
|
4.8%
|
減少
|
|
|
3933
|
LifeSteps Financial
Claremont,
California
|
$529万
|
-$56万
|
4
|
5.51%
|
減少
|
|
|
3934
|
Front Street Capital Management
Missoula,
Montana
|
$528万
|
+$240万
|
3
|
1.25%
|
買い増し
|
|
|
3935
|
New World Advisors
Hingham,
Massachusetts
|
$528万
|
+$57.5万
|
4
|
2.84%
|
買い増し
|
|
|
3936
|
Truepoint Inc
Cincinnati,
Ohio
|
$528万
|
+$42.8万
|
5
|
0.27%
|
買い増し
|
|
|
3937
|
Capitol Family Office
Beaverton,
Oregon
|
$527万
|
+$9.8万
|
3
|
5.43%
|
買い増し
|
|
|
3938
|
Delta Capital Management
Red Bank,
New Jersey
|
$527万
|
+$1.1万
|
3
|
3.97%
|
買い増し
|
|
|
3939
|
JVL Associates
Wyoming,
Michigan
|
$527万
|
-$1.67万
|
5
|
3.67%
|
減少
|
|
|
3940
|
AllGen Financial Advisors
Orlando,
Florida
|
$527万
|
-$3.12万
|
1
|
4.33%
|
減少
|
|
|
3941
|
Covenant Partners
Nashville,
Tennessee
|
$527万
|
-$54万
|
3
|
2.44%
|
減少
|
|
|
3942
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$525万
|
-$131万
|
6
|
3.13%
|
減少
|
|
|
3943
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$525万
|
-$675万
|
2
|
4.08%
|
減少
|
|
|
3944
|
Demars Financial Group
Spokane Valley,
Washington
|
$525万
|
-$140万
|
3
|
2.99%
|
減少
|
|
|
3945
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$524万
|
+$65.7万
|
2
|
5.97%
|
買い増し
|
|
|
3946
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$524万
|
+$56.3万
|
4
|
2.63%
|
買い増し
|
|
|
3947
|
4J Wealth Management
Alexandria,
Virginia
|
$523万
|
+$3.91万
|
4
|
6.58%
|
買い増し
|
|
|
3948
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$522万
|
$0
|
2
|
1.85%
|
維持
|
|
|
3949
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$520万
|
-$2.04万
|
1
|
4.28%
|
減少
|
|
|
3950
|
Matrix Private Capital Group
New York
|
$520万
|
+$11.1万
|
7
|
2.96%
|
買い増し
|
|
