|
4301
|
Sachetta
Lynnfield,
Massachusetts
|
$744万
|
$0
|
19
|
3.53%
|
維持
|
|
|
4302
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$743万
|
-$75.3万
|
3
|
5.49%
|
減少
|
|
|
4303
|
Taylor Financial Group
Roanoke,
Virginia
|
$742万
|
-$7.95万
|
5
|
5.65%
|
減少
|
|
|
4304
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$742万
|
-$10.9万
|
3
|
2.54%
|
減少
|
|
|
4305
|
Covestor
London,
United Kingdom
|
$742万
|
+$134万
|
24
|
4.71%
|
買い増し
|
|
|
4306
|
Custom Index Systems
New York
|
$740万
|
+$37.1万
|
5
|
4.21%
|
買い増し
|
|
|
4307
|
Copperleaf Capital
Raleigh,
North Carolina
|
$740万
|
-$5.85万
|
3
|
6.4%
|
減少
|
|
|
4308
|
Integris Wealth Management
Monterey,
California
|
$738万
|
-$23.3万
|
5
|
2.04%
|
減少
|
|
|
4309
|
BetterWealth
San Jose,
California
|
$738万
|
-$10.1万
|
4
|
2.4%
|
減少
|
|
|
4310
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$738万
|
-$3.34万
|
2
|
6.46%
|
減少
|
|
|
4311
|
Unique Wealth
Clearwater,
Florida
|
$737万
|
+$131万
|
4
|
2.08%
|
買い増し
|
|
|
4312
|
Hara Capital
Bellevue,
Washington
|
$737万
|
-$12.7万
|
5
|
4.42%
|
減少
|
|
|
4313
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$736万
|
+$696万
|
9
|
7.35%
|
新規
|
|
|
4314
|
IAM Advisory
Easton,
Pennsylvania
|
$735万
|
+$14万
|
6
|
2.01%
|
買い増し
|
|
|
4315
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$735万
|
+$10.6万
|
4
|
3.25%
|
買い増し
|
|
|
4316
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$732万
|
$0
|
5
|
2.05%
|
維持
|
|
|
4317
|
Cypress Capital
Franklin,
Tennessee
|
$732万
|
-$42.5万
|
5
|
2%
|
減少
|
|
|
4318
|
Bosun Asset Management
Chicago,
Illinois
|
$732万
|
+$137万
|
5
|
4.17%
|
買い増し
|
|
|
4319
|
Martin Capital Partners
Eugene,
Oregon
|
$731万
|
-$20.5万
|
1
|
2.8%
|
減少
|
|
|
4320
|
HBC Financial Services
Seattle,
Washington
|
$731万
|
-$15.1万
|
4
|
4.96%
|
減少
|
|
|
4321
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$729万
|
+$147万
|
5
|
6.61%
|
買い増し
|
|
|
4322
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$728万
|
+$150万
|
4
|
5.55%
|
買い増し
|
|
|
4323
|
WealthCollab
Bellevue,
Washington
|
$727万
|
+$7.06万
|
15
|
5.36%
|
買い増し
|
|
|
4324
|
Silvia McColl Wealth Management
San Diego,
California
|
$726万
|
+$31.2万
|
5
|
6.23%
|
買い増し
|
|
|
4325
|
Karpas Strategies
Litchfield,
Connecticut
|
$726万
|
-$86.2万
|
4
|
2.26%
|
減少
|
|
