|
4501
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$60.8万
|
-$286万
|
2
|
5.77%
|
減少
|
|
|
4502
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$60.7万
|
-$7.22万
|
1
|
0.38%
|
減少
|
|
|
4503
|
Triad Investment Management
Newport Beach,
California
|
$60.4万
|
+$11万
|
2
|
0.67%
|
買い増し
|
|
|
4504
|
Daniels + Tansey
Wilmington,
Delaware
|
$59.8万
|
+$57万
|
2
|
0.25%
|
新規
|
|
|
4505
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$59.4万
|
-$47.2万
|
1
|
0.38%
|
減少
|
|
|
4506
|
Jordan Park Group
San Francisco,
California
|
$59.1万
|
+$57.5万
|
2
|
0.04%
|
新規
|
|
|
4507
|
MKD Wealth Coaches
Troy,
Michigan
|
$59.1万
|
+$47.8万
|
3
|
0.95%
|
買い増し
|
|
|
4508
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$58.7万
|
+$10万
|
7
|
0.24%
|
買い増し
|
|
|
4509
|
Stephens Investment Management Group
Houston,
Texas
|
$58.6万
|
$0
|
2
|
0.01%
|
維持
|
|
|
4510
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$58.5万
|
+$1.17万
|
2
|
0.35%
|
買い増し
|
|
|
4511
|
Seneca Financial Advisors
Rochester,
New York
|
$58.3万
|
+$56.8万
|
2
|
0.44%
|
新規
|
|
|
4512
|
Landscape Capital Management
Englewood,
New Jersey
|
$58.3万
|
$0
|
1
|
0.09%
|
維持
|
|
|
4513
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$58.1万
|
+$56.2万
|
1
|
0.57%
|
新規
|
|
|
4514
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$57.5万
|
-$6.28万
|
5
|
0.7%
|
減少
|
|
|
4515
|
BCK Partners
Corning,
New York
|
$57.3万
|
+$55.7万
|
2
|
0.5%
|
新規
|
|
|
4516
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$56万
|
-$1.31万
|
1
|
0.27%
|
減少
|
|
|
4517
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$55.8万
|
+$53.9万
|
1
|
0.25%
|
新規
|
|
|
4518
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$55.8万
|
-$54万
|
2
|
0.08%
|
減少
|
|
|
4519
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$55.7万
|
-$33.1万
|
1
|
0.37%
|
減少
|
|
|
4520
|
Total Wealth Planning
Cincinnati,
Ohio
|
$55.7万
|
+$3.32万
|
2
|
0.26%
|
買い増し
|
|
|
4521
|
Peavine Capital
Reno,
Nevada
|
$55.4万
|
$0
|
1
|
0.14%
|
維持
|
|
|
4522
|
Gleason Group
Prospect,
Kentucky
|
$54.6万
|
+$3.23万
|
6
|
0.26%
|
買い増し
|
|
|
4523
|
JMG Financial Group
Downers Grove,
Illinois
|
$54.5万
|
-$6.79万
|
2
|
0.04%
|
減少
|
|
|
4524
|
Alpha Omega Group
Reston,
Virginia
|
$53.7万
|
+$52.3万
|
2
|
0.52%
|
新規
|
|
|
4525
|
TFO Wealth Partners
Maumee,
Ohio
|
$53.4万
|
-$36.5万
|
2
|
0.17%
|
減少
|
|