|
1601
|
Edge Wealth Management
New York
|
$4037万
|
-$349万
|
3
|
9.39%
|
減少
|
|
|
1602
|
First Western Trust Bank
Denver,
Colorado
|
$4030万
|
+$95万
|
6
|
2.31%
|
買い増し
|
|
|
1603
|
Invictus Private Wealth
Denver,
Colorado
|
$4030万
|
+$4197万
|
7
|
5.19%
|
新規
|
|
|
1604
|
Mengis Capital Management
Portland,
Oregon
|
$4026万
|
+$48.6万
|
6
|
8.78%
|
買い増し
|
|
|
1605
|
First Nebraska Trust
Lincoln,
Nebraska
|
$4024万
|
+$13万
|
7
|
5.24%
|
買い増し
|
|
|
1606
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$4015万
|
+$1751万
|
1
|
5.41%
|
買い増し
|
|
|
1607
|
Vision Capital Management
Portland,
Oregon
|
$4014万
|
+$61.8万
|
3
|
7.67%
|
買い増し
|
|
|
1608
|
Soltis Investment Advisors
St. George,
Utah
|
$4004万
|
+$444万
|
7
|
5.27%
|
買い増し
|
|
|
1609
|
Private Trust Company
Cleveland,
Ohio
|
$4002万
|
-$96.1万
|
20
|
5.94%
|
減少
|
|
|
1610
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3995万
|
-$20.3万
|
10
|
2.2%
|
減少
|
|
|
1611
|
Bellevue Asset Management
Bellevue,
Washington
|
$3989万
|
+$342万
|
10
|
30.85%
|
買い増し
|
|
|
1612
|
|
$3984万
|
-$2588万
|
1
|
11.78%
|
減少
|
|
|
1613
|
Arrow Financial
Glens Falls,
New York
|
$3977万
|
-$113万
|
9
|
5.4%
|
減少
|
|
|
1614
|
Valicenti Advisory Services
Elmira,
New York
|
$3961万
|
-$438万
|
6
|
14.43%
|
減少
|
|
|
1615
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$3961万
|
+$3884万
|
5
|
7.51%
|
新規
|
|
|
1616
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3957万
|
-$116万
|
6
|
2.61%
|
減少
|
|
|
1617
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3945万
|
-$442万
|
9
|
2.42%
|
減少
|
|
|
1618
|
Ashburton (Jersey)
St Helier,
Jersey
|
$3944万
|
-$176万
|
5
|
22.11%
|
減少
|
|
|
1619
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3930万
|
+$3787万
|
6
|
2.75%
|
新規
|
|
|
1620
|
Granahan Investment Management
Waltham,
Massachusetts
|
$3928万
|
+$370万
|
3
|
1.2%
|
買い増し
|
|
|
1621
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3922万
|
+$131万
|
5
|
3.55%
|
買い増し
|
|
|
1622
|
John G. Ullman & Associates
Corning,
New York
|
$3922万
|
+$333万
|
8
|
6.25%
|
買い増し
|
|
|
1623
|
Dash Acquisitions
Woodland Hills,
California
|
$3918万
|
-$50.1万
|
5
|
20.61%
|
減少
|
|
|
1624
|
Rice Partnership
Honolulu,
Hawaii
|
$3914万
|
+$60万
|
5
|
12.35%
|
買い増し
|
|
|
1625
|
Auxier Asset Management
Aurora,
Oregon
|
$3914万
|
-$14.4万
|
7
|
6.75%
|
減少
|
|