|
1876
|
De Burlo Group
Boston,
Massachusetts
|
$1926万
|
-$288万
|
2
|
3.89%
|
減少
|
|
|
1877
|
CSat Investment Advisory
Detroit,
Michigan
|
$1926万
|
-$199万
|
12
|
9.74%
|
減少
|
|
|
1878
|
Harber Asset Management
Asheville,
North Carolina
|
$1924万
|
-$1080万
|
3
|
5.48%
|
減少
|
|
|
1879
|
Cadence Capital Management
Boston,
Massachusetts
|
$1919万
|
+$228万
|
10
|
1.73%
|
買い増し
|
|
|
1880
|
Bray Capital Advisors
Naples,
Florida
|
$1918万
|
+$46.9万
|
8
|
7.95%
|
買い増し
|
|
|
1881
|
Private Capital Advisors
Darien,
Connecticut
|
$1918万
|
+$22.4万
|
6
|
5.8%
|
買い増し
|
|
|
1882
|
Homrich & Berg
Atlanta,
Georgia
|
$1918万
|
+$47.6万
|
7
|
1%
|
買い増し
|
|
|
1883
|
Capital Impact Advisors
Boston,
Massachusetts
|
$1916万
|
$0
|
5
|
8.49%
|
維持
|
|
|
1884
|
Central Bank & Trust
Lexington,
Kentucky
|
$1912万
|
-$501万
|
6
|
4.29%
|
減少
|
|
|
1885
|
Greenline Partners
New York
|
$1911万
|
+$469万
|
4
|
6.26%
|
買い増し
|
|
|
1886
|
Summit Trail Advisors
New York
|
$1910万
|
-$2896万
|
6
|
8.26%
|
減少
|
|
|
1887
|
|
$1906万
|
+$117万
|
4
|
7.74%
|
買い増し
|
|
|
1888
|
Avior Wealth Management
Omaha,
Nebraska
|
$1905万
|
+$61.7万
|
13
|
4.04%
|
買い増し
|
|
|
1889
|
Selective Wealth Management
Forest,
Virginia
|
$1904万
|
+$1785万
|
2
|
22.99%
|
新規
|
|
|
1890
|
Venturi Wealth Management
Austin,
Texas
|
$1904万
|
+$9.12万
|
7
|
2.47%
|
買い増し
|
|
|
1891
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1902万
|
+$69.2万
|
10
|
10.52%
|
買い増し
|
|
|
1892
|
First Nebraska Trust
Lincoln,
Nebraska
|
$1897万
|
+$105万
|
7
|
3.42%
|
買い増し
|
|
|
1893
|
Hennessy Advisors Inc
Novato,
California
|
$1896万
|
+$342万
|
3
|
0.88%
|
買い増し
|
|
|
1894
|
|
$1892万
|
-$24.2万
|
4
|
7.37%
|
減少
|
|
|
1895
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1888万
|
-$5.47万
|
6
|
5.96%
|
減少
|
|
|
1896
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$1885万
|
-$115万
|
6
|
14.75%
|
減少
|
|
|
1897
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1881万
|
-$65.9万
|
14
|
2.04%
|
減少
|
|
|
1898
|
Community Financial Services Group
Newport,
Vermont
|
$1880万
|
+$10万
|
4
|
6.4%
|
買い増し
|
|
|
1899
|
Investure LLC
Charlottesville,
Virginia
|
$1876万
|
+$60万
|
1
|
3.59%
|
買い増し
|
|
|
1900
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$1875万
|
-$38.9万
|
12
|
8.09%
|
減少
|
|
