|
2026
|
American Assets Investment Management
San Diego,
California
|
$2898万
|
+$169万
|
3
|
4.72%
|
買い増し
|
|
|
2027
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2890万
|
+$129万
|
6
|
4.53%
|
買い増し
|
|
|
2028
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$2871万
|
+$1696万
|
5
|
9.37%
|
買い増し
|
|
|
2029
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$2867万
|
+$12.8万
|
13
|
9.74%
|
買い増し
|
|
|
2030
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2867万
|
+$27.9万
|
7
|
6.67%
|
買い増し
|
|
|
2031
|
Islet Management
New York
|
$2864万
|
+$1425万
|
2
|
1.31%
|
買い増し
|
|
|
2032
|
|
$2861万
|
-$22.6万
|
4
|
9.34%
|
減少
|
|
|
2033
|
QV Investors
Calgary,
Alberta, Canada
|
$2859万
|
-$269万
|
2
|
1.88%
|
減少
|
|
|
2034
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$2858万
|
-$3241万
|
4
|
10.51%
|
減少
|
|
|
2035
|
Sigma Investment Counselors
Northville,
Michigan
|
$2854万
|
+$1314万
|
5
|
2.46%
|
買い増し
|
|
|
2036
|
Allworth Financial
Folsom,
California
|
$2849万
|
+$46万
|
19
|
0.75%
|
買い増し
|
|
|
2037
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2848万
|
+$2.2万
|
9
|
3.22%
|
買い増し
|
|
|
2038
|
Cadence Bank
Tupelo,
Mississippi
|
$2844万
|
+$229万
|
7
|
4.46%
|
買い増し
|
|
|
2039
|
Soundmark Wealth Management
Kirkland,
Washington
|
$2842万
|
+$2765万
|
3
|
18.14%
|
新規
|
|
|
2040
|
Mission Creek Capital Partners
San Francisco,
California
|
$2840万
|
+$984万
|
7
|
8.7%
|
買い増し
|
|
|
2041
|
Capital City Trust
Tallahassee,
Florida
|
$2840万
|
-$89万
|
6
|
9.92%
|
減少
|
|
|
2042
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$2836万
|
-$7.69万
|
6
|
6.72%
|
減少
|
|
|
2043
|
Corda Investment Management
Houston,
Texas
|
$2836万
|
-$57.4万
|
3
|
2.85%
|
減少
|
|
|
2044
|
Arden Trust
Wilmington,
Delaware
|
$2835万
|
-$249万
|
12
|
4.7%
|
減少
|
|
|
2045
|
Congress Park Capital
Saratoga Springs,
New York
|
$2833万
|
+$5.47万
|
6
|
16.77%
|
買い増し
|
|
|
2046
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$2830万
|
-$449万
|
4
|
5.79%
|
減少
|
|
|
2047
|
Cozad Asset Management
Champaign,
Illinois
|
$2830万
|
-$107万
|
7
|
5.06%
|
減少
|
|
|
2048
|
Minot Wealth Management
Westwood,
Massachusetts
|
$2830万
|
+$170万
|
7
|
8.44%
|
買い増し
|
|
|
2049
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$2828万
|
-$67万
|
6
|
4.79%
|
減少
|
|
|
2050
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$2823万
|
-$439万
|
3
|
10.62%
|
減少
|
|