|
1876
|
TrustBank
Olney,
Illinois
|
$66.3万
|
$0
|
2
|
0.22%
|
維持
|
|
|
1877
|
Investmark Advisory Group
Shelton,
Connecticut
|
$65.7万
|
+$17.1万
|
2
|
0.25%
|
買い増し
|
|
|
1878
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$65.7万
|
+$21万
|
2
|
0.13%
|
買い増し
|
|
|
1879
|
Quotient Wealth Partners
Dallas,
Texas
|
$65.5万
|
+$4.4万
|
1
|
0.02%
|
買い増し
|
|
|
1880
|
Lynx Capital Group
Beachwood,
Ohio
|
$65.3万
|
$0
|
1
|
0.26%
|
維持
|
|
|
1881
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$65.1万
|
+$5.9万
|
1
|
0.03%
|
買い増し
|
|
|
1882
|
Peak Financial Advisors
Denver,
Colorado
|
$65万
|
+$2,948
|
1
|
0.27%
|
買い増し
|
|
|
1883
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$64.7万
|
+$4.92万
|
1
|
0.03%
|
買い増し
|
|
|
1884
|
Leuthold Group
Minneapolis,
Minnesota
|
$64.7万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1885
|
OneAscent Financial Services
Birmingham,
Alabama
|
$64.6万
|
+$26.6万
|
2
|
0.03%
|
買い増し
|
|
|
1886
|
Grace & White Inc
Ny,
New York
|
$64.6万
|
$0
|
1
|
0.1%
|
維持
|
|
|
1887
|
First Foundation Advisors
Irvine,
California
|
$64.5万
|
+$10.3万
|
1
|
0.02%
|
買い増し
|
|
|
1888
|
Swiss Re
Zurich,
Switzerland
|
$64.4万
|
+$49.8万
|
2
|
0.06%
|
買い増し
|
|
|
1889
|
Oxford Asset Management
Oxford,
United Kingdom
|
$64.2万
|
+$35.8万
|
2
|
0.32%
|
買い増し
|
|
|
1890
|
Wakefield Asset Management
Englewood,
Colorado
|
$64.2万
|
+$1.56万
|
1
|
0.14%
|
買い増し
|
|
|
1891
|
Cambient Family Office
Ada,
Michigan
|
$64.1万
|
-$11.1万
|
2
|
0.08%
|
減少
|
|
|
1892
|
Fortem Financial Group
Palm Desert,
California
|
$63.9万
|
+$21.3万
|
2
|
0.13%
|
買い増し
|
|
|
1893
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$63.9万
|
-$8,034
|
1
|
0.13%
|
減少
|
|
|
1894
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$63.9万
|
+$1.88万
|
1
|
0.21%
|
買い増し
|
|
|
1895
|
Baron Wealth Management
Troy,
Michigan
|
$63.5万
|
+$12.6万
|
2
|
0.16%
|
買い増し
|
|
|
1896
|
AMI Asset Management
Los Angeles,
California
|
$63.5万
|
+$54.6万
|
1
|
0.04%
|
新規
|
|
|
1897
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$63.3万
|
$0
|
2
|
0.2%
|
維持
|
|
|
1898
|
Asset One Wealth Management
Bellevue,
Washington
|
$63.2万
|
+$10.9万
|
2
|
0.07%
|
買い増し
|
|
|
1899
|
Wexford Capital
West Palm Beach,
Florida
|
$63.2万
|
$0
|
1
|
0.08%
|
維持
|
|
|
1900
|
Shearwater Capital
Denver,
Colorado
|
$63.1万
|
$0
|
1
|
0.3%
|
維持
|
|
