|
1876
|
Kaizen Advisory
Wheaton,
Illinois
|
$12.8万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1877
|
Poehling Capital Management
Madison,
Wisconsin
|
$12.3万
|
$0
|
1
|
0.1%
|
維持
|
|
|
1878
|
FNY Managed Accounts
New York
|
$12万
|
+$5.19万
|
1
|
0.14%
|
買い増し
|
|
|
1879
|
Grisanti Capital Management
New York
|
$12万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1880
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.9万
|
-$2.1万
|
1
|
0.08%
|
減少
|
|
|
1881
|
Cordasco Financial Network
Naples,
Florida
|
$11.7万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1882
|
SWS Partners
Columbus,
Ohio
|
$11.5万
|
+$151
|
1
|
0.08%
|
買い増し
|
|
|
1883
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$11.1万
|
$0
|
1
|
0%
|
維持
|
|
|
1884
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$11万
|
+$11.4万
|
1
|
0.01%
|
新規
|
|
|
1885
|
JOYN Advisors
Atlanta,
Georgia
|
$10.7万
|
-$36.3万
|
1
|
0.02%
|
減少
|
|
|
1886
|
Princeton Capital Management
Red Bank,
New Jersey
|
$9.8万
|
+$10.1万
|
1
|
0.04%
|
新規
|
|
|
1887
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$9.4万
|
-$44.7万
|
1
|
0.06%
|
減少
|
|
|
1888
|
Thompson Davis & Co
Richmond,
Virginia
|
$9.3万
|
+$3.99万
|
1
|
0.25%
|
買い増し
|
|
|
1889
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$9.2万
|
$0
|
1
|
0.08%
|
維持
|
|
|
1890
|
Catamount Wealth Management
Westport,
Connecticut
|
$9.2万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1891
|
Northstar Capital Management
New York
|
$9.2万
|
-$3.16万
|
1
|
0.09%
|
減少
|
|
|
1892
|
Pacific Center for Financial Services
San Ramon,
California
|
$8.4万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1893
|
Cerebellum
San Francisco,
California
|
$8.3万
|
-$4.42万
|
1
|
0.11%
|
減少
|
|
|
1894
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$8.3万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1895
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$8.3万
|
+$8.52万
|
1
|
0.01%
|
新規
|
|
|
1896
|
Lenox Wealth Advisors
New York
|
$8.1万
|
+$2.71万
|
1
|
0.02%
|
買い増し
|
|
|
1897
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$7.6万
|
-$5.95万
|
1
|
0.04%
|
減少
|
|
|
1898
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$7.5万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1899
|
American Beacon Advisors
Irving,
Texas
|
$7.3万
|
$0
|
1
|
0.77%
|
維持
|
|
|
1900
|
Bogart Wealth LLC
Mclean,
Virginia
|
$7.2万
|
$0
|
1
|
0.04%
|
維持
|
|