|
1901
|
WESPAC Advisors SoCal
Pasadena,
California
|
$10万
|
+$1,454
|
1
|
0.06%
|
買い増し
|
|
|
1902
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$9.9万
|
-$3,054
|
1
|
0.06%
|
減少
|
|
|
1903
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$9.8万
|
+$10万
|
1
|
0.09%
|
新規
|
|
|
1904
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$9.2万
|
$0
|
1
|
0.08%
|
維持
|
|
|
1905
|
Catamount Wealth Management
Westport,
Connecticut
|
$9.2万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1906
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$9.1万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1907
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.6万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1908
|
Litman Gregory Wealth Management
Larkspur,
California
|
$8.4万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1909
|
Pacific Center for Financial Services
San Ramon,
California
|
$8.4万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1910
|
Icon Wealth Partners
Houston,
Texas
|
$8.3万
|
+$8.2万
|
1
|
0.04%
|
新規
|
|
|
1911
|
Financial Engines Advisors
Santa Clara,
California
|
$7.7万
|
+$7.66万
|
1
|
0%
|
新規
|
|
|
1912
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$7.5万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1913
|
American Beacon Advisors
Irving,
Texas
|
$7.3万
|
+$1.53万
|
1
|
0.78%
|
買い増し
|
|
|
1914
|
Bogart Wealth LLC
Mclean,
Virginia
|
$7.2万
|
-$436
|
1
|
0.05%
|
減少
|
|
|
1915
|
FNY Managed Accounts
New York
|
$7万
|
+$4.7万
|
1
|
0.06%
|
買い増し
|
|
|
1916
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$6.8万
|
-$2.53万
|
1
|
0.01%
|
減少
|
|
|
1917
|
Wealthcare Capital Management
Richmond,
Virginia
|
$6.6万
|
+$436
|
1
|
0.01%
|
買い増し
|
|
|
1918
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$6.3万
|
$0
|
1
|
0.04%
|
維持
|
|
|
1919
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$6.2万
|
-$1.98万
|
1
|
0.03%
|
減少
|
|
|
1920
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$6.1万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1921
|
Harding Loevner
Bridgewater,
New Jersey
|
$5.8万
|
+$5.77万
|
1
|
0%
|
新規
|
|
|
1922
|
ARK Investment Management
St. Petersburg,
Florida
|
$5.6万
|
+$5.57万
|
1
|
0%
|
新規
|
|
|
1923
|
Lenox Wealth Advisors
New York
|
$5.5万
|
+$3.49万
|
1
|
0.02%
|
買い増し
|
|
|
1924
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$5.5万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1925
|
Thompson Davis & Co
Richmond,
Virginia
|
$5.5万
|
-$2.34万
|
1
|
0.13%
|
減少
|
|
