|
1901
|
New Potomac Partners
Bethesda,
Maryland
|
$10.3万
|
$0
|
1
|
0.09%
|
維持
|
|
|
1902
|
Blume Capital Management
Berkeley,
California
|
$10.1万
|
$0
|
1
|
0.06%
|
維持
|
|
|
1903
|
Elmwood Wealth Management
Berkeley,
California
|
$10万
|
-$2.52万
|
1
|
0.08%
|
減少
|
|
|
1904
|
McIlrath & Eck
Arlington,
Washington
|
$10万
|
+$116
|
1
|
0.05%
|
買い増し
|
|
|
1905
|
Balentine LLC
Atlanta,
Georgia
|
$9.9万
|
-$3.18万
|
1
|
0.01%
|
減少
|
|
|
1906
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$9.5万
|
+$9.6万
|
1
|
0.04%
|
新規
|
|
|
1907
|
Edge Wealth Management
New York
|
$9.5万
|
-$57万
|
1
|
0.02%
|
減少
|
|
|
1908
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$9.4万
|
+$5,575
|
1
|
0.02%
|
買い増し
|
|
|
1909
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$9.2万
|
-$738万
|
1
|
0%
|
減少
|
|
|
1910
|
Crewe Advisors
Salt Lake City,
Utah
|
$9.1万
|
$0
|
1
|
0.04%
|
維持
|
|
|
1911
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$8.9万
|
-$6,039
|
1
|
0.07%
|
減少
|
|
|
1912
|
Lee Financial
Dallas,
Texas
|
$8.9万
|
+$4.85万
|
1
|
0.02%
|
買い増し
|
|
|
1913
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$8.8万
|
$0
|
1
|
0%
|
維持
|
|
|
1914
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$8.5万
|
+$116
|
1
|
0.02%
|
買い増し
|
|
|
1915
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$8.5万
|
+$6.69万
|
1
|
0.05%
|
買い増し
|
|
|
1916
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$8.1万
|
-$6.02万
|
1
|
0%
|
減少
|
|
|
1917
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$8万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1918
|
Blue Square Asset Management
New York
|
$7.7万
|
+$7.77万
|
1
|
0.05%
|
新規
|
|
|
1919
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$7.6万
|
-$18.2万
|
1
|
0.01%
|
減少
|
|
|
1920
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$7.3万
|
$0
|
1
|
0.06%
|
維持
|
|
|
1921
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$7.2万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1922
|
Riverview Trust Company
Vancouver,
Washington
|
$7.2万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1923
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$7.1万
|
+$3.65万
|
1
|
0.02%
|
買い増し
|
|
|
1924
|
Moser Wealth Advisors
Bellevue,
Washington
|
$6.9万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1925
|
Keebeck Wealth Management
Chicago,
Illinois
|
$6.7万
|
+$6.76万
|
1
|
0.02%
|
新規
|
|
