|
1901
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$45万
|
-$2,267
|
1
|
0.32%
|
減少
|
|
|
1902
|
West Family Investments
Carlsbad,
California
|
$44.7万
|
+$2.93万
|
1
|
0.15%
|
買い増し
|
|
|
1903
|
Angeles Wealth Management
Santa Monica,
California
|
$44.7万
|
+$9.9万
|
1
|
0.05%
|
買い増し
|
|
|
1904
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$44.7万
|
-$3.94万
|
1
|
0.17%
|
減少
|
|
|
1905
|
Alpha Cubed Investments
Irvine,
California
|
$44.6万
|
-$12.5万
|
1
|
0.03%
|
減少
|
|
|
1906
|
SOA Wealth Advisors
New York
|
$44.6万
|
+$1,909
|
3
|
0.1%
|
買い増し
|
|
|
1907
|
Provident Wealth Management
Brentwood,
Tennessee
|
$44.5万
|
+$3.02万
|
1
|
0.2%
|
買い増し
|
|
|
1908
|
Astoria Portfolio Advisors
New York
|
$44.5万
|
+$36.6万
|
1
|
0.18%
|
新規
|
|
|
1909
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$44.2万
|
+$1.13万
|
1
|
0.16%
|
買い増し
|
|
|
1910
|
Eagle Capital Management (New York)
New York
|
$44.2万
|
$0
|
1
|
0%
|
維持
|
|
|
1911
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$44.1万
|
+$2,871
|
1
|
0.07%
|
買い増し
|
|
|
1912
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$44.1万
|
+$3.2万
|
1
|
0.04%
|
買い増し
|
|
|
1913
|
Lewis Asset Management
Lafayette,
California
|
$44万
|
+$40.7万
|
1
|
0.4%
|
新規
|
|
|
1914
|
Tortoise Investment Management
White Plains,
New York
|
$43.8万
|
+$151
|
2
|
0.06%
|
買い増し
|
|
|
1915
|
TriaGen Wealth Management
Calabasas,
California
|
$43.8万
|
-$604
|
1
|
0.21%
|
減少
|
|
|
1916
|
Windsor Capital Management
Phoenix,
Arizona
|
$43.8万
|
+$2.3万
|
1
|
0.14%
|
買い増し
|
|
|
1917
|
Grey Street Capital
Chicago,
Illinois
|
$43.7万
|
$0
|
1
|
0.21%
|
維持
|
|
|
1918
|
Barrett & Company
Providence,
Rhode Island
|
$43.7万
|
+$604
|
1
|
0.24%
|
買い増し
|
|
|
1919
|
Spirit of America Management Corp
Syosset,
New York
|
$43.6万
|
$0
|
1
|
0.1%
|
維持
|
|
|
1920
|
Accuvest Global Advisors
Provo,
Utah
|
$43.3万
|
-$16.7万
|
1
|
0.46%
|
減少
|
|
|
1921
|
|
$43.2万
|
+$3.04万
|
1
|
0.19%
|
買い増し
|
|
|
1922
|
Waterway Wealth Management
The Woodlands,
Texas
|
$43.1万
|
+$39.9万
|
1
|
0.18%
|
新規
|
|
|
1923
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$43.1万
|
+$11.8万
|
1
|
0.01%
|
買い増し
|
|
|
1924
|
Magnolia Capital Management
Cold Spring,
New York
|
$43.1万
|
$0
|
1
|
0.39%
|
維持
|
|
|
1925
|
Revisor Wealth Management
Akron,
Ohio
|
$42.9万
|
+$2.96万
|
1
|
0.49%
|
買い増し
|
|
