|
1926
|
Greenspring Advisors
Towson,
Maryland
|
$33.9万
|
$0
|
1
|
0.09%
|
維持
|
|
|
1927
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$33.8万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1928
|
Alta Advisers
London,
United Kingdom
|
$33.8万
|
$0
|
1
|
0.2%
|
維持
|
|
|
1929
|
Wayfinding Financial
Lynnwood,
Washington
|
$33.8万
|
+$2.29万
|
1
|
0.27%
|
買い増し
|
|
|
1930
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$33.7万
|
-$6.65万
|
1
|
0.24%
|
減少
|
|
|
1931
|
Astoria Portfolio Advisors
New York
|
$33.7万
|
+$32.9万
|
1
|
0.16%
|
新規
|
|
|
1932
|
CMG Global Holdings
Plano,
Texas
|
$33.6万
|
+$414
|
1
|
0.32%
|
買い増し
|
|
|
1933
|
Verus Capital Partners
Scottsdale,
Arizona
|
$33.6万
|
-$17.5万
|
1
|
0.06%
|
減少
|
|
|
1934
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$33.4万
|
-$105万
|
1
|
0.02%
|
減少
|
|
|
1935
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$33.4万
|
+$1,104
|
1
|
0.38%
|
買い増し
|
|
|
1936
|
Prelude Capital Management
New York
|
$33.3万
|
+$1.53万
|
1
|
0.02%
|
買い増し
|
|
|
1937
|
WealthOne
Albany,
New York
|
$33.2万
|
+$1,104
|
1
|
0.13%
|
買い増し
|
|
|
1938
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$33.1万
|
+$3,449
|
1
|
0.17%
|
買い増し
|
|
|
1939
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$33万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1940
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$32.9万
|
+$32.2万
|
1
|
0.11%
|
新規
|
|
|
1941
|
JGP Wealth Management
Bend,
Oregon
|
$32.9万
|
-$966
|
1
|
0.06%
|
減少
|
|
|
1942
|
|
$32.8万
|
+$32.2万
|
1
|
0.27%
|
新規
|
|
|
1943
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$32.8万
|
+$32.2万
|
1
|
0.19%
|
新規
|
|
|
1944
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$32.8万
|
+$276
|
1
|
0.17%
|
買い増し
|
|
|
1945
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$32.8万
|
+$6万
|
1
|
0.1%
|
買い増し
|
|
|
1946
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$32.8万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1947
|
Mattern Wealth Management
Lawrence,
Kansas
|
$32.8万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1948
|
Bank of Stockton
Stockton,
California
|
$32.7万
|
$0
|
1
|
0.11%
|
維持
|
|
|
1949
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$32.6万
|
+$276
|
1
|
0.02%
|
買い増し
|
|
|
1950
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$32.5万
|
-$6.9万
|
1
|
0.05%
|
減少
|
|