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名前 保有額 取引額 株数
増減
保有比率の
変化
Schrum Private Wealth Management
551
Schrum Private Wealth Management
Florida
$43.4万 +$34.7万 +3,140 +106%
Brighton Jones LLC
552
Brighton Jones LLC
Washington
$43.4万 +$1.55万 +140 +4%
Certuity
553
Certuity
Florida
$42.6万 +$9.8万 +886 +31%
Slagle Financial
554
Slagle Financial
Illinois
$42.2万 -$1.32万 -119 -3%
Apella Capital
555
Apella Capital
Connecticut
$41.4万 -$2,763 -25 -0.7%
Westwood Holdings Group
556
Westwood Holdings Group
Texas
$41.1万 +$40.2万 +3,640 新規
Evercore Wealth Management
557
Evercore Wealth Management
New York
$40.7万 -$7,735 -70 -2%
StoneX Group
558
StoneX Group
New York
$40.2万 +$39.1万 +3,534 新規
Fisher Asset Management
559
Fisher Asset Management
Washington
$40.2万 +$39.3万 +3,552 新規
Segment Wealth Management
560
Segment Wealth Management
Texas
$40万 +$10万 +905 +34%
Harvest Investment Services
561
Harvest Investment Services
Illinois
$39.5万 +$4,531 +41 +1%
WWMSC
562
Wagner Wealth Management (South Carolina)
South Carolina
$39.5万 +$2,431 +22 +0.6%
Net Worth Advisory Group
563
Net Worth Advisory Group
Utah
$39.4万 +$6,188 +56 +2%
Physician Wealth Advisors
564
Physician Wealth Advisors
Utah
$39.2万 +$1,105 +10 +0.3%
Jacobi Capital Management
565
Jacobi Capital Management
Pennsylvania
$38.9万 +$1,216 +11 +0.3%
Independent Financial Group
566
Independent Financial Group
California
$38.6万 +$16.2万 +1,468 +75%
Endeavor Private Wealth
567
Endeavor Private Wealth
Kansas
$38.5万 -$5.91万 -535 -14%
HUB Investment Partners
568
HUB Investment Partners
Texas
$38.5万 +$10.8万 +979 +40%
Ramirez Asset Management
569
Ramirez Asset Management
New York
$38.4万 – – –
Wealthspire Advisors (New York)
570
Wealthspire Advisors (New York)
New York
$37.8万 -$1.26万 -114 -3%
Brookstone Capital Management
571
Brookstone Capital Management
Illinois
$37.7万 +$1.07万 +97 +3%
Drive Wealth Management
572
Drive Wealth Management
Utah
$37.3万 -$5,304 -48 -1%
Atomi Financial Group
573
Atomi Financial Group
New York
$37.1万 +$5.78万 +523 +19%
Curi RMB Capital
574
Curi RMB Capital
Illinois
$36.2万 -$1,989 -18 -0.6%
Sagespring Wealth Partners
575
Sagespring Wealth Partners
Tennessee
$35.7万 +$6.12万 +554 +21%