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名前 保有額 取引額 株数
増減
保有比率の
変化
TCM
1976
Teza Capital Management
Illinois
$25.5万 -$5.28万 -732 -20%
CWA
1977
Consilio Wealth Advisors
Washington
$25.5万 +$20.9万 +2,898 新規
EARNEST Partners
1978
EARNEST Partners
Georgia
$25.5万 +$20.8万 +2,892 新規
FFC
1979
Frederick Financial Consultants
Maryland
$25.5万 +$20.8万 +2,888 新規
GenTrust
1980
GenTrust
Florida
$25.3万 -$10万 -1,394 -33%
AWAP
1981
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$25.1万 +$20.5万 +2,844 新規
Destination Wealth Management
1982
Destination Wealth Management
California
$25万 +$20.4万 +2,836 新規
DAC
1983
Dutch Asset Corp
New York
$25万 +$20.4万 +2,830 新規
Steel Grove Capital Advisors
1984
Steel Grove Capital Advisors
Tennessee
$24.9万 +$20.4万 +2,830 新規
Key Financial Inc
1985
Key Financial Inc
Pennsylvania
$24.9万 – – –
Valmark Advisers
1986
Valmark Advisers
Ohio
$24.8万 +$20.2万 +2,808 新規
ACM
1987
Avalon Capital Management
California
$24.7万 +$20.2万 +2,800 新規
SAI
1988
Systematic Alpha Investments
New Jersey
$24.7万 +$20.2万 +2,800 新規
CFS Investment Advisory Services
1989
CFS Investment Advisory Services
New Jersey
$24.6万 -$1.21万 -168 -5%
Arbor Investment Advisors
1990
Arbor Investment Advisors
North Carolina
$24.6万 +$20.1万 +2,786 新規
Sovereign Financial Group
1991
Sovereign Financial Group
Connecticut
$24.5万 +$20.1万 +2,784 新規
MHC
1992
May Hill Capital
Massachusetts
$24.5万 +$20万 +2,778 新規
RFO
1993
RiverGlades Family Offices
Florida
$24.4万 +$19.9万 +2,764 新規
FCB
1994
First County Bank
Connecticut
$24.3万 +$19.9万 +2,762 新規
Focused Wealth Management
1995
Focused Wealth Management
New York
$24.2万 +$2.48万 +344 +14%
Patten & Patten
1996
Patten & Patten
Tennessee
$24.2万 +$19.8万 +2,744 新規
Evergreen Wealth Solutions
1997
Evergreen Wealth Solutions
Pennsylvania
$24万 +$20.9万 +2,900 新規
PA
1998
ProCore Advisors
California
$24万 +$19.6万 +2,720 新規
NECFA
1999
New England Capital Financial Advisors
Connecticut
$24万 +$4.77万 +662 +32%
Plancorp LLC
2000
Plancorp LLC
Missouri
$23.9万 -$3.92万 -544 -15%