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名前 保有額 取引額 株数
増減
保有比率の
変化
SIA
1976
Schear Investment Advisers
Ohio
$161万 +$10.3万 +555 +6%
Keel Point
1977
Keel Point
Alabama
$160万 +$20.5万 +1,099 +13%
ABLE Financial Group
1978
ABLE Financial Group
Arizona
$160万 +$56.9万 +3,057 +46%
Enterprise Financial Services Corp (EFSC)
1979
Enterprise Financial Services Corp (EFSC)
Missouri
$160万 +$22.1万 +1,185 +14%
Aries Wealth Management
1980
Aries Wealth Management
Maine
$159万 -$372 -2 -0%
MKC
1981
M. Kraus & Co
Vermont
$159万 -$5,584 -30 -0.3%
Global Assets Advisory
1982
Global Assets Advisory
Florida
$159万 +$16.4万 +879 +10%
Coastwise Capital Group
1983
Coastwise Capital Group
California
$158万 +$10.8万 +581 +6%
Wolverine Asset Management
1984
Wolverine Asset Management
Illinois
$158万 +$178万 +9,550 新規
TM
1985
TigerOak Management
New Mexico
$158万 +$2.53万 +136 +1%
Tanager Wealth Management
1986
Tanager Wealth Management
United Kingdom
$158万 -$1.04万 -56 -0.6%
J. Goldman & Co
1987
J. Goldman & Co
New York
$158万 +$148万 +7,961 +514%
High Net Worth Advisory Group
1988
High Net Worth Advisory Group
Florida
$157万 -$25.9万 -1,391 -13%
LexAurum Advisors
1989
LexAurum Advisors
Kansas
$157万 -$1.79万 -96 -1%
CC
1990
Corsicana & Co
Texas
$156万 -$931 -5 -0.1%
RPGK
1991
Retirement Planning Group (Kansas)
Kansas
$156万 +$5.68万 +305 +3%
Core Wealth Partners
1992
Core Wealth Partners
California
$155万 +$5.19万 +279 +3%
RL
1993
Rogco LP
Oklahoma
$155万 -$2.85万 -153 -2%
Wealth Advisory Solutions
1994
Wealth Advisory Solutions
Indiana
$155万 +$1.36万 +73 +0.8%
Redhawk Wealth Advisors
1995
Redhawk Wealth Advisors
Minnesota
$155万 -$11万 -592 -6%
Hardman Johnston Global Advisors
1996
Hardman Johnston Global Advisors
Connecticut
$155万 – – –
Burling Wealth Partners
1997
Burling Wealth Partners
Illinois
$155万 -$1.49万 -80 -0.9%
Burford Brothers
1998
Burford Brothers
Texas
$155万 +$1.17万 +63 +0.7%
MAA
1999
Mraz Amerine & Associates
California
$154万 +$4.6万 +247 +3%
Somerset Group
2000
Somerset Group
Minnesota
$154万 -$931 -5 -0.1%