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名前 保有額 取引額 株数
増減
保有比率の
変化
Mission Wealth Management
526
Mission Wealth Management
California
$62.6万 +$41.9万 +1,721 +188%
EverSource Wealth Advisors
527
EverSource Wealth Advisors
Alabama
$62.4万 -$12.3万 -505 -16%
Fayez Sarofim & Co
528
Fayez Sarofim & Co
Texas
$62.4万 – – –
Optimize Financial
529
Optimize Financial
California
$62.3万 -$2,189 -9 -0.3%
Sound Capital Solutions
530
Sound Capital Solutions
Florida
$62.3万 +$63.8万 +2,623 新規
Norden Group
531
Norden Group
Utah
$61.1万 -$7.25万 -298 -10%
Kera Capital Partners
532
Kera Capital Partners
California
$60.7万 -$7万 -288 -10%
Savvy Advisors Inc
533
Savvy Advisors Inc
New York
$60.3万 -$3.28万 -135 -5%
Rockland Trust
534
Rockland Trust
Massachusetts
$59.5万 -$14.6万 -600 -19%
Jacobi Capital Management
535
Jacobi Capital Management
Pennsylvania
$59.4万 +$8,998 +37 +2%
Citizens Financial Group
536
Citizens Financial Group
Rhode Island
$59.2万 +$14.4万 +593 +31%
M.E. Allison & Co
537
M.E. Allison & Co
Texas
$58.9万 – – –
SF
538
Sun Financial
Utah
$58.8万 -$1.6万 -66 -3%
Independent Advisor Alliance
539
Independent Advisor Alliance
North Carolina
$58.5万 -$1.39万 -57 -2%
Clark Asset Management
540
Clark Asset Management
New Hampshire
$58.2万 – – –
Autumn Glory Partners
541
Autumn Glory Partners
Texas
$57.9万 +$486 +2 +0.1%
Westwood Holdings Group
542
Westwood Holdings Group
Texas
$57.6万 +$58.9万 +2,424 新規
Aaron Wealth Advisors
543
Aaron Wealth Advisors
Illinois
$57.2万 -$28.4万 -1,167 -33%
NorthCrest Asset Manangement
544
NorthCrest Asset Manangement
Minnesota
$57万 +$26.5万 +1,088 +88%
LexAurum Advisors
545
LexAurum Advisors
Kansas
$56.9万 +$2,432 +10 +0.4%
Blueshift Asset Management
546
Blueshift Asset Management
New Jersey
$56.4万 +$25.4万 +1,045 +79%
Schonfeld Strategic Advisors
547
Schonfeld Strategic Advisors
New York
$56万 -$1632万 -67,100 -97%
Vise Technologies
548
Vise Technologies
New York
$55.7万 +$18.1万 +746 +47%
Central Trust Company
549
Central Trust Company
Missouri
$55.3万 +$5.03万 +207 +10%
Private Advisor Group
550
Private Advisor Group
New Jersey
$54.9万 -$7.34万 -302 -12%