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名前 保有額 取引額 株数
増減
保有比率の
変化
Gilpin Wealth Management
2001
Gilpin Wealth Management
Colorado
$86.7万 -$3.19万 -174 -4%
Cannon Financial Strategists
2002
Cannon Financial Strategists
Georgia
$86.6万 +$83.7万 +4,566 新規
IFS
2003
Ifrah Financial Services
Arkansas
$86.4万 -$5,869 -32 -0.7%
May Hill Capital
2004
May Hill Capital
Massachusetts
$85.8万 +$5.89万 +321 +8%
Fairscale Capital
2005
Fairscale Capital
New Hampshire
$85.7万 -$4,952 -27 -0.6%
BKM Wealth Management
2006
BKM Wealth Management
Wisconsin
$85.4万 +$550 +3 +0.1%
McLaughlin Asset Management
2007
McLaughlin Asset Management
Illinois
$85.3万 +$82.4万 +4,494 新規
Pinkerton Retirement Specialists
2008
Pinkerton Retirement Specialists
Idaho
$84.9万 -$1037万 -56,536 -93%
Oxford Financial Group
2009
Oxford Financial Group
Indiana
$84.8万 +$2.84万 +155 +4%
Quent Capital
2010
Quent Capital
New York
$84.6万 +$4.95万 +270 +6%
Titleist Asset Management
2011
Titleist Asset Management
Texas
$84.5万 +$7.54万 +411 +10%
Edgemoor Investment Advisors
2012
Edgemoor Investment Advisors
Maryland
$84.4万 -$1.41万 -77 -2%
Atlas Legacy Advisors
2013
Atlas Legacy Advisors
California
$84.2万 +$6.53万 +356 +9%
Schuylkill Financial
2014
Schuylkill Financial
Pennsylvania
$84万 +$81.2万 +4,428 新規
Argyle Capital Partners
2015
Argyle Capital Partners
California
$83.9万 +$14.7万 +802 +22%
Tributary Capital Management
2016
Tributary Capital Management
Nebraska
$83.7万 +$3.19万 +174 +4%
Thrive Wealth Management
2017
Thrive Wealth Management
Pennsylvania
$83.7万 -$1.56万 -85 -2%
Boyd Watterson Asset Management
2018
Boyd Watterson Asset Management
Ohio
$83.7万 -$1.93万 -105 -2%
General Partner Inc
2019
General Partner Inc
Pennsylvania
$83.6万 – – –
Armis Advisers
2020
Armis Advisers
Georgia
$83.4万 +$25.1万 +1,368 +49%
LM Advisors
2021
LM Advisors
California
$83.4万 +$5,869 +32 +0.7%
London & Capital Asset Management
2022
London & Capital Asset Management
United Kingdom
$83.3万 +$10.2万 +557 +15%
WNY Asset Management
2023
WNY Asset Management
New York
$83.2万 +$5.1万 +278 +7%
Cove Private Wealth
2024
Cove Private Wealth
New York
$82.9万 – – –
Redhawk Wealth Advisors
2025
Redhawk Wealth Advisors
Minnesota
$82.9万 -$1.43万 -78 -2%