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名前 保有額 取引額 株数
増減
保有比率の
変化
Segment Wealth Management
1001
Segment Wealth Management
Texas
$45.4万 – – –
Coppell Advisory Solutions
1002
Coppell Advisory Solutions
Texas
$45.1万 +$78.8万 +10,403 新規
Beacon Financial Group
1003
Beacon Financial Group
Texas
$45.1万 -$26.8万 -3,539 -40%
Mitchell McLeod Pugh & Williams
1004
Mitchell McLeod Pugh & Williams
Alabama
$45万 +$227 +3 +0.1%
Rice Hall James & Associates
1005
Rice Hall James & Associates
California
$44.7万 – – –
Turtle Creek Wealth Advisors
1006
Turtle Creek Wealth Advisors
Texas
$44.6万 +$13.3万 +1,758 +49%
Heritage Wealth Management (Ohio)
1007
Heritage Wealth Management (Ohio)
Ohio
$44.3万 +$40.1万 +5,300 新規
BFO
1008
Boston Family Office
Massachusetts
$43.7万 -$6,965 -92 -2%
Howe & Rusling
1009
Howe & Rusling
New York
$43.6万 +$1.15万 +152 +3%
Board of the Pension Protection Fund
1010
Board of the Pension Protection Fund
United Kingdom
$43.5万 +$39.4万 +5,200 新規
MKT Advisors
1011
MKT Advisors
California
$43.4万 -$1,514 -20 -0.4%
Prime Capital Investment Advisors
1012
Prime Capital Investment Advisors
Kansas
$43.4万 -$1.55万 -205 -4%
Cypress Wealth Services
1013
Cypress Wealth Services
California
$43.2万 -$7,797 -103 -2%
Childress Capital Advisors
1014
Childress Capital Advisors
Texas
$43.1万 -$3.47万 -459 -8%
Wellington Shields & Co
1015
Wellington Shields & Co
New York
$43万 – – –
SignatureFD
1016
SignatureFD
Georgia
$42.8万 -$1.63万 -215 -4%
Kiley Juergens Wealth Management
1017
Kiley Juergens Wealth Management
Washington
$42.8万 -$1.47万 -194 -4%
Parallel Advisors
1018
Parallel Advisors
California
$42.4万 -$7.46万 -985 -16%
71 West Capital Partners
1019
71 West Capital Partners
Massachusetts
$42.4万 +$5.55万 +733 +17%
Ridgewood Investments
1020
Ridgewood Investments
New Jersey
$42.4万 +$38.4万 +5,068 新規
Diversified Management
1021
Diversified Management
Wisconsin
$42.2万 -$192万 -25,317 -83%
Caprock Group
1022
Caprock Group
Idaho
$42.1万 +$8.68万 +1,147 +30%
TD Private Client Wealth
1023
TD Private Client Wealth
New York
$42万 -$20.6万 -2,719 -35%
Vestmark Advisory Solutions
1024
Vestmark Advisory Solutions
Massachusetts
$41.9万 -$4.42万 -584 -10%
Envestnet Portfolio Solutions
1025
Envestnet Portfolio Solutions
Illinois
$41.8万 +$6.84万 +903 +22%