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이름 보유액 거래대금 주식 수
변동
지분
변동
Gerstein Fisher
1
Gerstein Fisher
New York
US$9544만 +US$349만 +98,512 +4%
Financial Management Professionals
2
Financial Management Professionals
Texas
US$1095만 +US$1075만 +303,683 신규
FCG Advisors
3
FCG Advisors
New Jersey
US$660만 +US$7.88만 +2,228 +1%
Leuthold Group
4
Leuthold Group
Minnesota
US$613만 +US$3.39만 +959 +0.6%
Estate Counselors
5
Estate Counselors
Wisconsin
US$543만 – – –
Courage Miller Partners
6
Courage Miller Partners
Virginia
US$447만 -US$14.5만 -4,090 -3%
AssetMark Inc
7
AssetMark Inc
California
US$352만 +US$345만 +97,562 신규
Wells Fargo
8
Wells Fargo
California
US$272만 +US$190만 +53,582 +245%
Destination Wealth Management
9
Destination Wealth Management
California
US$166만 -US$5.41천 -153 -0.3%
UBS
10
UBS
Switzerland
US$114만 +US$43만 +12,152 +62%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
US$111만 +US$17.4만 +4,914 +19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
US$96.2만 +US$29.9만 +8,444 +46%
Morgan Stanley
13
Morgan Stanley
New York
US$92.9만 -US$108만 -30,456 -54%
Lattice Strategies
14
Lattice Strategies
Pennsylvania
US$59만 -US$105만 -29,640 -64%
Huntington National Bank
15
Huntington National Bank
Ohio
US$55.9만 – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
US$54.7만 -US$1.46만 -412 -3%
Accuvest Global Advisors
17
Accuvest Global Advisors
Utah
US$47.5만 +US$46.6만 +13,170 신규
RPGK
18
Retirement Planning Group (Kansas)
Kansas
US$34.8만 -US$342만 -96,694 -91%
Pure Financial Advisors
19
Pure Financial Advisors
California
US$34만 +US$33.3만 +9,423 신규
MSI Financial Services
20
MSI Financial Services
Massachusetts
US$32.2만 -US$708 -20 -0.2%
Bank of America
21
Bank of America
North Carolina
US$25.7만 -US$27.4만 -7,756 -52%
Jane Street
22
Jane Street
New York
US$20.1만 +US$19.8만 +5,586 신규
James Investment Research
23
James Investment Research
Ohio
US$9.7만 – – –
American International Group
24
American International Group
New York
US$5.15만 +US$4.87만 +1,376 +2,596%
New England Securities
25
New England Securities
New York
US$3.9만 – – –