¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Concurrent Investment Advisors
126
Concurrent Investment Advisors
Florida
USD 16.7 M +USD 1 M +8,137 +7%
KWMG LLC
127
KWMG LLC
Kansas
USD 16.7 M +USD 491 k +3,987 +3%
Quantinno Capital Management
128
Quantinno Capital Management
New York
USD 16.6 M +USD 4.66 M +37,808 +41%
EFG
129
Ehrlich Financial Group
California
USD 16.4 M +USD 6.83 M +55,435 +77%
MWM
130
Madrid Wealth Management
New Mexico
USD 16.2 M +USD 471 k +3,820 +3%
PF
131
PlanWiser Financial
Colorado
USD 16.1 M -USD 177 k -1,433 -1%
CWM
132
Cornerstone Wealth Management
Missouri
USD 16 M +USD 2.84 M +23,068 +23%
GWM
133
Grand Wealth Management
Michigan
USD 15.8 M -USD 786 k -6,379 -5%
Stifel Financial
134
Stifel Financial
Missouri
USD 15.4 M -USD 202 k -1,637 -1%
MW
135
Marrick Wealth
California
USD 15.1 M +USD 2.59 M +21,026 +22%
Heirloom Wealth Management
136
Heirloom Wealth Management
Colorado
USD 14.8 M +USD 1.37 M +11,090 +11%
APFP
137
Action Point Financial Planning
Michigan
USD 14.7 M +USD 4.55 M +36,933 +48%
Kestra Investment Management
138
Kestra Investment Management
Texas
USD 14.6 M -USD 5.57 M -45,180 -28%
Private Advisor Group
139
Private Advisor Group
New Jersey
USD 14.5 M +USD 7 M +56,817 +101%
FOR
140
Family Office Research
Maryland
USD 14.3 M -USD 117 k -953 -0.8%
MWP
141
Meredith Wealth Planning
Illinois
USD 14.3 M +USD 163 k +1,325 +1%
LWM
142
Lakeridge Wealth Management
Ohio
USD 14.2 M +USD 3.47 M +28,139 +34%
MPCL
143
My Personal CFO LLC
Washington
USD 14.1 M -USD 831 k -6,746 -6%
CCA
144
Clarity Capital Advisors
Florida
USD 14.1 M +USD 37.9 k +308 +0.3%
WAG
145
Wilkerson Advisory Group
Missouri
USD 13.6 M +USD 1.23 k +10 +0%
OCWP
146
Owl Creek Wealth Partners
Colorado
USD 13.6 M +USD 3.27 M +26,531 +33%
MPW
147
Magnolia Private Wealth
Pennsylvania
USD 13.3 M -USD 646 k -5,244 -0.7%
Sax Wealth Advisors
148
Sax Wealth Advisors
New Jersey
USD 13 M -USD 563 k -4,571 -4%
BOC
149
Bull Oak Capital
California
USD 13 M -USD 75.3 k -611 -0.6%
GWL
150
Generations Wealth LLC
Ohio
USD 12.6 M -USD 136 k -1,105 -1%