¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Leelyn Smith
101
Leelyn Smith
Illinois
USD 32 M +USD 1.3 M +28,580 +4%
NFP Retirement Inc
102
NFP Retirement Inc
California
USD 32 M +USD 1.13 M +24,710 +4%
Presidio Capital Management
103
Presidio Capital Management
California
USD 31.6 M +USD 3.57 M +78,306 +13%
Valley National Advisers
104
Valley National Advisers
Pennsylvania
USD 31 M +USD 2.08 M +45,610 +7%
Wealth Alliance Advisory Group
105
Wealth Alliance Advisory Group
Kansas
USD 30.7 M -USD 588 k -12,887 -2%
Hunter Associates Investment Management
106
Hunter Associates Investment Management
Pennsylvania
USD 30.2 M +USD 1.99 M +43,649 +7%
Farther Finance Advisors
107
Farther Finance Advisors
California
USD 30.2 M -USD 1.3 M -28,554 -4%
CWM
108
Capital Wealth Management
Rhode Island
USD 30.2 M +USD 1.74 M +38,115 +6%
Cyndeo Wealth Partners
109
Cyndeo Wealth Partners
Florida
USD 30.2 M +USD 798 k +17,500 +3%
Financial Strategies Group
110
Financial Strategies Group
Michigan
USD 30.1 M +USD 2.15 M +47,118 +8%
NewEdge Advisors
111
NewEdge Advisors
Louisiana
USD 30 M -USD 28.2 M -618,937 -48%
Wealth Management Resources
112
Wealth Management Resources
Rhode Island
USD 29.9 M -USD 283 k -6,210 -0.9%
Kestra Private Wealth Services
113
Kestra Private Wealth Services
Texas
USD 29.9 M +USD 3.42 M +74,894 +13%
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
USD 29 M +USD 2.2 M +48,232 +8%
Bridgewealth Advisory Group
115
Bridgewealth Advisory Group
California
USD 28.6 M +USD 2.25 M +49,329 +9%
Presper Financial Architects
116
Presper Financial Architects
Ohio
USD 28.2 M +USD 194 k +4,253 +0.7%
TA
117
TrueWealth Advisors
Alabama
USD 28 M +USD 561 k +12,297 +2%
Targeted Financial Services
118
Targeted Financial Services
Florida
USD 28 M +USD 3.74 M +82,053 +15%
Sard Wealth Management Group
119
Sard Wealth Management Group
Georgia
USD 27.9 M +USD 1.51 M +33,151 +6%
Envision Financial Planning
120
Envision Financial Planning
Tennessee
USD 27.6 M +USD 2.14 M +47,016 +8%
Pension & Wealth Management Advisors
121
Pension & Wealth Management Advisors
Massachusetts
USD 27.4 M +USD 679 k +14,891 +3%
Regimen Wealth
122
Regimen Wealth
Georgia
USD 26.9 M +USD 727 k +15,942 +3%
DeDora Capital
123
DeDora Capital
California
USD 26.3 M +USD 308 k +6,751 +1%
Rise Advisors
124
Rise Advisors
New York
USD 26.1 M +USD 11.1 M +243,656 +74%
Perigon Wealth Management
125
Perigon Wealth Management
California
USD 25.6 M +USD 1.91 M +41,778 +8%