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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Inspire Advisors
1
Inspire Advisors
Idaho
USD 94 M +USD 17.1 M +61,926 +23%
OneAscent Financial Services
2
OneAscent Financial Services
Alabama
USD 83.7 M +USD 2.04 M +7,389 +3%
LPL Financial
3
LPL Financial
California
USD 51.5 M +USD 13.2 M +47,849 +36%
PAW
4
Plan A Wealth
Nebraska
USD 45.5 M +USD 1.97 M +7,126 +5%
Creative Financial Designs
5
Creative Financial Designs
Indiana
USD 33.6 M -USD 8.03 M -29,024 -20%
CIA
6
Christian Investment Advisors
Texas
USD 26.4 M -USD 219 k -793 -0.9%
SEM
7
Strategic Equity Management
Arizona
USD 23 M +USD 8.21 M +29,659 +58%
Silver Oak Securities
8
Silver Oak Securities
Tennessee
USD 18.5 M +USD 574 k +2,074 +3%
Stifel Financial
9
Stifel Financial
Missouri
USD 15.1 M +USD 379 k +1,370 +3%
Geneos Wealth Management
10
Geneos Wealth Management
Colorado
USD 14.1 M +USD 1.22 M +4,424 +10%
United Capital Financial Advisors
11
United Capital Financial Advisors
Texas
USD 12.9 M +USD 1.48 M +5,363 +14%
MI
12
Moneywise Inc
Virginia
USD 12.8 M +USD 3.91 M +14,113 +46%
Inspire Investing
13
Inspire Investing
Idaho
USD 12 M +USD 943 k +3,409 +9%
Belpointe Asset Management
14
Belpointe Asset Management
Nevada
USD 11.8 M +USD 13.6 k +49 +0.1%
IRP
15
Investment Research Partners
Pennsylvania
USD 8.59 M +USD 24.4 k +88 +0.3%
LWAM
16
Legacy Wealth Asset Management
Minnesota
USD 8.24 M +USD 142 k +512 +2%
Jones Financial Companies
17
Jones Financial Companies
Missouri
USD 8.16 M +USD 1.65 M +5,969 +26%
GTS Securities
18
GTS Securities
Florida
USD 8.08 M +USD 6.6 M +23,838 +540%
Orgel Wealth Management
19
Orgel Wealth Management
Wisconsin
USD 7.95 M +USD 7.69 M +27,785 Nuevas
EverSource Wealth Advisors
20
EverSource Wealth Advisors
Alabama
USD 7.59 M +USD 855 k +3,088 +13%
Focus Partners Advisor Solutions
21
Focus Partners Advisor Solutions
Missouri
USD 7.17 M +USD 730 k +2,639 +12%
FWP
22
Family Wealth Partners
North Carolina
USD 7.13 M +USD 731 k +2,643 +12%
PAX Financial Group
23
PAX Financial Group
Texas
USD 6.95 M +USD 53.7 k +194 +0.8%
Goldman Sachs
24
Goldman Sachs
New York
USD 6.58 M +USD 715 k +2,582 +13%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
USD 6.33 M +USD 251 k +906 +4%