¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Howard Capital Management
1
Howard Capital Management
Georgia
USD 862 M -USD 23.5 M -374,532 -3%
Global View Capital Management
2
Global View Capital Management
Wisconsin
USD 114 M +USD 2.19 M +34,772 +2%
Main Street Group
3
Main Street Group
Virginia
USD 75.1 M +USD 1.54 M +24,446 +2%
Clearstead Trust
4
Clearstead Trust
Maine
USD 49.6 M -USD 71.9 k -1,144 -0.2%
Focus Financial Network
5
Focus Financial Network
Minnesota
USD 41.1 M +USD 51.2 k +814 +0.1%
Toth Financial Advisory
6
Toth Financial Advisory
Virginia
USD 21 M -USD 978 k -15,550 -5%
DQRIM
7
Dale Q Rice Investment Management
Washington
USD 17.5 M +USD 855 k +13,604 +6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
USD 17.1 M +USD 15.7 M +249,238 Nuevas
Westwood Wealth Management
9
Westwood Wealth Management
California
USD 15 M -USD 4.97 M -79,120 -27%
First National Corp
10
First National Corp
Massachusetts
USD 12.4 M +USD 1.31 M +20,774 +13%
UBS Group
11
UBS Group
Switzerland
USD 10.7 M +USD 8.18 M +130,124 +499%
Regions Financial Corp
12
Regions Financial Corp
Alabama
USD 10.2 M – – –
GenWealth Group
13
GenWealth Group
New Jersey
USD 9.32 M -USD 1.48 M -23,620 -15%
LPL Financial
14
LPL Financial
California
USD 8.6 M +USD 1.01 M +15,988 +15%
HighTower Advisors
15
HighTower Advisors
Illinois
USD 8.47 M +USD 110 k +1,742 +1%
HUB Investment Partners
16
HUB Investment Partners
Texas
USD 7.8 M -USD 16.8 k -268 -0.2%
RIA Advisory Group
17
RIA Advisory Group
Iowa
USD 7.47 M -USD 342 k -5,436 -5%
Connective Capital Management
18
Connective Capital Management
California
USD 7.27 M – – –
Citadel Advisors
19
Citadel Advisors
Florida
USD 7.22 M -USD 8.17 M -129,984 -55%
Mesirow Financial Investment Management
20
Mesirow Financial Investment Management
Illinois
USD 6.46 M – – –
Marshall Financial Group (Maryland)
21
Marshall Financial Group (Maryland)
Maryland
USD 6.37 M -USD 26.5 M -421,138 -82%
Tempus Wealth Planning
22
Tempus Wealth Planning
California
USD 6.27 M -USD 826 k -13,132 -13%
Crowley Wealth Management
23
Crowley Wealth Management
Delaware
USD 6.16 M +USD 165 k +2,630 +3%
Bryn Mawr Capital Management
24
Bryn Mawr Capital Management
Pennsylvania
USD 5.97 M -USD 182 k -2,892 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
USD 5.25 M -USD 721 k -11,462 -12%