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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Gilpin Wealth Management
2001
Gilpin Wealth Management
Colorado
USD 867 k -USD 31.9 k -174 -4%
Cannon Financial Strategists
2002
Cannon Financial Strategists
Georgia
USD 866 k +USD 837 k +4,566 Nuevas
IFS
2003
Ifrah Financial Services
Arkansas
USD 864 k -USD 5.87 k -32 -0.7%
May Hill Capital
2004
May Hill Capital
Massachusetts
USD 858 k +USD 58.9 k +321 +8%
Fairscale Capital
2005
Fairscale Capital
New Hampshire
USD 857 k -USD 4.95 k -27 -0.6%
BKM Wealth Management
2006
BKM Wealth Management
Wisconsin
USD 854 k +USD 550 +3 +0.1%
McLaughlin Asset Management
2007
McLaughlin Asset Management
Illinois
USD 853 k +USD 824 k +4,494 Nuevas
Pinkerton Retirement Specialists
2008
Pinkerton Retirement Specialists
Idaho
USD 849 k -USD 10.4 M -56,536 -93%
Oxford Financial Group
2009
Oxford Financial Group
Indiana
USD 848 k +USD 28.4 k +155 +4%
Quent Capital
2010
Quent Capital
New York
USD 846 k +USD 49.5 k +270 +6%
Titleist Asset Management
2011
Titleist Asset Management
Texas
USD 845 k +USD 75.4 k +411 +10%
Edgemoor Investment Advisors
2012
Edgemoor Investment Advisors
Maryland
USD 844 k -USD 14.1 k -77 -2%
Atlas Legacy Advisors
2013
Atlas Legacy Advisors
California
USD 842 k +USD 65.3 k +356 +9%
Schuylkill Financial
2014
Schuylkill Financial
Pennsylvania
USD 840 k +USD 812 k +4,428 Nuevas
Argyle Capital Partners
2015
Argyle Capital Partners
California
USD 839 k +USD 147 k +802 +22%
Tributary Capital Management
2016
Tributary Capital Management
Nebraska
USD 837 k +USD 31.9 k +174 +4%
Thrive Wealth Management
2017
Thrive Wealth Management
Pennsylvania
USD 837 k -USD 15.6 k -85 -2%
Boyd Watterson Asset Management
2018
Boyd Watterson Asset Management
Ohio
USD 837 k -USD 19.3 k -105 -2%
General Partner Inc
2019
General Partner Inc
Pennsylvania
USD 836 k – – –
Armis Advisers
2020
Armis Advisers
Georgia
USD 834 k +USD 251 k +1,368 +49%
LM Advisors
2021
LM Advisors
California
USD 834 k +USD 5.87 k +32 +0.7%
London & Capital Asset Management
2022
London & Capital Asset Management
United Kingdom
USD 833 k +USD 102 k +557 +15%
WNY Asset Management
2023
WNY Asset Management
New York
USD 832 k +USD 51 k +278 +7%
Cove Private Wealth
2024
Cove Private Wealth
New York
USD 829 k – – –
Redhawk Wealth Advisors
2025
Redhawk Wealth Advisors
Minnesota
USD 829 k -USD 14.3 k -78 -2%