¡Ya estamos en ! Descubre más
icono de USB

US Bancorp
USB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CA
2001
Centerpoint Advisors
Massachusetts
USD 8 k – – –
APW
2002
Allied Private Wealth
Florida
USD 7.9 k +USD 7.23 k +129 Nuevas
FWA
2003
Flagship Wealth Advisors
Massachusetts
USD 7.4 k +USD 6.84 k +122 Nuevas
IPS
2004
Investors Portfolio Services
Washington
USD 6.89 k – – –
CFSG
2005
Community Financial Services Group
Vermont
USD 6.75 k – – –
PWA
2006
Principia Wealth Advisory
Texas
USD 6.58 k +USD 336 +6 +6%
MFP
2007
Meramec Financial Planners
Missouri
USD 6.35 k -USD 3.25 k -58 -37%
PS
2008
Planning Strategies
Pennsylvania
USD 6.22 k +USD 5.77 k +103 Nuevas
BH
2009
Burk Holdings
Oklahoma
USD 6.1 k – – –
CWP
2010
Clark Wealth Partners
Illinois
USD 6.09 k – – –
SC
2011
Stance Capital
Massachusetts
USD 6.04 k +USD 5.6 k +100 Nuevas
MWPCG
2012
Measured Wealth Private Client Group
New Hampshire
USD 5.92 k -USD 11.2 k -200 -67%
IMA Advisory Services
2013
IMA Advisory Services
Colorado
USD 5.85 k +USD 5.38 k +96 Nuevas
TFC Financial Management
2014
TFC Financial Management
Massachusetts
USD 5.8 k +USD 953 +17 +22%
TAP
2015
Tounjian Advisory Partners
Florida
USD 5.56 k -USD 1.77 M -31,564 -100%
DF
2016
Downshift Financial
Colorado
USD 5.07 k +USD 4.71 k +84 Nuevas
TD Capital Management
2017
TD Capital Management
Tennessee
USD 5 k +USD 56 +1 +1%
HIW
2018
Holos Integrated Wealth
Pennsylvania
USD 4.84 k – – –
Gleason Group
2019
Gleason Group
Kentucky
USD 4.77 k +USD 4.43 k +79 Nuevas
Financial Management Professionals
2020
Financial Management Professionals
Texas
USD 4.69 k – – –
CFM
2021
Cornerstone Financial Management
Massachusetts
USD 4.35 k +USD 1.96 k +35 +95%
HIA
2022
HFM Investment Advisors
New Jersey
USD 3.93 k +USD 1.96 k +35 +117%
GFL
2023
Granite FO LLC
New Hampshire
USD 3.87 k – – –
CBIZ Investment Advisory Services
2024
CBIZ Investment Advisory Services
Ohio
USD 3.84 k – – –
PJC
2025
Phillip James Consulting
Minnesota
USD 3.8 k – – –
79 80
81
82 83