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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 507 M +USD 15.9 M +353,719 +3%
Goldman Sachs
2
Goldman Sachs
New York
USD 373 M -USD 39.6 M -881,252 -10%
Bank of America
3
Bank of America
North Carolina
USD 295 M +USD 27.9 M +620,235 +11%
Wells Fargo
4
Wells Fargo
California
USD 254 M +USD 18 M +400,191 +8%
UBS Group
5
UBS Group
Switzerland
USD 129 M -USD 1.36 M -30,173 -1%
Creative Planning
6
Creative Planning
Kansas
USD 113 M -USD 3.97 M -88,405 -4%
LPL Financial
7
LPL Financial
California
USD 92.6 M +USD 11.3 M +252,086 +15%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
USD 90.8 M +USD 31.6 M +703,620 +58%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 82.3 M +USD 14.3 M +318,812 +23%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 77 M +USD 6.54 M +145,601 +10%
Raymond James & Associates
11
Raymond James & Associates
Florida
USD 68.2 M +USD 5.92 M +131,689 +10%
Rational Advisors
12
Rational Advisors
New York
USD 65.1 M -USD 4.02 M -89,408 -6%
AIM
13
Allen Investment Management
New York
USD 53.5 M -USD 87.9 k -1,956 -0.2%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
USD 50.7 M -USD 1.64 M -36,617 -3%
Stifel Financial
15
Stifel Financial
Missouri
USD 47.5 M +USD 2.94 M +65,428 +7%
Ameriprise
16
Ameriprise
Minnesota
USD 47.5 M +USD 8.72 M +194,183 +24%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
USD 46.6 M +USD 472 k +10,517 +1%
Stephens Inc
18
Stephens Inc
Arkansas
USD 44.4 M +USD 819 k +18,232 +2%
Ocean Park Asset Management
19
Ocean Park Asset Management
California
USD 44.2 M – – –
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 42.8 M -USD 503 k -11,196 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
USD 38.2 M +USD 2.97 M +66,018 +9%
Deutsche Bank
22
Deutsche Bank
Germany
USD 38.1 M -USD 613 k -13,642 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
USD 36.6 M +USD 4.85 M +108,005 +16%
JP Morgan Chase
24
JP Morgan Chase
New York
USD 32.4 M +USD 10.4 M +230,637 +51%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 32 M -USD 6.86 M -152,651 -18%