¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
USD 372 M +USD 54.6 M +2,239,886 +18%
Exencial Wealth Advisors
2
Exencial Wealth Advisors
Oklahoma
USD 6.03 M -USD 412 k -16,922 -7%
Barclays
3
Barclays
United Kingdom
USD 2.51 M – – –
Brinker Capital Investments
4
Brinker Capital Investments
Pennsylvania
USD 1.46 M +USD 17.3 k +709 +1%
Orion Portfolio Solutions
5
Orion Portfolio Solutions
Nebraska
USD 1.46 M +USD 17.3 k +709 +1%
Morgan Stanley
6
Morgan Stanley
New York
USD 1.28 M -USD 89.3 k -3,667 -7%
Battery Global Advisors
7
Battery Global Advisors
Massachusetts
USD 1.2 M +USD 1.16 M +47,824 Nuevas
Focus Partners Advisor Solutions
8
Focus Partners Advisor Solutions
Missouri
USD 851 k -USD 658 -27 -0.1%
Callan Capital
9
Callan Capital
California
USD 707 k +USD 686 k +28,186 Nuevas
UBS Group
10
UBS Group
Switzerland
USD 555 k -USD 779 -32 -0.1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
USD 535 k +USD 519 k +21,320 Nuevas
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
USD 511 k – – –
Mariner
13
Mariner
Kansas
USD 506 k +USD 67.7 k +2,779 +16%
River Street Advisors
14
River Street Advisors
Illinois
USD 460 k – – –
AT
15
Arlington Trust
Alabama
USD 439 k – – –
MAI Capital Management
16
MAI Capital Management
Ohio
USD 414 k +USD 402 k +16,488 Nuevas
Cerity Partners
17
Cerity Partners
New York
USD 384 k +USD 372 k +15,291 Nuevas
US Bancorp
18
US Bancorp
Minnesota
USD 376 k – – –
BBR Partners
19
BBR Partners
New York
USD 365 k – – –
Osaic Holdings
20
Osaic Holdings
Arizona
USD 299 k +USD 291 k +11,931 Nuevas
Quadcap Wealth Management
21
Quadcap Wealth Management
Texas
USD 287 k +USD 279 k +11,450 Nuevas
Raymond James & Associates
22
Raymond James & Associates
Florida
USD 272 k – – –
UMB Bank
23
UMB Bank
Missouri
USD 39.7 k – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 11 k – – –
Global Retirement Partners
25
Global Retirement Partners
California
USD 5.02 k – – –