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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
HB Wealth Management
1
HB Wealth Management
Georgia
USD 772 M +USD 34.7 M +281,733 +5%
American Century Companies
2
American Century Companies
Missouri
USD 583 M +USD 50.1 M +406,412 +10%
Oak Root LLC
3
Oak Root LLC
California
USD 372 M – – –
LPL Financial
4
LPL Financial
California
USD 326 M +USD 18.8 M +153,009 +6%
MASECO Private Wealth
5
MASECO Private Wealth
USD 305 M +USD 4.85 M +39,384 +2%
Annex Advisory Services
6
Annex Advisory Services
Wisconsin
USD 259 M +USD 11.9 M +96,288 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 257 M +USD 21.9 M +177,765 +10%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
USD 250 M -USD 540 k -4,386 -0.2%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
USD 226 M +USD 217 M +1,763,228 +220,128%
Prime Capital Investment Advisors
10
Prime Capital Investment Advisors
Kansas
USD 226 M +USD 217 M +1,763,123 Nuevas
HighTower Advisors
11
HighTower Advisors
Illinois
USD 201 M -USD 4.92 M -39,920 -2%
Financial Plan Inc
12
Financial Plan Inc
Washington
USD 183 M +USD 4.22 M +34,237 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 181 M +USD 7.24 M +58,745 +4%
Great Point Wealth Advisors
14
Great Point Wealth Advisors
Massachusetts
USD 151 M +USD 4.65 M +37,785 +3%
Beacon Pointe Advisors
15
Beacon Pointe Advisors
California
USD 144 M +USD 4.34 M +35,204 +3%
Corient Private Wealth
16
Corient Private Wealth
Florida
USD 141 M -USD 29.2 M -237,366 -18%
Modera Wealth Management
17
Modera Wealth Management
New Jersey
USD 138 M +USD 5.99 M +48,655 +5%
TIA
18
Traphagen Investment Advisors
New Jersey
USD 130 M -USD 4.68 M -37,993 -4%
Morgan Stanley
19
Morgan Stanley
New York
USD 128 M +USD 3.21 M +26,031 +3%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
USD 126 M -USD 1.51 M -12,237 -1%
Raymond James Financial
21
Raymond James Financial
Florida
USD 124 M +USD 17.4 M +141,634 +17%
Bank of America
22
Bank of America
North Carolina
USD 124 M +USD 11.4 M +92,213 +11%
Creative Planning
23
Creative Planning
Kansas
USD 120 M -USD 3.86 M -31,331 -3%
Park Avenue Securities
24
Park Avenue Securities
New York
USD 117 M +USD 13.3 M +108,081 +13%
Quantum Financial Advisors
25
Quantum Financial Advisors
California
USD 116 M +USD 3.63 M +29,427 +3%