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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
McKinley Carter Wealth Services
76
McKinley Carter Wealth Services
West Virginia
USD 1.38 M – – –
Cerity Partners
77
Cerity Partners
New York
USD 1.3 M +USD 339 k +10,691 +27%
Theory Financial
78
Theory Financial
Colorado
USD 1.27 M +USD 14.1 k +443 +0.9%
Farther Finance Advisors
79
Farther Finance Advisors
California
USD 1.27 M +USD 45.6 k +1,437 +3%
Savant Capital
80
Savant Capital
Illinois
USD 1.21 M +USD 51.2 k +1,612 +4%
Addison Capital
81
Addison Capital
Pennsylvania
USD 1.21 M -USD 12.1 k -380 -0.8%
Werba Rubin Papier Wealth Management
82
Werba Rubin Papier Wealth Management
California
USD 1.17 M +USD 1.09 M +34,366 +319%
Creative Planning
83
Creative Planning
Kansas
USD 1.16 M -USD 51.5 k -1,621 -3%
Lido Advisors
84
Lido Advisors
California
USD 1.15 M +USD 182 k +5,736 +15%
Van Hulzen Asset Management
85
Van Hulzen Asset Management
California
USD 1.15 M -USD 335 k -10,557 -19%
Summit Financial
86
Summit Financial
New Jersey
USD 1.15 M -USD 247 k -7,789 -15%
Red Door Wealth Management
87
Red Door Wealth Management
Tennessee
USD 1.15 M +USD 17.4 k +549 +1%
Waterloo Capital
88
Waterloo Capital
Texas
USD 1.14 M -USD 418 k -13,155 -23%
Pekin Hardy Strauss
89
Pekin Hardy Strauss
Illinois
USD 1.14 M +USD 226 k +7,125 +19%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
USD 1.12 M -USD 68.8 k -2,166 -5%
Upper Left Wealth Management
91
Upper Left Wealth Management
Florida
USD 1.12 M +USD 420 k +13,218 +44%
ATX Financial Planning
92
ATX Financial Planning
Texas
USD 1.11 M +USD 10.7 k +337 +0.8%
TM
93
TigerOak Management
New Mexico
USD 1.11 M -USD 173 k -5,434 -11%
Traphagen Investment Advisors
94
Traphagen Investment Advisors
New Jersey
USD 1.1 M +USD 15.9 k +502 +1%
GIA
95
Gem Investment Advisors
New Jersey
USD 1.08 M -USD 3.3 M -103,883 -71%
Foundation Wealth Management (Missouri)
96
Foundation Wealth Management (Missouri)
Missouri
USD 1.01 M +USD 396 k +12,461 +47%
SignatureFD
97
SignatureFD
Georgia
USD 994 k +USD 345 k +10,871 +40%
Advisory Services Network
98
Advisory Services Network
Georgia
USD 982 k -USD 35.8 k -1,127 -3%
Cooper Financial Group
99
Cooper Financial Group
California
USD 978 k +USD 465 k +14,646 +64%
EQ Wealth Advisors
100
EQ Wealth Advisors
Texas
USD 969 k +USD 9.08 k +286 +0.8%
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