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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BWM
201
BCS Wealth Management
Tennessee
USD 5.17 M +USD 412 k +6,528 +9%
PFG Advisors
202
PFG Advisors
Arizona
USD 5.11 M -USD 1.23 M -19,448 -19%
HighPoint Advisor Group
203
HighPoint Advisor Group
Illinois
USD 5.1 M -USD 274 k -4,338 -5%
Waverly Advisors
204
Waverly Advisors
Alabama
USD 5.07 M +USD 1.04 M +16,463 +25%
CFG
205
CMC Financial Group
Georgia
USD 5.01 M -USD 327 k -5,176 -6%
LCM
206
Lunt Capital Management
Utah
USD 4.96 M -USD 2.9 k -46 -0.1%
Brown Advisory
207
Brown Advisory
Maryland
USD 4.96 M +USD 691 k +10,937 +16%
Wedbush Securities
208
Wedbush Securities
California
USD 4.91 M -USD 95.2 k -1,507 -2%
SFWC
209
Strategic Family Wealth Counselors
New Jersey
USD 4.85 M +USD 40 k +634 +0.8%
Bedel Financial Consulting
210
Bedel Financial Consulting
Indiana
USD 4.82 M -USD 24 k -380 -0.5%
Signature Estate & Investment Advisors
211
Signature Estate & Investment Advisors
California
USD 4.71 M +USD 223 k +3,538 +5%
Cresset Asset Management
212
Cresset Asset Management
Illinois
USD 4.69 M +USD 217 k +3,431 +5%
Cyndeo Wealth Partners
213
Cyndeo Wealth Partners
Florida
USD 4.69 M +USD 2.37 M +37,504 +99%
Cerity Partners
214
Cerity Partners
New York
USD 4.59 M -USD 1.1 M -17,371 -19%
Unique Wealth
215
Unique Wealth
Florida
USD 4.58 M -USD 209 k -3,304 -4%
Fortis Capital Management
216
Fortis Capital Management
Washington
USD 4.55 M +USD 502 k +7,954 +12%
Excelsior Advisor Network
217
Excelsior Advisor Network
Colorado
USD 4.54 M +USD 4.26 M +67,416 +1,226%
Fagan Associates
218
Fagan Associates
New York
USD 4.53 M -USD 126 k -1,989 -3%
LWM
219
Lodestone Wealth Management
Washington
USD 4.52 M +USD 225 k +3,565 +5%
ODFS
220
O'Donnell Financial Services
California
USD 4.45 M -USD 490 k -7,761 -10%
OneDigital Investment Advisors
221
OneDigital Investment Advisors
Kansas
USD 4.41 M +USD 1.52 M +24,133 +52%
RA
222
RiverTree Advisors
Florida
USD 4.4 M +USD 394 k +6,243 +10%
Mount Yale Investment Advisors
223
Mount Yale Investment Advisors
Colorado
USD 4.37 M +USD 3.39 M +53,655 +324%
OWA
224
OakTrust Wealth Advisors
Connecticut
USD 4.31 M +USD 54.8 k +868 +1%
Per Stirling Capital Management
225
Per Stirling Capital Management
Texas
USD 4.29 M +USD 257 k +4,077 +6%
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