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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 27.4 M +USD 6.7 M +244,263 +31%
Marks Group Wealth Management
2
Marks Group Wealth Management
Minnesota
USD 12.8 M +USD 3.22 M +117,259 +32%
CFG
3
Copley Financial Group
California
USD 12.1 M +USD 355 k +12,943 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 9.8 M +USD 435 k +15,874 +4%
Heck Capital Advisors
5
Heck Capital Advisors
Wisconsin
USD 7.3 M -USD 62.7 k -2,286 -0.8%
Ameritas Advisory Services
6
Ameritas Advisory Services
Nebraska
USD 6.34 M +USD 2.02 M +73,732 +45%
AAA
7
American Alpha Advisors
New York
USD 6.31 M +USD 899 k +32,770 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
USD 6.08 M -USD 11.8 k -431 -0.2%
OPOWM
9
One Plus One Wealth Management
Florida
USD 5.77 M -USD 1.66 M -60,382 -22%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
USD 5.52 M +USD 125 k +4,553 +2%
Raymond James Financial
11
Raymond James Financial
Florida
USD 3.83 M +USD 700 k +25,508 +21%
Old Mission Capital
12
Old Mission Capital
Illinois
USD 2.86 M +USD 1.42 M +51,644 +92%
PCS
13
Private Client Services
Kentucky
USD 2.83 M -USD 1.3 M -47,479 -31%
Equitable Holdings
14
Equitable Holdings
New York
USD 2.68 M +USD 186 k +6,785 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 2.61 M +USD 135 k +4,938 +5%
Stratos Wealth Partners
16
Stratos Wealth Partners
Ohio
USD 2.41 M +USD 285 k +10,405 +13%
CIBC World Market
17
CIBC World Market
Ontario, Canada
USD 2.16 M +USD 167 k +6,072 +8%
Belpointe Asset Management
18
Belpointe Asset Management
Nevada
USD 2.01 M +USD 235 k +8,579 +13%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
USD 2 M +USD 171 k +6,218 +9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
USD 1.48 M +USD 316 k +11,507 +26%
CreativeOne Wealth
21
CreativeOne Wealth
Kansas
USD 1.46 M +USD 568 k +20,699 +60%
CRI
22
Colonial River Investments
Virginia
USD 1.46 M +USD 1.51 M +54,902 Nuevas
RFG Advisory
23
RFG Advisory
Alabama
USD 1.33 M +USD 1.38 M +50,265 Nuevas
HighTower Advisors
24
HighTower Advisors
Illinois
USD 1.25 M +USD 35.4 k +1,290 +3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
USD 1.25 M +USD 15.2 k +555 +1%
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