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ESGD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
USD 26.7 M +USD 1.72 M +16,924 +7%
Raymond James Financial
52
Raymond James Financial
Florida
USD 26.4 M -USD 202 k -1,993 -0.8%
MML Investors Services
53
MML Investors Services
Massachusetts
USD 25.8 M -USD 424 k -4,178 -2%
KeyBank National Association
54
KeyBank National Association
Ohio
USD 25.6 M +USD 597 k +5,876 +2%
Mather Group
55
Mather Group
Illinois
USD 24.8 M +USD 2.49 M +24,515 +11%
Ellevest Inc
56
Ellevest Inc
New York
USD 24.3 M +USD 30.9 M +304,079 +141%
SG
57
Stanich Group
New York
USD 24 M +USD 1.42 M +13,984 +6%
Bank of New York Mellon
58
Bank of New York Mellon
New York
USD 23.3 M -USD 2.39 M -23,495 -9%
William Blair & Company
59
William Blair & Company
Illinois
USD 23.2 M -USD 587 k -5,783 -2%
OG
60
Odyssey Group
Pennsylvania
USD 22.6 M +USD 22.4 M +220,180 Nuevas
Howland Capital Management
61
Howland Capital Management
Massachusetts
USD 21 M -USD 5.59 k -55 -0%
Steward Partners Investment Advisory
62
Steward Partners Investment Advisory
New York
USD 20.1 M -USD 890 k -8,762 -4%
Baird Financial Group
63
Baird Financial Group
Wisconsin
USD 19.7 M +USD 634 k +6,236 +3%
FI
64
FinArc Investments
Massachusetts
USD 19.1 M -USD 242 k -2,382 -1%
WCM
65
Windsor Capital Management
Arizona
USD 18.3 M +USD 198 k +1,948 +1%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
USD 17.8 M +USD 14.3 M +140,551 +437%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
USD 17.7 M -USD 4.85 M -47,728 -22%
Stifel Financial
68
Stifel Financial
Missouri
USD 17.6 M +USD 3.41 M +33,584 +24%
Financial Engines Advisors
69
Financial Engines Advisors
California
USD 16.9 M -USD 11.7 k -115 -0.1%
Global Retirement Partners
70
Global Retirement Partners
California
USD 16.1 M +USD 15.9 M +156,526 Nuevas
Private Advisor Group
71
Private Advisor Group
New Jersey
USD 15.8 M -USD 2.92 M -28,719 -16%
Modera Wealth Management
72
Modera Wealth Management
New Jersey
USD 15.1 M -USD 134 k -1,315 -0.9%
Atomic Invest
73
Atomic Invest
New York
USD 14 M +USD 13.3 M +131,119 +2,199%
SRWM
74
Shira Ridge Wealth Management
California
USD 13.9 M -USD 126 k -1,242 -0.9%
Sand Hill Global Advisors
75
Sand Hill Global Advisors
California
USD 13.6 M +USD 96.6 k +951 +0.7%
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