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ESGE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Marshall Wace
51
Marshall Wace
United Kingdom
USD 9.3 M +USD 8.3 M +158,810 +1,410%
Ally Invest Advisors
52
Ally Invest Advisors
North Carolina
USD 9.25 M -USD 234 k -4,487 -3%
Mather Group
53
Mather Group
Illinois
USD 9.21 M +USD 588 k +11,257 +7%
Jones Financial Companies
54
Jones Financial Companies
Missouri
USD 9.2 M +USD 817 k +15,633 +10%
Principal Financial Group
55
Principal Financial Group
Iowa
USD 9.11 M – – –
Intergy Private Wealth
56
Intergy Private Wealth
Colorado
USD 8.93 M +USD 39.7 k +759 +0.5%
Citigroup
57
Citigroup
New York
USD 8.72 M -USD 442 k -8,459 -5%
Modera Wealth Management
58
Modera Wealth Management
New Jersey
USD 8.52 M +USD 17.1 k +328 +0.2%
Oxford Financial Group
59
Oxford Financial Group
Indiana
USD 8.38 M -USD 216 k -4,140 -3%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
USD 8.21 M +USD 1.17 M +22,329 +17%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
USD 8.14 M -USD 6.34 M -121,391 -45%
Stanich Group
62
Stanich Group
New York
USD 8.07 M +USD 301 k +5,767 +4%
NewEdge Advisors
63
NewEdge Advisors
Louisiana
USD 7.64 M +USD 1.25 M +23,942 +21%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
USD 7.23 M -USD 592 k -11,334 -8%
Baldwin Wealth Partners
65
Baldwin Wealth Partners
Massachusetts
USD 7.12 M +USD 113 k +2,161 +2%
Laurel Wealth Planning
66
Laurel Wealth Planning
Minnesota
USD 7.04 M -USD 181 k -3,464 -3%
Steward Partners Investment Advisory
67
Steward Partners Investment Advisory
New York
USD 7 M +USD 34.3 k +657 +0.5%
Bank of New York Mellon
68
Bank of New York Mellon
New York
USD 6.92 M -USD 947 k -18,121 -13%
Brown Advisory
69
Brown Advisory
Maryland
USD 6.78 M – – –
Alesco Advisors
70
Alesco Advisors
New York
USD 6.64 M +USD 4.55 k +87 +0.1%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
USD 6.57 M -USD 287 k -5,496 -4%
Allworth Financial
72
Allworth Financial
California
USD 6.23 M +USD 62.7 k +1,200 +1%
MAI Capital Management
73
MAI Capital Management
Ohio
USD 5.99 M +USD 5.12 M +98,021 +851%
Quent Capital
74
Quent Capital
New York
USD 5.9 M -USD 97.8 k -1,872 -2%
Stifel Financial
75
Stifel Financial
Missouri
USD 5.81 M +USD 1.68 M +32,070 +43%
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