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ESGE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bailard
76
Bailard
California
USD 5.7 M -USD 149 k -2,849 -3%
Wealthspire Advisors (New York)
77
Wealthspire Advisors (New York)
New York
USD 5.56 M -USD 491 k -9,394 -8%
Cerity Partners
78
Cerity Partners
New York
USD 5.48 M +USD 178 k +3,402 +4%
NorthStar Asset Management (Massachusetts)
79
NorthStar Asset Management (Massachusetts)
Massachusetts
USD 5.48 M +USD 1.09 M +20,819 +26%
Financial Engines Advisors
80
Financial Engines Advisors
California
USD 5.25 M -USD 218 k -4,177 -4%
High Note Wealth
81
High Note Wealth
Minnesota
USD 5.17 M -USD 5.64 k -108 -0.1%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
USD 5.07 M -USD 645 k -12,340 -12%
Sand Hill Global Advisors
83
Sand Hill Global Advisors
California
USD 5.05 M -USD 631 k -12,079 -12%
Corient Private Wealth
84
Corient Private Wealth
Florida
USD 5.03 M -USD 8.15 M -156,011 -63%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
USD 4.89 M +USD 1.08 M +20,618 +29%
Cabot Wealth Management
86
Cabot Wealth Management
Massachusetts
USD 4.86 M +USD 1.31 M +24,998 +39%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
USD 4.85 M -USD 968 k -18,519 -17%
Savant Capital
88
Savant Capital
Illinois
USD 4.66 M -USD 250 k -4,792 -5%
AssetMark Inc
89
AssetMark Inc
California
USD 4.64 M -USD 860 k -16,450 -16%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
USD 4.59 M -USD 324 k -6,192 -7%
Centennial Bank
91
Centennial Bank
Arkansas
USD 4.39 M +USD 44.4 k +850 +1%
North Berkeley Wealth Management
92
North Berkeley Wealth Management
California
USD 4.26 M +USD 1.24 M +23,795 +44%
Raffa Wealth Management
93
Raffa Wealth Management
District of Columbia
USD 4.15 M +USD 95.6 k +1,830 +2%
Baird Financial Group
94
Baird Financial Group
Wisconsin
USD 3.86 M -USD 77.7 k -1,486 -2%
AlTi Global
95
AlTi Global
New York
USD 3.84 M +USD 285 k +5,463 +8%
Robertson Stephens Wealth Management
96
Robertson Stephens Wealth Management
California
USD 3.83 M +USD 248 k +4,748 +7%
&Partners
97
&Partners
Tennessee
USD 3.83 M +USD 189 k +3,626 +5%
Atomic Invest
98
Atomic Invest
New York
USD 3.79 M +USD 3.51 M +67,090 +2,131%
Farther Finance Advisors
99
Farther Finance Advisors
California
USD 3.73 M +USD 946 k +18,102 +36%
Apella Capital
100
Apella Capital
Connecticut
USD 3.73 M -USD 24 k -460 -0.6%
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