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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
GeoWealth Management
101
GeoWealth Management
Illinois
USD 3.65 M -USD 553 k -10,585 -14%
Perigon Wealth Management
102
Perigon Wealth Management
California
USD 3.53 M +USD 70.9 k +1,356 +2%
Quadrant Capital Group
103
Quadrant Capital Group
Ohio
USD 3.45 M – – –
Koss-Olinger Consulting
104
Koss-Olinger Consulting
Florida
USD 3.39 M +USD 30.2 k +577 +0.9%
BOK Financial
105
BOK Financial
Oklahoma
USD 3.36 M -USD 18.4 k -353 -0.6%
Harbour Investments
106
Harbour Investments
Wisconsin
USD 3.3 M +USD 55.8 k +1,067 +2%
SoFi Wealth
107
SoFi Wealth
California
USD 3.23 M +USD 616 k +11,785 +25%
Crux Wealth Advisors
108
Crux Wealth Advisors
California
USD 3.23 M -USD 81.9 k -1,567 -3%
Archer Investment Management
109
Archer Investment Management
Texas
USD 3.19 M -USD 79.3 k -1,518 -3%
True Blue Financial
110
True Blue Financial
Michigan
USD 3.18 M +USD 818 k +15,651 +37%
Wescott Financial Advisory Group
111
Wescott Financial Advisory Group
Pennsylvania
USD 3.18 M -USD 45.2 k -864 -1%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
USD 3.13 M – – –
Blue Edge Capital
113
Blue Edge Capital
Virginia
USD 3.06 M +USD 166 k +3,184 +6%
Avise Financial Cooperative
114
Avise Financial Cooperative
California
USD 2.94 M -USD 1.06 M -20,378 -27%
Advisory Services Network
115
Advisory Services Network
Georgia
USD 2.93 M -USD 400 k -7,658 -13%
Moneta Group Investment Advisors
116
Moneta Group Investment Advisors
Missouri
USD 2.91 M -USD 140 k -2,677 -5%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
USD 2.9 M -USD 441 k -8,435 -14%
Sanctuary Advisors
118
Sanctuary Advisors
Indiana
USD 2.79 M -USD 417 k -7,971 -14%
Affiance Financial
119
Affiance Financial
Minnesota
USD 2.78 M -USD 25.1 k -480 -0.9%
Impact Investors
120
Impact Investors
California
USD 2.78 M -USD 102 k -1,953 -4%
Brinker Capital Investments
121
Brinker Capital Investments
Pennsylvania
USD 2.77 M -USD 206 k -3,941 -7%
Citadel Advisors
122
Citadel Advisors
Florida
USD 2.76 M +USD 2.64 M +50,519 Nuevas
KeyBank National Association
123
KeyBank National Association
Ohio
USD 2.75 M -USD 170 k -3,262 -6%
HB Wealth Management
124
HB Wealth Management
Georgia
USD 2.64 M +USD 170 k +3,250 +7%
One Wealth Advisors
125
One Wealth Advisors
California
USD 2.57 M -USD 422 k -8,084 -15%
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