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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Tectonic Advisors
1
Tectonic Advisors
Texas
USD 76.1 M +USD 2.25 M +85,933 +3%
Benjamin Edwards Inc
2
Benjamin Edwards Inc
Missouri
USD 49.8 M +USD 880 k +33,587 +2%
RWA Wealth Partners
3
RWA Wealth Partners
Massachusetts
USD 48.1 M +USD 6.2 M +236,516 +14%
OWA
4
Opal Wealth Advisors
New York
USD 40.5 M +USD 1.76 M +67,145 +4%
Forvis Mazars Wealth Advisors
5
Forvis Mazars Wealth Advisors
Missouri
USD 37.5 M +USD 22.5 M +859,832 +140%
Raymond James Financial
6
Raymond James Financial
Florida
USD 31.9 M +USD 11.8 M +451,362 +56%
Legacy Advisors
7
Legacy Advisors
Pennsylvania
USD 24.3 M +USD 10.7 k +409 +0%
Cambridge Associates
8
Cambridge Associates
Massachusetts
USD 22.2 M – – –
Jefferies Financial Group
9
Jefferies Financial Group
New York
USD 11.7 M +USD 11.1 M +423,310 +1,166%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
USD 10.5 M +USD 1.51 M +57,748 +17%
Ledyard National Bank
11
Ledyard National Bank
USD 3.7 M +USD 3.82 M +145,775 Nuevas
MAI Capital Management
12
MAI Capital Management
Ohio
USD 3.24 M +USD 3.34 M +127,375 Nuevas
NCM
13
NCM Capital Management
New Jersey
USD 3 M +USD 1.41 M +53,696 +83%
Waverly Advisors
14
Waverly Advisors
Alabama
USD 2.76 M +USD 350 k +13,363 +14%
IFP Advisors
15
IFP Advisors
Florida
USD 2.54 M +USD 371 k +14,154 +17%
Stratos Wealth Partners
16
Stratos Wealth Partners
Ohio
USD 2.11 M +USD 1.55 M +59,040 +245%
Essex Financial Services
17
Essex Financial Services
Connecticut
USD 1.96 M +USD 94.7 k +3,614 +5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
USD 1.38 M +USD 663 k +25,283 +87%
WC
19
Weil Company
California
USD 1.33 M +USD 1.38 M +52,466 Nuevas
UAG
20
United Advisor Group
Ohio
USD 1.25 M +USD 16.5 k +628 +1%
LPL Financial
21
LPL Financial
California
USD 1.16 M +USD 1 M +38,176 +504%
Steward Partners Investment Advisory
22
Steward Partners Investment Advisory
New York
USD 1.15 M +USD 834 k +31,830 +235%
LWM
23
Langley Wealth Management
Mississippi
USD 1.1 M +USD 1.14 M +43,353 Nuevas
Well Done LLC
24
Well Done LLC
Michigan
USD 924 k – – –
Pittenger & Anderson Inc
25
Pittenger & Anderson Inc
Nebraska
USD 814 k +USD 72.1 k +2,750 +9%