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icono de IAUM

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IAUM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SteelPeak Wealth
76
SteelPeak Wealth
California
USD 2.39 M +USD 10.3 k +228 +0.4%
BOK Financial
77
BOK Financial
Oklahoma
USD 2.38 M +USD 580 k +12,905 +28%
Sankala Group
78
Sankala Group
Colorado
USD 2.31 M +USD 740 k +16,453 +45%
Evermay Wealth Management
79
Evermay Wealth Management
Virginia
USD 2.16 M +USD 167 k +3,723 +7%
Cedar Point Capital Partners
80
Cedar Point Capital Partners
Iowa
USD 2.15 M +USD 128 k +2,841 +6%
Choate Investment Advisors
81
Choate Investment Advisors
Massachusetts
USD 2.15 M – – –
Stokes Family Office
82
Stokes Family Office
Louisiana
USD 2.07 M -USD 1.27 M -28,261 -35%
Creative Planning
83
Creative Planning
Kansas
USD 2.03 M +USD 274 k +6,095 +14%
Nomura Asset Management
84
Nomura Asset Management
Japan
USD 2 M -USD 540 k -12,000 -19%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
USD 1.96 M +USD 144 k +3,192 +7%
Chemistry Wealth Management
86
Chemistry Wealth Management
New York
USD 1.89 M +USD 426 k +9,463 +25%
Westfuller Advisors
87
Westfuller Advisors
New York
USD 1.79 M +USD 434 k +9,661 +27%
Oarsman Capital
88
Oarsman Capital
Wisconsin
USD 1.68 M -USD 42.5 k -946 -2%
HighTower Advisors
89
HighTower Advisors
Illinois
USD 1.68 M +USD 94.3 k +2,098 +5%
Beacon Pointe Advisors
90
Beacon Pointe Advisors
California
USD 1.58 M +USD 601 k +13,371 +51%
Tactive Advisors
91
Tactive Advisors
Florida
USD 1.58 M +USD 119 k +2,640 +7%
M&T Bank
92
M&T Bank
New York
USD 1.5 M +USD 1.68 M +37,374 Nuevas
Insigneo Advisory Services
93
Insigneo Advisory Services
Florida
USD 1.49 M +USD 156 k +3,466 +10%
&Partners
94
&Partners
Tennessee
USD 1.45 M +USD 80.4 k +1,788 +5%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
USD 1.34 M +USD 230 k +5,117 +18%
Hunter Associates Investment Management
96
Hunter Associates Investment Management
Pennsylvania
USD 1.34 M – – –
Rooted Wealth Advisors
97
Rooted Wealth Advisors
Illinois
USD 1.33 M +USD 221 k +4,926 +17%
Tidal Investments
98
Tidal Investments
Wisconsin
USD 1.33 M -USD 93.2 k -2,073 -6%
Wedmont Private Capital
99
Wedmont Private Capital
Pennsylvania
USD 1.33 M -USD 18.8 k -417 -1%
Farther Finance Advisors
100
Farther Finance Advisors
California
USD 1.32 M +USD 1.26 M +28,126 +580%
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