¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 51.3 M -USD 1.87 M -21,717 -4%
QS Investors
2
QS Investors
New York
USD 48.6 M -USD 573 k -6,649 -1%
Bank of America
3
Bank of America
North Carolina
USD 35.1 M +USD 3.25 M +37,767 +11%
Wells Fargo
4
Wells Fargo
California
USD 31.4 M -USD 212 k -2,460 -0.7%
Efficient Advisors
5
Efficient Advisors
Ohio
USD 18.3 M -USD 486 k -5,642 -3%
Morgan Stanley
6
Morgan Stanley
New York
USD 16.4 M -USD 977 k -11,343 -6%
One Capital Management
7
One Capital Management
California
USD 13.7 M +USD 592 k +6,873 +5%
RegentAtlantic Capital
8
RegentAtlantic Capital
New Jersey
USD 12.6 M -USD 197 k -2,290 -2%
Alesco Advisors
9
Alesco Advisors
New York
USD 11.1 M -USD 94.6 k -1,098 -0.9%
BOK Financial Private Wealth
10
BOK Financial Private Wealth
Colorado
USD 10.6 M -USD 1.1 M -12,783 -10%
Dowling & Yahnke
11
Dowling & Yahnke
California
USD 10.4 M +USD 8.36 k +97 +0.1%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
USD 10.1 M +USD 273 k +3,170 +3%
Creative Planning
13
Creative Planning
Kansas
USD 9.3 M -USD 724 k -8,399 -7%
Charles Schwab
14
Charles Schwab
California
USD 9.11 M -USD 2.45 M -28,412 -22%
Monroe Bank & Trust
15
Monroe Bank & Trust
Michigan
USD 9.06 M +USD 118 k +1,366 +1%
Silvercrest Asset Management
16
Silvercrest Asset Management
New York
USD 6.83 M +USD 48.3 k +560 +0.7%
UBS Group
17
UBS Group
Switzerland
USD 6.69 M -USD 2.63 M -30,544 -29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 5.81 M -USD 125 k -1,451 -2%
Juncture Wealth Strategies
19
Juncture Wealth Strategies
Arizona
USD 5.42 M +USD 347 k +4,026 +7%
TD Ameritrade Investment Management
20
TD Ameritrade Investment Management
Nebraska
USD 5.2 M -USD 51.6 k -599 -1%
Ladenburg Thalmann Financial Services
21
Ladenburg Thalmann Financial Services
Florida
USD 3.86 M +USD 285 k +3,307 +8%
WESCAP Management Group
22
WESCAP Management Group
California
USD 3.84 M +USD 36.3 k +421 +1%
Parkside Advisors
23
Parkside Advisors
California
USD 3.7 M -USD 15.1 k -175 -0.4%
Smith, Moore & Co
24
Smith, Moore & Co
Missouri
USD 3.68 M +USD 115 k +1,340 +3%
LPL Financial
25
LPL Financial
California
USD 3.6 M +USD 313 k +3,629 +10%