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ORIX

IX

Capitalización de mercado USD 39.7 mil M

#	Nombre	Posición	Valor operado	Cambio en acciones	Cambio en la participación
126	JF 126 JMN Financial New Albany, Ohio	USD 567 k	-USD 68.2 k	-1,917	-11%
127	127 CAPTRUST Financial Advisors Raleigh, North Carolina	USD 567 k	+USD 91.2 k	+2,565	+21%
128	128 Xponance Philadelphia, Pennsylvania	USD 564 k	+USD 235 k	+6,615	+81%
129	129 Osaic Holdings Scottsdale, Arizona	USD 549 k	+USD 321 k	+9,014	+167%
130	130 Hardy Reed Tupelo, Mississippi	USD 545 k	–	–	–
131	131 Rockefeller Capital Management New York	USD 534 k	+USD 91.3 k	+2,567	+22%
132	132 Mount Yale Investment Advisors Denver, Colorado	USD 512 k	+USD 178 k	+5,007	+59%
133	133 AssetMark Inc Concord, California	USD 511 k	-USD 1.28 k	-36	-0.3%
134	134 Wealth Enhancement Advisory Services Plymouth, Minnesota	USD 502 k	+USD 161 k	+4,512	+57%
135	135 HRT Financial New York	USD 500 k	-USD 401 k	-11,272	-46%
136	136 Optas LLC Austin, Texas	USD 492 k	+USD 3.52 k	+99	+0.8%
137	137 PDS Planning Dublin, Ohio	USD 486 k	-USD 249	-7	-0.1%
138	138 William Blair & Company Chicago, Illinois	USD 483 k	+USD 452 k	+12,703	Nuevas
139	139 Independent Advisor Alliance Charlotte, North Carolina	USD 482 k	+USD 451 k	+12,677	Nuevas
140	BWA 140 Basecamp Wealth Advisors Bellevue, Washington	USD 481 k	–	–	–
141	141 KeyBank National Association Cleveland, Ohio	USD 479 k	+USD 144 k	+4,044	+47%
142	142 D'Orazio & Associates Falls Church, Virginia	USD 477 k	+USD 159 k	+4,457	+55%
143	143 Marks Group Wealth Management Minnetonka, Minnesota	USD 466 k	-USD 138 k	-3,867	-24%
144	144 Janney Montgomery Scott Philadelphia, Pennsylvania	USD 455 k	+USD 18.3 k	+515	+4%
145	145 Ascent Group Virginia Beach, Virginia	USD 451 k	+USD 29.6 k	+833	+8%
146	AHL 146 Abel Hall LLC Baton Rouge, Louisiana	USD 441 k	+USD 5.3 k	+149	+1%
147	147 Checchi Capital Advisers Beverly Hills, California	USD 420 k	-USD 27.9 k	-785	-7%
148	NWAG 148 Net Worth Advisory Group Sandy, Utah	USD 420 k	-USD 1.67 k	-47	-0.4%
149	149 Hantz Financial Services Southfield, Michigan	USD 407 k	+USD 10.2 k	+287	+3%
150	150 Pinnacle Wealth Planning Services Mansfield, Ohio	USD 406 k	+USD 3.02 k	+85	+0.8%