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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Brookstone Capital Management
101
Brookstone Capital Management
Illinois
USD 31.8 M +USD 1.93 M +20,448 +6%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
USD 30.9 M +USD 323 k +3,420 +1%
Ascent Group
103
Ascent Group
Virginia
USD 29.4 M +USD 3.2 M +33,849 +12%
Modera Wealth Management
104
Modera Wealth Management
New Jersey
USD 29.3 M +USD 1.34 M +14,164 +5%
IA
105
Integrity Alliance
Iowa
USD 28.9 M +USD 2.33 M +24,633 +9%
Confluence Investment Management
106
Confluence Investment Management
Missouri
USD 28.7 M -USD 2.78 M -29,406 -9%
US Bancorp
107
US Bancorp
Minnesota
USD 28.4 M -USD 1.22 M -12,850 -4%
Meridian Wealth Partners
108
Meridian Wealth Partners
Pennsylvania
USD 28.1 M +USD 1.63 M +17,221 +6%
Acorns Advisers
109
Acorns Advisers
California
USD 28 M +USD 1.85 M +19,534 +7%
Global Retirement Partners
110
Global Retirement Partners
California
USD 27.4 M +USD 27.4 M +290,132 Nuevas
iA Global Asset Management
111
iA Global Asset Management
Quebec, Canada
USD 26.9 M +USD 14.1 M +149,376 +111%
Financial Engines Advisors
112
Financial Engines Advisors
California
USD 26 M +USD 5.1 M +53,928 +24%
Federated Hermes
113
Federated Hermes
Pennsylvania
USD 25.1 M -USD 8.5 M -89,865 -25%
Cerity Partners
114
Cerity Partners
New York
USD 24.8 M -USD 2.47 M -26,164 -9%
Talon Private Wealth
115
Talon Private Wealth
Florida
USD 24.6 M +USD 304 k +3,219 +1%
Jacobson & Schmitt Advisors
116
Jacobson & Schmitt Advisors
Wisconsin
USD 24.4 M +USD 881 k +9,321 +4%
CC
117
Courier Capital
New York
USD 24.2 M +USD 2.07 M +21,907 +9%
Kelman-Lazarov Inc
118
Kelman-Lazarov Inc
Tennessee
USD 24 M +USD 343 k +3,625 +1%
Carnegie Investment Counsel
119
Carnegie Investment Counsel
Ohio
USD 23.8 M -USD 459 k -4,851 -2%
HighTower Advisors
120
HighTower Advisors
Illinois
USD 23.7 M +USD 1000 k +10,570 +4%
Horst & Graben Wealth Management
121
Horst & Graben Wealth Management
Oregon
USD 23.5 M +USD 1.35 M +14,257 +6%
TIAA Trust, National Association
122
TIAA Trust, National Association
North Carolina
USD 23.1 M -USD 35.8 M -378,902 -61%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
USD 22.9 M +USD 592 k +6,257 +3%
QFA
124
Quattro Financial Advisors
Texas
USD 22.8 M +USD 16.1 M +170,028 +237%
Advocacy Wealth Management Services
125
Advocacy Wealth Management Services
Georgia
USD 22.5 M +USD 892 k +9,434 +4%