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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Equitable Holdings
176
Equitable Holdings
New York
USD 13.3 M +USD 918 k +9,705 +7%
BCM
177
Boltwood Capital Management
California
USD 13.2 M +USD 458 k +4,848 +4%
Focus Partners Wealth
178
Focus Partners Wealth
Massachusetts
USD 13.2 M +USD 1.78 M +18,842 +16%
NewSquare Capital
179
NewSquare Capital
Pennsylvania
USD 13 M +USD 187 k +1,979 +1%
Cascade Financial Partners
180
Cascade Financial Partners
California
USD 12.8 M +USD 3.52 M +37,275 +38%
One Wealth Advisors
181
One Wealth Advisors
California
USD 12.7 M +USD 755 k +7,979 +6%
TWA
182
Tandem Wealth Advisors
Arizona
USD 12.6 M +USD 634 k +6,703 +5%
RWA Wealth Partners
183
RWA Wealth Partners
Massachusetts
USD 12.6 M -USD 1.52 M -16,066 -11%
SFS
184
Security Financial Services
Indiana
USD 12.4 M +USD 313 k +3,313 +3%
Cornerstone Management
185
Cornerstone Management
Georgia
USD 12.3 M -USD 859 k -9,087 -7%
Resona Asset Management
186
Resona Asset Management
Japan
USD 12.2 M – – –
KFS
187
Kelly Financial Services
Massachusetts
USD 12.1 M +USD 916 k +9,684 +8%
Cabot Wealth Management
188
Cabot Wealth Management
Massachusetts
USD 11.9 M -USD 21.3 M -225,498 -64%
JT Stratford LLC
189
JT Stratford LLC
Georgia
USD 11.9 M +USD 1.25 M +13,207 +12%
AWMT
190
AAFMAA Wealth Management & Trust
North Carolina
USD 11.7 M +USD 764 k +8,077 +7%
Axxcess Wealth Management
191
Axxcess Wealth Management
California
USD 11.7 M +USD 1.68 M +17,725 +17%
TCM
192
Tradewinds Capital Management
Washington
USD 11.6 M +USD 11.6 M +122,869 Nuevas
Westover Capital Advisors
193
Westover Capital Advisors
Delaware
USD 11.6 M +USD 270 k +2,858 +2%
Perigon Wealth Management
194
Perigon Wealth Management
California
USD 11.4 M +USD 233 k +2,469 +2%
Brinker Capital Investments
195
Brinker Capital Investments
Pennsylvania
USD 11.2 M +USD 892 k +9,435 +9%
Seeds Investor
196
Seeds Investor
New York
USD 11.1 M +USD 429 k +4,538 +4%
Smith Salley Wealth Management
197
Smith Salley Wealth Management
North Carolina
USD 10.9 M -USD 4.64 M -49,053 -30%
BBWP
198
Beacon Bridge Wealth Partners
Pennsylvania
USD 10.9 M +USD 188 k +1,989 +2%
Farther Finance Advisors
199
Farther Finance Advisors
California
USD 10.8 M +USD 124 k +1,311 +1%
TF
200
Theory Financial
Colorado
USD 10.8 M +USD 233 k +2,463 +2%