¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 89 M +USD 2.4 M +35,899 +3%
Morgan Stanley
2
Morgan Stanley
New York
USD 46.9 M +USD 15.6 M +233,041 +48%
Cantor Fitzgerald Investment Advisors
3
Cantor Fitzgerald Investment Advisors
New York
USD 43.1 M +USD 43.9 M +657,945 Nuevas
Gradient Investments
4
Gradient Investments
Minnesota
USD 32.5 M +USD 22 M +328,804 +196%
Charles Schwab Investment Advisory
5
Charles Schwab Investment Advisory
California
USD 25 M +USD 5.67 M +84,848 +29%
Bank of America
6
Bank of America
North Carolina
USD 22.3 M +USD 1.45 M +21,680 +7%
Aviance Capital Management
7
Aviance Capital Management
Florida
USD 22.2 M -USD 5.73 M -85,795 -20%
Nottingham Advisors
8
Nottingham Advisors
New York
USD 14.4 M +USD 1.05 M +15,750 +8%
UBS Group
9
UBS Group
Switzerland
USD 13 M +USD 2.44 M +36,512 +22%
DCM
10
DeGreen Capital Management
Arizona
USD 10.8 M +USD 11.1 M +165,579 Nuevas
Edmonds Duncan Registered Investment Advisors
11
Edmonds Duncan Registered Investment Advisors
Kansas
USD 8.61 M +USD 301 k +4,502 +4%
Harvest Capital Management
12
Harvest Capital Management
New Hampshire
USD 7.96 M +USD 859 k +12,861 +12%
AE Wealth Management
13
AE Wealth Management
Kansas
USD 7.64 M +USD 7.54 M +112,879 +3,032%
Simplicity Solutions
14
Simplicity Solutions
Minnesota
USD 7.33 M +USD 7.47 M +111,827 Nuevas
HighTower Advisors
15
HighTower Advisors
Illinois
USD 6.51 M -USD 88.7 k -1,329 -1%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 6.13 M -USD 779 k -11,663 -11%
Maryland Capital Management
17
Maryland Capital Management
Maryland
USD 5.84 M +USD 234 k +3,510 +4%
Tiller Private Wealth
18
Tiller Private Wealth
Pennsylvania
USD 5.34 M -USD 291 k -4,363 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 5.26 M +USD 4.19 M +62,765 +357%
AssetMark Inc
20
AssetMark Inc
California
USD 5.08 M +USD 5.17 M +77,484 Nuevas
Venturi Wealth Management
21
Venturi Wealth Management
Texas
USD 4.26 M +USD 215 k +3,227 +5%
Legacy Private Trust
22
Legacy Private Trust
Wisconsin
USD 3.79 M -USD 5.72 M -85,626 -60%
Dynamic Advisor Solutions
23
Dynamic Advisor Solutions
Arizona
USD 3.42 M +USD 3.49 M +52,214 Nuevas
Ladenburg Thalmann Financial Services
24
Ladenburg Thalmann Financial Services
Florida
USD 3.11 M +USD 3.08 M +46,148 +3,531%
Cornerstone Advisory
25
Cornerstone Advisory
Maryland
USD 2.75 M -USD 131 k -1,966 -4%