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MTBA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 110 M -USD 11 M -223,801 -9%
MML Investors Services
2
MML Investors Services
Massachusetts
USD 95.1 M +USD 15.1 M +306,124 +19%
Wells Fargo
3
Wells Fargo
California
USD 79.9 M -USD 2.17 M -43,991 -3%
Edge Wealth Management
4
Edge Wealth Management
New York
USD 53.5 M +USD 957 k +19,399 +2%
Evergreen Capital Management
5
Evergreen Capital Management
Washington
USD 51.8 M -USD 352 k -7,139 -0.7%
Knightsbridge Asset Management
6
Knightsbridge Asset Management
California
USD 46.5 M +USD 6.35 M +128,729 +16%
WG
7
Watchman Group
Texas
USD 44.3 M +USD 1.2 M +24,379 +3%
CreativeOne Wealth
8
CreativeOne Wealth
Kansas
USD 35.1 M +USD 3.21 M +65,131 +10%
LPL Financial
9
LPL Financial
California
USD 26.7 M -USD 1.89 M -38,346 -7%
Tortoise Investment Management
10
Tortoise Investment Management
New York
USD 25.9 M +USD 601 k +12,171 +2%
Aprio Wealth Management
11
Aprio Wealth Management
Georgia
USD 23.8 M +USD 1.08 M +21,794 +5%
HCM
12
Hutchinson Capital Management
California
USD 19.7 M +USD 1.11 M +22,430 +6%
Hilton Capital Management
13
Hilton Capital Management
New York
USD 19.6 M -USD 22.5 M -456,647 -53%
Pekin Hardy Strauss
14
Pekin Hardy Strauss
Illinois
USD 18.8 M -USD 1.31 M -26,517 -6%
Proficio Capital Partners
15
Proficio Capital Partners
Massachusetts
USD 16.6 M -USD 2.23 M -45,211 -12%
L2 Asset Management
16
L2 Asset Management
Massachusetts
USD 14.5 M -USD 13 M -263,824 -47%
WealthPlan Investment Management
17
WealthPlan Investment Management
Nebraska
USD 13.4 M -USD 675 k -13,671 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 12.2 M -USD 2.14 M -43,344 -15%
Bar Harbor Wealth Management
19
Bar Harbor Wealth Management
New Hampshire
USD 11.8 M -USD 248 k -5,028 -2%
TWD
20
True Wealth Design
Ohio
USD 10.8 M -USD 480 k -9,733 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 9.8 M -USD 1.4 M -28,382 -12%
Sanctuary Advisors
22
Sanctuary Advisors
Indiana
USD 9.6 M +USD 1.72 M +34,918 +22%
Prevail Innovative Wealth Advisors
23
Prevail Innovative Wealth Advisors
Kansas
USD 9.5 M -USD 40.2 k -815 -0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
USD 8.81 M +USD 1.64 M +33,259 +23%
Tidal Investments
25
Tidal Investments
Wisconsin
USD 8.53 M +USD 3.01 M +61,020 +54%
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