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MTBA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
USD 995 k – – –
WealthPLAN Partners
77
WealthPLAN Partners
Nebraska
USD 987 k +USD 411 k +8,326 +71%
Private Advisor Group
78
Private Advisor Group
New Jersey
USD 960 k -USD 4.27 M -86,512 -82%
LWA
79
Legacy Wealth Advisors
Florida
USD 941 k +USD 296 +6 +0%
Maridea Wealth Management
80
Maridea Wealth Management
New York
USD 853 k -USD 103 k -2,079 -11%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
USD 830 k -USD 6.83 M -138,327 -89%
Sharp Financial Services
82
Sharp Financial Services
Pennsylvania
USD 710 k +USD 270 k +5,475 +61%
Quantinno Capital Management
83
Quantinno Capital Management
New York
USD 685 k +USD 25.2 k +511 +4%
Keeler Thomas Management
84
Keeler Thomas Management
Utah
USD 680 k +USD 684 k +13,857 Nuevas
Corient Private Wealth
85
Corient Private Wealth
Florida
USD 620 k -USD 89.8 k -1,820 -13%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
USD 617 k +USD 621 k +12,575 Nuevas
Flow Traders U.S.
87
Flow Traders U.S.
New York
USD 617 k -USD 190 k -3,860 -23%
Kennedy Investment Group
88
Kennedy Investment Group
New Jersey
USD 594 k +USD 199 k +4,029 +50%
SteelPeak Wealth
89
SteelPeak Wealth
California
USD 591 k +USD 595 k +12,054 Nuevas
Andina Capital Management
90
Andina Capital Management
Utah
USD 590 k -USD 1.66 M -33,702 -74%
Nautilus Advisors
91
Nautilus Advisors
California
USD 571 k -USD 58.1 k -1,177 -9%
&Partners
92
&Partners
Tennessee
USD 554 k -USD 601 k -12,171 -52%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
USD 547 k -USD 1.43 M -29,015 -72%
BAM Wealth Management
94
BAM Wealth Management
Colorado
USD 546 k +USD 212 k +4,287 +63%
HRT Financial
95
HRT Financial
New York
USD 536 k +USD 540 k +10,934 Nuevas
PFG Investments
96
PFG Investments
New York
USD 535 k +USD 13.2 k +268 +3%
Raymond James Financial
97
Raymond James Financial
Florida
USD 523 k +USD 313 k +6,336 +147%
Venturi Wealth Management
98
Venturi Wealth Management
Texas
USD 519 k -USD 4.88 k -99 -0.9%
Strategy Asset Managers
99
Strategy Asset Managers
California
USD 510 k +USD 11.2 k +227 +2%
CIBC World Market
100
CIBC World Market
Ontario, Canada
USD 507 k +USD 24.7 k +500 +5%
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