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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Level Four Advisory Services
51
Level Four Advisory Services
Texas
USD 13.7 M +USD 2.35 M +45,785 +21%
Nilsine Partners
52
Nilsine Partners
Colorado
USD 13.2 M -USD 904 k -17,604 -6%
Gotham Asset Management
53
Gotham Asset Management
New York
USD 13.2 M +USD 10 M +195,078 +310%
Community Trust & Investment
54
Community Trust & Investment
Kentucky
USD 13.2 M +USD 687 k +13,366 +5%
BRPW
55
Ballast Rock Private Wealth
South Carolina
USD 13.2 M +USD 6.12 M +119,041 +87%
Apollon Wealth Management
56
Apollon Wealth Management
South Carolina
USD 13.1 M +USD 13.1 M +255,183 Nuevas
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
USD 12.2 M -USD 419 k -8,162 -3%
Citadel Advisors
58
Citadel Advisors
Florida
USD 12.1 M +USD 8.72 M +169,719 +254%
Foguth Wealth Management
59
Foguth Wealth Management
Michigan
USD 11.9 M +USD 205 k +3,992 +2%
Inscription Capital
60
Inscription Capital
Texas
USD 11.7 M +USD 2.72 M +52,937 +30%
MML Investors Services
61
MML Investors Services
Massachusetts
USD 11.4 M +USD 4.75 M +92,439 +71%
TLA
62
Tanglewood Legacy Advisors
Texas
USD 11 M -USD 491 k -9,560 -4%
Natixis Advisors
63
Natixis Advisors
Massachusetts
USD 10.9 M +USD 4.84 M +94,139 +80%
Private Advisor Group
64
Private Advisor Group
New Jersey
USD 10.6 M +USD 2.59 M +50,453 +32%
HFM
65
Hartford Financial Management
Connecticut
USD 10.5 M +USD 553 k +10,761 +6%
Kestra Investment Management
66
Kestra Investment Management
Texas
USD 10.4 M +USD 2.5 M +48,758 +32%
Asset Allocation Strategies
67
Asset Allocation Strategies
Michigan
USD 10 M +USD 1.12 M +21,716 +12%
Beacon Pointe Advisors
68
Beacon Pointe Advisors
California
USD 9.06 M +USD 231 k +4,498 +3%
Baird Financial Group
69
Baird Financial Group
Wisconsin
USD 8.22 M +USD 67.3 k +1,310 +0.8%
Kingsview Wealth Management
70
Kingsview Wealth Management
Oregon
USD 8.12 M +USD 2.18 M +42,420 +37%
IFP Advisors
71
IFP Advisors
Florida
USD 8.06 M +USD 2.71 M +52,729 +50%
Flagship Harbor Advisors
72
Flagship Harbor Advisors
Massachusetts
USD 7.64 M -USD 631 k -12,288 -8%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
USD 7.48 M +USD 7.49 M +145,870 +145,870%
WIA
74
Wealthedge Investment Advisors
New York
USD 6.84 M +USD 6.85 M +133,363 Nuevas
Stifel Financial
75
Stifel Financial
Missouri
USD 6.72 M +USD 1.09 M +21,135 +19%