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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
USD 20.3 M +USD 793 k +19,767 +4%
Verum Partners
27
Verum Partners
North Carolina
USD 20.1 M +USD 1.13 M +28,202 +6%
Allegheny Financial Group
28
Allegheny Financial Group
Pennsylvania
USD 20 M +USD 3.21 M +80,150 +20%
Morgan Stanley
29
Morgan Stanley
New York
USD 19.3 M +USD 18.1 M +451,869 +4,076%
SCM
30
Stonehearth Capital Management
Massachusetts
USD 18.6 M +USD 267 k +6,650 +2%
First Manhattan
31
First Manhattan
New York
USD 17.9 M +USD 4.2 M +104,660 +32%
PCMC
32
Paragon Capital Management (Colorado)
Colorado
USD 16.8 M +USD 396 k +9,862 +3%
Crusonia Wealth Advisors
33
Crusonia Wealth Advisors
Colorado
USD 16.1 M -USD 183 k -4,574 -1%
Kelman-Lazarov Inc
34
Kelman-Lazarov Inc
Tennessee
USD 15.9 M +USD 12.8 k +320 +0.1%
Integrated Wealth Concepts
35
Integrated Wealth Concepts
Massachusetts
USD 13.9 M +USD 13.4 M +333,041 Nuevas
AA
36
Alpha Advisors
Virginia
USD 13.3 M +USD 153 k +3,825 +1%
LCM
37
Leisure Capital Management
California
USD 13.3 M +USD 2.84 M +70,709 +28%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
USD 12.5 M -USD 992 k -24,722 -8%
Osaic Holdings
39
Osaic Holdings
Arizona
USD 12.3 M +USD 957 k +23,861 +9%
JMNC
40
J. Mark Nickell & Co
Tennessee
USD 12.3 M +USD 474 k +11,828 +4%
&Partners
41
&Partners
Tennessee
USD 11.7 M +USD 373 k +9,290 +3%
New England Private Wealth Advisors
42
New England Private Wealth Advisors
Massachusetts
USD 9.24 M +USD 505 k +12,591 +6%
JP Morgan Chase
43
JP Morgan Chase
New York
USD 9.17 M +USD 726 k +18,092 +9%
LP
44
LGL Partners
Pennsylvania
USD 8.6 M +USD 184 k +4,591 +2%
AI
45
ArchPoint Investors
Florida
USD 8.49 M – – –
Heritage Trust
46
Heritage Trust
Oklahoma
USD 8.37 M +USD 534 k +13,309 +7%
HighTower Advisors
47
HighTower Advisors
Illinois
USD 7.98 M +USD 256 k +6,388 +3%
Diversified Trust
48
Diversified Trust
Tennessee
USD 7.89 M -USD 141 k -3,525 -2%
Madison Asset Management
49
Madison Asset Management
Wisconsin
USD 7.83 M +USD 88.9 k +2,217 +1%
Stonehage Fleming Financial Services
50
Stonehage Fleming Financial Services
Jersey
USD 7.71 M +USD 2.35 M +58,587 +46%