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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Allworth Financial
1
Allworth Financial
California
USD 232 M +USD 104 M +3,477,196 +87%
AIA Group
2
AIA Group
Hong Kong
USD 128 M +USD 20.2 M +678,743 +20%
HighTower Advisors
3
HighTower Advisors
Illinois
USD 43.4 M +USD 41.6 M +1,397,511 Nuevas
Crestwood Advisors Group
4
Crestwood Advisors Group
Massachusetts
USD 27.8 M +USD 26.3 M +884,237 +6,750%
Pinnacle Associates
5
Pinnacle Associates
New York
USD 25.4 M +USD 8.07 M +270,792 +49%
Annex Advisory Services
6
Annex Advisory Services
Wisconsin
USD 17.1 M +USD 8.12 M +272,457 +98%
Lazard Asset Management
7
Lazard Asset Management
New York
USD 12.4 M +USD 1.08 M +36,138 +10%
FFT Wealth Management
8
FFT Wealth Management
Pennsylvania
USD 11.4 M +USD 6.26 M +210,032 +132%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
USD 11.1 M +USD 4.7 M +157,910 +81%
Kelman-Lazarov Inc
10
Kelman-Lazarov Inc
Tennessee
USD 10.4 M +USD 8.11 M +272,072 +428%
Auxano Advisors
11
Auxano Advisors
Washington
USD 9.9 M +USD 6.17 M +207,119 +187%
Paragon Capital Management (Colorado)
12
Paragon Capital Management (Colorado)
Colorado
USD 9.5 M +USD 9.14 M +306,827 Nuevas
Verum Partners
13
Verum Partners
North Carolina
USD 9.33 M +USD 3.12 M +104,615 +53%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 6.7 M +USD 6.43 M +215,839 Nuevas
LP
15
LGL Partners
Pennsylvania
USD 5.67 M +USD 1.55 M +52,009 +40%
CIBC World Market
16
CIBC World Market
Ontario, Canada
USD 4.99 M +USD 1.66 M +55,585 +53%
Raymond James Financial Services Advisors
17
Raymond James Financial Services Advisors
Florida
USD 4.87 M +USD 950 k +31,873 +25%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
USD 4.36 M +USD 3.79 M +127,142 +941%
ArchPoint Investors
19
ArchPoint Investors
Florida
USD 3.79 M +USD 3.63 M +122,000 Nuevas
Colony Family Offices
20
Colony Family Offices
North Carolina
USD 3.74 M +USD 1.57 M +52,797 +78%
Diversified Trust
21
Diversified Trust
Tennessee
USD 2.83 M +USD 2.72 M +91,235 Nuevas
HB Wealth Management
22
HB Wealth Management
Georgia
USD 2.57 M +USD 2.47 M +83,008 Nuevas
New England Private Wealth Advisors
23
New England Private Wealth Advisors
Massachusetts
USD 2.33 M +USD 661 k +22,200 +42%
JP Morgan Chase
24
JP Morgan Chase
New York
USD 2.31 M +USD 1.8 M +60,275 +425%
Financial Connections Group
25
Financial Connections Group
California
USD 1.78 M +USD 1.68 M +56,323 +5,632%