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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
AIA Group
1
AIA Group
Hong Kong
USD 274 M +USD 20 M +612,315 +8%
Allworth Financial
2
Allworth Financial
California
USD 242 M -USD 4.67 M -143,157 -2%
Merit Financial Group
3
Merit Financial Group
Georgia
USD 149 M +USD 34.4 M +1,052,948 +28%
Gitterman Wealth Management
4
Gitterman Wealth Management
New Jersey
USD 49.4 M +USD 51.5 M +1,579,109 Nuevas
HighTower Advisors
5
HighTower Advisors
Illinois
USD 43.4 M +USD 522 k +15,998 +1%
Annex Advisory Services
6
Annex Advisory Services
Wisconsin
USD 40.9 M +USD 403 k +12,354 +1%
FFT Wealth Management
7
FFT Wealth Management
Pennsylvania
USD 37.7 M +USD 13.2 M +403,984 +51%
Raymond James Financial
8
Raymond James Financial
Florida
USD 33 M +USD 8.53 M +261,608 +33%
Crestwood Advisors Group
9
Crestwood Advisors Group
Massachusetts
USD 32.7 M +USD 887 k +27,188 +3%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
USD 27.9 M +USD 4.28 M +131,082 +17%
Pinnacle Associates
11
Pinnacle Associates
New York
USD 25.9 M – – –
Lazard Asset Management
12
Lazard Asset Management
New York
USD 23.2 M +USD 4.39 M +134,450 +28%
Colony Family Offices
13
Colony Family Offices
North Carolina
USD 17.6 M +USD 10.2 M +313,875 +126%
Auxano Advisors
14
Auxano Advisors
Washington
USD 16.9 M +USD 1.7 M +51,973 +11%
Verum Partners
15
Verum Partners
North Carolina
USD 12 M +USD 681 k +20,862 +6%
Kelman-Lazarov Inc
16
Kelman-Lazarov Inc
Tennessee
USD 10.9 M +USD 476 k +14,596 +4%
Paragon Capital Management (Colorado)
17
Paragon Capital Management (Colorado)
Colorado
USD 10.6 M +USD 457 k +14,018 +4%
Archer Investment Management
18
Archer Investment Management
Texas
USD 10 M -USD 4.65 M -142,678 -31%
MML Investors Services
19
MML Investors Services
Massachusetts
USD 9.01 M +USD 8.76 M +268,504 +1,370%
SouthState Corp
20
SouthState Corp
Florida
USD 8.67 M +USD 9.05 M +277,435 Nuevas
AA
21
Alpha Advisors
Virginia
USD 7.2 M +USD 924 k +28,337 +14%
Leisure Capital Management
22
Leisure Capital Management
California
USD 7.03 M +USD 7.33 M +224,742 Nuevas
JP Morgan Chase
23
JP Morgan Chase
New York
USD 6.52 M +USD 1.29 M +39,684 +24%
HB Wealth Management
24
HB Wealth Management
Georgia
USD 6.42 M -USD 2.91 M -89,275 -30%
New England Private Wealth Advisors
25
New England Private Wealth Advisors
Massachusetts
USD 5.63 M +USD 403 k +12,341 +7%