¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
AIA Group
1
AIA Group
Hong Kong
USD 530 M – – –
Allworth Financial
2
Allworth Financial
California
USD 319 M +USD 752 k +20,006 +0.2%
Merit Financial Group
3
Merit Financial Group
Georgia
USD 288 M +USD 17.7 M +470,500 +7%
Legacy Advisors
4
Legacy Advisors
Pennsylvania
USD 134 M +USD 13.1 M +347,969 +11%
Lazard Asset Management
5
Lazard Asset Management
New York
USD 96.2 M +USD 37.1 M +986,402 +65%
Brown Brothers Harriman & Co
6
Brown Brothers Harriman & Co
New York
USD 86.2 M +USD 48.9 M +1,299,496 +138%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
USD 72.6 M +USD 28.2 M +748,613 +66%
Perigon Wealth Management
8
Perigon Wealth Management
California
USD 63.6 M +USD 62.2 M +1,652,954 Nuevas
FFT Wealth Management
9
FFT Wealth Management
Pennsylvania
USD 61.1 M +USD 4.16 M +110,606 +7%
Crestwood Advisors Group
10
Crestwood Advisors Group
Massachusetts
USD 53.1 M +USD 8.02 M +213,284 +18%
Trustees of Dartmouth College
11
Trustees of Dartmouth College
New Hampshire
USD 42.2 M – – –
Alvarez & Marsal Private Wealth Partners
12
Alvarez & Marsal Private Wealth Partners
Florida
USD 36.6 M +USD 35.8 M +951,420 Nuevas
Pinnacle Associates
13
Pinnacle Associates
New York
USD 32.2 M +USD 121 k +3,215 +0.4%
Annex Advisory Services
14
Annex Advisory Services
Wisconsin
USD 31.2 M +USD 3.27 M +86,987 +12%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 30.2 M +USD 23.9 M +636,315 +513%
Raymond James Financial
16
Raymond James Financial
Florida
USD 27.4 M +USD 1.6 M +42,591 +6%
MML Investors Services
17
MML Investors Services
Massachusetts
USD 26.8 M +USD 1.31 M +34,762 +5%
Prodigy Asset Management
18
Prodigy Asset Management
Nebraska
USD 24.8 M +USD 20.4 M +542,866 +534%
Auxano Advisors
19
Auxano Advisors
Washington
USD 23.5 M +USD 906 k +24,092 +4%
LPL Financial
20
LPL Financial
California
USD 23.3 M +USD 16.4 M +435,615 +255%
Central Trust Company
21
Central Trust Company
Missouri
USD 23.3 M +USD 5.82 M +154,897 +34%
HB Wealth Management
22
HB Wealth Management
Georgia
USD 19.3 M +USD 1.45 M +38,656 +8%
Colony Family Offices
23
Colony Family Offices
North Carolina
USD 17.4 M +USD 1.45 M +38,587 +9%
Verum Partners
24
Verum Partners
North Carolina
USD 16.3 M +USD 632 k +16,816 +4%
Stonehearth Capital Management
25
Stonehearth Capital Management
Massachusetts
USD 16.2 M +USD 739 k +19,655 +5%