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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
AIA Group
1
AIA Group
Hong Kong
USD 499 M – – –
Allworth Financial
2
Allworth Financial
California
USD 299 M -USD 421 k -10,971 -0.1%
Brown Brothers Harriman & Co
3
Brown Brothers Harriman & Co
New York
USD 293 M +USD 224 M +5,848,501 +261%
Merit Financial Group
4
Merit Financial Group
Georgia
USD 289 M +USD 18.5 M +482,948 +6%
HB Wealth Management
5
HB Wealth Management
Georgia
USD 214 M +USD 207 M +5,404,269 +1,079%
Legacy Advisors
6
Legacy Advisors
Pennsylvania
USD 128 M +USD 1.38 M +35,950 +1%
Lazard Asset Management
7
Lazard Asset Management
New York
USD 94 M +USD 3.69 M +96,253 +4%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
USD 79.5 M +USD 12 M +311,656 +17%
Crestwood Advisors Group
9
Crestwood Advisors Group
Massachusetts
USD 64 M +USD 14.9 M +388,420 +28%
Perigon Wealth Management
10
Perigon Wealth Management
California
USD 62.9 M +USD 3.27 M +85,374 +5%
Alvarez & Marsal Private Wealth Partners
11
Alvarez & Marsal Private Wealth Partners
Florida
USD 62.5 M +USD 29.7 M +774,133 +81%
FFT Wealth Management
12
FFT Wealth Management
Pennsylvania
USD 59.3 M +USD 1.84 M +47,974 +3%
Atria Investments
13
Atria Investments
North Carolina
USD 52.4 M +USD 48.4 M +1,262,902 +680%
Trustees of Dartmouth College
14
Trustees of Dartmouth College
New Hampshire
USD 39.7 M – – –
Modern Wealth Management
15
Modern Wealth Management
Kansas
USD 38.1 M +USD 39.6 M +1,031,906 +11,963%
Prodigy Asset Management
16
Prodigy Asset Management
Nebraska
USD 34.8 M +USD 12.1 M +316,665 +49%
Auxano Advisors
17
Auxano Advisors
Washington
USD 34.5 M +USD 13.1 M +342,424 +56%
Raymond James Financial
18
Raymond James Financial
Florida
USD 33.7 M +USD 8.4 M +218,970 +31%
Annex Advisory Services
19
Annex Advisory Services
Wisconsin
USD 32.4 M +USD 3.28 M +85,642 +11%
Central Trust Company
20
Central Trust Company
Missouri
USD 29.7 M +USD 8.28 M +215,930 +36%
Tanglewood Wealth Management
21
Tanglewood Wealth Management
Texas
USD 29.5 M +USD 31.3 M +815,764 Nuevas
Pinnacle Associates
22
Pinnacle Associates
New York
USD 29.3 M -USD 1.07 M -27,948 -3%
MML Investors Services
23
MML Investors Services
Massachusetts
USD 27 M +USD 1.87 M +48,659 +7%
LPL Financial
24
LPL Financial
California
USD 24 M +USD 2.23 M +58,059 +10%
New Republic Capital
25
New Republic Capital
North Carolina
USD 18.3 M +USD 3.59 M +93,681 +23%