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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Financial Engines Advisors
1
Financial Engines Advisors
California
USD 1909 M -USD 174 M -5,067,671 -9%
Creative Planning
2
Creative Planning
Kansas
USD 1070 M -USD 14.3 M -415,802 -1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
USD 463 M +USD 32 M +930,189 +8%
Moneta Group Investment Advisors
4
Moneta Group Investment Advisors
Missouri
USD 434 M +USD 17.2 M +499,305 +4%
Jones Financial Companies
5
Jones Financial Companies
Missouri
USD 266 M +USD 88 M +2,558,214 +53%
Advisory Alpha
6
Advisory Alpha
Michigan
USD 257 M -USD 5.77 M -167,760 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
USD 227 M -USD 22.7 M -660,451 -10%
Cerity Partners
8
Cerity Partners
New York
USD 198 M +USD 7.54 M +219,018 +4%
Legacy Wealth Management (Tennessee)
9
Legacy Wealth Management (Tennessee)
Tennessee
USD 158 M -USD 1.16 M -33,621 -0.8%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
USD 119 M -USD 3.54 M -102,935 -3%
Savant Capital
11
Savant Capital
Illinois
USD 115 M +USD 94.7 M +2,752,495 +574%
JMG Financial Group
12
JMG Financial Group
Illinois
USD 113 M -USD 182 k -5,275 -0.2%
Fragasso Financial Advisors
13
Fragasso Financial Advisors
Pennsylvania
USD 106 M -USD 1.91 M -55,479 -2%
Mariner
14
Mariner
Kansas
USD 96.9 M -USD 3.47 M -100,806 -4%
UBS Group
15
UBS Group
Switzerland
USD 84.3 M -USD 384 k -11,169 -0.5%
LPL Financial
16
LPL Financial
California
USD 74.4 M +USD 3.13 M +90,945 +5%
Raymond James Financial
17
Raymond James Financial
Florida
USD 68.6 M +USD 1.2 M +34,957 +2%
Prime Capital Investment Advisors
18
Prime Capital Investment Advisors
Kansas
USD 67.5 M -USD 1.49 M -43,211 -2%
Advocacy Wealth Management Services
19
Advocacy Wealth Management Services
Georgia
USD 63.2 M +USD 4.62 M +134,186 +8%
Waverly Advisors
20
Waverly Advisors
Alabama
USD 62.7 M -USD 111 k -3,231 -0.2%
Morgan Stanley
21
Morgan Stanley
New York
USD 60.8 M -USD 1.49 M -43,255 -3%
Charles Schwab
22
Charles Schwab
California
USD 60.4 M +USD 15.6 M +452,264 +38%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
USD 57.2 M +USD 4.81 M +139,644 +10%
9FG
24
93 Financial Group
Massachusetts
USD 55.3 M -USD 2.89 M -83,872 -5%
Beacon Pointe Advisors
25
Beacon Pointe Advisors
California
USD 54.7 M +USD 40.2 k +1,168 +0.1%