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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Creative Planning
51
Creative Planning
Kansas
USD 34.5 M -USD 5.91 M -221,473 -15%
Raymond James Financial
52
Raymond James Financial
Florida
USD 33.7 M +USD 3.19 M +119,628 +10%
L.J. Altfest & Co
53
L.J. Altfest & Co
New York
USD 29.4 M +USD 1.01 M +37,890 +4%
Foster & Motley
54
Foster & Motley
Ohio
USD 29.2 M +USD 3.18 M +119,249 +12%
Savant Capital
55
Savant Capital
Illinois
USD 28.9 M +USD 16.6 M +622,253 +132%
Prentice Wealth Management
56
Prentice Wealth Management
New York
USD 28.4 M +USD 1.15 M +43,241 +4%
Joseph Group Capital Management
57
Joseph Group Capital Management
Ohio
USD 27.7 M +USD 175 k +6,542 +0.6%
Avior Wealth Management
58
Avior Wealth Management
Nebraska
USD 26.9 M +USD 814 k +30,494 +3%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
USD 26.5 M -USD 25.5 k -957 -0.1%
Seneca Financial Advisors
60
Seneca Financial Advisors
New York
USD 26.5 M +USD 1.94 M +72,879 +8%
Tortoise Investment Management
61
Tortoise Investment Management
New York
USD 25.9 M +USD 1.31 M +48,996 +5%
Citigroup
62
Citigroup
New York
USD 23.8 M +USD 591 k +22,148 +3%
Arax Advisory Partners
63
Arax Advisory Partners
Colorado
USD 22 M +USD 1.11 M +41,552 +5%
HighTower Advisors
64
HighTower Advisors
Illinois
USD 21.1 M -USD 7.34 M -275,223 -26%
Fund Evaluation Group
65
Fund Evaluation Group
Ohio
USD 19.8 M – – –
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
USD 19.7 M -USD 21.9 M -819,301 -52%
Navalign LLC
67
Navalign LLC
California
USD 19.2 M +USD 891 k +33,394 +5%
TandemGrowth Financial Advisors
68
TandemGrowth Financial Advisors
Georgia
USD 18.7 M +USD 707 k +26,487 +4%
Modera Wealth Management
69
Modera Wealth Management
New Jersey
USD 18.4 M -USD 144 k -5,404 -0.8%
Tidal Investments
70
Tidal Investments
Wisconsin
USD 17.5 M -USD 3.65 M -136,668 -17%
Sage Financial Group
71
Sage Financial Group
Pennsylvania
USD 17.4 M +USD 873 k +32,719 +5%
Goldman Sachs
72
Goldman Sachs
New York
USD 17.1 M -USD 8.24 M -308,876 -32%
Allen Capital Group
73
Allen Capital Group
Nebraska
USD 16.8 M -USD 18.1 k -678 -0.1%
Carnegie Investment Counsel
74
Carnegie Investment Counsel
Ohio
USD 16.5 M -USD 333 k -12,495 -2%
AMG
75
Asset Management Group
Connecticut
USD 16.4 M -USD 8.83 k -331 -0.1%