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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
United Capital Financial Advisors
1
United Capital Financial Advisors
Texas
USD 134 M +USD 13.4 M +482,506 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 131 M +USD 12.1 M +433,888 +10%
Charles Schwab Investment Advisory
3
Charles Schwab Investment Advisory
California
USD 86.8 M +USD 41.1 M +1,478,290 +93%
Wealthfront
4
Wealthfront
California
USD 15 M +USD 2.67 M +96,204 +22%
Morningstar Investment Services
5
Morningstar Investment Services
Illinois
USD 11.7 M +USD 11.4 M +410,882 Nuevas
Foster & Motley
6
Foster & Motley
Ohio
USD 8.37 M +USD 20.3 k +730 +0.2%
Bank of America
7
Bank of America
North Carolina
USD 8.14 M +USD 519 k +18,672 +7%
FWM
8
Frontier Wealth Management
Missouri
USD 7.73 M +USD 2.24 M +80,632 +42%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 7.71 M +USD 1.05 M +37,790 +16%
Apriem Advisors
10
Apriem Advisors
California
USD 6.69 M +USD 6.58 M +236,766 Nuevas
Roof Eidam Maycock Peralta (REMP)
11
Roof Eidam Maycock Peralta (REMP)
California
USD 6.55 M +USD 6.45 M +232,050 Nuevas
Venturi Wealth Management
12
Venturi Wealth Management
Texas
USD 4.46 M +USD 4.18 M +150,390 +1,984%
LPL Financial
13
LPL Financial
California
USD 4.18 M +USD 1.71 M +61,632 +73%
Charles Schwab
14
Charles Schwab
California
USD 4.17 M +USD 109 k +3,930 +3%
Private Advisor Group
15
Private Advisor Group
New Jersey
USD 4.01 M +USD 621 k +22,344 +19%
Wealthspire Advisors (Maryland)
16
Wealthspire Advisors (Maryland)
Maryland
USD 3.94 M +USD 177 k +6,370 +5%
VOYA Investment Management
17
VOYA Investment Management
Georgia
USD 3.17 M +USD 3.12 M +112,328 Nuevas
Avior Wealth Management
18
Avior Wealth Management
Nebraska
USD 2.87 M +USD 214 k +7,706 +8%
Sensible Financial Planning & Management
19
Sensible Financial Planning & Management
Massachusetts
USD 2.81 M +USD 117 k +4,208 +4%
Mosaic Financial Partners
20
Mosaic Financial Partners
California
USD 2.36 M +USD 210 k +7,560 +10%
Kingfisher Capital
21
Kingfisher Capital
North Carolina
USD 1.96 M -USD 77.2 k -2,776 -4%
Empirical Wealth Management
22
Empirical Wealth Management
Washington
USD 1.94 M -USD 30.4 k -1,094 -2%
Wolverine Trading
23
Wolverine Trading
Illinois
USD 1.93 M +USD 1.9 M +68,422 Nuevas
Girard Securities
24
Girard Securities
California
USD 1.87 M +USD 132 k +4,738 +8%
Callahan Advisors
25
Callahan Advisors
Texas
USD 1.64 M +USD 53.8 k +1,936 +3%