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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Coldstream Capital Management
551
Coldstream Capital Management
Washington
US$ 765 mil +US$ 21,3 mil +175 +3%
Farther Finance Advisors
552
Farther Finance Advisors
California
US$ 756 mil +US$ 73,6 mil +604 +12%
SVB Wealth
553
SVB Wealth
Massachusetts
US$ 756 mil -US$ 67,5 mil -554 -9%
Total Wealth Planning & Management
554
Total Wealth Planning & Management
Florida
US$ 752 mil +US$ 690 mil +5.663 Nova
Wedmont Private Capital
555
Wedmont Private Capital
Pennsylvania
US$ 752 mil +US$ 66,7 mil +547 +11%
Snowden Capital Advisors
556
Snowden Capital Advisors
New York
US$ 751 mil +US$ 29,2 mil +240 +4%
Lombard Odier Asset Management (Switzerland)
557
Lombard Odier Asset Management (Switzerland)
Switzerland
US$ 749 mil -US$ 900 mil -7.389 -57%
Sumitomo Life Insurance
558
Sumitomo Life Insurance
Japan
US$ 749 mil -US$ 18,6 mil -153 -3%
DRW Securities
559
DRW Securities
Illinois
US$ 747 mil +US$ 685 mil +5.623 Nova
SignatureFD
560
SignatureFD
Georgia
US$ 742 mil +US$ 108 mil +889 +19%
Prudential plc
561
Prudential plc
United Kingdom
US$ 728 mil -US$ 1,13 mi -9.276 -63%
Hohimer Wealth Management
562
Hohimer Wealth Management
Washington
US$ 727 mil +US$ 29,1 mil +239 +5%
Siemens Fonds Invest
563
Siemens Fonds Invest
Germany
US$ 721 mil +US$ 8,29 mil +68 +1%
Campbell & Co Investment Adviser
564
Campbell & Co Investment Adviser
Maryland
US$ 721 mil -US$ 10,2 mi -83.732 -94%
Waverly Advisors
565
Waverly Advisors
Alabama
US$ 720 mil +US$ 88,6 mil +727 +15%
Union Bancaire Privee
566
Union Bancaire Privee
Switzerland
US$ 718 mil -US$ 54,3 mil -446 -8%
Turtle Creek Wealth Advisors
567
Turtle Creek Wealth Advisors
Texas
US$ 712 mil +US$ 270 mil +2.214 +70%
AlphaCore Capital
568
AlphaCore Capital
California
US$ 712 mil +US$ 208 mil +1.707 +47%
Ashton Thomas Private Wealth
569
Ashton Thomas Private Wealth
Arizona
US$ 693 mil +US$ 98,7 mil +810 +18%
KCM Investment Advisors
570
KCM Investment Advisors
California
US$ 688 mil +US$ 2,32 mil +19 +0,4%
BSW Wealth Partners
571
BSW Wealth Partners
Colorado
US$ 686 mil +US$ 5,73 mil +47 +0,9%
Coastline Trust
572
Coastline Trust
Rhode Island
US$ 685 mil – – –
Inscription Capital
573
Inscription Capital
Texas
US$ 679 mil +US$ 282 mil +2.315 +83%
S.E.E.D. Planning Group
574
S.E.E.D. Planning Group
New York
US$ 679 mil -US$ 12,9 mi -105.562 -95%
Azzad Asset Management
575
Azzad Asset Management
Virginia
US$ 678 mil +US$ 622 mil +5.106 Nova
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