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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
LifeGoal Wealth Advisors
826
LifeGoal Wealth Advisors
New York
US$ 457 mil +US$ 86,2 mil +632 +25%
SNS Financial Group
827
SNS Financial Group
Minnesota
US$ 455 mil +US$ 433 mil +3.178 Nova
OneAscent Investment Solutions
828
OneAscent Investment Solutions
Alabama
US$ 450 mil -US$ 102 mil -747 -19%
Ascent Group
829
Ascent Group
Virginia
US$ 449 mil -US$ 23,5 mil -172 -5%
Indivisible Partners
830
Indivisible Partners
Florida
US$ 446 mil +US$ 27,3 mil +200 +7%
Fiduciary Group
831
Fiduciary Group
Georgia
US$ 445 mil +US$ 115 mil +845 +37%
August Group Capital
832
August Group Capital
US$ 444 mil +US$ 409 +3 +0,1%
Aspiriant LLC
833
Aspiriant LLC
California
US$ 442 mil +US$ 421 mil +3.087 Nova
Norman Fields Gottscho Capital Management
834
Norman Fields Gottscho Capital Management
New York
US$ 441 mil +US$ 12,3 mil +90 +3%
Greenleaf Trust
835
Greenleaf Trust
Michigan
US$ 441 mil -US$ 20,7 mil -152 -5%
Aptus Capital Advisors
836
Aptus Capital Advisors
Alabama
US$ 439 mil -US$ 75,4 mil -553 -15%
Real Talk Capital
837
Real Talk Capital
Tennessee
US$ 436 mil +US$ 53,2 mil +390 +15%
Sandler Capital Management
838
Sandler Capital Management
New York
US$ 430 mil -US$ 76,8 mil -563 -16%
Nelson Capital Management
839
Nelson Capital Management
California
US$ 429 mil -US$ 70 mil -513 -15%
Abel Hall LLC
840
Abel Hall LLC
Louisiana
US$ 428 mil -US$ 1,23 mil -9 -0,3%
Stratos Wealth Advisors
841
Stratos Wealth Advisors
Ohio
US$ 425 mil -US$ 31 mil -227 -7%
Unique Wealth
842
Unique Wealth
Florida
US$ 423 mil -US$ 128 mil -939 -24%
Essex Financial Services
843
Essex Financial Services
Connecticut
US$ 422 mil -US$ 70,9 mil -520 -15%
Canandaigua National Bank & Trust
844
Canandaigua National Bank & Trust
New York
US$ 420 mil +US$ 400 mil +2.936 Nova
Prospera Financial Services
845
Prospera Financial Services
Texas
US$ 416 mil -US$ 77,6 mil -569 -16%
KMWM
846
Keudell/Morrison Wealth Management
Oregon
US$ 416 mil +US$ 14 mil +103 +4%
Sumitomo Life Insurance
847
Sumitomo Life Insurance
Japan
US$ 414 mil -US$ 11,3 mi -82.625 -97%
TIAA Wealth Investment Management
848
TIAA Wealth Investment Management
New York
US$ 414 mil -US$ 19,8 mil -145 -5%
OneAscent Wealth Management
849
OneAscent Wealth Management
Alabama
US$ 414 mil -US$ 5,73 mil -42 -1%
Wealth Architects
850
Wealth Architects
California
US$ 411 mil -US$ 4,77 mil -35 -1%
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