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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
CWM
901
Cornerstone Wealth Management
Missouri
US$ 312 mil +US$ 298 mil +2.183 Nova
Cary Street Partners Investment Advisory
902
Cary Street Partners Investment Advisory
Virginia
US$ 312 mil +US$ 1,09 mil +8 +0,4%
Principle Wealth Partners
903
Principle Wealth Partners
Connecticut
US$ 312 mil -US$ 150 mil -1.100 -34%
PDS Planning
904
PDS Planning
Ohio
US$ 311 mil +US$ 2,86 mil +21 +1%
Palumbo Wealth Management
905
Palumbo Wealth Management
New York
US$ 311 mil +US$ 17 mil +125 +6%
Trust Company of Vermont
906
Trust Company of Vermont
Vermont
US$ 308 mil +US$ 294 mil +2.155 Nova
Stonebrook Private
907
Stonebrook Private
Michigan
US$ 307 mil +US$ 23,1 mil +169 +9%
LVW Advisors
908
LVW Advisors
New York
US$ 306 mil +US$ 15,1 mil +111 +5%
AIM
909
Aigen Investment Management
New York
US$ 303 mil -US$ 1,96 mi -14.344 -87%
Platform Technology Partners
910
Platform Technology Partners
New York
US$ 303 mil -US$ 51,2 mil -375 -15%
Freestone Grove Partners
911
Freestone Grove Partners
California
US$ 302 mil -US$ 16,3 mi -119.449 -98%
Welch & Forbes
912
Welch & Forbes
Massachusetts
US$ 301 mil – – –
SP Asset Management
913
SP Asset Management
California
US$ 300 mil – – –
Van Diest Capital
914
Van Diest Capital
Iowa
US$ 300 mil -US$ 530 mil -3.886 -65%
Kingswood Wealth Advisors
915
Kingswood Wealth Advisors
California
US$ 295 mil +US$ 1,5 mil +11 +0,5%
GWM
916
Gibbs Wealth Management
Georgia
US$ 292 mil -US$ 415 mil -3.046 -60%
Truvestments Capital
917
Truvestments Capital
Florida
US$ 292 mil -US$ 7,09 mil -52 -2%
LBMC Investment Advisors
918
LBMC Investment Advisors
Tennessee
US$ 292 mil +US$ 278 mil +2.038 Nova
Vest Financial
919
Vest Financial
Virginia
US$ 291 mil -US$ 51,8 mil -380 -16%
Armis Advisers
920
Armis Advisers
Georgia
US$ 290 mil +US$ 45,8 mil +336 +21%
Pinnacle Wealth Planning Services
921
Pinnacle Wealth Planning Services
Ohio
US$ 289 mil -US$ 20,7 mil -152 -7%
Founders Financial Alliance
922
Founders Financial Alliance
North Carolina
US$ 288 mil -US$ 8,46 mil -62 -3%
Icon Wealth Advisors
923
Icon Wealth Advisors
Texas
US$ 288 mil -US$ 28,9 mil -212 -10%
Fi3 Financial Advisors
924
Fi3 Financial Advisors
Indiana
US$ 287 mil -US$ 327 mil -2.394 -53%
GTS Securities
925
GTS Securities
Florida
US$ 287 mil -US$ 56,3 mil -413 -17%
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