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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Trillium Asset Management
1476
Trillium Asset Management
Massachusetts
US$ 910 mil -US$ 39,3 mil -225 -4%
Optas LLC
1477
Optas LLC
Texas
US$ 910 mil +US$ 20,3 mil +116 +2%
Forvis Mazars Wealth Advisors
1478
Forvis Mazars Wealth Advisors
Missouri
US$ 908 mil +US$ 238 mil +1.361 +37%
ACC
1479
Acorn Creek Capital
Colorado
US$ 905 mil +US$ 4,72 mil +27 +0,5%
Albion Financial Group
1480
Albion Financial Group
Utah
US$ 902 mil +US$ 523 mil +2.992 +149%
CHM
1481
Collaborative Holdings Management
New York
US$ 902 mil +US$ 874 mil +5.000 Nova
JT Stratford LLC
1482
JT Stratford LLC
Georgia
US$ 902 mil +US$ 266 mil +1.520 +44%
CAM
1483
Creekmur Asset Management
Illinois
US$ 900 mil -US$ 595 mil -3.402 -41%
Catalyst Financial Partners
1484
Catalyst Financial Partners
Massachusetts
US$ 899 mil +US$ 94,4 mil +540 +10%
Blueprint Investment Partners
1485
Blueprint Investment Partners
North Carolina
US$ 899 mil +US$ 175 mil +999 +25%
GC Wealth Management RIA
1486
GC Wealth Management RIA
Massachusetts
US$ 892 mil +US$ 864 mil +4.942 Nova
PA
1487
PSI Advisors
Florida
US$ 889 mil -US$ 296 mil -1.694 -26%
Loring Wolcott & Coolidge Fiduciary Advisors
1488
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$ 888 mil +US$ 12,2 mil +70 +1%
SXL
1489
Summit X LLC
Missouri
US$ 887 mil -US$ 99,5 mil -569 -10%
Alpha Omega Wealth Management
1490
Alpha Omega Wealth Management
Virginia
US$ 886 mil – – –
WQ
1491
Wealth Quarterback
New Jersey
US$ 884 mil -US$ 251 mil -1.435 -23%
TA
1492
TFG Advisers
Michigan
US$ 883 mil +US$ 9,26 mil +53 +1%
Leo Wealth LLC
1493
Leo Wealth LLC
Texas
US$ 879 mil +US$ 68,4 mil +391 +9%
Pasadena Private Wealth
1494
Pasadena Private Wealth
California
US$ 879 mil – – –
Northeast Investment Management
1495
Northeast Investment Management
Massachusetts
US$ 877 mil – – –
Plancorp LLC
1496
Plancorp LLC
Missouri
US$ 877 mil +US$ 22 mil +126 +3%
Ausdal Financial Partners
1497
Ausdal Financial Partners
Iowa
US$ 873 mil -US$ 90,9 mil -520 -10%
Atom Investors
1498
Atom Investors
Texas
US$ 872 mil -US$ 2,34 mi -13.400 -73%
Proficio Capital Partners
1499
Proficio Capital Partners
Massachusetts
US$ 871 mil +US$ 22,6 mil +129 +3%
Per Stirling Capital Management
1500
Per Stirling Capital Management
Texas
US$ 871 mil +US$ 73,1 mil +418 +9%
58 59
60
61 62