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ícone de AOR

iShares Core 60/40 Balanced Allocation ETF
AOR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Ellenbecker Investment Group
26
Ellenbecker Investment Group
Wisconsin
US$ 11,1 mi +US$ 921 mil +13.526 +9%
PAYA
27
Phil A. Younker & Associates
Alaska
US$ 11 mi -US$ 1,26 mi -18.483 -10%
Creative Planning
28
Creative Planning
Kansas
US$ 10,1 mi +US$ 1,28 mi +18.795 +15%
Kestra Private Wealth Services
29
Kestra Private Wealth Services
Texas
US$ 10 mi -US$ 864 mil -12.690 -8%
Lodestar Private Asset Management
30
Lodestar Private Asset Management
California
US$ 9,6 mi +US$ 818 mil +12.013 +10%
TRUE Private Wealth Advisors
31
TRUE Private Wealth Advisors
Oregon
US$ 8,52 mi -US$ 51,1 mil -750 -0,6%
HA
32
Hanover Advisors
South Carolina
US$ 8,44 mi +US$ 3,66 mi +53.719 +79%
Kestra Advisory Services
33
Kestra Advisory Services
Texas
US$ 7,99 mi +US$ 180 mil +2.648 +2%
One Capital Management
34
One Capital Management
California
US$ 7,95 mi – – –
E3F
35
Eight 31 Financial
Texas
US$ 7,76 mi +US$ 103 mil +1.509 +1%
HNH
36
Hopwood Nicholas Hunter
US$ 7,62 mi -US$ 81,7 mil -1.199 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
US$ 7,34 mi +US$ 837 mil +12.294 +13%
LWPC
38
Legacy Wealth Partners (Colorado)
Colorado
US$ 6,81 mi +US$ 120 mil +1.757 +2%
SFWC
39
Strategic Family Wealth Counselors
New Jersey
US$ 6,72 mi +US$ 149 mil +2.184 +2%
CPW
40
Cogent Private Wealth
Florida
US$ 6,14 mi -US$ 1,35 mi -19.819 -18%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
US$ 6,14 mi +US$ 700 mil +10.286 +13%
Prosperity Consulting Group
42
Prosperity Consulting Group
Maryland
US$ 6,08 mi +US$ 405 mil +5.954 +7%
WFL
43
Wealth Forward LLC
North Dakota
US$ 6,03 mi +US$ 74,7 mil +1.097 +1%
WCG
44
Weaver Consulting Group
California
US$ 5,98 mi +US$ 274 mil +4.024 +5%
Unique Wealth
45
Unique Wealth
Florida
US$ 5,74 mi -US$ 673 mil -9.882 -11%
RWA Wealth Partners
46
RWA Wealth Partners
Massachusetts
US$ 5,69 mi +US$ 1,66 mi +24.377 +42%
VIP
47
Viewpoint Investment Partners
Alberta, Canada
US$ 5,68 mi – – –
RFA
48
Reyes Financial Architecture
California
US$ 5,65 mi +US$ 5,32 mi +78.054 +2.390%
First Foundation Advisors
49
First Foundation Advisors
California
US$ 5,51 mi +US$ 277 mil +4.063 +5%
Stratos Wealth Partners
50
Stratos Wealth Partners
Ohio
US$ 5,41 mi +US$ 4,05 mi +59.526 +324%
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