Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Evanson Financial
1501
Evanson Financial
Virginia
US$ 822 mil +US$ 657 mil +413 Nova
TCWM
1502
Total Clarity Wealth Management
Illinois
US$ 820 mil -US$ 215 mil -135 -25%
VisionPoint Advisory Group
1503
VisionPoint Advisory Group
Texas
US$ 820 mil +US$ 156 mil +98 +31%
Alvarez & Marsal Private Wealth Partners
1504
Alvarez & Marsal Private Wealth Partners
Florida
US$ 820 mil +US$ 656 mil +412 Nova
SageView Advisory Group
1505
SageView Advisory Group
California
US$ 816 mil +US$ 131 mil +82 +25%
Tradition Wealth Management
1506
Tradition Wealth Management
Minnesota
US$ 816 mil +US$ 71,6 mil +45 +12%
Greenland Capital Management
1507
Greenland Capital Management
New York
US$ 816 mil +US$ 653 mil +410 Nova
VW
1508
Vantus Wealth
Pennsylvania
US$ 814 mil +US$ 651 mil +409 Nova
Venture Visionary Partners
1509
Venture Visionary Partners
Ohio
US$ 812 mil -US$ 27,1 mil -17 -4%
HFO
1510
Heritage Family Offices
Arizona
US$ 811 mil -US$ 328 mil -206 -34%
PEWA
1511
Pacific Excel Wealth Advisors
California
US$ 811 mil -US$ 90,7 mil -57 -12%
Caldwell Trust
1512
Caldwell Trust
Florida
US$ 810 mil +US$ 3,18 mil +2 +0,5%
Everhart Financial Group
1513
Everhart Financial Group
Ohio
US$ 808 mil -US$ 50,9 mil -32 -7%
WCA
1514
Whetstone Capital Advisors
Kansas
US$ 808 mil +US$ 646 mil +406 Nova
Knollwood Investment Advisory
1515
Knollwood Investment Advisory
Maryland
US$ 806 mil +US$ 47,8 mil +30 +8%
Zuckerman Investment Group
1516
Zuckerman Investment Group
Illinois
US$ 804 mil – – –
APFP
1517
Action Point Financial Planning
Michigan
US$ 802 mil +US$ 645 mil +405 Nova
Strategic Wealth Partners
1518
Strategic Wealth Partners
Ohio
US$ 802 mil -US$ 35 mil -22 -5%
TFA
1519
Trinity Financial Advisors
Ohio
US$ 802 mil -US$ 15,9 mil -10 -2%
KFG
1520
Kelly Financial Group
Connecticut
US$ 800 mil – – –
Iron Gate Global Advisors
1521
Iron Gate Global Advisors
Utah
US$ 800 mil +US$ 6,37 mil +4 +1%
RP
1522
Riverwater Partners
Wisconsin
US$ 798 mil +US$ 31,8 mil +20 +5%
BAM
1523
BOS Asset Management
Illinois
US$ 798 mil +US$ 38,2 mil +24 +6%
Militia Capital Management
1524
Militia Capital Management
Texas
US$ 796 mil -US$ 274 mil -172 -30%
GMF
1525
Grace & Mercy Foundation
New York
US$ 796 mil – – –