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ASE Group
ASX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Nisa Investment Advisors
401
Nisa Investment Advisors
Missouri
US$ 104 mil +US$ 14,3 mil +425 +22%
Bell Investment Advisors
402
Bell Investment Advisors
California
US$ 104 mil +US$ 3,93 mil +117 +5%
V-Square Quantitative Management
403
V-Square Quantitative Management
Illinois
US$ 103 mil +US$ 76,4 mil +2.275 Nova
RRMM
404
Regatta Research & Money Management
Louisiana
US$ 96,6 mil +US$ 71,9 mil +2.142 Nova
Eastern Bank
405
Eastern Bank
Massachusetts
US$ 95,5 mil +US$ 71,1 mil +2.116 Nova
JFS Wealth Advisors
406
JFS Wealth Advisors
Pennsylvania
US$ 94,2 mil – – –
UMB Bank
407
UMB Bank
Missouri
US$ 90,2 mil – – –
UFPG
408
United Financial Planning Group
New York
US$ 81,1 mil +US$ 60,3 mil +1.797 Nova
Golden State Wealth Management
409
Golden State Wealth Management
California
US$ 81 mil – – –
Parkside Financial Bank & Trust
410
Parkside Financial Bank & Trust
Missouri
US$ 78,1 mil -US$ 8,97 mil -267 -13%
Westside Investment Management
411
Westside Investment Management
California
US$ 69,7 mil – – –
Bessemer Group
412
Bessemer Group
New Jersey
US$ 69 mil +US$ 3,16 mil +94 +7%
Huntington National Bank
413
Huntington National Bank
Ohio
US$ 69 mil -US$ 1,38 mil -41 -3%
APFP
414
Action Point Financial Planning
Michigan
US$ 68,2 mil +US$ 50,8 mil +1.514 Nova
Key Financial Inc
415
Key Financial Inc
Pennsylvania
US$ 62,5 mil – – –
Financial Consulate
416
Financial Consulate
Maryland
US$ 59,9 mil +US$ 6,01 mil +179 +16%
SGFG
417
Silver Grove Financial Group
New York
US$ 56,3 mil +US$ 41,9 mil +1.248 Nova
Smithfield Trust
418
Smithfield Trust
Pennsylvania
US$ 52 mil +US$ 38,7 mil +1.151 Nova
WA
419
Whipplewood Advisors
Colorado
US$ 51,4 mil -US$ 120 mil -3.587 -76%
Cary Street Partners
420
Cary Street Partners
Virginia
US$ 49,7 mil +US$ 672 +20 +2%
AWA
421
Acumen Wealth Advisors
Tennessee
US$ 48 mil – – –
Banque Transatlantique
422
Banque Transatlantique
France
US$ 45,1 mil +US$ 33,6 mil +1.000 Nova
TWD
423
True Wealth Design
Ohio
US$ 44,5 mil +US$ 1,48 mil +44 +5%
RWS
424
Retirement Wealth Solutions
Wisconsin
US$ 44 mil -US$ 8,7 mil -259 -21%
Brown Brothers Harriman & Co
425
Brown Brothers Harriman & Co
New York
US$ 42,9 mil – – –
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