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ícone de CBRE

CBRE Group
CBRE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
GeoWealth Management
826
GeoWealth Management
Illinois
US$ 211 mil -US$ 37,1 mil -269 -15%
Walkner Condon Financial Advisors
827
Walkner Condon Financial Advisors
Wisconsin
US$ 211 mil -US$ 2,89 mil -21 -1%
Armstrong Fleming & Moore
828
Armstrong Fleming & Moore
District of Columbia
US$ 209 mil – – –
Catalyst Financial Partners
829
Catalyst Financial Partners
Massachusetts
US$ 206 mil +US$ 211 mil +1.530 Nova
Advisor OS
830
Advisor OS
Illinois
US$ 203 mil -US$ 200 mil -1.455 -49%
Prelude Capital Management
831
Prelude Capital Management
New York
US$ 201 mil -US$ 37,9 mil -275 -16%
Glenview Trust
832
Glenview Trust
Kentucky
US$ 201 mil +US$ 205 mil +1.490 Nova
BOK Financial
833
BOK Financial
Oklahoma
US$ 199 mil +US$ 56,6 mil +411 +38%
Basecamp Wealth Advisors
834
Basecamp Wealth Advisors
Washington
US$ 190 mil +US$ 25,8 mil +187 +15%
United Community Bank
835
United Community Bank
South Carolina
US$ 190 mil +US$ 1,38 mil +10 +0,7%
Hilltop National Bank
836
Hilltop National Bank
Wyoming
US$ 187 mil – – –
Los Angeles Capital Management
837
Los Angeles Capital Management
California
US$ 181 mil – – –
Versant Capital Management
838
Versant Capital Management
Arizona
US$ 180 mil -US$ 55,9 mil -406 -23%
MassMutual Private Wealth & Trust
839
MassMutual Private Wealth & Trust
Connecticut
US$ 174 mil -US$ 40,6 mil -295 -19%
Smithfield Trust
840
Smithfield Trust
Pennsylvania
US$ 173 mil – – –
Alpine Bank Wealth Management
841
Alpine Bank Wealth Management
Colorado
US$ 167 mil +US$ 171 mil +1.238 Nova
Union Savings Bank
842
Union Savings Bank
Connecticut
US$ 151 mil -US$ 8,27 mil -60 -5%
GW&K Investment Management
843
GW&K Investment Management
Massachusetts
US$ 151 mil +US$ 121 mil +876 +358%
Harbour Investments
844
Harbour Investments
Wisconsin
US$ 149 mil +US$ 6,61 mil +48 +5%
Quarry LP
845
Quarry LP
New York
US$ 148 mil +US$ 110 mil +800 +267%
CVA Family Office
846
CVA Family Office
Colorado
US$ 147 mil +US$ 5,37 mil +39 +4%
Quent Capital
847
Quent Capital
New York
US$ 144 mil +US$ 7,16 mil +52 +5%
Miller Global Investments
848
Miller Global Investments
Texas
US$ 141 mil – – –
First Command Advisory Services
849
First Command Advisory Services
Texas
US$ 138 mil +US$ 86 mil +624 +156%
Essential Partners
850
Essential Partners
California
US$ 137 mil +US$ 136 mil +990 +3.536%
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