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CHT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Global Retirement Partners
151
Global Retirement Partners
California
US$ 225 mil +US$ 223 mil +5.086 Nova
Angeles Wealth Management
152
Angeles Wealth Management
California
US$ 221 mil +US$ 219 mil +5.001 Nova
Allworth Financial
153
Allworth Financial
California
US$ 220 mil +US$ 46,2 mil +1.054 +27%
Allen Capital Group
154
Allen Capital Group
Nebraska
US$ 210 mil +US$ 209 mil +4.755 Nova
Mizuho Financial Group
155
Mizuho Financial Group
Japan
US$ 204 mil +US$ 203 mil +4.615 Nova
Lido Advisors
156
Lido Advisors
California
US$ 202 mil -US$ 8,86 mil -202 -4%
Quadrant Private Wealth Management
157
Quadrant Private Wealth Management
Pennsylvania
US$ 201 mil +US$ 199 mil +4.537 Nova
Arax Advisory Partners
158
Arax Advisory Partners
Colorado
US$ 183 mil +US$ 111 mil +2.528 +157%
Smartleaf Asset Management
159
Smartleaf Asset Management
Massachusetts
US$ 176 mil – – –
V-Square Quantitative Management
160
V-Square Quantitative Management
Illinois
US$ 168 mil -US$ 173 mil -3.935 -51%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
US$ 159 mil +US$ 83 mil +1.891 +113%
Larson Financial Group
162
Larson Financial Group
Missouri
US$ 114 mil +US$ 8,29 mil +189 +8%
Basecamp Wealth Advisors
163
Basecamp Wealth Advisors
Washington
US$ 103 mil – – –
Inspire Investing
164
Inspire Investing
Idaho
US$ 98,3 mil +US$ 9,5 mil +217 +11%
Wells Fargo
165
Wells Fargo
California
US$ 95,7 mil +US$ 1,01 mil +23 +1%
Westside Investment Management
166
Westside Investment Management
California
US$ 66 mil – – –
Pinnacle Wealth Planning Services
167
Pinnacle Wealth Planning Services
Ohio
US$ 61,2 mil -US$ 2,06 mil -47 -3%
Bell Investment Advisors
168
Bell Investment Advisors
California
US$ 58,7 mil +US$ 1,27 mil +29 +2%
Legal & General Group
169
Legal & General Group
United Kingdom
US$ 54,9 mil – – –
Silver Grove Financial Group
170
Silver Grove Financial Group
New York
US$ 45,7 mil +US$ 45,3 mil +1.032 Nova
JP Morgan Chase
171
JP Morgan Chase
New York
US$ 38,8 mil -US$ 2,5 mil -57 -6%
Cornerstone Financial Management
172
Cornerstone Financial Management
Massachusetts
US$ 32,2 mil +US$ 19,4 mil +441 +154%
Physician Wealth Advisors
173
Physician Wealth Advisors
Utah
US$ 28,4 mil +US$ 6,98 mil +159 +33%
AssetMark Inc
174
AssetMark Inc
California
US$ 23 mil +US$ 7,24 mil +165 +47%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
US$ 21,9 mil +US$ 4,21 mil +96 +24%
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