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ícone de DCI

Donaldson
DCI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Ritter Daniher Financial Advisory
526
Ritter Daniher Financial Advisory
Ohio
US$ 42,9 mil +US$ 86 +1 +0,2%
Webster Bank
527
Webster Bank
Connecticut
US$ 42 mil – – –
CIS
528
Custom Index Systems
New York
US$ 35,6 mil +US$ 34,1 mil +397 Nova
True Wealth Design
529
True Wealth Design
Ohio
US$ 35,4 mil +US$ 5,76 mil +67 +20%
Central Trust Company
530
Central Trust Company
Missouri
US$ 34,3 mil -US$ 82,5 mil -959 -72%
PK
531
Pflug Koory
Nebraska
US$ 32,3 mil – – –
TIAA Wealth Investment Management
532
TIAA Wealth Investment Management
New York
US$ 32,2 mil – – –
Silver Grove Financial Group
533
Silver Grove Financial Group
New York
US$ 32 mil +US$ 30,6 mil +356 Nova
Trust Company of Vermont
534
Trust Company of Vermont
Vermont
US$ 31,4 mil +US$ 30,1 mil +350 Nova
Allworth Financial
535
Allworth Financial
California
US$ 28,7 mil -US$ 86 -1 -0,3%
Clearstead Advisors
536
Clearstead Advisors
Ohio
US$ 28,1 mil +US$ 23,9 mil +278 +794%
MassMutual Private Wealth & Trust
537
MassMutual Private Wealth & Trust
Connecticut
US$ 27 mil -US$ 4,13 mil -48 -14%
IFG Advisory
538
IFG Advisory
Georgia
US$ 24 mil +US$ 23 mil +267 Nova
Advisornet Financial
539
Advisornet Financial
Minnesota
US$ 23,7 mil – – –
V-Square Quantitative Management
540
V-Square Quantitative Management
Illinois
US$ 23,2 mil +US$ 22,3 mil +259 Nova
Dogwood Wealth Management
541
Dogwood Wealth Management
Kansas
US$ 21 mil – – –
Millstone Evans Group
542
Millstone Evans Group
Colorado
US$ 19 mil – – –
Quent Capital
543
Quent Capital
New York
US$ 18,1 mil -US$ 1,55 mil -18 -8%
Index Technologies Group
544
Index Technologies Group
New York
US$ 17,8 mil +US$ 17 mil +198 Nova
HM Payson & Co
545
HM Payson & Co
Maine
US$ 17,2 mil – – –
Elevation Wealth Partners
546
Elevation Wealth Partners
California
US$ 16,8 mil +US$ 14,5 mil +168 +884%
PWMG
547
Private Wealth Management Group
New Jersey
US$ 16,1 mil – – –
CVA Family Office
548
CVA Family Office
Colorado
US$ 16,1 mil +US$ 10,5 mil +122 +214%
Basecamp Wealth Advisors
549
Basecamp Wealth Advisors
Washington
US$ 15,1 mil -US$ 1,03 mil -12 -7%
National Bank of Canada
550
National Bank of Canada
Quebec, Canada
US$ 14,3 mil -US$ 30 mil -349 -69%
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