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ícone de DOCS

Doximity
DOCS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Farther Finance Advisors
251
Farther Finance Advisors
California
US$ 40,7 mil -US$ 9,9 mil -449 -19%
MO
252
McMillan Office
Michigan
US$ 40,4 mil – – –
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
US$ 39,6 mil -US$ 20,4 mil -921 -33%
FFG
254
Forum Finance Group
US$ 34 mil – – –
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
US$ 24,1 mil -US$ 6,94 mil -314 -21%
Westside Investment Management
256
Westside Investment Management
California
US$ 22,8 mil +US$ 2,21 mil +100 +10%
NewEdge Advisors
257
NewEdge Advisors
Louisiana
US$ 22,4 mil +US$ 398 +18 +2%
Larson Financial Group
258
Larson Financial Group
Missouri
US$ 22 mil +US$ 10 mil +452 +74%
GWP
259
Gen-Wealth Partners
Michigan
US$ 22 mil -US$ 4,31 mil -195 -16%
Bessemer Group
260
Bessemer Group
New Jersey
US$ 22 mil +US$ 17,9 mil +809 +320%
Blue Trust Inc
261
Blue Trust Inc
Georgia
US$ 20,8 mil – – –
Toth Financial Advisory
262
Toth Financial Advisory
Virginia
US$ 20,7 mil -US$ 22,1 mil -1.000 -50%
APW
263
Allied Private Wealth
Florida
US$ 20,1 mil +US$ 20,5 mil +926 Nova
C
264
Covestor
United Kingdom
US$ 19 mil -US$ 2,81 mil -127 -12%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
US$ 19 mil +US$ 20,2 mil +914 Nova
MassMutual Private Wealth & Trust
266
MassMutual Private Wealth & Trust
Connecticut
US$ 18,3 mil +US$ 9,04 mil +409 +86%
Steward Partners Investment Advisory
267
Steward Partners Investment Advisory
New York
US$ 15 mil -US$ 64,2 mil -2.903 -80%
Los Angeles Capital Management
268
Los Angeles Capital Management
California
US$ 13,1 mil – – –
Creative Financial Designs
269
Creative Financial Designs
Indiana
US$ 12,4 mil – – –
Rothschild Investment LLC
270
Rothschild Investment LLC
Illinois
US$ 12,1 mil +US$ 7,63 mil +345 +144%
Parkside Financial Bank & Trust
271
Parkside Financial Bank & Trust
Missouri
US$ 11,8 mil +US$ 1,11 mil +50 +10%
Clearstead Advisors
272
Clearstead Advisors
Ohio
US$ 11,1 mil +US$ 133 +6 +1%
LRI Investments
273
LRI Investments
Florida
US$ 10,4 mil -US$ 6,19 mil -280 -36%
Cullen/Frost Bankers
274
Cullen/Frost Bankers
Texas
US$ 10,4 mil – – –
Center for Financial Planning
275
Center for Financial Planning
Michigan
US$ 10 mil – – –
9 10
11
12 13