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ESGE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Cutler Investment Counsel
376
Cutler Investment Counsel
Oregon
US$ 371 mil -US$ 36 mil -689 -9%
Cornerstone Financial Management
377
Cornerstone Financial Management
Massachusetts
US$ 368 mil +US$ 10,8 mil +207 +3%
Freestone Capital Holdings
378
Freestone Capital Holdings
Washington
US$ 368 mil +US$ 3,34 mil +64 +1%
Warren Street Wealth Advisors
379
Warren Street Wealth Advisors
California
US$ 367 mil -US$ 39,2 mil -751 -10%
Daiwa Securities Group
380
Daiwa Securities Group
Japan
US$ 366 mil +US$ 350 mil +6.700 Nova
Laird Norton Wetherby Trust Company
381
Laird Norton Wetherby Trust Company
Washington
US$ 366 mil -US$ 78,4 mil -1.500 -18%
Cape Ann Savings Bank
382
Cape Ann Savings Bank
Massachusetts
US$ 365 mil +US$ 15,9 mil +305 +5%
Topel & Distasi Wealth Management
383
Topel & Distasi Wealth Management
California
US$ 361 mil -US$ 29,7 mil -568 -8%
Winter & Associates
384
Winter & Associates
Minnesota
US$ 357 mil +US$ 341 mil +6.524 Nova
Atria Investments
385
Atria Investments
North Carolina
US$ 357 mil -US$ 259 mil -4.953 -43%
Hughes Financial Services
386
Hughes Financial Services
Virginia
US$ 356 mil +US$ 3,92 mil +75 +1%
Causey Wealth LLC
387
Causey Wealth LLC
Colorado
US$ 353 mil +US$ 1,62 mil +31 +0,5%
Tempus Wealth Planning
388
Tempus Wealth Planning
California
US$ 353 mil +US$ 9,35 mil +179 +3%
Keener Financial Planning
389
Keener Financial Planning
Texas
US$ 352 mil -US$ 261 -5 -0,1%
Cornerstone Planning Group
390
Cornerstone Planning Group
New Jersey
US$ 351 mil -US$ 17,8 mil -340 -5%
Peak Financial Management
391
Peak Financial Management
Massachusetts
US$ 351 mil -US$ 4,44 mil -85 -1%
Venturi Wealth Management
392
Venturi Wealth Management
Texas
US$ 349 mil +US$ 3,66 mil +70 +1%
R.W. Roge & Company
393
R.W. Roge & Company
New York
US$ 348 mil – – –
Retirement Income Solutions
394
Retirement Income Solutions
Michigan
US$ 347 mil – – –
Continuum Advisory
395
Continuum Advisory
Idaho
US$ 347 mil -US$ 68,1 mil -1.303 -17%
WT Wealth Management
396
WT Wealth Management
Arizona
US$ 342 mil -US$ 6,43 mil -123 -2%
Brighton Jones LLC
397
Brighton Jones LLC
Washington
US$ 342 mil -US$ 48,2 mil -923 -13%
Aaron Wealth Advisors
398
Aaron Wealth Advisors
Illinois
US$ 340 mil -US$ 21,1 mil -404 -6%
Capasso Planning Partners
399
Capasso Planning Partners
South Carolina
US$ 338 mil -US$ 418 -8 -0,1%
Marino Stram & Associates
400
Marino Stram & Associates
Massachusetts
US$ 335 mil +US$ 2,3 mil +44 +0,7%
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