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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Kingswood Wealth Advisors
701
Kingswood Wealth Advisors
California
US$ 597 mil -US$ 2,75 mil -204 -0,5%
Engineers Gate Manager
702
Engineers Gate Manager
New York
US$ 597 mil -US$ 713 mil -52.854 -55%
World Investment Advisors
703
World Investment Advisors
California
US$ 596 mil -US$ 253 mil -18.775 -27%
Bright Futures Wealth Management
704
Bright Futures Wealth Management
New York
US$ 595 mil -US$ 210 mil -15.561 -27%
Coastwise Capital Group
705
Coastwise Capital Group
California
US$ 593 mil -US$ 100 mil -7.415 -15%
Evergreen Wealth Solutions
706
Evergreen Wealth Solutions
Pennsylvania
US$ 587 mil -US$ 31,4 mil -2.326 -5%
Alteri Wealth
707
Alteri Wealth
California
US$ 587 mil +US$ 371 mil +27.512 +187%
Syon Capital
708
Syon Capital
California
US$ 581 mil -US$ 6,58 mil -488 -1%
Simplicity Wealth
709
Simplicity Wealth
New Jersey
US$ 581 mil +US$ 79,6 mil +5.900 +16%
Burney Company
710
Burney Company
Virginia
US$ 581 mil +US$ 16,8 mil +1.246 +3%
Turtle Creek Wealth Advisors
711
Turtle Creek Wealth Advisors
Texas
US$ 577 mil +US$ 20,8 mil +1.545 +4%
SkyOak Wealth
712
SkyOak Wealth
Michigan
US$ 576 mil +US$ 27 +2 +0%
Deseret Mutual Benefit Administrators
713
Deseret Mutual Benefit Administrators
Utah
US$ 572 mil -US$ 56,4 mil -4.178 -9%
CLA (CliftonLarsonAllen) Wealth Advisors
714
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
US$ 570 mil +US$ 231 mil +17.112 +72%
Advisory Alpha
715
Advisory Alpha
Michigan
US$ 570 mil -US$ 47,7 mil -3.536 -8%
Blueshift Asset Management
716
Blueshift Asset Management
New Jersey
US$ 570 mil -US$ 472 -35 -0,1%
FSA Advisors
717
FSA Advisors
Michigan
US$ 569 mil +US$ 69,5 mil +5.151 +14%
Pines Wealth Management
718
Pines Wealth Management
North Carolina
US$ 569 mil +US$ 11,3 mil +837 +2%
Prime Capital Investment Advisors
719
Prime Capital Investment Advisors
Kansas
US$ 568 mil +US$ 2,46 mil +182 +0,4%
Elevated Capital Advisors
720
Elevated Capital Advisors
Utah
US$ 568 mil -US$ 629 mil -46.596 -53%
Checchi Capital Advisers
721
Checchi Capital Advisers
California
US$ 565 mil -US$ 4,03 mil -299 -0,7%
Portfolio Design Labs
722
Portfolio Design Labs
California
US$ 564 mil -US$ 1,47 mi -109.107 -73%
Wedbush Securities
723
Wedbush Securities
California
US$ 564 mil -US$ 117 mil -8.639 -18%
Wedmont Private Capital
724
Wedmont Private Capital
Pennsylvania
US$ 560 mil +US$ 25,2 mil +1.866 +5%
Stockman Wealth Management
725
Stockman Wealth Management
Montana
US$ 558 mil – – –
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