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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Global Retirement Partners
301
Global Retirement Partners
California
US$ 51,1 mil +US$ 47,4 mil +1.743 Nova
LRI Investments
302
LRI Investments
Florida
US$ 31,3 mil +US$ 3,59 mil +132 +14%
Anchor Investment Management
303
Anchor Investment Management
South Carolina
US$ 29,6 mil +US$ 27,5 mil +1.010 Nova
Quarry LP
304
Quarry LP
New York
US$ 27,3 mil -US$ 29,4 mil -1.079 -54%
Elevation Wealth Partners
305
Elevation Wealth Partners
California
US$ 27,3 mil +US$ 20,1 mil +738 +378%
Salomon & Ludwin
306
Salomon & Ludwin
Virginia
US$ 25,2 mil – – –
Clearstead Advisors
307
Clearstead Advisors
Ohio
US$ 22,3 mil +US$ 20,7 mil +761 Nova
Nomura Asset Management
308
Nomura Asset Management
Japan
US$ 21,7 mil -US$ 18,8 mil -690 -48%
UMB Bank
309
UMB Bank
Missouri
US$ 17,3 mil +US$ 1,85 mil +68 +13%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
US$ 15,3 mil -US$ 19,1 mil -703 -57%
Sittner & Nelson
311
Sittner & Nelson
Oregon
US$ 14,6 mil – – –
Bare Financial Services
312
Bare Financial Services
Pennsylvania
US$ 14,6 mil +US$ 5,71 mil +210 +73%
Persistent Asset Partners
313
Persistent Asset Partners
Hong Kong
US$ 12,6 mil +US$ 11,7 mil +430 Nova
Institute for Wealth Management
314
Institute for Wealth Management
Colorado
US$ 10,9 mil +US$ 10,1 mil +372 Nova
Clearstead Trust
315
Clearstead Trust
Maine
US$ 9,6 mil +US$ 8,92 mil +328 Nova
Meeder Asset Management
316
Meeder Asset Management
Ohio
US$ 9,4 mil – – –
Highline Wealth Partners
317
Highline Wealth Partners
California
US$ 7,62 mil – – –
JPL Wealth Management
318
JPL Wealth Management
Colorado
US$ 7,38 mil +US$ 326 +12 +5%
Private Trust Company
319
Private Trust Company
Ohio
US$ 7,38 mil +US$ 4,35 mil +160 +174%
CVA Family Office
320
CVA Family Office
Colorado
US$ 6,86 mil +US$ 2,12 mil +78 +50%
Physician Wealth Advisors
321
Physician Wealth Advisors
Utah
US$ 6,56 mil -US$ 626 -23 -9%
Cedar Mountain Advisors
322
Cedar Mountain Advisors
Oregon
US$ 6,56 mil – – –
MassMutual Private Wealth & Trust
323
MassMutual Private Wealth & Trust
Connecticut
US$ 5,6 mil – – –
Keating Financial Advisory Services
324
Keating Financial Advisory Services
Kansas
US$ 5,45 mil -US$ 2,8 mil -103 -36%
AssetMark Inc
325
AssetMark Inc
California
US$ 5,45 mil – – –