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Forrester Research
FORR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Osaic Holdings
76
Osaic Holdings
Arizona
US$ 2,46 mil +US$ 1,26 mil +193 +193%
US Bancorp
77
US Bancorp
Minnesota
US$ 2,31 mil – – –
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
US$ 2 mil -US$ 242 -37 -13%
JP Morgan Chase
79
JP Morgan Chase
New York
US$ 1,83 mil -US$ 30,4 mil -4.662 -96%
Physician Wealth Advisors
80
Physician Wealth Advisors
Utah
US$ 1,49 mil – – –
IFP Advisors
81
IFP Advisors
Florida
US$ 1,35 mil +US$ 294 +45 +39%
Farther Finance Advisors
82
Farther Finance Advisors
California
US$ 1,28 mil +US$ 607 +93 +158%
TWD
83
True Wealth Design
Ohio
US$ 1,18 mil +US$ 686 +105 +300%
Rothschild Investment LLC
84
Rothschild Investment LLC
Illinois
US$ 1,08 mil +US$ 679 +104 +433%
FFO
85
Fortitude Family Office
Arizona
US$ 1,03 mil +US$ 803 +123 Nova
RWM
86
Rialto Wealth Management
New York
US$ 665 +US$ 516 +79 Nova
Transamerica Financial Advisors
87
Transamerica Financial Advisors
Florida
US$ 311 +US$ 183 +28 +311%
Wells Fargo
88
Wells Fargo
California
US$ 168 -US$ 28,3 mil -4.328 -100%
BWA
89
Basecamp Wealth Advisors
Washington
US$ 168 +US$ 26 +4 +25%
SJS Investment Consulting
90
SJS Investment Consulting
Ohio
US$ 135 +US$ 59 +9 +129%
Caitong International Asset Management
91
Caitong International Asset Management
Hong Kong
US$ 93 +US$ 46 +7 +175%
Wealth Enhancement Trust Services
92
Wealth Enhancement Trust Services
South Dakota
US$ 93 +US$ 72 +11 Nova
Optiver Holding
93
Optiver Holding
Netherlands
US$ 50 -US$ 731 -112 -95%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
US$ 50 +US$ 39 +6 Nova
Clearstead Advisors
95
Clearstead Advisors
Ohio
US$ 17 +US$ 13 +2 Nova
JWM
96
JPL Wealth Management
Colorado
US$ 9 +US$ 7 +1 Nova
Huntington National Bank
97
Huntington National Bank
Ohio
US$ 8 – – –
KPF
98
K2 Principal Fund
Ontario, Canada
– -US$ 284 mil -50.178 Encerrada
Nuveen
99
Nuveen
North Carolina
– -US$ 106 mil -18.647 Encerrada
AllianceBernstein
100
AllianceBernstein
Tennessee
– -US$ 143 mil -17.620 Encerrada
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