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Fortis
FTS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
US$ 438 mil +US$ 164 mil +2.903 +61%
Baskin Financial Services
227
Baskin Financial Services
Ontario, Canada
US$ 423 mil +US$ 73,3 mil +1.300 +21%
Candriam SCA
228
Candriam SCA
Luxembourg
US$ 423 mil – – –
Ritholtz Wealth Management
229
Ritholtz Wealth Management
New York
US$ 405 mil +US$ 14,4 mil +255 +4%
GSA Capital Partners
230
GSA Capital Partners
United Kingdom
US$ 401 mil -US$ 578 mil -10.240 -59%
Hazelview Securities
231
Hazelview Securities
Ontario, Canada
US$ 398 mil +US$ 389 mil +6.902 Nova
J. Safra Sarasin Holding
232
J. Safra Sarasin Holding
US$ 395 mil – – –
Meridian Wealth Management
233
Meridian Wealth Management
Kentucky
US$ 378 mil +US$ 372 mil +6.602 Nova
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
US$ 376 mil +US$ 7,11 mil +126 +2%
Atomi Financial Group
235
Atomi Financial Group
New York
US$ 372 mil +US$ 48,7 mil +864 +15%
Canoe Financial
236
Canoe Financial
Alberta, Canada
US$ 366 mil -US$ 29,2 mil -517 -7%
Evergreen Capital Management
237
Evergreen Capital Management
Washington
US$ 363 mil -US$ 2,88 mil -51 -0,8%
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
US$ 363 mil +US$ 116 mil +2.059 +48%
Venturi Wealth Management
239
Venturi Wealth Management
Texas
US$ 358 mil +US$ 62,6 mil +1.109 +22%
Silvercrest Asset Management
240
Silvercrest Asset Management
New York
US$ 354 mil – – –
Benjamin Edwards Inc
241
Benjamin Edwards Inc
Missouri
US$ 347 mil +US$ 18,8 mil +333 +6%
PCM Encore
242
PCM Encore
Colorado
US$ 341 mil +US$ 3,16 mil +56 +0,9%
JCIC Asset Management
243
JCIC Asset Management
Ontario, Canada
US$ 339 mil – – –
Caprock Group
244
Caprock Group
Idaho
US$ 338 mil +US$ 26,8 mil +475 +9%
PDT Partners
245
PDT Partners
New York
US$ 332 mil -US$ 327 mil -5.800 -50%
United Capital Financial Advisors
246
United Capital Financial Advisors
Texas
US$ 331 mil +US$ 77,2 mil +1.368 +31%
Corient Private Wealth
247
Corient Private Wealth
Florida
US$ 322 mil +US$ 27,6 mil +490 +10%
William Blair & Company
248
William Blair & Company
Illinois
US$ 320 mil +US$ 8,12 mil +144 +3%
Kingsview Wealth Management
249
Kingsview Wealth Management
Oregon
US$ 316 mil +US$ 1,64 mil +29 +0,5%
Aprio Wealth Management
250
Aprio Wealth Management
Georgia
US$ 314 mil +US$ 34,8 mil +617 +13%
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