Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
AEPWM
2026
Atlantic Edge Private Wealth Management
Florida
US$ 41,8 mil +US$ 2,74 mil +8 +7%
AF
2027
Abound Financial
California
US$ 41,4 mil – – –
FWA
2028
Flagship Wealth Advisors
Massachusetts
US$ 41,1 mil – – –
Salomon & Ludwin
2029
Salomon & Ludwin
Virginia
US$ 41 mil -US$ 29,1 mil -85 -43%
Perkins Coie Trust Company
2030
Perkins Coie Trust Company
Washington
US$ 40,7 mil – – –
TWM
2031
Tripletail Wealth Management
Florida
US$ 40,7 mil – – –
FP
2032
Financial Perspectives
Minnesota
US$ 40 mil – – –
ACA
2033
American Capital Advisory
Idaho
US$ 39,3 mil -US$ 685 -2 -2%
Bell Investment Advisors
2034
Bell Investment Advisors
California
US$ 39 mil -US$ 6,85 mil -20 -15%
HWP
2035
Highline Wealth Partners
California
US$ 38,3 mil +US$ 14,4 mil +42 +64%
MEG
2036
Millstone Evans Group
Colorado
US$ 37,9 mil +US$ 1,37 mil +4 +4%
VWM
2037
Vermillion Wealth Management
Minnesota
US$ 37,2 mil -US$ 4,45 mil -13 -11%
CC
2038
Copos Capital
US$ 36,8 mil +US$ 35,6 mil +104 Nova
Trifecta Capital Advisors
2039
Trifecta Capital Advisors
Illinois
US$ 36,1 mil +US$ 685 +2 +2%
MTI
2040
Merrithew & Thorsten Inc
California
US$ 36 mil – – –
NL
2041
NorthAvenue LLC
Ohio
US$ 35,9 mil +US$ 34,6 mil +101 Nova
Quintet Private Bank (Europe)
2042
Quintet Private Bank (Europe)
Luxembourg
US$ 35,4 mil – – –
SWIM
2043
Smallwood Wealth Investment Management
New Jersey
US$ 35,4 mil – – –
SR
2044
Syntax Research
Florida
US$ 35,4 mil – – –
DWM
2045
Darwin Wealth Management
Florida
US$ 35,4 mil +US$ 7,88 mil +23 +30%
OPTFSNA
2046
Old Point Trust & Financial Services N A
Virginia
US$ 35,1 mil – – –
SEP
2047
Signature Equity Partners
Ohio
US$ 34,7 mil +US$ 13 mil +38 +63%
FLP
2048
Financial Life Planners
Arizona
US$ 34,4 mil – – –
First Eagle Investment Management
2049
First Eagle Investment Management
New York
US$ 34,4 mil – – –
MSWM
2050
Mowery & Schoenfeld Wealth Management
Illinois
US$ 33,7 mil – – –