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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
LM Advisors
2201
LM Advisors
California
US$ 571 mil -US$ 26,6 mil -85 -5%
Centurion Wealth Management
2202
Centurion Wealth Management
Virginia
US$ 570 mil -US$ 155 mil -496 -25%
Family Management
2203
Family Management
New York
US$ 568 mil -US$ 2,7 mi -8.616 -85%
Quantum Financial Advisors
2204
Quantum Financial Advisors
California
US$ 568 mil -US$ 24,7 mil -79 -5%
W Advisors LLC
2205
W Advisors LLC
Tennessee
US$ 567 mil -US$ 6,58 mil -21 -1%
Physician Wealth Advisors
2206
Physician Wealth Advisors
Utah
US$ 567 mil +US$ 11,6 mil +37 +3%
Fee-Only Financial Planning
2207
Fee-Only Financial Planning
South Carolina
US$ 565 mil -US$ 15,7 mil -50 -3%
Wallace Advisory Group
2208
Wallace Advisory Group
California
US$ 565 mil +US$ 95,8 mil +306 +25%
Charter Research & Investment Group
2209
Charter Research & Investment Group
Connecticut
US$ 564 mil – – –
ABN AMRO Bank
2210
ABN AMRO Bank
Netherlands
US$ 563 mil -US$ 59,8 mil -191 -11%
Andrews Advisory Associates
2211
Andrews Advisory Associates
Hawaii
US$ 563 mil -US$ 1,25 mil -4 -0,3%
Francis Financial
2212
Francis Financial
US$ 562 mil +US$ 24,1 mil +77 +5%
Cabot Wealth Management
2213
Cabot Wealth Management
Massachusetts
US$ 561 mil -US$ 8,45 mil -27 -2%
J. Derek Lewis & Associates
2214
J. Derek Lewis & Associates
California
US$ 560 mil +US$ 27,6 mil +88 +6%
Westside Investment Management
2215
Westside Investment Management
California
US$ 560 mil -US$ 9,39 mil -30 -2%
Baltimore-Washington Financial Advisors
2216
Baltimore-Washington Financial Advisors
Maryland
US$ 559 mil +US$ 10,3 mil +33 +2%
Eagle Bay Advisors
2217
Eagle Bay Advisors
New York
US$ 558 mil +US$ 31,6 mil +101 +7%
Halter Ferguson Financial
2218
Halter Ferguson Financial
Indiana
US$ 558 mil – – –
Spartan Planning & Wealth Management
2219
Spartan Planning & Wealth Management
North Carolina
US$ 557 mil +US$ 53,5 mil +171 +13%
CWMA
2220
Capstone Wealth Management (Alabama)
Alabama
US$ 556 mil +US$ 466 mil +1.489 Nova
Riverstone Advisors
2221
Riverstone Advisors
Texas
US$ 556 mil +US$ 124 mil +397 +36%
Dock Street Asset Management
2222
Dock Street Asset Management
Florida
US$ 555 mil – – –
Swisher Financial Concepts
2223
Swisher Financial Concepts
Ohio
US$ 554 mil -US$ 429 mil -1.369 -48%
Emprise Bank
2224
Emprise Bank
Kansas
US$ 554 mil – – –
Patrick M. Sweeney & Associates
2225
Patrick M. Sweeney & Associates
Illinois
US$ 554 mil +US$ 10 mil +32 +2%
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