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GVAL

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Belpointe Asset Management
51
Belpointe Asset Management
Nevada
US$ 625 mil +US$ 274 mil +7.715 +80%
Stratos Wealth Advisors
52
Stratos Wealth Advisors
Ohio
US$ 494 mil -US$ 21,2 mil -596 -4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
US$ 448 mil +US$ 36,8 mil +1.036 +9%
Essex Financial Services
54
Essex Financial Services
Connecticut
US$ 394 mil -US$ 9,38 mil -264 -2%
TIA
55
TCFG Investment Advisors
California
US$ 379 mil +US$ 374 mil +10.512 Nova
LWM
56
Lifetime Wealth Management
Texas
US$ 370 mil +US$ 2,06 mil +58 +0,6%
WH
57
Whitcomb & Hess
Ohio
US$ 368 mil -US$ 14,5 mil -408 -4%
Waverly Advisors
58
Waverly Advisors
Alabama
US$ 333 mil +US$ 329 mil +9.253 Nova
Atria Investments
59
Atria Investments
North Carolina
US$ 330 mil +US$ 29,1 mil +819 +10%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
US$ 315 mil +US$ 311 mil +8.744 Nova
LB
61
Legacy Bridge
Iowa
US$ 298 mil -US$ 4,8 mil -135 -2%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
US$ 293 mil -US$ 5,44 mil -153 -2%
Stratos Wealth Partners
63
Stratos Wealth Partners
Ohio
US$ 270 mil +US$ 267 mil +7.502 Nova
APA
64
Astoria Portfolio Advisors
New York
US$ 257 mil +US$ 32,9 mil +926 +15%
Bank of America
65
Bank of America
North Carolina
US$ 252 mil – – –
LWMI
66
Legacy Wealth Management (Idaho)
Idaho
US$ 225 mil +US$ 222 mil +6.250 Nova
Advisors Preferred
67
Advisors Preferred
Maryland
US$ 223 mil +US$ 219 mil +6.170 Nova
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
US$ 218 mil +US$ 14,6 mil +412 +7%
HRT Financial
69
HRT Financial
New York
US$ 204 mil +US$ 202 mil +5.683 Nova
Walkner Condon Financial Advisors
70
Walkner Condon Financial Advisors
Wisconsin
US$ 204 mil +US$ 201 mil +5.652 Nova
Stone House Investment Management
71
Stone House Investment Management
Pennsylvania
US$ 189 mil – – –
Blue Trust Inc
72
Blue Trust Inc
Georgia
US$ 52,6 mil +US$ 51,9 mil +1.461 Nova
Private Trust Company
73
Private Trust Company
Ohio
US$ 49,5 mil +US$ 48,8 mil +1.374 Nova
NBC Securities
74
NBC Securities
Alabama
US$ 49,3 mil – – –
Steward Partners Investment Advisory
75
Steward Partners Investment Advisory
New York
US$ 39,2 mil +US$ 13,7 mil +385 +55%
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