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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
James T. Borello RIA
4001
James T. Borello RIA
Illinois
US$ 86,1 mil +US$ 24,1 mil +74 +44%
GGM Financials
4002
GGM Financials
Ohio
US$ 85,3 mil -US$ 74,2 mil -228 -49%
Tacita Capital
4003
Tacita Capital
Ontario, Canada
US$ 83,6 mil -US$ 3,25 mil -10 -4%
HighMark Wealth Management
4004
HighMark Wealth Management
Minnesota
US$ 81,9 mil +US$ 6,51 mil +20 +9%
Robinswood Financial
4005
Robinswood Financial
Washington
US$ 80,3 mil -US$ 7,48 mil -23 -9%
Newton One Investments
4006
Newton One Investments
Delaware
US$ 78,8 mil +US$ 53 mil +163 +272%
Raffa Wealth Management
4007
Raffa Wealth Management
District of Columbia
US$ 78,6 mil -US$ 8,78 mil -27 -11%
Bullseye Investment Management
4008
Bullseye Investment Management
Ohio
US$ 77,6 mil -US$ 24,4 mil -75 -25%
Meeder Asset Management
4009
Meeder Asset Management
Ohio
US$ 75,8 mil -US$ 67,3 mil -207 -49%
CFP
4010
Comprehensive Financial Planning
Pennsylvania
US$ 74,8 mil +US$ 325 +1 +0,5%
Osbon Capital Management
4011
Osbon Capital Management
Massachusetts
US$ 74,5 mil – – –
Walsh & Associates
4012
Walsh & Associates
Florida
US$ 74,3 mil +US$ 22,8 mil +70 +50%
Mitsubishi UFJ Morgan Stanley Securities
4013
Mitsubishi UFJ Morgan Stanley Securities
Japan
US$ 71,6 mil -US$ 142 mil -437 -68%
Redwood Park Advisors
4014
Redwood Park Advisors
California
US$ 71,1 mil -US$ 325 -1 -0,5%
Glass Jacobson Investment Advisors
4015
Glass Jacobson Investment Advisors
Maryland
US$ 70,9 mil – – –
Access Investment Management
4016
Access Investment Management
Georgia
US$ 70,5 mil – – –
Bare Financial Services
4017
Bare Financial Services
Pennsylvania
US$ 70,5 mil +US$ 13 mil +40 +25%
Morton Brown Family Wealth
4018
Morton Brown Family Wealth
Pennsylvania
US$ 69,4 mil +US$ 325 +1 +0,5%
Mosley Wealth Management
4019
Mosley Wealth Management
California
US$ 69 mil -US$ 11,7 mil -36 -16%
Covestor
4020
Covestor
United Kingdom
US$ 68 mil -US$ 4,56 mil -14 -7%
Collier Financial
4021
Collier Financial
Colorado
US$ 67,6 mil -US$ 6,18 mil -19 -9%
Minot DeBlois Advisors
4022
Minot DeBlois Advisors
Massachusetts
US$ 67 mil -US$ 4,88 mil -15 -7%
Bay Harbor Wealth Management
4023
Bay Harbor Wealth Management
Maryland
US$ 66,5 mil -US$ 1,95 mil -6 -3%
Strategic Advocates
4024
Strategic Advocates
Utah
US$ 66 mil -US$ 1,63 mil -5 -3%
Abound Financial
4025
Abound Financial
California
US$ 65,2 mil +US$ 32,5 mil +100 +118%
159 160
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