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Nome Posição Valor negociado Ações
Variação
Variação na
participação
William Blair & Company
251
William Blair & Company
Illinois
US$ 980 mil +US$ 42,1 mil +461 +5%
Pinnacle Wealth Planning Services
252
Pinnacle Wealth Planning Services
Ohio
US$ 976 mil -US$ 2,28 mil -25 -0,2%
World Investment Advisors
253
World Investment Advisors
California
US$ 974 mil -US$ 3,56 mil -39 -0,3%
71 West Capital Partners
254
71 West Capital Partners
Massachusetts
US$ 973 mil +US$ 934 mil +10.234 Nova
Traveka Wealth
255
Traveka Wealth
California
US$ 963 mil +US$ 2,01 mil +22 +0,2%
CCC
256
Chelsea Counsel Company
California
US$ 960 mil – – –
Lido Advisors
257
Lido Advisors
California
US$ 956 mil +US$ 90,6 mil +993 +11%
Independent Advisor Alliance
258
Independent Advisor Alliance
North Carolina
US$ 955 mil -US$ 78,2 mil -857 -8%
Venturi Wealth Management
259
Venturi Wealth Management
Texas
US$ 949 mil +US$ 80,9 mil +886 +10%
Clearstead Advisors
260
Clearstead Advisors
Ohio
US$ 929 mil -US$ 891 mil -9.765 -50%
SeaBridge Investment Advisors
261
SeaBridge Investment Advisors
New Jersey
US$ 906 mil +US$ 5,48 mil +60 +0,6%
Drive Wealth Management
262
Drive Wealth Management
Utah
US$ 906 mil +US$ 18,5 mil +203 +2%
Optas LLC
263
Optas LLC
Texas
US$ 893 mil +US$ 8,67 mil +95 +1%
Westover Capital Advisors
264
Westover Capital Advisors
Delaware
US$ 886 mil – – –
Xponance
265
Xponance
Pennsylvania
US$ 871 mil +US$ 417 mil +4.568 +100%
Bridgewater Advisors
266
Bridgewater Advisors
New York
US$ 865 mil -US$ 1,73 mil -19 -0,2%
Commerce Bank
267
Commerce Bank
Missouri
US$ 864 mil -US$ 11,2 mil -123 -1%
Schonfeld Strategic Advisors
268
Schonfeld Strategic Advisors
New York
US$ 864 mil +US$ 829 mil +9.088 Nova
HighMark Wealth Management
269
HighMark Wealth Management
Minnesota
US$ 857 mil – – –
Mesirow Financial Investment Management
270
Mesirow Financial Investment Management
Illinois
US$ 849 mil +US$ 639 +7 +0,1%
55 North Private Wealth
271
55 North Private Wealth
Florida
US$ 836 mil +US$ 198 mil +2.168 +33%
American Trust Investment Advisors
272
American Trust Investment Advisors
New Hampshire
US$ 833 mil – – –
South Shore Capital Advisors
273
South Shore Capital Advisors
Massachusetts
US$ 813 mil +US$ 155 mil +1.700 +25%
Larry Mathis Financial Planning
274
Larry Mathis Financial Planning
Arizona
US$ 809 mil +US$ 776 mil +8.506 Nova
Allie Family Office
275
Allie Family Office
Florida
US$ 809 mil – – –