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Intercontinental Exchange
ICE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Procyon Advisors
1001
Procyon Advisors
Connecticut
US$ 561 mil -US$ 3,98 mi -26.492 -85%
Cambria Investment Management
1002
Cambria Investment Management
California
US$ 561 mil +US$ 333 mil +2.221 +95%
Checchi Capital Advisers
1003
Checchi Capital Advisers
California
US$ 555 mil -US$ 76,1 mil -507 -10%
Brookstone Capital Management
1004
Brookstone Capital Management
Illinois
US$ 553 mil +US$ 304 mil +2.027 +82%
Becker Capital Management
1005
Becker Capital Management
Oregon
US$ 549 mil +US$ 750 +5 +0,1%
Oxford Financial Group
1006
Oxford Financial Group
Indiana
US$ 543 mil -US$ 3,9 mil -26 -0,6%
Atomi Financial Group
1007
Atomi Financial Group
New York
US$ 541 mil -US$ 398 mil -2.651 -38%
Doliver Advisors
1008
Doliver Advisors
Texas
US$ 538 mil -US$ 113 mil -756 -15%
Flagship Harbor Advisors
1009
Flagship Harbor Advisors
Massachusetts
US$ 537 mil +US$ 11,3 mil +75 +2%
Diversify Wealth Management
1010
Diversify Wealth Management
Utah
US$ 532 mil +US$ 27,6 mil +184 +5%
Diversify Advisory Services
1011
Diversify Advisory Services
Utah
US$ 532 mil +US$ 344 mil +2.295 +179%
RMR Wealth Builders
1012
RMR Wealth Builders
New Jersey
US$ 532 mil +US$ 1,95 mil +13 +0,3%
Applied Finance Capital Management
1013
Applied Finance Capital Management
Puerto Rico
US$ 526 mil -US$ 205 mil -1.368 -24%
Applied Capital LLC
1014
Applied Capital LLC
Florida
US$ 521 mil +US$ 150 mil +997 +31%
Portfolio Design Labs
1015
Portfolio Design Labs
California
US$ 521 mil -US$ 30,2 mil -201 -5%
Beaumont Financial Advisors
1016
Beaumont Financial Advisors
Massachusetts
US$ 517 mil -US$ 38,3 mil -255 -6%
Sompo Asset Management
1017
Sompo Asset Management
Japan
US$ 513 mil +US$ 15 mil +100 +2%
Premier Path Wealth Partners
1018
Premier Path Wealth Partners
New Jersey
US$ 512 mil -US$ 169 mil -1.129 -21%
Blue Line Capital
1019
Blue Line Capital
Illinois
US$ 510 mil +US$ 46,7 mil +311 +8%
Bank Julius Baer & Co
1020
Bank Julius Baer & Co
Switzerland
US$ 508 mil -US$ 40,8 mil -272 -6%
StoneX Group
1021
StoneX Group
New York
US$ 507 mil +US$ 63,6 mil +424 +11%
Hara Capital
1022
Hara Capital
Washington
US$ 500 mil – – –
Avidian Wealth Enterprises
1023
Avidian Wealth Enterprises
Texas
US$ 498 mil +US$ 3 mil +20 +0,5%
LAM
1024
Lountzis Asset Management
Pennsylvania
US$ 494 mil – – –
Rossmore Private Capital
1025
Rossmore Private Capital
Connecticut
US$ 494 mil -US$ 6,75 mil -45 -1%
39 40
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