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INDS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Sound Financial Strategies Group
26
Sound Financial Strategies Group
Mississippi
US$ 552 mil +US$ 11,8 mil +296 +2%
Next Level Wealth Planning
27
Next Level Wealth Planning
Idaho
US$ 522 mil +US$ 9,22 mil +232 +2%
Private Advisor Group
28
Private Advisor Group
New Jersey
US$ 438 mil -US$ 54,1 mil -1.362 -11%
Sterling Group Wealth Management
29
Sterling Group Wealth Management
California
US$ 426 mil – – –
Park Avenue Securities
30
Park Avenue Securities
New York
US$ 420 mil +US$ 118 mil +2.974 +40%
Principal Securities
31
Principal Securities
Iowa
US$ 410 mil +US$ 113 mil +2.840 +39%
Jane Street
32
Jane Street
New York
US$ 345 mil -US$ 3,09 mi -77.732 -90%
Atomi Financial Group
33
Atomi Financial Group
New York
US$ 335 mil -US$ 24,1 mil -607 -7%
Bright Futures Wealth Management
34
Bright Futures Wealth Management
New York
US$ 328 mil +US$ 33,5 mil +843 +12%
Main Line Retirement Advisors
35
Main Line Retirement Advisors
Montana
US$ 307 mil +US$ 278 +7 +0,1%
Independent Financial Group
36
Independent Financial Group
California
US$ 289 mil -US$ 339 mil -8.543 -54%
UBS Group
37
UBS Group
Switzerland
US$ 287 mil -US$ 100 mil -2.505 -26%
Partners Capital Investment Group
38
Partners Capital Investment Group
Massachusetts
US$ 256 mil – – –
Sentinus LLC
39
Sentinus LLC
Illinois
US$ 244 mil – – –
Wells Fargo
40
Wells Fargo
California
US$ 132 mil -US$ 2,66 mil -67 -2%
Allworth Financial
41
Allworth Financial
California
US$ 121 mil -US$ 17 mil -427 -12%
Harbour Investments
42
Harbour Investments
Wisconsin
US$ 120 mil +US$ 40 +1 +0%
Aptus Capital Advisors
43
Aptus Capital Advisors
Alabama
US$ 104 mil – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
US$ 65,6 mil -US$ 1,31 mil -33 -2%
Farther Finance Advisors
45
Farther Finance Advisors
California
US$ 54,8 mil +US$ 3,74 mil +94 +7%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
US$ 39,1 mil +US$ 1,87 mil +47 +5%
Global Retirement Partners
47
Global Retirement Partners
California
US$ 26,2 mil +US$ 25,9 mil +652 Nova
Fidelity Investments
48
Fidelity Investments
Massachusetts
US$ 20,6 mil +US$ 9,9 mil +249 +94%
O'Shaughnessy Asset Management
49
O'Shaughnessy Asset Management
Connecticut
US$ 15,2 mil -US$ 278 -7 -2%
Golden State Wealth Management
50
Golden State Wealth Management
California
US$ 14,9 mil -US$ 2,18 mil -55 -13%
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