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ORIX
IX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
JF
126
JMN Financial
Ohio
US$ 567 mil -US$ 68,2 mil -1.917 -11%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
US$ 567 mil +US$ 91,2 mil +2.565 +21%
Xponance
128
Xponance
Pennsylvania
US$ 564 mil +US$ 235 mil +6.615 +81%
Osaic Holdings
129
Osaic Holdings
Arizona
US$ 549 mil +US$ 321 mil +9.014 +167%
Hardy Reed
130
Hardy Reed
Mississippi
US$ 545 mil – – –
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
US$ 534 mil +US$ 91,3 mil +2.567 +22%
Mount Yale Investment Advisors
132
Mount Yale Investment Advisors
Colorado
US$ 512 mil +US$ 178 mil +5.007 +59%
AssetMark Inc
133
AssetMark Inc
California
US$ 511 mil -US$ 1,28 mil -36 -0,3%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
US$ 502 mil +US$ 161 mil +4.512 +57%
HRT Financial
135
HRT Financial
New York
US$ 500 mil -US$ 401 mil -11.272 -46%
Optas LLC
136
Optas LLC
Texas
US$ 492 mil +US$ 3,52 mil +99 +0,8%
PDS Planning
137
PDS Planning
Ohio
US$ 486 mil -US$ 249 -7 -0,1%
William Blair & Company
138
William Blair & Company
Illinois
US$ 483 mil +US$ 452 mil +12.703 Nova
Independent Advisor Alliance
139
Independent Advisor Alliance
North Carolina
US$ 482 mil +US$ 451 mil +12.677 Nova
BWA
140
Basecamp Wealth Advisors
Washington
US$ 481 mil – – –
KeyBank National Association
141
KeyBank National Association
Ohio
US$ 479 mil +US$ 144 mil +4.044 +47%
D'Orazio & Associates
142
D'Orazio & Associates
Virginia
US$ 477 mil +US$ 159 mil +4.457 +55%
Marks Group Wealth Management
143
Marks Group Wealth Management
Minnesota
US$ 466 mil -US$ 138 mil -3.867 -24%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
US$ 455 mil +US$ 18,3 mil +515 +4%
Ascent Group
145
Ascent Group
Virginia
US$ 451 mil +US$ 29,6 mil +833 +8%
AHL
146
Abel Hall LLC
Louisiana
US$ 441 mil +US$ 5,3 mil +149 +1%
Checchi Capital Advisers
147
Checchi Capital Advisers
California
US$ 420 mil -US$ 27,9 mil -785 -7%
NWAG
148
Net Worth Advisory Group
Utah
US$ 420 mil -US$ 1,67 mil -47 -0,4%
Hantz Financial Services
149
Hantz Financial Services
Michigan
US$ 407 mil +US$ 10,2 mil +287 +3%
Pinnacle Wealth Planning Services
150
Pinnacle Wealth Planning Services
Ohio
US$ 406 mil +US$ 3,02 mil +85 +0,8%
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