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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Left Brain Wealth Management
2276
Left Brain Wealth Management
Illinois
US$ 542 mil +US$ 379 mil +1.250 Nova
Vista Investment Partners II
2277
Vista Investment Partners II
Indiana
US$ 542 mil -US$ 14,9 mil -49 -4%
LT
2278
Legacy Trust
Michigan
US$ 539 mil +US$ 10,9 mil +36 +3%
Schneider Downs Wealth Management Advisors
2279
Schneider Downs Wealth Management Advisors
Pennsylvania
US$ 539 mil +US$ 378 mil +1.244 Nova
D.B. Root & Company
2280
D.B. Root & Company
Pennsylvania
US$ 538 mil -US$ 2,43 mil -8 -0,6%
Patten & Patten
2281
Patten & Patten
Tennessee
US$ 537 mil – – –
Red Wave Investments
2282
Red Wave Investments
Pennsylvania
US$ 535 mil – – –
Asset One Wealth Management
2283
Asset One Wealth Management
Washington
US$ 535 mil +US$ 17,6 mil +58 +4%
Crawford Investment Counsel
2284
Crawford Investment Counsel
Georgia
US$ 534 mil -US$ 14 mil -46 -4%
Tanager Wealth Management
2285
Tanager Wealth Management
United Kingdom
US$ 534 mil +US$ 43,7 mil +144 +13%
Permanent Capital Management
2286
Permanent Capital Management
Illinois
US$ 532 mil +US$ 59,8 mil +197 +19%
Marrick Wealth
2287
Marrick Wealth
California
US$ 532 mil +US$ 2,73 mil +9 +0,7%
Allegheny Financial Group
2288
Allegheny Financial Group
Pennsylvania
US$ 532 mil – – –
Investment Advisory Group
2289
Investment Advisory Group
Massachusetts
US$ 531 mil +US$ 32,5 mil +107 +10%
CSA
2290
Cottage Street Advisors
Massachusetts
US$ 531 mil -US$ 18,2 mil -60 -5%
AGH Wealth Advisors
2291
AGH Wealth Advisors
Kansas
US$ 531 mil +US$ 74,7 mil +246 +25%
Davidson Trust Company
2292
Davidson Trust Company
Washington
US$ 531 mil +US$ 78,6 mil +259 +27%
Atticus Wealth Management
2293
Atticus Wealth Management
Florida
US$ 531 mil +US$ 607 +2 +0,2%
Elevated Financial Group
2294
Elevated Financial Group
Indiana
US$ 530 mil +US$ 10,9 mil +36 +3%
Larry Mathis Financial Planning
2295
Larry Mathis Financial Planning
Arizona
US$ 529 mil -US$ 121 mil -397 -25%
Smith Thornton Advisors
2296
Smith Thornton Advisors
Alabama
US$ 528 mil – – –
Annex Advisory Services
2297
Annex Advisory Services
Wisconsin
US$ 526 mil +US$ 28,2 mil +93 +8%
Omnia Family Wealth
2298
Omnia Family Wealth
Florida
US$ 526 mil – – –
WMA
2299
Wealth Management Associates
New Jersey
US$ 525 mil -US$ 52,8 mil -174 -13%
Fortitude Family Office
2300
Fortitude Family Office
Arizona
US$ 525 mil +US$ 58,3 mil +192 +19%