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ícone de MORN

Morningstar
MORN

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Private Trust Company
351
Private Trust Company
Ohio
US$ 13,1 mil – – –
Bradley & Co Private Wealth Management
352
Bradley & Co Private Wealth Management
Florida
US$ 12,9 mil – – –
Cedar Mountain Advisors
353
Cedar Mountain Advisors
Oregon
US$ 12,1 mil – – –
Central Trust Company
354
Central Trust Company
Missouri
US$ 11,7 mil – – –
Institute for Wealth Management
355
Institute for Wealth Management
Colorado
US$ 11,4 mil +US$ 12,7 mil +73 Nova
Pinnacle Wealth Planning Services
356
Pinnacle Wealth Planning Services
Ohio
US$ 10,9 mil -US$ 8,17 mil -47 -40%
Fortitude Family Office
357
Fortitude Family Office
Arizona
US$ 10,1 mil +US$ 10,6 mil +61 +1.525%
Quarry LP
358
Quarry LP
New York
US$ 9,7 mil -US$ 92,6 mil -533 -90%
North Star Investment Management
359
North Star Investment Management
Illinois
US$ 9,7 mil -US$ 57,9 mil -333 -84%
Quent Capital
360
Quent Capital
New York
US$ 9,5 mil +US$ 521 +3 +5%
Clearstead Advisors
361
Clearstead Advisors
Ohio
US$ 9,36 mil +US$ 9,04 mil +52 +650%
Bell Investment Advisors
362
Bell Investment Advisors
California
US$ 8,89 mil -US$ 1,39 mil -8 -12%
Smartleaf Asset Management
363
Smartleaf Asset Management
Massachusetts
US$ 8,26 mil – – –
Activest Wealth Management
364
Activest Wealth Management
Florida
US$ 8,11 mil +US$ 7,99 mil +46 +767%
Cornerstone Planning Group
365
Cornerstone Planning Group
New Jersey
US$ 8,02 mil +US$ 5,39 mil +31 +182%
Buck Wealth Strategies
366
Buck Wealth Strategies
Colorado
US$ 7,02 mil +US$ 7,82 mil +45 Nova
Capital Advisors Ltd
367
Capital Advisors Ltd
Ohio
US$ 7 mil -US$ 695 -4 -9%
Compass Financial Management
368
Compass Financial Management
Florida
US$ 6,63 mil +US$ 5,91 mil +34 Nova
Caitong International Asset Management
369
Caitong International Asset Management
Hong Kong
US$ 6,4 mil +US$ 7,12 mil +41 Nova
MJT & Associates Financial Advisory
370
MJT & Associates Financial Advisory
Minnesota
US$ 5,3 mil +US$ 5,91 mil +34 Nova
Creative Financial Designs
371
Creative Financial Designs
Indiana
US$ 5,15 mil -US$ 869 -5 -13%
Frazier Financial Advisors
372
Frazier Financial Advisors
Ohio
US$ 4,84 mil – – –
TD Private Client Wealth
373
TD Private Client Wealth
New York
US$ 4,84 mil +US$ 1,39 mil +8 +35%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
US$ 4,68 mil -US$ 3,48 mil -20 -40%
CVA Family Office
375
CVA Family Office
Colorado
US$ 4,37 mil -US$ 39,8 mil -229 -89%
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