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MTBA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
US$ 110 mi -US$ 11 mi -223.801 -9%
MML Investors Services
2
MML Investors Services
Massachusetts
US$ 95,1 mi +US$ 15,1 mi +306.124 +19%
Wells Fargo
3
Wells Fargo
California
US$ 79,9 mi -US$ 2,17 mi -43.991 -3%
Edge Wealth Management
4
Edge Wealth Management
New York
US$ 53,5 mi +US$ 957 mil +19.399 +2%
Evergreen Capital Management
5
Evergreen Capital Management
Washington
US$ 51,8 mi -US$ 352 mil -7.139 -0,7%
Knightsbridge Asset Management
6
Knightsbridge Asset Management
California
US$ 46,5 mi +US$ 6,35 mi +128.729 +16%
WG
7
Watchman Group
Texas
US$ 44,3 mi +US$ 1,2 mi +24.379 +3%
CreativeOne Wealth
8
CreativeOne Wealth
Kansas
US$ 35,1 mi +US$ 3,21 mi +65.131 +10%
LPL Financial
9
LPL Financial
California
US$ 26,7 mi -US$ 1,89 mi -38.346 -7%
Tortoise Investment Management
10
Tortoise Investment Management
New York
US$ 25,9 mi +US$ 601 mil +12.171 +2%
Aprio Wealth Management
11
Aprio Wealth Management
Georgia
US$ 23,8 mi +US$ 1,08 mi +21.794 +5%
HCM
12
Hutchinson Capital Management
California
US$ 19,7 mi +US$ 1,11 mi +22.430 +6%
Hilton Capital Management
13
Hilton Capital Management
New York
US$ 19,6 mi -US$ 22,5 mi -456.647 -53%
Pekin Hardy Strauss
14
Pekin Hardy Strauss
Illinois
US$ 18,8 mi -US$ 1,31 mi -26.517 -6%
Proficio Capital Partners
15
Proficio Capital Partners
Massachusetts
US$ 16,6 mi -US$ 2,23 mi -45.211 -12%
L2 Asset Management
16
L2 Asset Management
Massachusetts
US$ 14,5 mi -US$ 13 mi -263.824 -47%
WealthPlan Investment Management
17
WealthPlan Investment Management
Nebraska
US$ 13,4 mi -US$ 675 mil -13.671 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
US$ 12,2 mi -US$ 2,14 mi -43.344 -15%
Bar Harbor Wealth Management
19
Bar Harbor Wealth Management
New Hampshire
US$ 11,8 mi -US$ 248 mil -5.028 -2%
TWD
20
True Wealth Design
Ohio
US$ 10,8 mi -US$ 480 mil -9.733 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
US$ 9,8 mi -US$ 1,4 mi -28.382 -12%
Sanctuary Advisors
22
Sanctuary Advisors
Indiana
US$ 9,6 mi +US$ 1,72 mi +34.918 +22%
Prevail Innovative Wealth Advisors
23
Prevail Innovative Wealth Advisors
Kansas
US$ 9,5 mi -US$ 40,2 mil -815 -0,4%
JP Morgan Chase
24
JP Morgan Chase
New York
US$ 8,81 mi +US$ 1,64 mi +33.259 +23%
Tidal Investments
25
Tidal Investments
Wisconsin
US$ 8,53 mi +US$ 3,01 mi +61.020 +54%
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