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NCIQ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
AIM
1
Archer Investment Management
Texas
US$ 2,3 mi +US$ 2,58 mi +144.040 +1.092%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
US$ 1,6 mi +US$ 1,97 mi +109.659 Nova
MML Investors Services
3
MML Investors Services
Massachusetts
US$ 1,2 mi +US$ 1,47 mi +82.090 Nova
Victory Financial Group
4
Victory Financial Group
Texas
US$ 376 mil +US$ 53,4 mil +2.978 +13%
Wealthspire Advisors (New York)
5
Wealthspire Advisors (New York)
New York
US$ 363 mil – – –
CreativeOne Wealth
6
CreativeOne Wealth
Kansas
US$ 295 mil +US$ 1,85 mil +103 +0,5%
SPA
7
Shore Point Advisors
New Jersey
US$ 214 mil +US$ 263 mil +14.668 Nova
APFP
8
Action Point Financial Planning
Michigan
US$ 116 mil +US$ 143 mil +7.969 Nova
Tompkins Financial
9
Tompkins Financial
New York
US$ 37,2 mil +US$ 45,6 mil +2.544 Nova
EFG International
10
EFG International
US$ 19,7 mil – – –
Farther Finance Advisors
11
Farther Finance Advisors
California
US$ 12,3 mil -US$ 5,02 mil -280 -25%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
US$ 11,7 mil – – –
North Star Investment Management
13
North Star Investment Management
Illinois
US$ 11,6 mil – – –
TD Capital Management
14
TD Capital Management
Tennessee
US$ 10,6 mil +US$ 13 mil +723 Nova
Morgan Stanley
15
Morgan Stanley
New York
US$ 1,46 mil +US$ 1,79 mil +100 Nova
CIA
16
Cape Investment Advisory
Georgia
US$ 409 +US$ 502 +28 Nova
Flow Traders U.S.
17
Flow Traders U.S.
New York
– -US$ 1,44 mi -83.654 Encerrada
Virtu Financial
18
Virtu Financial
New York
– -US$ 784 mil -45.530 Encerrada
Atomi Financial Group
19
Atomi Financial Group
New York
– -US$ 670 mil -38.881 Encerrada
Arax Advisory Partners
20
Arax Advisory Partners
Colorado
– -US$ 23,2 mil -1.345 Encerrada