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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Palumbo Wealth Management
1951
Palumbo Wealth Management
New York
US$ 604 mil -US$ 15,5 mil -171 -2%
Boltwood Capital Management
1952
Boltwood Capital Management
California
US$ 604 mil -US$ 22,3 mil -247 -3%
Clifford Group
1953
Clifford Group
Massachusetts
US$ 603 mil -US$ 17,2 mil -190 -3%
Landaas & Company
1954
Landaas & Company
Wisconsin
US$ 602 mil – – –
Broyhill Asset Management
1955
Broyhill Asset Management
North Carolina
US$ 600 mil – – –
Schneider Downs Wealth Management Advisors
1956
Schneider Downs Wealth Management Advisors
Pennsylvania
US$ 600 mil – – –
Beverly Hills Private Wealth
1957
Beverly Hills Private Wealth
California
US$ 599 mil -US$ 1,36 mi -15.040 -69%
Oxford Wealth Group
1958
Oxford Wealth Group
Florida
US$ 598 mil +US$ 616 mil +6.815 Nova
Parcion Private Wealth
1959
Parcion Private Wealth
Washington
US$ 598 mil +US$ 12,4 mil +137 +2%
TritonPoint Partners
1960
TritonPoint Partners
Maryland
US$ 597 mil +US$ 413 mil +4.561 +203%
Mirova
1961
Mirova
France
US$ 597 mil -US$ 9,14 mil -101 -1%
Y.D. More Investments
1962
Y.D. More Investments
Israel
US$ 594 mil +US$ 66,9 mil +740 +12%
SCLDSCCL
1963
Split Creek LLC DBA Split Creek Capital LLC
Virginia
US$ 593 mil – – –
Northbridge Financial Group
1964
Northbridge Financial Group
Florida
US$ 593 mil +US$ 109 mil +1.207 +22%
SHFP
1965
Second Half Financial Partners
Florida
US$ 593 mil +US$ 14,5 mil +160 +2%
SFMG Wealth Advisors
1966
SFMG Wealth Advisors
Texas
US$ 592 mil +US$ 82,8 mil +915 +16%
Financial Solutions Advisory Group
1967
Financial Solutions Advisory Group
Illinois
US$ 591 mil – – –
Cushing Capital Partners
1968
Cushing Capital Partners
Wisconsin
US$ 591 mil -US$ 13,3 mil -147 -2%
Kaizen Financial Strategies
1969
Kaizen Financial Strategies
California
US$ 590 mil -US$ 2,53 mil -28 -0,4%
Detalus Advisors
1970
Detalus Advisors
Missouri
US$ 590 mil -US$ 15,4 mil -170 -2%
FSM Wealth Advisors
1971
FSM Wealth Advisors
Ohio
US$ 590 mil +US$ 19,8 mil +219 +3%
Magnus Financial Group
1972
Magnus Financial Group
New York
US$ 588 mil -US$ 6,42 mil -71 -1%
Bayshore Asset Management
1973
Bayshore Asset Management
Florida
US$ 588 mil +US$ 606 mil +6.694 Nova
Samalin Investment Counsel
1974
Samalin Investment Counsel
New York
US$ 586 mil -US$ 34,1 mil -377 -5%
TRB Wealth Management
1975
TRB Wealth Management
Texas
US$ 585 mil -US$ 444 mil -4.904 -42%