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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Intrinsic Value Partners
5251
Intrinsic Value Partners
Arizona
US$ 738 mil – – –
Boyer Financial Services
5252
Boyer Financial Services
California
US$ 737 mil +US$ 100 mil +485 +15%
Steffes Financial
5253
Steffes Financial
Kansas
US$ 735 mil +US$ 54,9 mil +267 +8%
Kelly Financial Group
5254
Kelly Financial Group
Connecticut
US$ 733 mil -US$ 3,29 mil -16 -0,4%
Dynamic Wealth Strategies
5255
Dynamic Wealth Strategies
California
US$ 730 mil -US$ 89 mil -433 -11%
Guidance Point Advisors
5256
Guidance Point Advisors
Massachusetts
US$ 728 mil +US$ 82,2 mil +400 +12%
IMG Wealth Management
5257
IMG Wealth Management
Florida
US$ 728 mil +US$ 121 mil +589 +19%
Orgel Wealth Management
5258
Orgel Wealth Management
Wisconsin
US$ 726 mil +US$ 746 mil +3.630 Nova
Tower Wealth Partners
5259
Tower Wealth Partners
Pennsylvania
US$ 726 mil +US$ 251 mil +1.220 +51%
Deseret Mutual Benefit Administrators
5260
Deseret Mutual Benefit Administrators
Utah
US$ 725 mil -US$ 18,1 mil -88 -2%
SLG
5261
Sanchez Levi Garrett
US$ 721 mil +US$ 190 mil +925 +35%
Perspective Wealth Advisors
5262
Perspective Wealth Advisors
Colorado
US$ 720 mil +US$ 19,5 mil +95 +3%
Farnam Financial
5263
Farnam Financial
Arizona
US$ 720 mil – – –
Vawter Financial
5264
Vawter Financial
Ohio
US$ 718 mil +US$ 14,4 mil +70 +2%
RASP Wealth Solutions
5265
RASP Wealth Solutions
Indiana
US$ 717 mil +US$ 737 mil +3.586 Nova
Professional Financial Solutions
5266
Professional Financial Solutions
Virginia
US$ 716 mil +US$ 13,6 mil +66 +2%
Provident Wealth Management
5267
Provident Wealth Management
Tennessee
US$ 716 mil +US$ 343 mil +1.666 +87%
Geometric Wealth Advisors
5268
Geometric Wealth Advisors
District of Columbia
US$ 716 mil +US$ 226 mil +1.100 +44%
WealthTrak Capital Management
5269
WealthTrak Capital Management
Virginia
US$ 715 mil – – –
First Fiduciary Investment Counsel
5270
First Fiduciary Investment Counsel
Ohio
US$ 715 mil +US$ 229 mil +1.112 +45%
Causeway Capital Management
5271
Causeway Capital Management
California
US$ 714 mil -US$ 4,52 mil -22 -0,6%
Morton Brown Family Wealth
5272
Morton Brown Family Wealth
Pennsylvania
US$ 712 mil +US$ 2,47 mil +12 +0,3%
Financial Strategies Group
5273
Financial Strategies Group
Michigan
US$ 710 mil +US$ 3,5 mil +17 +0,5%
First Growth Capital
5274
First Growth Capital
Maryland
US$ 710 mil -US$ 105 mil -510 -13%
Lombard Odier Asset Management (USA)
5275
Lombard Odier Asset Management (USA)
New York
US$ 710 mil -US$ 399 mil -1.940 -35%
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