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Nome Posição Valor negociado Ações
Variação
Variação na
participação
P.J. Schmidt Investment Management (PJS)
1051
P.J. Schmidt Investment Management (PJS)
Wisconsin
US$ 360 mil – – –
RFO
1052
RiverGlades Family Offices
Florida
US$ 360 mil – – –
Kendall Capital Management
1053
Kendall Capital Management
Maryland
US$ 360 mil – – –
Summit Wealth Group (Colorado)
1054
Summit Wealth Group (Colorado)
Colorado
US$ 358 mil +US$ 92,5 mil +617 +37%
V
1055
ViaWealth
Kansas
US$ 357 mil -US$ 3,75 mil -25 -1%
OWA
1056
Outlook Wealth Advisors
Texas
US$ 356 mil -US$ 150 -1 -0%
Texas Capital Bank Wealth Management Services
1057
Texas Capital Bank Wealth Management Services
Texas
US$ 356 mil +US$ 9,9 mil +66 +3%
AEPWM
1058
Atlantic Edge Private Wealth Management
Florida
US$ 356 mil +US$ 6 mil +40 +2%
Financial Security Advisor
1059
Financial Security Advisor
Virginia
US$ 355 mil – – –
VestGen Advisors
1060
VestGen Advisors
Illinois
US$ 354 mil +US$ 57,9 mil +386 +21%
TWP
1061
Tyche Wealth Partners
Texas
US$ 353 mil – – –
Cooper Financial Group
1062
Cooper Financial Group
California
US$ 353 mil +US$ 132 mil +878 +64%
Vicus Capital
1063
Vicus Capital
Pennsylvania
US$ 353 mil +US$ 150 +1 +0%
Chilton Investment Company
1064
Chilton Investment Company
Connecticut
US$ 353 mil – – –
AIM
1065
Aigen Investment Management
New York
US$ 352 mil +US$ 336 mil +2.243 Nova
Keystone Financial Group (Kentucky)
1066
Keystone Financial Group (Kentucky)
Kentucky
US$ 351 mil -US$ 6,3 mil -42 -2%
VEM
1067
Vann Equity Management
Texas
US$ 351 mil +US$ 1,05 mil +7 +0,3%
CB
1068
CNB Bank
Pennsylvania
US$ 348 mil -US$ 53,2 mil -355 -14%
Mattern Capital Management
1069
Mattern Capital Management
Colorado
US$ 347 mil – – –
Trek Financial
1070
Trek Financial
Arizona
US$ 346 mil -US$ 42,9 mil -286 -11%
BGAI
1071
Bruce G. Allen Investments
Colorado
US$ 346 mil +US$ 35,7 mil +238 +12%
Jackson Thornton Wealth Management
1072
Jackson Thornton Wealth Management
Alabama
US$ 346 mil +US$ 8,24 mil +55 +3%
WDG
1073
Wealth Dimensions Group
Ohio
US$ 345 mil – – –
GBFG
1074
Gerald Baker Financial Group
Texas
US$ 344 mil – – –
TWP
1075
Tower Wealth Partners
Pennsylvania
US$ 344 mil +US$ 300 +2 +0,1%