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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Prota Financial
2176
Prota Financial
Texas
US$ 609 mil +US$ 61,2 mil +409 +10%
Sippican Capital Advisors
2177
Sippican Capital Advisors
Massachusetts
US$ 608 mil – – –
Trueblood Wealth Management
2178
Trueblood Wealth Management
Ohio
US$ 608 mil +US$ 5,98 mil +40 +0,9%
KMWM
2179
Keudell/Morrison Wealth Management
Oregon
US$ 606 mil -US$ 18,1 mil -121 -3%
Silvia McColl Wealth Management
2180
Silvia McColl Wealth Management
California
US$ 606 mil – – –
CAM
2181
CPA Asset Management
Florida
US$ 606 mil -US$ 89,7 mil -600 -12%
D.B. Root & Company
2182
D.B. Root & Company
Pennsylvania
US$ 605 mil -US$ 66,7 mil -446 -9%
Blue Zone Wealth Advisors
2183
Blue Zone Wealth Advisors
California
US$ 604 mil – – –
Eagle Harbor Asset Management
2184
Eagle Harbor Asset Management
Washington
US$ 602 mil +US$ 24,4 mil +163 +4%
Falcon Wealth Planning
2185
Falcon Wealth Planning
California
US$ 602 mil -US$ 118 mil -789 -15%
Financial Engines Advisors
2186
Financial Engines Advisors
California
US$ 601 mil +US$ 114 mil +761 +21%
Waycross Partners
2187
Waycross Partners
Kentucky
US$ 600 mil – – –
Tarbox Family Office
2188
Tarbox Family Office
California
US$ 600 mil – – –
Cottonwood Capital Advisors
2189
Cottonwood Capital Advisors
Utah
US$ 597 mil – – –
Wealth Dimensions Group
2190
Wealth Dimensions Group
Ohio
US$ 596 mil +US$ 41,3 mil +276 +7%
Aventura Private Wealth
2191
Aventura Private Wealth
Florida
US$ 595 mil +US$ 41,6 mil +278 +7%
Advisory Advocates
2192
Advisory Advocates
Michigan
US$ 595 mil -US$ 110 mil -739 -14%
Howard Capital Management Group
2193
Howard Capital Management Group
California
US$ 595 mil – – –
AMI Investment Management
2194
AMI Investment Management
Indiana
US$ 593 mil -US$ 62,4 mil -417 -9%
Tower View Wealth Management
2195
Tower View Wealth Management
Wisconsin
US$ 592 mil -US$ 82,4 mil -551 -11%
Clear Harbor Asset Management
2196
Clear Harbor Asset Management
Connecticut
US$ 591 mil -US$ 453 mil -3.029 -41%
Signature Wealth Management Partners
2197
Signature Wealth Management Partners
New Jersey
US$ 590 mil – – –
Auxano Advisors
2198
Auxano Advisors
Washington
US$ 590 mil -US$ 10,5 mil -70 -2%
NWF Advisory Services
2199
NWF Advisory Services
California
US$ 589 mil -US$ 748 -5 -0,1%
WrapManager Inc
2200
WrapManager Inc
California
US$ 589 mil -US$ 31,8 mil -213 -5%