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PTIN

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
MONECO Advisors
26
MONECO Advisors
Connecticut
US$ 758 mil -US$ 26,9 mil -756 -4%
Kestra Advisory Services
27
Kestra Advisory Services
Texas
US$ 749 mil +US$ 67,5 mil +1.900 +10%
NewEdge Advisors
28
NewEdge Advisors
Louisiana
US$ 687 mil -US$ 9,24 mil -260 -1%
ADE LLC
29
ADE LLC
Maryland
US$ 676 mil -US$ 88,3 mil -2.485 -12%
NFP Retirement Inc
30
NFP Retirement Inc
California
US$ 577 mil +US$ 6,54 mil +184 +1%
Steward Partners Investment Advisory
31
Steward Partners Investment Advisory
New York
US$ 570 mil -US$ 71 -2 -0%
Private Advisor Group
32
Private Advisor Group
New Jersey
US$ 545 mil -US$ 45,9 mil -1.293 -8%
LT
33
Legacy Trust
Michigan
US$ 534 mil – – –
Jacobi Capital Management
34
Jacobi Capital Management
Pennsylvania
US$ 454 mil – – –
GeoWealth Management
35
GeoWealth Management
Illinois
US$ 438 mil +US$ 23,9 mil +673 +6%
J2 Capital Management
36
J2 Capital Management
Michigan
US$ 363 mil -US$ 2,77 mil -78 -0,8%
Private Trust Company
37
Private Trust Company
Ohio
US$ 340 mil – – –
Clark Asset Management
38
Clark Asset Management
New Hampshire
US$ 332 mil – – –
Concurrent Investment Advisors
39
Concurrent Investment Advisors
Florida
US$ 314 mil -US$ 47,9 mil -1.347 -14%
MGO One Seven
40
MGO One Seven
Ohio
US$ 229 mil -US$ 1,81 mil -51 -0,8%
Sykon Capital
41
Sykon Capital
New York
US$ 224 mil +US$ 217 mil +6.122 Nova
Capital Investment Advisory Services
42
Capital Investment Advisory Services
North Carolina
US$ 189 mil +US$ 13,9 mil +391 +8%
AmeriFlex Group
43
AmeriFlex Group
Nevada
US$ 103 mil +US$ 53,6 mil +1.510 +117%
Harbour Investments
44
Harbour Investments
Wisconsin
US$ 87,1 mil – – –
Morgan Stanley
45
Morgan Stanley
New York
US$ 49,3 mil – – –
IFP Advisors
46
IFP Advisors
Florida
US$ 45,8 mil – – –
EverSource Wealth Advisors
47
EverSource Wealth Advisors
Alabama
US$ 39 mil – – –
IAIM
48
International Assets Investment Management
Florida
US$ 34,1 mil – – –
IFG Advisory
49
IFG Advisory
Georgia
US$ 32,4 mil +US$ 31,4 mil +884 Nova
Regatta Research & Money Management
50
Regatta Research & Money Management
Louisiana
US$ 32,1 mil +US$ 31,1 mil +876 Nova
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