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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Cravens & Co Advisors
1101
Cravens & Co Advisors
Tennessee
US$ 896 mil -US$ 1,18 mi -11.701 -57%
Norway Savings Bank
1102
Norway Savings Bank
Maine
US$ 892 mil -US$ 89,6 mil -890 -9%
KMG Fiduciary Partners
1103
KMG Fiduciary Partners
Ohio
US$ 890 mil -US$ 2,21 mi -21.906 -72%
Parsons Capital Management
1104
Parsons Capital Management
Rhode Island
US$ 888 mil +US$ 4,03 mil +40 +0,5%
Oak Asset Management
1105
Oak Asset Management
California
US$ 888 mil -US$ 22,7 mil -225 -3%
Unify Financial Advisors
1106
Unify Financial Advisors
Florida
US$ 888 mil -US$ 100 mil -997 -10%
Sendero Wealth Management
1107
Sendero Wealth Management
Texas
US$ 887 mil +US$ 101 +1 +0%
Tradewinds LLC
1108
Tradewinds LLC
North Carolina
US$ 887 mil -US$ 103 mil -1.025 -20%
Signature Estate & Investment Advisors
1109
Signature Estate & Investment Advisors
California
US$ 885 mil +US$ 323 mil +3.212 +59%
CreativeOne Wealth
1110
CreativeOne Wealth
Kansas
US$ 885 mil -US$ 429 mil -4.264 -33%
Mason & Associates (California)
1111
Mason & Associates (California)
California
US$ 885 mil -US$ 136 mil -1.354 -14%
Gladstone Institutional Advisory
1112
Gladstone Institutional Advisory
Florida
US$ 881 mil -US$ 100 mil -994 -10%
Wellington Group
1113
Wellington Group
Indiana
US$ 879 mil +US$ 273 mil +2.711 +46%
Transcend Capital Advisors
1114
Transcend Capital Advisors
New Jersey
US$ 877 mil -US$ 155 mil -1.539 -15%
Asset Dedication LLC
1115
Asset Dedication LLC
California
US$ 877 mil -US$ 18,4 mil -183 -2%
Knuff & Co
1116
Knuff & Co
California
US$ 877 mil -US$ 210 mil -2.090 -20%
One Wealth Capital Management
1117
One Wealth Capital Management
Arizona
US$ 874 mil +US$ 451 mil +4.483 +110%
Okabena Investment Services
1118
Okabena Investment Services
Minnesota
US$ 872 mil -US$ 206 mil -2.049 -19%
IBOK
1119
Independence Bank of Kentucky
Kentucky
US$ 871 mil -US$ 42,7 mil -424 -5%
Principle Wealth Partners
1120
Principle Wealth Partners
Connecticut
US$ 871 mil -US$ 72,7 mil -722 -8%
Howland Capital Management
1121
Howland Capital Management
Massachusetts
US$ 865 mil +US$ 806 +8 +0,1%
Phillips Wealth Planners
1122
Phillips Wealth Planners
Mississippi
US$ 865 mil +US$ 68,2 mil +677 +9%
Sky-Mountain Capital Management
1123
Sky-Mountain Capital Management
Idaho
US$ 856 mil +US$ 101 +1 +0%
Lyell Wealth Management
1124
Lyell Wealth Management
California
US$ 852 mil +US$ 118 mil +1.175 +16%
Middleton & Co
1125
Middleton & Co
Massachusetts
US$ 852 mil -US$ 52,9 mil -525 -6%
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