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SEI Investments
SEIC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Ullmann Wealth Partners Group
401
Ullmann Wealth Partners Group
Florida
US$ 227 mil +US$ 226 mil +2.593 Nova
Institute for Wealth Management
402
Institute for Wealth Management
Colorado
US$ 226 mil -US$ 52,7 mil -604 -19%
Everence Capital Management
403
Everence Capital Management
Indiana
US$ 224 mil +US$ 223 mil +2.558 Nova
MGO One Seven
404
MGO One Seven
Ohio
US$ 223 mil -US$ 698 -8 -0,3%
Atomi Financial Group
405
Atomi Financial Group
New York
US$ 220 mil -US$ 4,97 mil -57 -2%
Catalyst Financial Partners
406
Catalyst Financial Partners
Massachusetts
US$ 218 mil -US$ 193 mil -2.212 -47%
Personal CFO Solutions
407
Personal CFO Solutions
New Jersey
US$ 217 mil +US$ 216 mil +2.472 Nova
Kestra Private Wealth Services
408
Kestra Private Wealth Services
Texas
US$ 217 mil -US$ 539 mil -6.184 -71%
Icon Wealth Advisors
409
Icon Wealth Advisors
Texas
US$ 214 mil -US$ 245 mil -2.806 -53%
Gallacher Capital Management
410
Gallacher Capital Management
Colorado
US$ 213 mil -US$ 52,3 mil -599 -20%
Revisor Wealth Management
411
Revisor Wealth Management
Ohio
US$ 211 mil +US$ 209 mil +2.401 Nova
Hilltop Holdings
412
Hilltop Holdings
Texas
US$ 208 mil +US$ 207 mil +2.375 Nova
Wedmont Private Capital
413
Wedmont Private Capital
Pennsylvania
US$ 208 mil +US$ 190 mil +2.174 Nova
AlphaGrep UK
414
AlphaGrep UK
US$ 205 mil +US$ 204 mil +2.336 Nova
Csenge Advisory Group
415
Csenge Advisory Group
Florida
US$ 203 mil -US$ 57 mil -654 -22%
Peterson Wealth Services
416
Peterson Wealth Services
Utah
US$ 194 mil +US$ 349 +4 +0,2%
EverSource Wealth Advisors
417
EverSource Wealth Advisors
Alabama
US$ 192 mil -US$ 118 mil -1.356 -38%
Versant Capital Management
418
Versant Capital Management
Arizona
US$ 188 mil +US$ 20,8 mil +239 +13%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
US$ 168 mil +US$ 11,6 mil +133 +7%
Hollencrest Capital Management
420
Hollencrest Capital Management
California
US$ 167 mil +US$ 262 +3 +0,2%
Valley National Advisers
421
Valley National Advisers
Pennsylvania
US$ 149 mil -US$ 86,5 mil -992 -37%
Harbor Capital Advisors
422
Harbor Capital Advisors
Illinois
US$ 140 mil +US$ 115 mil +1.322 +491%
Hills Bank & Trust
423
Hills Bank & Trust
Iowa
US$ 137 mil -US$ 7,59 mil -87 -5%
Cassaday & Co Wealth Management
424
Cassaday & Co Wealth Management
Virginia
US$ 134 mil – – –
J. R. Prunier Capital Management LLC
425
J. R. Prunier Capital Management LLC
Massachusetts
US$ 132 mil +US$ 131 mil +1.500 Nova
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