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SHM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Prosperity Planning
176
Prosperity Planning
Missouri
US$ 933 mil – – –
Confluence Investment Management
177
Confluence Investment Management
Missouri
US$ 932 mil -US$ 2 mi -41.857 -68%
Clearstead Advisors
178
Clearstead Advisors
Ohio
US$ 905 mil +US$ 766 +16 +0,1%
Crews Bank & Trust
179
Crews Bank & Trust
Florida
US$ 903 mil – – –
MA
180
Mutual Advisors
Nebraska
US$ 899 mil +US$ 23,8 mil +498 +3%
CNB Bank
181
CNB Bank
Pennsylvania
US$ 898 mil -US$ 23,1 mil -483 -3%
Vista Investment Management
182
Vista Investment Management
Pennsylvania
US$ 898 mil – – –
WBH Advisory
183
WBH Advisory
Maryland
US$ 884 mil +US$ 882 mil +18.421 Nova
Ritholtz Wealth Management
184
Ritholtz Wealth Management
New York
US$ 873 mil +US$ 2,2 mil +46 +0,3%
BWM
185
Brown Wealth Management
Illinois
US$ 870 mil +US$ 44,9 mil +939 +5%
HWMC
186
Heritage Wealth Management (California)
California
US$ 867 mil +US$ 148 mil +3.095 +21%
Transcendent Capital Group
187
Transcendent Capital Group
Oklahoma
US$ 864 mil -US$ 4,4 mil -92 -0,5%
Avantax Planning Partners
188
Avantax Planning Partners
Iowa
US$ 837 mil -US$ 6,94 mil -145 -0,8%
Quantinno Capital Management
189
Quantinno Capital Management
New York
US$ 815 mil -US$ 178 mil -3.719 -18%
Nicolet Bankshares
190
Nicolet Bankshares
Wisconsin
US$ 812 mil – – –
Friedenthal Financial
191
Friedenthal Financial
New Jersey
US$ 801 mil -US$ 117 mil -2.449 -13%
BCS Wealth Management
192
BCS Wealth Management
Tennessee
US$ 800 mil +US$ 30,5 mil +638 +4%
PAX Financial Group
193
PAX Financial Group
Texas
US$ 789 mil +US$ 105 mil +2.190 +15%
Clearwater Capital Advisors
194
Clearwater Capital Advisors
Illinois
US$ 779 mil – – –
QP Wealth Management
195
QP Wealth Management
New Jersey
US$ 773 mil +US$ 47,4 mil +990 +7%
IHT Wealth Management
196
IHT Wealth Management
Illinois
US$ 765 mil +US$ 12,4 mil +260 +2%
Mesirow Financial Investment Management
197
Mesirow Financial Investment Management
Illinois
US$ 761 mil +US$ 191 +4 +0%
L.K. Benson & Company
198
L.K. Benson & Company
Maryland
US$ 757 mil -US$ 42,4 mil -886 -5%
Mather Group
199
Mather Group
Illinois
US$ 738 mil -US$ 1 mil -21 -0,1%
Legacy Solutions LLC
200
Legacy Solutions LLC
Pennsylvania
US$ 736 mil +US$ 13,4 mil +280 +2%
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