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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Conservest Capital Advisors
1051
Conservest Capital Advisors
Pennsylvania
US$ 466 mil +US$ 7,42 mil +65 +2%
Essex LLC
1052
Essex LLC
Illinois
US$ 466 mil – – –
Wealth Alliance
1053
Wealth Alliance
New York
US$ 466 mil -US$ 148 mil -1.293 -24%
Xcel Wealth Management
1054
Xcel Wealth Management
Florida
US$ 463 mil -US$ 81,6 mil -715 -15%
LA
1055
Latitude Advisors
Florida
US$ 463 mil +US$ 3,77 mil +33 +0,8%
Gagnon Securities
1056
Gagnon Securities
New York
US$ 459 mil +US$ 10,4 mil +91 +2%
KMWM
1057
Keudell/Morrison Wealth Management
Oregon
US$ 458 mil +US$ 79,2 mil +694 +21%
Castleview Partners
1058
Castleview Partners
Texas
US$ 458 mil +US$ 6,05 mil +53 +1%
Wedmont Private Capital
1059
Wedmont Private Capital
Pennsylvania
US$ 458 mil -US$ 133 mil -1.165 -24%
Creative Financial Designs
1060
Creative Financial Designs
Indiana
US$ 457 mil -US$ 62,2 mil -545 -12%
RWA Wealth Partners
1061
RWA Wealth Partners
Massachusetts
US$ 457 mil +US$ 4,45 mil +39 +1%
OWMIAS
1062
One Wealth Management Investment & Advisory Services
Florida
US$ 457 mil -US$ 470 mil -4.121 -51%
M.E. Allison & Co
1063
M.E. Allison & Co
Texas
US$ 457 mil – – –
Yousif Capital Management
1064
Yousif Capital Management
Michigan
US$ 455 mil -US$ 991 mil -8.680 -69%
Advyzon Investment Management
1065
Advyzon Investment Management
Illinois
US$ 452 mil -US$ 67,6 mil -592 -13%
Cornerstone Planning
1066
Cornerstone Planning
North Carolina
US$ 452 mil – – –
Versant Capital Management
1067
Versant Capital Management
Arizona
US$ 452 mil +US$ 19,4 mil +170 +4%
Bright Financial Advisors
1068
Bright Financial Advisors
Michigan
US$ 452 mil +US$ 2,28 mil +20 +0,5%
Silvercrest Asset Management
1069
Silvercrest Asset Management
New York
US$ 451 mil -US$ 49,8 mil -436 -10%
RPGK
1070
Retirement Planning Group (Kansas)
Kansas
US$ 451 mil -US$ 12,1 mil -106 -3%
Potomac Fund Management
1071
Potomac Fund Management
Florida
US$ 450 mil -US$ 64,7 mil -567 -13%
Financial Advisors Network
1072
Financial Advisors Network
California
US$ 450 mil – – –
Accurate Wealth Management
1073
Accurate Wealth Management
Florida
US$ 447 mil -US$ 4,22 mil -37 -1%
Family Management
1074
Family Management
New York
US$ 446 mil -US$ 116 mil -1.017 -21%
CT
1075
Chicago Trust
Illinois
US$ 445 mil -US$ 57,1 mil -500 -11%
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